Chancellor Financial Group WB’s State Street 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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Buy	1,707 +50	+3%	+$7.45K	0.16%	121
2026 Q1	$242K	Buy	1,657 +50	+3%	+$7.45K	0.17%	114
2025 Q4	$224K	Hold	1,607	–	–	0.15%	123
2025 Q3	$225K	Sell	1,607 -5	-0.3%	-$697	0.16%	118
2025 Q2	$219K	Sell	1,612 -10	-0.6%	-$1.33K	0.17%	122
2025 Q1	$220K	Hold	1,622	–	–	0.18%	115
2024 Q4	$214K	Buy	+1,622	New	+$227K	0.17%	115

Other funds holding SDY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Chancellor Financial Group WB's SDY Position: Q2 2026 in Review

Chancellor Financial Group WB increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3% in Q2 2026, buying an estimated $7.45K and bringing the position to 1,707 shares worth $260K. The position accounts for 0.16% of the portfolio, ranked #121.

Chancellor Financial Group WB first reported a position in SDY in Q4 2024 and has held it in 7 quarters since. 1,244 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Chancellor Financial Group WB held 1,707 shares of State Street SPDR S&P Dividend ETF worth $260K as of Q2 2026.
Chancellor Financial Group WB bought 50 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $7.45K.
State Street SPDR S&P Dividend ETF made up 0.16% of Chancellor Financial Group WB's portfolio in Q2 2026, its #121 holding.
Chancellor Financial Group WB first reported a position in State Street SPDR S&P Dividend ETF in Q4 2024 and has held it in 7 quarters since.
1,244 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

Based on Chancellor Financial Group WB's 13F filing for Q2 2026, filed 10 Aug 2026.