Anchor Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$624K	Hold	13,667	–	–	0.05%	247
2025 Q4	$607K	Hold	13,667	–	–	0.05%	252
2025 Q3	$585K	Hold	13,667	–	–	0.05%	248
2025 Q2	$553K	Hold	13,667	–	–	0.05%	248
2025 Q1	$498K	Hold	13,667	–	–	0.05%	253
2024 Q4	$466K	Hold	13,667	–	–	0.04%	262
2024 Q3	$513K	Hold	13,667	–	–	0.05%	256
2024 Q2	$479K	Hold	13,667	–	–	0.05%	239
2024 Q1	$490K	Hold	13,667	–	–	0.05%	247
2023 Q4	$465K	Hold	13,667	–	–	0.05%	249
2023 Q3	$424K	Buy	13,667 +417	+3%	+$13.5K	0.06%	249
2023 Q2	$431K	Hold	13,250	–	–	0.06%	248
2023 Q1	$426K	Hold	13,250	–	–	0.06%	246
2022 Q4	$393K	Hold	13,250	–	–	0.06%	250
2022 Q3	$342K	Hold	13,250	–	–	0.05%	256
2022 Q2	$382K	Hold	13,250	–	–	0.06%	252
2022 Q1	$454K	Hold	13,250	–	–	0.06%	262
2021 Q4	$483K	Hold	13,250	–	–	0.06%	253
2021 Q3	$480K	Hold	13,250	–	–	0.07%	237
2021 Q2	$487K	Hold	13,250	–	–	0.07%	233
2021 Q1	$469K	Hold	13,250	–	–	0.07%	220
2020 Q4	$447K	Hold	13,250	–	–	0.08%	194
2020 Q3	$388K	Hold	13,250	–	–	0.08%	188
2020 Q2	$366K	Hold	13,250	–	–	0.08%	187
2020 Q1	$317K	Buy	+13,250	New	+$379K	0.08%	190

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

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

Anchor Investment Management held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2026 at 13,667 shares worth $624K. The position accounts for 0.05% of the portfolio, ranked #247.

Anchor Investment Management first reported a position in SPDW in Q1 2020 and has held it in 25 quarters since. 1,195 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Anchor Investment Management held 13,667 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $624K as of Q1 2026.
Anchor Investment Management left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.05% of Anchor Investment Management's portfolio in Q1 2026, its #247 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2020 and has held it in 25 quarters since.
1,195 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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