Regal Investment Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-7,344	Closed	-$266K	–	265
2019 Q4	$266K	Sell	7,344 -119	-2%	-$4.15K	0.05%	280
2019 Q3	$253K	Sell	7,463 -217	-3%	-$7.31K	0.05%	268
2019 Q2	$262K	Sell	7,680 -6,844	-47%	-$230K	0.05%	267
2019 Q1	$484K	Sell	14,524 -2,577	-15%	-$84.2K	0.1%	187
2018 Q4	$503K	Sell	17,101 -12,928	-43%	-$421K	0.11%	184
2018 Q3	$1.09M	Buy	+30,029	New	+$1.09M	0.23%	126

Other funds holding SPMD

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

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

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

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

MHS

M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return

Regal Investment Advisors's SPMD Position: Q1 2020 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) in Q1 2020, closing a stake of 7,344 shares — an estimated $266K sold.

Regal Investment Advisors first reported a position in SPMD in Q3 2018 and held it in 6 quarters. The position peaked at $1.09M in Q3 2018. 218 funds tracked by Wall St. Rank hold SPMD as of Q1 2020.

Regal Investment Advisors reported no remaining State Street SPDR Portfolio S&P 400 Mid Cap ETF position as of Q1 2020 after selling out during the quarter.
Regal Investment Advisors sold 7,344 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2020, an estimated $266K.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q3 2018 and held it in 6 quarters.
Regal Investment Advisors's State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $1.09M in Q3 2018.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.