Chancellor Financial Group WB’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$224K	Sell	4,698 -100	-2%	-$4.7K	0.14%	133
2026 Q1	$218K	Sell	4,798 -94	-2%	-$4.32K	0.15%	129
2025 Q4	$212K	Sell	4,892 -2,392	-33%	-$104K	0.14%	132
2025 Q3	$320K	Sell	7,284 -325	-4%	-$14.3K	0.23%	89
2025 Q2	$323K	Sell	7,609 -393	-5%	-$16.5K	0.25%	86
2025 Q1	$354K	Buy	8,002 +6	+0.1%	+$264	0.29%	71
2024 Q4	$346K	Buy	+7,996	New	+$363K	0.28%	71

Other funds holding SPYD

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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

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

Chancellor Financial Group WB reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.1% in Q2 2026, selling an estimated $4.7K and leaving 4,698 shares worth $224K. The position accounts for 0.14% of the portfolio, ranked #133.

Chancellor Financial Group WB first reported a position in SPYD in Q4 2024 and has held it in 7 quarters since. The position peaked at $354K in Q1 2025. 521 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Chancellor Financial Group WB held 4,698 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $224K as of Q2 2026.
Chancellor Financial Group WB sold 100 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $4.7K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.14% of Chancellor Financial Group WB's portfolio in Q2 2026, its #133 holding.
Chancellor Financial Group WB first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2024 and has held it in 7 quarters since.
Chancellor Financial Group WB's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $354K in Q1 2025.
521 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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