Regimen Wealth’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Regimen Wealth’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	$5.03M	Buy	42,357 +14	+0%	+$1.6K	1.36%	17
2026 Q1	$4.15M	Sell	42,343 -9,716	-19%	-$1.01M	1.21%	17
2025 Q4	$5.55M	Sell	52,059 -1,275	-2%	-$135K	1.62%	18
2025 Q3	$5.57M	Sell	53,334 -1,957	-4%	-$195K	1.65%	18
2025 Q2	$5.27M	Sell	55,291 -22,543	-29%	-$1.93M	1.64%	18
2025 Q1	$6.26M	Buy	77,834 +815	+1%	+$71.1K	2.01%	17
2024 Q4	$6.77M	Sell	77,019 -7,925	-9%	-$685K	2.21%	17
2024 Q3	$7.05M	Sell	84,944 -2,087	-2%	-$167K	2.28%	17
2024 Q2	$6.97M	Sell	87,031 -526	-0.6%	-$39.3K	2.4%	17
2024 Q1	$6.41M	Sell	87,557 -6,880	-7%	-$479K	2.22%	17
2023 Q4	$6.14M	Sell	94,437 -5,191	-5%	-$320K	2.35%	16
2023 Q3	$5.91M	Buy	99,628 +89	+0.1%	+$5.45K	2.43%	17
2023 Q2	$6.07M	Buy	99,539 +1,673	+2%	+$95.8K	2.52%	17
2023 Q1	$5.45M	Buy	+97,866	New	+$5.18M	2.36%	17

Other funds holding SPYG

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

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

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

Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return

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

Regimen Wealth's SPYG Position: Q2 2026 in Review

Regimen Wealth increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.03% in Q2 2026, buying an estimated $1.6K and bringing the position to 42,357 shares worth $5.03M. The position accounts for 1.36% of the portfolio, ranked #17.

Regimen Wealth first reported a position in SPYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.05M in Q3 2024. 1,398 funds tracked by Wall St. Rank hold SPYG as of Q2 2026.

Regimen Wealth held 42,357 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $5.03M as of Q2 2026.
Regimen Wealth bought 14 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q2 2026, an estimated $1.6K.
State Street SPDR Portfolio S&P 500 Growth ETF made up 1.36% of Regimen Wealth's portfolio in Q2 2026, its #17 holding.
Regimen Wealth first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q1 2023 and has held it in 14 quarters since.
Regimen Wealth's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $7.05M in Q3 2024.
1,398 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q2 2026.

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