Chancellor Financial Group WB LP Historic Quarter Change: USA ETF, Sold Out

Chancellor Financial Group WB LP historic quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Chancellor Financial Group WB LP opened 29 positions, added to 72, reduced 56 and sold out of 13.

Q2 2026: Stock PWB; Country of operation —; Class LARGE CAP GROWTH; Shares before 3,394.
Q2 2026: Stock XAR; Country of operation —; Class STATE STREET SPD; Shares before 1,660.
Q2 2026: Stock USMV; Country of operation —; Class MSCI USA MIN VOL; Shares before 3,623.
Q2 2026: Stock SDY; Country of operation —; Class STATE STREET SPD; Shares before 1,657.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2059742), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-10); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-14); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-05); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-12); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.

Quarter	Stock	Class	Shares before	Share change	Value before	Value after	Value change	Filed
Q2 2026	PWB INVESCO EXCHANGE TRADED FD T	LARGE CAP GROWTH	3,394	-3,394	$427,385	$0	-$427,385	2026-08-10
Q2 2026	XAR SPDR SERIES TRUST	STATE STREET SPD	1,660	-1,660	$421,607	$0	-$421,607	2026-08-10
Q2 2026	USMV ISHARES TR	MSCI USA MIN VOL	3,623	-3,623	$335,997	$0	-$335,997	2026-08-10
Q2 2026	SDY SPDR SERIES TRUST	STATE STREET SPD	1,657	-1,657	$241,823	$0	-$241,823	2026-08-10
Q2 2026	SPYD SPDR SERIES TRUST	STATE STREET SPD	4,798	-4,798	$218,398	$0	-$218,398	2026-08-10
Q1 2026	DVY ISHARES TR	SELECT DIVID ETF	3,383	-3,383	$477,523	$0	-$477,523	2026-05-14
Q1 2026	SPY SPDR S&P 500 ETF TR	TR UNIT	451	-451	$307,575	$0	-$307,575	2026-05-14
Q1 2026	VUG VANGUARD INDEX FDS	GROWTH ETF	442	-442	$215,773	$0	-$215,773	2026-05-14
Q4 2025	XAR SPDR SERIES TRUST	AEROSPACE DEF	1,660	-1,660	$390,034	$0	-$390,034	2026-02-05
Q4 2025	SPYD SPDR SERIES TRUST	PRTFLO S&P500 HI	7,284	-7,284	$320,476	$0	-$320,476	2026-02-05
Q4 2025	SDY SPDR SERIES TRUST	S&P DIVID ETF	1,607	-1,607	$225,060	$0	-$225,060	2026-02-05
Q4 2025	BND VANGUARD BD INDEX FDS	TOTAL BND MRKT	2,906	-2,906	$216,119	$0	-$216,119	2026-02-05
Q3 2025	VXUS VANGUARD STAR FDS	VG TL INTL STK F	3,693	-3,693	$255,137	$0	-$255,137	2025-11-12

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