Anchor Investment Management’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.15K	Hold	108	–	–	﹤0.01%	949
2025 Q4	$3.16K	Hold	108	–	–	﹤0.01%	941
2025 Q3	$3.17K	Hold	108	–	–	﹤0.01%	945
2025 Q2	$3.16K	Hold	108	–	–	﹤0.01%	923
2025 Q1	$3.16K	Hold	108	–	–	﹤0.01%	921
2024 Q4	$3.13K	Hold	108	–	–	﹤0.01%	910
2024 Q3	$3.18K	Hold	108	–	–	﹤0.01%	911
2024 Q2	$3.12K	Hold	108	–	–	﹤0.01%	878
2024 Q1	$3.12K	Hold	108	–	–	﹤0.01%	898
2023 Q4	$3.14K	Hold	108	–	–	﹤0.01%	847
2023 Q3	$3.1K	Buy	+108	New	+$3.1K	﹤0.01%	871

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

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

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

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

FSAG

Financial Solutions Advisory Group Chicago, Illinois $791M AUM

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

EWM

Evermay Wealth Management Arlington, Virginia $902M AUM 14.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Anchor Investment Management held its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) position steady in Q1 2026 at 108 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #949.

Anchor Investment Management first reported a position in SPTS in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.18K in Q3 2024. 420 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

Anchor Investment Management held 108 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $3.15K as of Q1 2026.
Anchor Investment Management left its State Street SPDR Portfolio Short Term Treasury ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio Short Term Treasury ETF made up ﹤0.01% of Anchor Investment Management's portfolio in Q1 2026, its #949 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q3 2023 and has held it in 11 quarters since.
Anchor Investment Management's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $3.18K in Q3 2024.
420 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

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