Regal Investment Advisors’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.63M | Buy |
+22,372
| New | +$1.63M | 0.12% | 178 |
|
|
2025
Q1 | – | Sell |
-4,170
| Closed | -$287K | – | 490 |
|
|
2024
Q4 | $287K | Buy |
+4,170
| New | +$287K | 0.02% | 415 |
|
|
2024
Q3 | – | Sell |
-3,531
| Closed | -$226K | – | 569 |
|
|
2024
Q2 | $226K | Sell |
3,531
-2,973
| -46% | -$190K | 0.01% | 516 |
|
|
2024
Q1 | $400K | Buy |
+6,504
| New | +$400K | 0.03% | 402 |
|
|
2019
Q1 | – | Sell |
-34,229
| Closed | -$1M | – | 354 |
|
|
2018
Q4 | $1M | Buy |
34,229
+11,716
| +52% | +$342K | 0.22% | 126 |
|
|
2018
Q3 | $767K | Buy |
+22,513
| New | +$767K | 0.16% | 154 |
|