Anchor Investment Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$68.3K	Hold	1,500	–	–	0.01%	546
2025 Q4	$64.9K	Hold	1,500	–	–	0.01%	560
2025 Q3	$66K	Hold	1,500	–	–	0.01%	549
2025 Q2	$63.7K	Hold	1,500	–	–	0.01%	546
2025 Q1	$66.4K	Hold	1,500	–	–	0.01%	523
2024 Q4	$64.9K	Hold	1,500	–	–	0.01%	529
2024 Q3	$68.5K	Hold	1,500	–	–	0.01%	525
2024 Q2	$60.3K	Hold	1,500	–	–	0.01%	498
2024 Q1	$61.1K	Hold	1,500	–	–	0.01%	501
2023 Q4	$58.8K	Hold	1,500	–	–	0.01%	499
2023 Q3	$52.6K	Hold	1,500	–	–	0.01%	500
2023 Q2	$55.6K	Hold	1,500	–	–	0.01%	492
2023 Q1	$57K	Hold	1,500	–	–	0.01%	512
2022 Q4	$59.4K	Buy	+1,500	New	+$58.7K	0.01%	494

Other funds holding SPYD

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

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

AOI

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

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Anchor Investment Management held its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) position steady in Q1 2026 at 1,500 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #546.

Anchor Investment Management first reported a position in SPYD in Q4 2022 and has held it in 14 quarters since. The position peaked at $68.5K in Q3 2024. 497 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

Anchor Investment Management held 1,500 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $68.3K as of Q1 2026.
Anchor Investment Management left its State Street SPDR Portfolio S&P 500 High Dividend ETF share count unchanged in Q1 2026.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Anchor Investment Management's portfolio in Q1 2026, its #546 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Anchor Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $68.5K in Q3 2024.
497 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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