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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.4M	Buy	18,295 +26	+0.1%	+$2.08K	0.12%	166
2025 Q4	$1.47M	Buy	18,269 +1,075	+6%	+$85.5K	0.12%	160
2025 Q3	$1.35M	Buy	17,194 +160	+0.9%	+$12.1K	0.11%	165
2025 Q2	$1.24M	Buy	17,034 +4,044	+31%	+$272K	0.11%	173
2025 Q1	$854K	Buy	12,990 +269	+2%	+$18.6K	0.08%	198
2024 Q4	$877K	Buy	12,721 +180	+1%	+$12.5K	0.08%	197
2024 Q3	$847K	Buy	12,541 +634	+5%	+$41.2K	0.08%	201
2024 Q2	$762K	Buy	11,907 +631	+6%	+$38.8K	0.08%	197
2024 Q1	$694K	Buy	11,276 +2,621	+30%	+$153K	0.07%	208
2023 Q4	$484K	Buy	8,655 +902	+12%	+$47.3K	0.06%	242
2023 Q3	$390K	Buy	7,753 +7,253	+1,451%	+$379K	0.05%	260
2023 Q2	$26.1K	Hold	500	–	–	﹤0.01%	613
2023 Q1	$24.1K	Hold	500	–	–	﹤0.01%	645
2022 Q4	$22.5K	Buy	+500	New	+$22.6K	﹤0.01%	625

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

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

Anchor Investment Management increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 0.14% in Q1 2026, buying an estimated $2.08K and bringing the position to 18,295 shares worth $1.4M. The position accounts for 0.12% of the portfolio, ranked #166.

Anchor Investment Management first reported a position in SPYM in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2025. 1,595 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Anchor Investment Management held 18,295 shares of State Street SPDR Portfolio S&P 500 ETF worth $1.4M as of Q1 2026.
Anchor Investment Management bought 26 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $2.08K.
State Street SPDR Portfolio S&P 500 ETF made up 0.12% of Anchor Investment Management's portfolio in Q1 2026, its #166 holding.
Anchor Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2022 and has held it in 14 quarters since.
Anchor Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $1.47M in Q4 2025.
1,595 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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