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Regal Investment Advisors’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Regal Investment Advisors’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-6,600
Closed -$163K – 975
2014
Q2 		$163K Buy
+6,600
New +$157K 0.06% 223

Other funds holding SPTM

ODCM
Old Dominion Capital Management Charlottesville, Virginia $467M AUM 25.94% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCB
Brian C. Broderick $542M AUM 20.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
ICAS
Investors Capital Advisory Services Lynnfield, Massachusetts $521M AUM 1.51% 1-Year Est. Return
FHA
First Horizon Advisors Memphis, Tennessee $3.85B AUM 16.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Regal Investment Advisors's SPTM Position: Q3 2014 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q3 2014, closing a stake of 6,600 shares — an estimated $163K sold.

Regal Investment Advisors first reported a position in SPTM in Q2 2014 and held it in 1 quarter. The position peaked at $163K in Q2 2014. 22 funds tracked by Wall St. Rank hold SPTM as of Q3 2014.

  • Regal Investment Advisors reported no remaining State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position as of Q3 2014 after selling out during the quarter.
  • Regal Investment Advisors sold 6,600 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q3 2014, an estimated $163K.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2014 and held it in 1 quarter.
  • Regal Investment Advisors's State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $163K in Q2 2014.
  • 22 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q3 2014.

Based on Regal Investment Advisors's 13F filing for Q3 2014, filed 14 Nov 2014.