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 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 $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

CCWA

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $14.1B AUM 25.71% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Anchor Investment Management's SPAB Position: Q1 2026 in Review

Anchor Investment Management held its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) position steady in Q1 2026 at 81 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #981.

Anchor Investment Management first reported a position in SPAB in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.12K in Q3 2024. 543 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Anchor Investment Management held 81 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $2.08K as of Q1 2026.
Anchor Investment Management left its State Street SPDR Portfolio Aggregate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Aggregate Bond ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #981 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2023 and has held it in 11 quarters since.
Anchor Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $2.12K in Q3 2024.
543 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.