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Regatta Research & Money Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Regatta Research & Money Management’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$690K Buy
+5,802
New +$663K 0.65% 36

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
QWP
Quotient Wealth Partners Dallas, Texas $4.24B AUM 17.81% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) in Q2 2026: 5,802 shares worth $690K. The stake represents 0.65% of the portfolio and ranks #36 among its holdings.

1,185 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Regatta Research & Money Management held 5,802 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $690K as of Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.65% of Regatta Research & Money Management's portfolio in Q2 2026, its #36 holding.
  • 1,185 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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