NewEdge Wealth, LLC's ownership history for SPY

NewEdge Wealth, LLC currently holds 231.2K shares with a market value of $157.6M. It started holding SPY on 2024-09-30. At its peak, it held 231.2K shares on 2025-12-31. Its highest holding value was $157.6M on 2025-12-31. At its lowest, it held 185.3K shares on 2025-06-30, with a value of $104.7M on 2025-03-31. In the recent 180 days, NewEdge Wealth, LLC has increased its shares by 45.9K. In the recent year, NewEdge Wealth, LLC has increased its shares by 39.8K.

It has also owned 39 contracts of calls, with the market value of the underlying securities totaling $578.9K on 2025-12-31. At its peak, it held 39 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $578.9K on 2025-12-31. At its lowest, it held 39 contracts of calls on 2025-12-31 and it owned calls with the market value of the underlying securities totaling $578.9K on 2025-12-31.

It has also owned 126 contracts of puts, with the market value of the underlying securities totaling $43.6K on 2025-06-30. At its peak, it held 126 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $43.6K on 2025-06-30. At its lowest, it held 126 contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $43.6K on 2025-06-30.