Regal Investment Advisors’s State Street SPDR Portfolio Short Term Corporate Bond ETF SPSB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-13,455	Closed	-$401K	–	605
2024 Q1	$401K	Sell	13,455 -9,932	-42%	-$296K	0.03%	401
2023 Q4	$696K	Sell	23,387 -2,301	-9%	-$67.7K	0.05%	276
2023 Q3	$753K	Sell	25,688 -1,443	-5%	-$42.4K	0.06%	235
2023 Q2	$799K	Buy	27,131 +141	+0.5%	+$4.16K	0.07%	222
2023 Q1	$800K	Buy	26,990 +1,042	+4%	+$30.7K	0.07%	218
2022 Q4	$762K	Buy	+25,948	New	+$759K	0.07%	216

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Regal Investment Advisors's SPSB Position: Q2 2024 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q2 2024, closing a stake of 13,455 shares — an estimated $401K sold.

Regal Investment Advisors first reported a position in SPSB in Q4 2022 and held it in 6 quarters. The position peaked at $800K in Q1 2023. 531 funds tracked by Wall St. Rank hold SPSB as of Q2 2024.

Regal Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
Regal Investment Advisors sold 13,455 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q2 2024, an estimated $401K.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2022 and held it in 6 quarters.
Regal Investment Advisors's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $800K in Q1 2023.
531 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.