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

Edgemoor Investment Advisors’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$281K	Sell	3,674 -173	-4%	-$13.8K	0.02%	150
2025 Q4	$309K	Hold	3,847	–	–	0.02%	143
2025 Q3	$301K	Sell	3,847 -1,282	-25%	-$96.7K	0.02%	152
2025 Q2	$373K	Hold	5,129	–	–	0.03%	130
2025 Q1	$337K	Hold	5,129	–	–	0.03%	131
2024 Q4	$354K	Hold	5,129	–	–	0.03%	127
2024 Q3	$346K	Hold	5,129	–	–	0.03%	129
2024 Q2	$328K	Hold	5,129	–	–	0.03%	127
2024 Q1	$316K	Hold	5,129	–	–	0.03%	133
2023 Q4	$287K	Hold	5,129	–	–	0.03%	138
2023 Q3	$258K	Hold	5,129	–	–	0.03%	140
2023 Q2	$267K	Hold	5,129	–	–	0.03%	135
2023 Q1	$247K	Hold	5,129	–	–	0.03%	140
2022 Q4	$231K	Hold	5,129	–	–	0.03%	156
2022 Q3	$215K	Hold	5,129	–	–	0.03%	137
2022 Q2	$227K	Buy	+5,129	New	+$247K	0.03%	145

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Edgemoor Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 4.5% in Q1 2026, selling an estimated $13.8K and leaving 3,674 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #150.

Edgemoor Investment Advisors first reported a position in SPYM in Q2 2022 and has held it in 16 quarters since. The position peaked at $373K in Q2 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Edgemoor Investment Advisors held 3,674 shares of State Street SPDR Portfolio S&P 500 ETF worth $281K as of Q1 2026.
Edgemoor Investment Advisors sold 173 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $13.8K.
State Street SPDR Portfolio S&P 500 ETF made up 0.02% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #150 holding.
Edgemoor Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q2 2022 and has held it in 16 quarters since.
Edgemoor Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $373K in Q2 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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