NewEdge Wealth, LLC SPY Holdings History
NewEdge Wealth, LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, NewEdge Wealth, LLC held 187,125.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $104.68 Mil. This investment constitutes 1.9% of their stock portfolio, and NewEdge Wealth, LLC now holds 0.02% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2020Q4. And since then NewEdge Wealth, LLC has made 11 purchases of SPY, at an average price of $425.83, for a total of 211,810.00 shares. In addition, there have been 6 sales at an average price of $481.65 for 24,685.00 shares. Based on historical transaction data and SPY's current price of $627.58, NewEdge Wealth, LLC's estimated gain on his SPY holdings is $39.13 Mil, reflecting a 43.38% gain to date.
NewEdge Wealth, LLC SPY ($627.58) Holding Chart
NewEdge Wealth, LLC SPY ($627.58) 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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