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Regatta Research & Money Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Regatta Research & Money Management’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 		$21.8K Buy
+458
New +$21.5K 0.02% 405

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFP
Curran Financial Partners Daniel Island, South Carolina $672M AUM 14.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q2 2026: 458 shares worth $21.8K. The stake represents 0.02% of the portfolio and ranks #405 among its holdings.

398 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Regatta Research & Money Management held 458 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $21.8K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF was a new Regatta Research & Money Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #405 holding.
  • 398 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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