Chatterton & Associates Inc.: Significant ETF Purchases and Sales in Q2 2026

Portfolio Shifts at Chatterton & Associates Inc.

This past quarter (ending June 30, 2026) witnessed substantial activity from institutional investor Chatterton & Associates Inc.. The firm demonstrated a clear preference for strategic adjustments within its portfolio of exchange-traded funds (ETFs).

Purchasing Power on Display: Chatterton & Associates Inc. showed significant buying interest in several ETFs during this period. Notably, the investor increased their position in SPLG, which experienced a nearly 91% increase in shares held (+84,486 shares). Similarly, substantial buying was observed in IUSB (+105.26%), SGOV (+89.33%) and even in the Technology sector via KLAC, which saw an 893% increase.

The firm also initiated or significantly bolstered positions in other ETFs. The ACWX fund, representing Exchange-Traded Funds (ETF), was added to the portfolio with a 50% increase (+20,132 shares). Additionally, purchases were noted in PWZ (+9.43%) and HDV (+400%), further diversifying their holdings.

Selling Activity and Strategic Reductions: Alongside these purchases, Chatterton & Associates Inc. also demonstrated a strategic approach to divestments during the quarter ending June 30, 2026. The investor sold shares from BINC, which experienced an approximately 60% reduction in their position (-22,554 shares). Similarly, significant selling pressure was noted on EFV (-74.8%) and the Technology sector via KLAC, where they sold shares resulting in a nearly 92% decrease.

The firm also reduced their position in QUAL by approximately 87.88%. These exits, alongside the reductions mentioned earlier, suggest a measured approach to portfolio management focused on performance and strategic alignment.

Balancing Risk with Core Holdings: Despite these changes, certain core holdings remained relatively stable or showed modest growth for Chatterton & Associates Inc. The firm maintained exposure in GLDM, increasing shares by about 22% while decreasing allocation slightly from the previous period's top holdings list (+15.64% increase, but now holds only a 3.41% portfolio weighting). Similarly, DYNF saw an increase of about 15.64%, though its allocation is currently lower than previously reported.

In summary, Chatterton & Associates Inc.'s portfolio management during the quarter ending June 30, 2026 involved targeted buying in established investment-grade ETFs and a reduction in certain other holdings, reflecting their institutional approach to investing. For more detailed analysis of Chatterton & Associates Inc.'s portfolio movements or specific stock performance like SPLG, consider exploring further resources on institutional investing trends and disclosures.