Edgar Lomax Company’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Edgar Lomax Company’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.05M	Hold	3,150	–	–	0.15%	52
2025 Q4	$2.15M	Sell	3,150 -128	-4%	-$86.5K	0.16%	58
2025 Q3	$2.18M	Hold	3,278	–	–	0.17%	54
2025 Q2	$2.03M	Hold	3,278	–	–	0.13%	54
2025 Q1	$1.83M	Buy	3,278 +76	+2%	+$44.7K	0.11%	54
2024 Q4	$1.88M	Sell	3,202 -166	-5%	-$97.8K	0.12%	57
2024 Q3	$1.93M	Hold	3,368	–	–	0.12%	58
2024 Q2	$1.83M	Hold	3,368	–	–	0.12%	58
2024 Q1	$1.76M	Hold	3,368	–	–	0.11%	57
2023 Q4	$1.6M	Buy	3,368 +153	+5%	+$68.2K	0.1%	51
2023 Q3	$1.37M	Sell	3,215 -8	-0.2%	-$3.56K	0.09%	51
2023 Q2	$1.43M	Hold	3,223	–	–	0.09%	51
2023 Q1	$1.32M	Hold	3,223	–	–	0.08%	51
2022 Q4	$1.23M	Hold	3,223	–	–	0.07%	56
2022 Q3	$1.15M	Hold	3,223	–	–	0.08%	56
2022 Q2	$1.22M	Hold	3,223	–	–	0.08%	56
2022 Q1	$1.46M	Hold	3,223	–	–	0.09%	55
2021 Q4	$1.53M	Sell	3,223 -462	-13%	-$212K	0.09%	57
2021 Q3	$1.58M	Hold	3,685	–	–	0.1%	57
2021 Q2	$1.58M	Sell	3,685 -2,449	-40%	-$1.02M	0.1%	57
2021 Q1	$2.43M	Hold	6,134	–	–	0.15%	56
2020 Q4	$2.29M	Hold	6,134	–	–	0.16%	56
2020 Q3	$2.05M	Buy	6,134 +1,067	+21%	+$354K	0.16%	55
2020 Q2	$1.56M	Hold	5,067	–	–	0.12%	55
2020 Q1	$1.31M	Hold	5,067	–	–	0.12%	56
2019 Q4	$1.63M	Hold	5,067	–	–	0.11%	57
2019 Q3	$1.5M	Buy	5,067 +137	+3%	+$40.5K	0.1%	56
2019 Q2	$1.44M	Buy	4,930 +73	+2%	+$21K	0.1%	56
2019 Q1	$1.37M	Hold	4,857	–	–	0.09%	56
2018 Q4	$1.21M	Hold	4,857	–	–	0.09%	59
2018 Q3	$1.41M	Hold	4,857	–	–	0.09%	59
2018 Q2	$1.32M	Buy	4,857 +1,475	+44%	+$398K	0.09%	59
2018 Q1	$890K	Hold	3,382	–	–	0.06%	59
2017 Q4	$903K	Hold	3,382	–	–	0.06%	55
2017 Q3	$850K	Hold	3,382	–	–	0.06%	55
2017 Q2	$818K	Buy	3,382 +100	+3%	+$24K	0.06%	55
2017 Q1	$774K	Hold	3,282	–	–	0.05%	55
2016 Q4	$734K	Hold	3,282	–	–	0.05%	57
2016 Q3	$710K	Hold	3,282	–	–	0.04%	56
2016 Q2	$687K	Hold	3,282	–	–	0.04%	56
2016 Q1	$675K	Hold	3,282	–	–	0.05%	56
2015 Q4	$669K	Hold	3,282	–	–	0.05%	58
2015 Q3	$629K	Hold	3,282	–	–	0.05%	57
2015 Q2	$676K	Hold	3,282	–	–	0.05%	57
2015 Q1	$678K	Buy	3,282 +42	+1%	+$8.67K	0.04%	57
2014 Q4	$666K	Hold	3,240	–	–	0.04%	61
2014 Q3	$638K	Buy	3,240 +155	+5%	+$30.6K	0.04%	57
2014 Q2	$604K	Sell	3,085 -50	-2%	-$9.51K	0.04%	57
2014 Q1	$586K	Buy	3,135 +1,515	+94%	+$278K	0.04%	55
2013 Q4	$299K	Sell	1,620 -3,860	-70%	-$683K	0.02%	68
2013 Q3	$921K	Hold	5,480	–	–	0.08%	60
2013 Q2	$879K	Buy	+5,480	New	+$883K	0.07%	60

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Edgar Lomax Company's SPY Position: Q1 2026 in Review

Edgar Lomax Company held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 3,150 shares worth $2.05M. The position accounts for 0.15% of the portfolio, ranked #52.

Edgar Lomax Company first reported a position in SPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.43M in Q1 2021. 4,559 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Edgar Lomax Company held 3,150 shares of State Street SPDR S&P 500 ETF Trust worth $2.05M as of Q1 2026.
Edgar Lomax Company left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q1 2026.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Edgar Lomax Company's portfolio in Q1 2026, its #52 holding.
Edgar Lomax Company first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 52 quarters since.
Edgar Lomax Company's State Street SPDR S&P 500 ETF Trust position peaked at $2.43M in Q1 2021.
4,559 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Edgar Lomax Company's 13F filing for Q1 2026, filed 12 May 2026.