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Regal Investment Advisors’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Regal Investment Advisors’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-35,947
Closed -$1.19M – 336
2019
Q2 		$1.19M Buy
+35,947
New +$1.16M 0.23% 122

Other funds holding SPBO

SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BPWA
Beacon Pointe Wealth Advisors Newport Beach, California $543M AUM 23.61% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Regal Investment Advisors's SPBO Position: Q3 2019 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio Corporate Bond ETF (SPBO) in Q3 2019, closing a stake of 35,947 shares — an estimated $1.19M sold.

Regal Investment Advisors first reported a position in SPBO in Q2 2019 and held it in 1 quarter. The position peaked at $1.19M in Q2 2019. 19 funds tracked by Wall St. Rank hold SPBO as of Q3 2019.

  • Regal Investment Advisors reported no remaining State Street SPDR Portfolio Corporate Bond ETF position as of Q3 2019 after selling out during the quarter.
  • Regal Investment Advisors sold 35,947 State Street SPDR Portfolio Corporate Bond ETF shares in Q3 2019, an estimated $1.19M.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2019 and held it in 1 quarter.
  • Regal Investment Advisors's State Street SPDR Portfolio Corporate Bond ETF position peaked at $1.19M in Q2 2019.
  • 19 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q3 2019.

Based on Regal Investment Advisors's 13F filing for Q3 2019, filed 15 Nov 2019.