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Regal Investment Advisors’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Regal Investment Advisors’s Portfolio SPYD Stock Details SPYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.31M Buy
48,396
+35
+0.1% +$1.65K 0.12% 199
2026
Q1 		$2.2M Sell
48,361
-1,268
-3% -$58.3K 0.13% 187
2025
Q4 		$2.15M Buy
49,629
+1,200
+2% +$52K 0.13% 183
2025
Q3 		$2.13M Buy
48,429
+22
+0% +$965 0.14% 171
2025
Q2 		$2.05M Buy
48,407
+3,805
+9% +$160K 0.15% 149
2025
Q1 		$1.97M Buy
44,602
+463
+1% +$20.4K 0.16% 149
2024
Q4 		$1.91M Buy
44,139
+3,484
+9% +$158K 0.14% 166
2024
Q3 		$1.86M Buy
40,655
+13,249
+48% +$575K 0.13% 180
2024
Q2 		$1.1M Buy
27,406
+4,174
+18% +$167K 0.07% 243
2024
Q1 		$946K Buy
23,232
+10,885
+88% +$425K 0.06% 251
2023
Q4 		$484K Buy
+12,347
New +$443K 0.04% 329
2023
Q3 		– Sell
-5,607
Closed -$208K – 534
2023
Q2 		$208K Sell
5,607
-900
-14% -$33.2K 0.02% 473
2023
Q1 		$247K Sell
6,507
-4,274
-40% -$171K 0.02% 438
2022
Q4 		$427K Sell
10,781
-208
-2% -$8.14K 0.04% 304
2022
Q3 		$390K Sell
10,989
-5,790
-35% -$233K 0.04% 309
2022
Q2 		$670K Buy
16,779
+10,269
+158% +$442K 0.07% 241
2022
Q1 		$286K Buy
6,510
+186
+3% +$8.01K 0.03% 421
2021
Q4 		$266K Buy
+6,324
New +$258K 0.02% 458
2020
Q1 		– Sell
-19,677
Closed -$776K – 269
2019
Q4 		$776K Sell
19,677
-805
-4% -$31K 0.14% 154
2019
Q3 		$778K Sell
20,482
-5,381
-21% -$201K 0.15% 150
2019
Q2 		$984K Sell
25,863
-622
-2% -$23.6K 0.19% 135
2019
Q1 		$1M Sell
26,485
-1,545
-6% -$57K 0.2% 130
2018
Q4 		$955K Sell
28,030
-8,591
-23% -$314K 0.21% 128
2018
Q3 		$1.37M Buy
36,621
+16,935
+86% +$642K 0.29% 109
2018
Q2 		$734K Buy
19,686
+10,449
+113% +$381K 0.22% 131
2018
Q1 		$330K Buy
+9,237
New +$339K 0.07% 217

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
GA
GFS Advisors Houston, Texas $948M AUM 41.15% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Regal Investment Advisors increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 0.07% in Q2 2026, buying an estimated $1.65K and bringing the position to 48,396 shares worth $2.31M. The position accounts for 0.12% of the portfolio, ranked #199.

Regal Investment Advisors first reported a position in SPYD in Q1 2018 and has held it in 26 quarters since. 518 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

  • Regal Investment Advisors held 48,396 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $2.31M as of Q2 2026.
  • Regal Investment Advisors bought 35 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $1.65K.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.12% of Regal Investment Advisors's portfolio in Q2 2026, its #199 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2018 and has held it in 26 quarters since.
  • 518 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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