Regal Investment Advisors’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $306K | Buy |
+7,182
| New | +$306K | 0.02% | 420 |
|
|
2020
Q1 | – | Sell |
-9,042
| Closed | -$295K | – | 264 |
|
|
2019
Q4 | $295K | Sell |
9,042
-1,378
| -13% | -$45K | 0.05% | 263 |
|
|
2019
Q3 | $313K | Buy |
10,420
+702
| +7% | +$21.1K | 0.06% | 245 |
|
|
2019
Q2 | $298K | Sell |
9,718
-4,874
| -33% | -$149K | 0.06% | 254 |
|
|
2019
Q1 | $441K | Sell |
14,592
-10,134
| -41% | -$306K | 0.09% | 196 |
|
|
2018
Q4 | $652K | Sell |
24,726
-18,161
| -42% | -$479K | 0.14% | 160 |
|
|
2018
Q3 | $1.43M | Buy |
42,887
+9,889
| +30% | +$329K | 0.3% | 103 |
|
|
2018
Q2 | $1.07M | Buy |
32,998
+15,701
| +91% | +$507K | 0.32% | 103 |
|
|
2018
Q1 | $518K | Buy |
+17,297
| New | +$518K | 0.11% | 170 |
|