Regal Investment Advisors’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

Regal Investment Advisors’s Portfolio SLYV Stock Details SLYV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-5,393	Closed	-$391K	–	529
2022 Q2	$391K	Buy	+5,393	New	+$421K	0.04%	324
2021 Q1	–	Sell	-51,690	Closed	-$3.42M	–	357
2020 Q4	$3.42M	Buy	+51,690	New	+$3.07M	0.39%	72
2018 Q1	–	Sell	-5,100	Closed	-$321K	–	321
2017 Q4	$321K	Buy	5,100 +214	+4%	+$13.6K	0.07%	216
2017 Q3	$309K	Buy	4,886 +18	+0.4%	+$1.07K	0.07%	216
2017 Q2	$290K	Buy	4,868 +16	+0.3%	+$941	0.07%	209
2017 Q1	$286K	Sell	4,852 -604	-11%	-$35.8K	0.07%	214
2016 Q4	$325K	Sell	5,456 -224	-4%	-$12.6K	0.09%	192
2016 Q3	$305K	Sell	5,680 -1,062	-16%	-$55.9K	0.09%	206
2016 Q2	$337K	Sell	6,742 -1,556	-19%	-$76.7K	0.09%	188
2016 Q1	$405K	Buy	8,298 +1,920	+30%	+$85.6K	0.11%	166
2015 Q4	$296K	Buy	6,378 +1,696	+36%	+$84.2K	0.08%	203
2015 Q3	$221K	Buy	4,682 +1,946	+71%	+$97.7K	0.06%	219
2015 Q2	$145K	Buy	+2,736	New	+$147K	0.04%	284

Other funds holding SLYV

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

FCI

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Regal Investment Advisors's SLYV Position: Q3 2022 in Review

Regal Investment Advisors sold out of State Street SPDR S&P 600 Small Cap Value ETF (SLYV) in Q3 2022, closing a stake of 5,393 shares — an estimated $391K sold.

Regal Investment Advisors first reported a position in SLYV in Q2 2015 and held it in 13 quarters. The position peaked at $3.42M in Q4 2020. 453 funds tracked by Wall St. Rank hold SLYV as of Q3 2022.

Regal Investment Advisors reported no remaining State Street SPDR S&P 600 Small Cap Value ETF position as of Q3 2022 after selling out during the quarter.
Regal Investment Advisors sold 5,393 State Street SPDR S&P 600 Small Cap Value ETF shares in Q3 2022, an estimated $391K.
Regal Investment Advisors first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q2 2015 and held it in 13 quarters.
Regal Investment Advisors's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $3.42M in Q4 2020.
453 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q3 2022.

Based on Regal Investment Advisors's 13F filing for Q3 2022, filed 15 Nov 2022.