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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$311K	Buy	503 +82	+19%	+$50.7K	0.03%	139
2025 Q1	$236K	Buy	421 +79	+23%	+$44.2K	0.02%	148
2024 Q4	$201K	Buy	+342	New	+$201K	0.02%	168