Regal Investment Advisors’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $361K | Sell |
2,474
-96
| -4% | -$14.3K | 0.02% | 490 |
|
|
2025
Q4 | $358K | Sell |
2,570
-390
| -13% | -$54.3K | 0.02% | 480 |
|
|
2025
Q3 | $415K | Buy |
2,960
+615
| +26% | +$85.8K | 0.03% | 412 |
|
|
2025
Q2 | $318K | Buy |
2,345
+95
| +4% | +$12.6K | 0.02% | 416 |
|
|
2025
Q1 | $305K | Buy |
+2,250
| New | +$303K | 0.02% | 397 |
|
|
2024
Q4 | – | Sell |
-1,916
| Closed | -$272K | – | 510 |
|
|
2024
Q3 | $272K | Buy |
1,916
+273
| +17% | +$36.9K | 0.02% | 468 |
|
|
2024
Q2 | $209K | Hold |
1,643
| – | – | 0.01% | 540 |
|
|
2024
Q1 | $216K | Sell |
1,643
-372
| -18% | -$46.7K | 0.01% | 535 |
|
|
2023
Q4 | $252K | Buy |
+2,015
| New | +$237K | 0.02% | 456 |
|
|
2023
Q3 | – | Sell |
-1,700
| Closed | -$208K | – | 531 |
|
|
2023
Q2 | $208K | Buy |
+1,700
| New | +$208K | 0.02% | 472 |
|
|
2022
Q3 | – | Sell |
-3,717
| Closed | -$441K | – | 526 |
|
|
2022
Q2 | $441K | Buy |
+3,717
| New | +$463K | 0.05% | 304 |
|
|
2018
Q2 | – | Sell |
-2,511
| Closed | -$229K | – | 306 |
|
|
2018
Q1 | $229K | Sell |
2,511
-132
| -5% | -$12.3K | 0.05% | 266 |
|
|
2017
Q4 | $250K | Sell |
2,643
-400
| -13% | -$37.5K | 0.06% | 242 |
|
|
2017
Q3 | $278K | Hold |
3,043
| – | – | 0.06% | 223 |
|
|
2017
Q2 | $270K | Sell |
3,043
-912
| -23% | -$80.8K | 0.07% | 220 |
|
|
2017
Q1 | $349K | Sell |
3,955
-107
| -3% | -$9.35K | 0.09% | 196 |
|
|
2016
Q4 | $348K | Hold |
4,062
| – | – | 0.1% | 185 |
|
|
2016
Q3 | $343K | Buy |
4,062
+200
| +5% | +$17.1K | 0.1% | 191 |
|
|
2016
Q2 | $324K | Sell |
3,862
-400
| -9% | -$32.5K | 0.09% | 193 |
|
|
2016
Q1 | $341K | Sell |
4,262
-650
| -13% | -$48.2K | 0.09% | 184 |
|
|
2015
Q4 | $361K | Buy |
4,912
+912
| +23% | +$69.5K | 0.09% | 180 |
|
|
2015
Q3 | $288K | Buy |
4,000
+200
| +5% | +$15.1K | 0.07% | 196 |
|
|
2015
Q2 | $289K | Sell |
3,800
-31,405
| -89% | -$2.46M | 0.08% | 188 |
|
|
2015
Q1 | $2.75M | Sell |
35,205
-853
| -2% | -$66.9K | 0.68% | 48 |
|
|
2014
Q4 | $2.84M | Sell |
36,058
-2,157
| -6% | -$169K | 0.76% | 34 |
|
|
2014
Q3 | $2.86M | Buy |
38,215
+31,702
| +487% | +$2.41M | 0.87% | 25 |
|
|
2014
Q2 | $499K | Buy |
6,513
+403
| +7% | +$30.2K | 0.18% | 134 |
|
|
2014
Q1 | $450K | Sell |
6,110
-11
| -0.2% | -$791 | 0.19% | 127 |
|
|
2013
Q4 | $445K | Buy |
6,121
+887
| +17% | +$63.8K | 0.25% | 108 |
|
|
2013
Q3 | $361K | Sell |
5,234
-1,196
| -19% | -$82.5K | 0.21% | 121 |
|
|
2013
Q2 | $429K | Buy |
+6,430
| New | +$433K | 0.24% | 112 |
|
Other funds holding SDY
JIC
Regal Investment Advisors's SDY Position: Q1 2026 in Review
Regal Investment Advisors reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 3.7% in Q1 2026, selling an estimated $14.3K and leaving 2,474 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #490.
Regal Investment Advisors first reported a position in SDY in Q2 2013 and has held it in 31 quarters since. The position peaked at $2.86M in Q3 2014. 1,235 funds tracked by Wall St. Rank hold SDY as of Q1 2026.
- Regal Investment Advisors held 2,474 shares of State Street SPDR S&P Dividend ETF worth $361K as of Q1 2026.
- Regal Investment Advisors sold 96 State Street SPDR S&P Dividend ETF shares in Q1 2026, an estimated $14.3K.
- State Street SPDR S&P Dividend ETF made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #490 holding.
- Regal Investment Advisors first reported a position in State Street SPDR S&P Dividend ETF in Q2 2013 and has held it in 31 quarters since.
- Regal Investment Advisors's State Street SPDR S&P Dividend ETF position peaked at $2.86M in Q3 2014.
- 1,235 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.