Edgemoor Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Edgemoor Investment Advisors’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 Q2	$376K	Hold	503	–	–	0.03%	141
2026 Q1	$328K	Hold	503	–	–	0.03%	137
2025 Q4	$343K	Sell	503 -64	-11%	-$43.3K	0.03%	135
2025 Q3	$378K	Buy	567 +64	+13%	+$41K	0.03%	140
2025 Q2	$311K	Buy	503 +82	+19%	+$46.9K	0.03%	139
2025 Q1	$236K	Buy	421 +79	+23%	+$46.4K	0.02%	148
2024 Q4	$201K	Buy	+342	New	+$201K	0.02%	168

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Edgemoor Investment Advisors's SPY Position: Q2 2026 in Review

Edgemoor Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 503 shares worth $376K. The position accounts for 0.03% of the portfolio, ranked #141.

Edgemoor Investment Advisors first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $378K in Q3 2025. 4,667 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Edgemoor Investment Advisors held 503 shares of State Street SPDR S&P 500 ETF Trust worth $376K as of Q2 2026.
Edgemoor Investment Advisors left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.03% of Edgemoor Investment Advisors's portfolio in Q2 2026, its #141 holding.
Edgemoor Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Edgemoor Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $378K in Q3 2025.
4,667 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.