Anchor Investment Management’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$150K	Hold	5,000	–	–	0.01%	423
2025 Q4	$151K	Hold	5,000	–	–	0.01%	422
2025 Q3	$151K	Hold	5,000	–	–	0.01%	421
2025 Q2	$151K	Sell	5,000 -4,700	-48%	-$141K	0.01%	413
2025 Q1	$292K	Hold	9,700	–	–	0.03%	308
2024 Q4	$290K	Hold	9,700	–	–	0.03%	309
2024 Q3	$294K	Hold	9,700	–	–	0.03%	312
2024 Q2	$288K	Hold	9,700	–	–	0.03%	296
2024 Q1	$289K	Hold	9,700	–	–	0.03%	302
2023 Q4	$289K	Hold	9,700	–	–	0.03%	293
2023 Q3	$284K	Hold	9,700	–	–	0.04%	292
2023 Q2	$286K	Hold	9,700	–	–	0.04%	287
2023 Q1	$287K	Hold	9,700	–	–	0.04%	290
2022 Q4	$285K	Hold	9,700	–	–	0.04%	285
2022 Q3	$283K	Hold	9,700	–	–	0.04%	279
2022 Q2	$288K	Sell	9,700 -2,900	-23%	-$86.7K	0.04%	291
2022 Q1	$380K	Sell	12,600 -498	-4%	-$15.2K	0.05%	285
2021 Q4	$406K	Buy	+13,098	New	+$407K	0.05%	278
2016 Q2	–	Sell	-270	Closed	-$8.27K	–	680
2016 Q1	$8.27K	Buy	+270	New	+$8.21K	﹤0.01%	512

Other funds holding SPSB

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Anchor Investment Management held its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) position steady in Q1 2026 at 5,000 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #423.

Anchor Investment Management first reported a position in SPSB in Q1 2016 and has held it in 19 quarters since. The position peaked at $406K in Q4 2021. 571 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

Anchor Investment Management held 5,000 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $150K as of Q1 2026.
Anchor Investment Management left its State Street SPDR Portfolio Short Term Corporate Bond ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #423 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q1 2016 and has held it in 19 quarters since.
Anchor Investment Management's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $406K in Q4 2021.
571 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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