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Chancellor Financial Group WB’s SPDR S&P Dividend ETF SDY Stock Holding History

Chancellor Financial Group WB’s Portfolio SDY Stock Details SDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$219K Sell
1,612
-10
-0.6% -$1.36K 0.17% 121
2025
Q1 		$220K Hold
1,622
– – 0.18% 114
2024
Q4 		$214K Buy
+1,622
New +$214K 0.17% 115