Anchor Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Anchor Investment Management’s Portfolio SPAB Stock Details SPAB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.07K	Hold	81	–	–	﹤0.01%	1102
2026 Q1	$2.08K	Hold	81	–	–	﹤0.01%	981
2025 Q4	$2.09K	Hold	81	–	–	﹤0.01%	968
2025 Q3	$2.09K	Hold	81	–	–	﹤0.01%	978
2025 Q2	$2.07K	Hold	81	–	–	﹤0.01%	952
2025 Q1	$2.07K	Hold	81	–	–	﹤0.01%	948
2024 Q4	$2.02K	Hold	81	–	–	﹤0.01%	942
2024 Q3	$2.12K	Hold	81	–	–	﹤0.01%	952
2024 Q2	$2.03K	Hold	81	–	–	﹤0.01%	910
2024 Q1	$2.05K	Hold	81	–	–	﹤0.01%	939
2023 Q4	$2.08K	Hold	81	–	–	﹤0.01%	874
2023 Q3	$1.97K	Buy	+81	New	+$2.02K	﹤0.01%	894

Other funds holding SPAB

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

Anchor Investment Management's SPAB Position: Q2 2026 in Review

Anchor Investment Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q2 2026 at 81 shares worth $2.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Anchor Investment Management first reported a position in SPAB in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.12K in Q3 2024. 542 funds tracked by Wall St. Rank hold SPAB as of Q2 2026.

Anchor Investment Management held 81 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.07K as of Q2 2026.
Anchor Investment Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q2 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #1102 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and has held it in 12 quarters since.
Anchor Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.12K in Q3 2024.
542 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.