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

Anchor Capital 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	$524K	Buy	701 +29	+4%	+$21K	0.01%	198
2026 Q1	$437K	Sell	672 -12	-2%	-$8.16K	0.01%	204
2025 Q4	$466K	Buy	684 +13	+2%	+$8.79K	0.01%	210
2025 Q3	$447K	Buy	671 +2	+0.3%	+$1.28K	0.01%	212
2025 Q2	$414K	Buy	669 +16	+2%	+$9.15K	0.01%	208
2025 Q1	$365K	Sell	653 -301	-32%	-$177K	0.01%	215
2024 Q4	$559K	Buy	954 +301	+46%	+$177K	0.02%	205
2024 Q3	$375K	Hold	653	–	–	0.01%	209
2024 Q2	$355K	Sell	653 -70	-10%	-$36.6K	0.01%	214
2024 Q1	$378K	Sell	723 -45	-6%	-$22.4K	0.01%	213
2023 Q4	$365K	Buy	768 +155	+25%	+$69K	0.01%	212
2023 Q3	$262K	Hold	613	–	–	0.01%	243
2023 Q2	$272K	Hold	613	–	–	0.01%	244
2023 Q1	$251K	Buy	+613	New	+$245K	0.01%	247
2020 Q2	–	Sell	-895	Closed	-$231K	–	255
2020 Q1	$231K	Buy	+895	New	+$273K	0.01%	228
2019 Q1	–	Sell	-19,705	Closed	-$4.92M	–	278
2018 Q4	$4.92M	Buy	19,705 +18,033	+1,079%	+$4.86M	0.2%	103
2018 Q3	$486K	Sell	1,672 -785	-32%	-$224K	0.02%	217
2018 Q2	$667K	Buy	2,457 +1,492	+155%	+$403K	0.02%	206
2018 Q1	$254K	Sell	965 -9,132	-90%	-$2.49M	0.01%	285
2017 Q4	$2.69M	Buy	+10,097	New	+$2.63M	0.1%	113
2017 Q1	–	Sell	-1,027	Closed	-$230K	–	293
2016 Q4	$230K	Buy	+1,027	New	+$224K	0.01%	263
2016 Q1	–	Sell	-19,756	Closed	-$3.86M	–	292
2015 Q4	$4.03M	Buy	+19,756	New	+$4.06M	0.1%	124
2013 Q4	–	Sell	-1,515	Closed	-$255K	–	308
2013 Q3	$255K	Buy	+1,515	New	+$254K	0.01%	283

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

Anchor Capital Advisors's SPY Position: Q2 2026 in Review

Anchor Capital Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 4.3% in Q2 2026, buying an estimated $21K and bringing the position to 701 shares worth $524K. The position accounts for 0.01% of the portfolio, ranked #198.

Anchor Capital Advisors first reported a position in SPY in Q3 2013 and has held it in 23 quarters since. The position peaked at $4.92M in Q4 2018. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Anchor Capital Advisors held 701 shares of State Street SPDR S&P 500 ETF Trust worth $524K as of Q2 2026.
Anchor Capital Advisors bought 29 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $21K.
State Street SPDR S&P 500 ETF Trust made up 0.01% of Anchor Capital Advisors's portfolio in Q2 2026, its #198 holding.
Anchor Capital Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q3 2013 and has held it in 23 quarters since.
Anchor Capital Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $4.92M in Q4 2018.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Anchor Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.