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 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 $1.56T 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

Edgemoor Investment Advisors's SPY Position: Q1 2026 in Review

Edgemoor Investment Advisors held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q1 2026 at 503 shares worth $328K. The position accounts for 0.03% of the portfolio, ranked #137.

Edgemoor Investment Advisors first reported a position in SPY in Q4 2024 and has held it in 6 quarters since. The position peaked at $378K in Q3 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Edgemoor Investment Advisors held 503 shares of State Street SPDR S&P 500 ETF Trust worth $328K as of Q1 2026.
Edgemoor Investment Advisors 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 0.03% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #137 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 6 quarters since.
Edgemoor Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $378K in Q3 2025.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.