NewEdge Advisors, LLC SPY Holdings History
NewEdge Advisors, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, NewEdge Advisors, LLC held 816,849.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $291.82 Mil. This investment constitutes 1.73% of their stock portfolio, and NewEdge Advisors, LLC now holds 0.08% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2015Q1. And since then NewEdge Advisors, LLC has made 17 purchases of SPY, at an average price of $462.17, for a total of 912,953.00 shares. In addition, there have been 14 sales at an average price of $482.73 for 96,104.00 shares. Based on historical transaction data and SPY's current price of $628.86, NewEdge Advisors, LLC's estimated gain on his SPY holdings is $138.14 Mil, reflecting a 32.74% gain to date.
NewEdge Advisors, LLC SPY ($628.86) Holding Chart
NewEdge Advisors, LLC SPY ($628.86) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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