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 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 $1.37T AUM 24.88% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JIC

Joel Isaacson & Co New York $3.02B AUM 21.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

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

Chancellor Financial Group WB's SDY Position: Q1 2026 in Review

Chancellor Financial Group WB increased its State Street SPDR S&P Dividend ETF (SDY) stake by 3.1% in Q1 2026, buying an estimated $7.45K and bringing the position to 1,657 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #114.

Chancellor Financial Group WB first reported a position in SDY in Q4 2024 and has held it in 6 quarters since. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.

Chancellor Financial Group WB held 1,657 shares of State Street SPDR S&P Dividend ETF worth $242K as of Q1 2026.
Chancellor Financial Group WB bought 50 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $7.45K.
State Street SPDR S&P Dividend ETF made up 0.17% of Chancellor Financial Group WB's portfolio in Q1 2026, its #114 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 6 quarters since.
1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.

Based on Chancellor Financial Group WB's 13F filing for Q1 2026, filed 14 May 2026.