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Regatta Research & Money Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Regatta Research & Money Management’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 		$28.4K Buy
+38
New +$27.6K 0.03% 353

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Regatta Research & Money Management's SPY Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 38 shares worth $28.4K. The stake represents 0.03% of the portfolio and ranks #353 among its holdings.

3,916 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Regatta Research & Money Management held 38 shares of State Street SPDR S&P 500 ETF Trust worth $28.4K as of Q2 2026.
  • State Street SPDR S&P 500 ETF Trust was a new Regatta Research & Money Management position in Q2 2026.
  • State Street SPDR S&P 500 ETF Trust made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #353 holding.
  • 3,916 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.