Edgemoor Investment Advisors, Inc. quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Edgemoor Investment Advisors, Inc. opened 15 positions, added to 12, reduced 12, sold out of 3 and left 12 unchanged. The largest increase in value was DXJ (+$2,022,376); the largest decrease was SPYM (-$281,208).
- SPYM: Country of operation United States; Class STATE STREET SPD; Shares 2026-03-31 3,674; Shares 2026-06-30 0.
- VCIT: Country of operation —; Class INT-TERM CORP; Shares 2026-03-31 2,952; Shares 2026-06-30 0.
- XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 1,780; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1313792): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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