Regal Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $30.4M | Sell |
46,742
-1,319
| -3% | -$897K | 1.75% | 4 |
|
|
2025
Q4 | $32.8M | Buy |
48,061
+602
| +1% | +$407K | 1.96% | 4 |
|
|
2025
Q3 | $31.6M | Buy |
47,459
+1,501
| +3% | +$962K | 2.06% | 4 |
|
|
2025
Q2 | $28.4M | Sell |
45,958
-356
| -0.8% | -$204K | 2.13% | 3 |
|
|
2025
Q1 | $25.9M | Buy |
46,314
+4,438
| +11% | +$2.61M | 2.1% | 5 |
|
|
2024
Q4 | $24.5M | Buy |
41,876
+953
| +2% | +$561K | 1.84% | 4 |
|
|
2024
Q3 | $23.5M | Sell |
40,923
-4,084
| -9% | -$2.26M | 1.64% | 5 |
|
|
2024
Q2 | $24.5M | Buy |
45,007
+2,196
| +5% | +$1.15M | 1.6% | 6 |
|
|
2024
Q1 | $22.4M | Buy |
42,811
+764
| +2% | +$380K | 1.53% | 7 |
|
|
2023
Q4 | $20M | Sell |
42,047
-725
| -2% | -$323K | 1.51% | 8 |
|
|
2023
Q3 | $18.3M | Buy |
42,772
+1,254
| +3% | +$558K | 1.54% | 8 |
|
|
2023
Q2 | $18.4M | Buy |
41,518
+754
| +2% | +$316K | 1.54% | 8 |
|
|
2023
Q1 | $16.7M | Sell |
40,764
-2,585
| -6% | -$1.03M | 1.47% | 9 |
|
|
2022
Q4 | $16.6M | Sell |
43,349
-575
| -1% | -$221K | 1.61% | 7 |
|
|
2022
Q3 | $15.7M | Buy |
43,924
+4,446
| +11% | +$1.77M | 1.66% | 7 |
|
|
2022
Q2 | $14.9M | Sell |
39,478
-262
| -0.7% | -$107K | 1.55% | 9 |
|
|
2022
Q1 | $17.9M | Buy |
39,740
+750
| +2% | +$334K | 1.65% | 7 |
|
|
2021
Q4 | $18.5M | Buy |
38,990
+72
| +0.2% | +$33.1K | 1.64% | 6 |
|
|
2021
Q3 | $16.7M | Buy |
38,918
+1,318
| +4% | +$581K | 1.62% | 6 |
|
|
2021
Q2 | $16.1M | Buy |
+37,600
| New | +$15.7M | 1.61% | 6 |
|
|
2021
Q1 | – | Sell |
-38,862
| Closed | -$14.5M | – | 367 |
|
|
2020
Q4 | $14.5M | Buy |
+38,862
| New | +$13.8M | 1.64% | 9 |
|
|
2020
Q3 | – | Sell |
-37,720
| Closed | -$11.6M | – | 246 |
|
|
2020
Q2 | $11.6M | Buy |
+37,720
| New | +$11M | 2.13% | 5 |
|
|
2020
Q1 | – | Sell |
-36,055
| Closed | -$11.6M | – | 268 |
|
|
2019
Q4 | $11.6M | Sell |
36,055
-794
| -2% | -$244K | 2.09% | 3 |
|
|
2019
Q3 | $10.9M | Buy |
36,849
+600
| +2% | +$177K | 2.13% | 3 |
|
|
2019
Q2 | $10.6M | Buy |
36,249
+1,681
| +5% | +$484K | 2.07% | 3 |
|
|
2019
Q1 | $9.77M | Buy |
34,568
+2,142
| +7% | +$582K | 1.99% | 3 |
|
|
2018
Q4 | $8.1M | Buy |
32,426
+3,601
| +12% | +$971K | 1.78% | 5 |
|
|
2018
Q3 | $8.38M | Sell |
28,825
-1,145
| -4% | -$326K | 1.76% | 4 |
|
|
2018
Q2 | $8.13M | Sell |
29,970
-8,748
| -23% | -$2.36M | 2.47% | 2 |
|
|
2018
Q1 | $10.2M | Buy |
38,718
+2,772
| +8% | +$757K | 2.25% | 4 |
|
|
2017
Q4 | $9.59M | Sell |
35,946
-324
