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
2026 Q2	$479K	Buy	+5,280	New	+$465K	0.02%	476
2014 Q3	–	Sell	-6,600	Closed	-$163K	–	975
2014 Q2	$163K	Buy	+6,600	New	+$157K	0.06%	223

Other funds holding SPTM

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

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

Regal Investment Advisors's SPTM Position: Q2 2026 in Review

Regal Investment Advisors opened a new position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) in Q2 2026: 5,280 shares worth $479K. The stake represents 0.02% of the portfolio and ranks #476 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in SPTM as recently as Q2 2014.

Regal Investment Advisors first reported a position in SPTM in Q2 2014 and has held it in 2 quarters since. 778 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Regal Investment Advisors held 5,280 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $479K as of Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF was a new Regal Investment Advisors position in Q2 2026.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.02% of Regal Investment Advisors's portfolio in Q2 2026, its #476 holding.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2014 and has held it in 2 quarters since.
778 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.