Anchor Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$457K	Sell	9,463 -124	-1%	-$6.14K	0.04%	276
2025 Q4	$449K	Sell	9,587 -276	-3%	-$12.9K	0.04%	276
2025 Q3	$457K	Buy	9,863 +250	+3%	+$11.2K	0.04%	273
2025 Q2	$410K	Sell	9,613 -100	-1%	-$4.03K	0.04%	277
2025 Q1	$396K	Sell	9,713 -400	-4%	-$17.6K	0.04%	278
2024 Q4	$454K	Hold	10,113	–	–	0.04%	264
2024 Q3	$460K	Hold	10,113	–	–	0.04%	271
2024 Q2	$420K	Hold	10,113	–	–	0.04%	255
2024 Q1	$435K	Hold	10,113	–	–	0.05%	262
2023 Q4	$427K	Hold	10,113	–	–	0.05%	259
2023 Q3	$373K	Buy	10,113 +5,113	+102%	+$199K	0.05%	265
2023 Q2	$194K	Hold	5,000	–	–	0.02%	347
2023 Q1	$189K	Hold	5,000	–	–	0.03%	354
2022 Q4	$185K	Hold	5,000	–	–	0.03%	348
2022 Q3	$170K	Hold	5,000	–	–	0.03%	360
2022 Q2	$180K	Hold	5,000	–	–	0.03%	366
2022 Q1	$210K	Hold	5,000	–	–	0.03%	365
2021 Q4	$223K	Hold	5,000	–	–	0.03%	367
2021 Q3	$213K	Hold	5,000	–	–	0.03%	348
2021 Q2	$220K	Hold	5,000	–	–	0.03%	351
2021 Q1	$211K	Hold	5,000	–	–	0.03%	335
2020 Q4	$179K	Hold	5,000	–	–	0.03%	315
2020 Q3	$137K	Sell	5,000 -1,000	-17%	-$27.9K	0.03%	329
2020 Q2	$159K	Sell	6,000 -2,100	-26%	-$51.6K	0.04%	302
2020 Q1	$177K	Buy	+8,100	New	+$235K	0.05%	262

Other funds holding SPSM

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CCWA

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Anchor Investment Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 1.3% in Q1 2026, selling an estimated $6.14K and leaving 9,463 shares worth $457K. The position accounts for 0.04% of the portfolio, ranked #276.

Anchor Investment Management first reported a position in SPSM in Q1 2020 and has held it in 25 quarters since. The position peaked at $460K in Q3 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Anchor Investment Management held 9,463 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $457K as of Q1 2026.
Anchor Investment Management sold 124 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $6.14K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.04% of Anchor Investment Management's portfolio in Q1 2026, its #276 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2020 and has held it in 25 quarters since.
Anchor Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $460K in Q3 2024.
999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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