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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.58M	Sell	99,038 -2,486	-2%	-$199K	0.44%	60
2025 Q4	$8.14M	Buy	101,524 +53,820	+113%	+$4.28M	0.49%	49
2025 Q3	$3.74M	Buy	47,704 +25,332	+113%	+$1.91M	0.24%	112
2025 Q2	$1.63M	Buy	+22,372	New	+$1.5M	0.12%	178
2025 Q1	–	Sell	-4,170	Closed	-$287K	–	490
2024 Q4	$287K	Buy	+4,170	New	+$289K	0.02%	415
2024 Q3	–	Sell	-3,531	Closed	-$226K	–	571
2024 Q2	$226K	Sell	3,531 -2,973	-46%	-$183K	0.01%	517
2024 Q1	$400K	Buy	+6,504	New	+$381K	0.03%	402
2019 Q1	–	Sell	-34,229	Closed	-$1M	–	389
2018 Q4	$1M	Buy	34,229 +11,716	+52%	+$369K	0.22%	126
2018 Q3	$767K	Buy	+22,513	New	+$753K	0.16%	154

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

UIM

USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Regal Investment Advisors's SPYM Position: Q1 2026 in Review

Regal Investment Advisors reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 2.4% in Q1 2026, selling an estimated $199K and leaving 99,038 shares worth $7.58M. The position accounts for 0.44% of the portfolio, ranked #60.

Regal Investment Advisors first reported a position in SPYM in Q3 2018 and has held it in 9 quarters since. The position peaked at $8.14M in Q4 2025. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

Regal Investment Advisors held 99,038 shares of State Street SPDR Portfolio S&P 500 ETF worth $7.58M as of Q1 2026.
Regal Investment Advisors sold 2,486 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $199K.
State Street SPDR Portfolio S&P 500 ETF made up 0.44% of Regal Investment Advisors's portfolio in Q1 2026, its #60 holding.
Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2018 and has held it in 9 quarters since.
Regal Investment Advisors's State Street SPDR Portfolio S&P 500 ETF position peaked at $8.14M in Q4 2025.
1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.