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

Anchor Capital Management Group’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	$42.6M	Hold	57,000	–	–	29.34%	2
2026 Q1	$37.1M	Hold	57,000	–	–	25.78%	2
2025 Q4	$50M	Sell	57,000 -18,000	-24%	-$12.2M	25.29%	2
2025 Q3	$50M	Sell	75,000 -5,000	-6%	-$3.21M	25.29%	2
2025 Q2	$49.4M	Hold	80,000	–	–	22.98%	2
2025 Q1	$44.8M	Sell	80,000 -20,000	-20%	-$11.8M	20.6%	2
2024 Q4	$58.6M	Buy	+100,000	New	+$58.9M	21.23%	2

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

PAI

Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Anchor Capital Management Group's SPY Position: Q2 2026 in Review

Anchor Capital Management Group held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 57,000 shares worth $42.6M. The position accounts for 29.34% of the portfolio, ranked #2.

Anchor Capital Management Group first reported a position in SPY in Q4 2024 and has held it in 7 quarters since. The position peaked at $58.6M in Q4 2024. 2,875 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Anchor Capital Management Group held 57,000 shares of State Street SPDR S&P 500 ETF Trust worth $42.6M as of Q2 2026.
Anchor Capital Management Group left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 29.34% of Anchor Capital Management Group's portfolio in Q2 2026, its #2 holding.
Anchor Capital Management Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2024 and has held it in 7 quarters since.
Anchor Capital Management Group's State Street SPDR S&P 500 ETF Trust position peaked at $58.6M in Q4 2024.
2,875 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Anchor Capital Management Group's 13F filing for Q2 2026, filed 28 Jul 2026.