| -0.9% | -$84.3K | 2.14% | 4 |
|
|
2017
Q3 | $9.11M | Buy |
36,270
+337
| +0.9% | +$83.1K | 2.13% | 3 |
|
|
2017
Q2 | $8.69M | Sell |
35,933
-2,308
| -6% | -$553K | 2.15% | 4 |
|
|
2017
Q1 | $9.02M | Sell |
38,241
-1,493
| -4% | -$347K | 2.35% | 2 |
|
|
2016
Q4 | $8.88M | Buy |
39,734
+4,078
| +11% | +$891K | 2.46% | 2 |
|
|
2016
Q3 | $7.71M | Sell |
35,656
-2,881
| -7% | -$623K | 2.19% | 2 |
|
|
2016
Q2 | $8.07M | Buy |
38,537
+3,012
| +8% | +$625K | 2.22% | 2 |
|
|
2016
Q1 | $7.3M | Sell |
35,525
-4,822
| -12% | -$941K | 1.98% | 3 |
|
|
2015
Q4 | $8.22M | Buy |
40,347
+3,443
| +9% | +$707K | 2.13% | 2 |
|
|
2015
Q3 | $7.07M | Buy |
36,904
+8,373
| +29% | +$1.7M | 1.84% | 6 |
|
|
2015
Q2 | $5.87M | Buy |
28,531
+7,453
| +35% | +$1.57M | 1.59% | 5 |
|
|
2015
Q1 | $4.35M | Buy |
21,078
+257
| +1% | +$53K | 1.07% | 14 |
|
|
2014
Q4 | $4.28M | Buy |
20,821
+2,964
| +17% | +$596K | 1.15% | 13 |
|
|
2014
Q3 | $3.52M | Buy |
17,857
+4,797
| +37% | +$948K | 1.06% | 15 |
|
|
2014
Q2 | $2.56M | Sell |
13,060
-8,498
| -39% | -$1.62M | 0.91% | 22 |
|
|
2014
Q1 | $4.03M | Buy |
21,558
+17,282
| +404% | +$3.17M | 1.71% | 4 |
|
|
2013
Q4 | $790K | Sell |
4,276
-1,653
| -28% | -$293K | 0.45% | 74 |
|
|
2013
Q3 | $996K | Buy |
5,929
+1,644
| +38% | +$276K | 0.58% | 67 |
|
|
2013
Q2 | $690K | Buy |
+4,285
| New | +$690K | 0.38% | 89 |
|
Other funds holding SPY
Regal Investment Advisors's SPY Position: Q1 2026 in Review
Regal Investment Advisors reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.7% in Q1 2026, selling an estimated $897K and leaving 46,742 shares worth $30.4M. The position accounts for 1.75% of the portfolio, ranked #4.
Regal Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 49 quarters since. The position peaked at $32.8M in Q4 2025. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.
- Regal Investment Advisors held 46,742 shares of State Street SPDR S&P 500 ETF Trust worth $30.4M as of Q1 2026.
- Regal Investment Advisors sold 1,319 State Street SPDR S&P 500 ETF Trust shares in Q1 2026, an estimated $897K.
- State Street SPDR S&P 500 ETF Trust made up 1.75% of Regal Investment Advisors's portfolio in Q1 2026, its #4 holding.
- Regal Investment Advisors first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 49 quarters since.
- Regal Investment Advisors's State Street SPDR S&P 500 ETF Trust position peaked at $32.8M in Q4 2025.
- 4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.