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 $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Regal Investment Advisors increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 2.4% in Q2 2026, buying an estimated $824K and bringing the position to 47,879 shares worth $35.8M. The position accounts for 1.86% of the portfolio, ranked #4.

Regal Investment Advisors first reported a position in SPY in Q2 2013 and has held it in 50 quarters since. 4,658 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Regal Investment Advisors held 47,879 shares of State Street SPDR S&P 500 ETF Trust worth $35.8M as of Q2 2026.
Regal Investment Advisors bought 1,137 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $824K.
State Street SPDR S&P 500 ETF Trust made up 1.86% of Regal Investment Advisors's portfolio in Q2 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 50 quarters since.
4,658 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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