Regimen Wealth’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Regimen Wealth’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	$543K	Buy	727 +2	+0.3%	+$1.45K	0.15%	51
2026 Q1	$472K	Buy	725 +2	+0.3%	+$1.36K	0.14%	53
2025 Q4	$493K	Buy	723 +2	+0.3%	+$1.35K	0.14%	51
2025 Q3	$480K	Buy	721 +2	+0.3%	+$1.28K	0.14%	52
2025 Q2	$444K	Buy	719 +2	+0.3%	+$1.14K	0.14%	53
2025 Q1	$401K	Buy	717 +2	+0.3%	+$1.18K	0.13%	46
2024 Q4	$419K	Buy	715 +3	+0.4%	+$1.77K	0.14%	44
2024 Q3	$409K	Buy	712 +2	+0.3%	+$1.11K	0.13%	45
2024 Q2	$386K	Buy	710 +2	+0.3%	+$1.05K	0.13%	46
2024 Q1	$370K	Buy	708 +3	+0.4%	+$1.49K	0.13%	44
2023 Q4	$335K	Buy	705 +3	+0.4%	+$1.34K	0.13%	47
2023 Q3	$300K	Sell	702 -96	-12%	-$42.7K	0.12%	48
2023 Q2	$354K	Sell	798 -89	-10%	-$37.4K	0.15%	41
2023 Q1	$336K	Buy	887 +41	+5%	+$16.4K	0.15%	42
2022 Q4	$324K	Buy	+846	New	+$325K	0.22%	39

Other funds holding SPY

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Regimen Wealth's SPY Position: Q2 2026 in Review

Regimen Wealth increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.28% in Q2 2026, buying an estimated $1.45K and bringing the position to 727 shares worth $543K. The position accounts for 0.15% of the portfolio, ranked #51.

Regimen Wealth first reported a position in SPY in Q4 2022 and has held it in 15 quarters since. 4,617 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Regimen Wealth held 727 shares of State Street SPDR S&P 500 ETF Trust worth $543K as of Q2 2026.
Regimen Wealth bought 2 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $1.45K.
State Street SPDR S&P 500 ETF Trust made up 0.15% of Regimen Wealth's portfolio in Q2 2026, its #51 holding.
Regimen Wealth first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2022 and has held it in 15 quarters since.
4,617 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.