SEC 13F Intelligence

Ankerstar Wealth, LLC / SPY

Ankerstar Wealth, LLC’s State Str Spdr S&P 500 Etf T Position

Does Ankerstar Wealth, LLC own State Str Spdr S&P 500 Etf T (SPY)? Yes2.5K shares worth $2M (+1.69% of its 13F portfolio) as of Q1 2026, up from 1.9K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.5K
% of Portfolio
+1.69%
Quarters Held
2
currently held

Position History SPY

Reported value by quarter
Q4 ’25: $1MQ4 ’25Q1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.5K$2M+1.69%
Q4 20251.9K$1M+1.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ankerstar Wealth, LLC’s full portfolio or all institutional holders of SPY.