Regal Investment Advisors’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-6,609	Closed	-$201K	–	571
2021 Q4	$201K	Buy	6,609 +1	+0%	+$31	0.02%	518
2021 Q3	$202K	Hold	6,608	–	–	0.02%	507
2021 Q2	$202K	Buy	+6,608	New	+$203K	0.02%	515
2021 Q1	–	Sell	-7,156	Closed	-$220K	–	366
2020 Q4	$220K	Buy	+7,156	New	+$220K	0.02%	428

Other funds holding SPTS

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

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

MCM

Model Capital Management Wellesley, Massachusetts $422M AUM 2.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CPO

Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Regal Investment Advisors's SPTS Position: Q1 2022 in Review

Regal Investment Advisors sold out of State Street SPDR Portfolio Short Term Treasury ETF (SPTS) in Q1 2022, closing a stake of 6,609 shares — an estimated $201K sold.

Regal Investment Advisors first reported a position in SPTS in Q4 2020 and held it in 4 quarters. The position peaked at $220K in Q4 2020. 260 funds tracked by Wall St. Rank hold SPTS as of Q1 2022.

Regal Investment Advisors reported no remaining State Street SPDR Portfolio Short Term Treasury ETF position as of Q1 2022 after selling out during the quarter.
Regal Investment Advisors sold 6,609 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2022, an estimated $201K.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and held it in 4 quarters.
Regal Investment Advisors's State Street SPDR Portfolio Short Term Treasury ETF position peaked at $220K in Q4 2020.
260 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2022.

Based on Regal Investment Advisors's 13F filing for Q1 2022, filed 9 May 2022.