Chancellor Financial Group WB’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Chancellor Financial Group WB’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$211K	Buy	+283	New	+$205K	0.13%	139
2026 Q1	–	Sell	-451	Closed	-$308K	–	150
2025 Q4	$308K	Hold	451	–	–	0.21%	98
2025 Q3	$300K	Buy	451 +68	+18%	+$43.6K	0.21%	95
2025 Q2	$237K	Sell	383 -19	-5%	-$10.9K	0.18%	114
2025 Q1	$225K	Buy	+402	New	+$236K	0.19%	113

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

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

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

Chancellor Financial Group WB opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 283 shares worth $211K. The stake represents 0.13% of the portfolio and ranks #139 among its holdings. This is a return to the name: Chancellor Financial Group WB previously reported a position in SPY as recently as Q4 2025.

Chancellor Financial Group WB first reported a position in SPY in Q1 2025 and has held it in 5 quarters since. The position peaked at $308K in Q4 2025. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Chancellor Financial Group WB held 283 shares of State Street SPDR S&P 500 ETF Trust worth $211K as of Q2 2026.
State Street SPDR S&P 500 ETF Trust was a new Chancellor Financial Group WB position in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.13% of Chancellor Financial Group WB's portfolio in Q2 2026, its #139 holding.
Chancellor Financial Group WB first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2025 and has held it in 5 quarters since.
Chancellor Financial Group WB's State Street SPDR S&P 500 ETF Trust position peaked at $308K in Q4 2025.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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