Regal Investment Advisors’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.58M | Sell |
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|
2025
Q4 | $8.14M | Buy |
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|
2025
Q3 | $3.74M | Buy |
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|
2025
Q2 | $1.63M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $287K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $400K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1M | Buy |
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|
2018
Q3 | $767K | Buy |
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