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Regal Investment Advisors’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Regal Investment Advisors’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 		$2.66M Buy
22,313
+3,543
+19% +$405K 0.14% 173
2026
Q1 		$1.84M Buy
18,770
+2,075
+12% +$216K 0.11% 205
2025
Q4 		$1.78M Sell
16,695
-72
-0.4% -$7.63K 0.11% 207
2025
Q3 		$1.75M Sell
16,767
-70
-0.4% -$6.97K 0.11% 195
2025
Q2 		$1.6M Sell
16,837
-261
-2% -$22.4K 0.12% 180
2025
Q1 		$1.37M Sell
17,098
-2,789
-14% -$243K 0.11% 181
2024
Q4 		$1.75M Sell
19,887
-7,010
-26% -$606K 0.13% 174
2024
Q3 		$2.23M Sell
26,897
-86
-0.3% -$6.87K 0.16% 161
2024
Q2 		$2.16M Buy
26,983
+2,133
+9% +$159K 0.14% 165
2024
Q1 		$1.82M Sell
24,850
-2,015
-8% -$140K 0.12% 182
2023
Q4 		$1.75M Buy
26,865
+1,544
+6% +$95.2K 0.13% 172
2023
Q3 		$1.5M Buy
25,321
+4,485
+22% +$275K 0.13% 171
2023
Q2 		$1.27M Buy
20,836
+4,100
+24% +$235K 0.11% 186
2023
Q1 		$927K Hold
16,736
– – 0.08% 203
2022
Q4 		$848K Hold
16,736
– – 0.08% 207
2022
Q3 		$838K Hold
16,736
– – 0.09% 197
2022
Q2 		$875K Hold
16,736
– – 0.09% 207
2022
Q1 		$1.11M Sell
16,736
-3,056
-15% -$199K 0.1% 203
2021
Q4 		$1.43M Buy
19,792
+1,620
+9% +$113K 0.13% 166
2021
Q3 		$1.16M Buy
18,172
+1,466
+9% +$96.8K 0.11% 195
2021
Q2 		$1.05M Buy
+16,706
New +$1M 0.11% 205
2021
Q1 		– Sell
-18,374
Closed -$1.02M – 368
2020
Q4 		$1.02M Buy
+18,374
New +$966K 0.11% 174
2020
Q3 		– Sell
-95,061
Closed -$4.27M – 247
2020
Q2 		$4.27M Buy
+95,061
New +$3.95M 0.78% 31
2020
Q1 		– Sell
-18,205
Closed -$763K – 270
2019
Q4 		$763K Buy
18,205
+990
+6% +$39.7K 0.14% 157
2019
Q3 		$669K Sell
17,215
-70,635
-80% -$2.76M 0.13% 161
2019
Q2 		$3.4M Sell
87,850
-7,636
-8% -$290K 0.66% 37
2019
Q1 		$3.55M Buy
95,486
+74,805
+362% +$2.64M 0.72% 37
2018
Q4 		$672K Sell
20,681
-5,679
-22% -$198K 0.15% 157
2018
Q3 		$1.01M Buy
+26,360
New +$979K 0.21% 128

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Regal Investment Advisors's SPYG Position: Q2 2026 in Review

Regal Investment Advisors increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 19% in Q2 2026, buying an estimated $405K and bringing the position to 22,313 shares worth $2.66M. The position accounts for 0.14% of the portfolio, ranked #173.

Regal Investment Advisors first reported a position in SPYG in Q3 2018 and has held it in 29 quarters since. The position peaked at $4.27M in Q2 2020. 1,410 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

  • Regal Investment Advisors held 22,313 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $2.66M as of Q2 2026.
  • Regal Investment Advisors bought 3,543 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $405K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.14% of Regal Investment Advisors's portfolio in Q2 2026, its #173 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2018 and has held it in 29 quarters since.
  • Regal Investment Advisors's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $4.27M in Q2 2020.
  • 1,410 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.