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

Regatta Research & Money Management’s Portfolio SPYV Stock Details SPYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$215K	Buy	+3,532	New	+$211K	0.2%	100

Other funds holding SPYV

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.89B AUM 19.83% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Regatta Research & Money Management opened a new position in State Street SPDR Portfolio S&P 500 Value ETF (SPYV) in Q2 2026: 3,532 shares worth $215K. The stake represents 0.2% of the portfolio and ranks #100 among its holdings.

1,050 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Regatta Research & Money Management held 3,532 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $215K as of Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF was a new Regatta Research & Money Management position in Q2 2026.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.2% of Regatta Research & Money Management's portfolio in Q2 2026, its #100 holding.
1,050 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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