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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.29M	Buy	26,670 +164	+0.6%	+$8.12K	0.07%	247
2025 Q4	$1.24M	Buy	26,506 +5,312	+25%	+$248K	0.07%	245
2025 Q3	$982K	Buy	21,194 +14,012	+195%	+$628K	0.06%	262
2025 Q2	$306K	Buy	+7,182	New	+$290K	0.02%	420
2020 Q1	–	Sell	-9,042	Closed	-$295K	–	266
2019 Q4	$295K	Sell	9,042 -1,378	-13%	-$43K	0.05%	265
2019 Q3	$313K	Buy	10,420 +702	+7%	+$21.2K	0.06%	245
2019 Q2	$298K	Sell	9,718 -4,874	-33%	-$148K	0.06%	254
2019 Q1	$441K	Sell	14,592 -10,134	-41%	-$301K	0.09%	197
2018 Q4	$652K	Sell	24,726 -18,161	-42%	-$536K	0.14%	160
2018 Q3	$1.43M	Buy	42,887 +9,889	+30%	+$329K	0.3%	103
2018 Q2	$1.06M	Buy	32,998 +15,701	+91%	+$495K	0.32%	103
2018 Q1	$518K	Buy	+17,297	New	+$526K	0.11%	170

Other funds holding SPSM

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Regal Investment Advisors's SPSM Position: Q1 2026 in Review

Regal Investment Advisors increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 0.62% in Q1 2026, buying an estimated $8.12K and bringing the position to 26,670 shares worth $1.29M. The position accounts for 0.07% of the portfolio, ranked #247.

Regal Investment Advisors first reported a position in SPSM in Q1 2018 and has held it in 12 quarters since. The position peaked at $1.43M in Q3 2018. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

Regal Investment Advisors held 26,670 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $1.29M as of Q1 2026.
Regal Investment Advisors bought 164 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $8.12K.
State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.07% of Regal Investment Advisors's portfolio in Q1 2026, its #247 holding.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2018 and has held it in 12 quarters since.
Regal Investment Advisors's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $1.43M in Q3 2018.
1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.