Regal Investment Advisors’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Hold	0	–	-$12.4M	–	512
2022 Q3	–	Hold	0	–	–	–	14
2020 Q3	–	Sell	-200	Closed	-$62K	–	245
2020 Q2	$62K	Buy	+200	New	+$58.5K	0.01%	325
2020 Q1	–	Sell	-2,700	Closed	-$869K	–	267
2019 Q4	$869K	Buy	+2,700	New	+$831K	0.16%	145
2019 Q2	–	Sell	-200	Closed	-$56K	–	365
2019 Q1	$56K	Buy	+200	New	+$54.3K	0.01%	317

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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. 4,558 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.
4,558 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.