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 Q2	$21K	Sell	417 -13,250	-97%	-$657K	﹤0.01%	765
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 $171B AUM 24.68% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Anchor Investment Management reduced its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 97% in Q2 2026, selling an estimated $657K and leaving 417 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Anchor Investment Management first reported a position in SPDW in Q1 2020 and has held it in 26 quarters since. The position peaked at $624K in Q1 2026. 1,234 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Anchor Investment Management held 417 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $21K as of Q2 2026.
Anchor Investment Management sold 13,250 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $657K.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #765 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 26 quarters since.
Anchor Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $624K in Q1 2026.
1,234 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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