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SPYV icon

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

Regal Investment Advisors’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$522K Sell
9,231
-194
-2% -$11.3K 0.03% 420
2025
Q4 		$535K Buy
9,425
+1,791
+23% +$101K 0.03% 408
2025
Q3 		$422K Hold
7,634
– – 0.03% 409
2025
Q2 		$400K Sell
7,634
-125
-2% -$6.25K 0.03% 376
2025
Q1 		$396K Sell
7,759
-545
-7% -$28.3K 0.03% 360
2024
Q4 		$425K Sell
8,304
-15,960
-66% -$849K 0.03% 350
2024
Q3 		$1.28M Buy
24,264
+1,182
+5% +$60.2K 0.09% 219
2024
Q2 		$1.13M Buy
23,082
+3,275
+17% +$160K 0.07% 238
2024
Q1 		$992K Buy
19,807
+3,653
+23% +$174K 0.07% 243
2023
Q4 		$753K Buy
16,154
+2,453
+18% +$106K 0.06% 266
2023
Q3 		$565K Buy
13,701
+3,552
+35% +$154K 0.05% 271
2023
Q2 		$438K Buy
10,149
+816
+9% +$33.7K 0.04% 317
2023
Q1 		$380K Buy
9,333
+1,562
+20% +$63.3K 0.03% 340
2022
Q4 		$302K Buy
+7,771
New +$298K 0.03% 375
2022
Q3 		– Sell
-8,108
Closed -$299K – 530
2022
Q2 		$299K Sell
8,108
-27,640
-77% -$1.09M 0.03% 374
2022
Q1 		$1.49M Buy
35,748
+30,556
+589% +$1.26M 0.14% 153
2021
Q4 		$218K Hold
5,192
– – 0.02% 504
2021
Q3 		$202K Sell
5,192
-778
-13% -$31.1K 0.02% 508
2021
Q2 		$236K Buy
+5,970
New +$236K 0.02% 477
2021
Q1 		– Sell
-6,901
Closed -$237K – 369
2020
Q4 		$237K Buy
+6,901
New +$224K 0.03% 413
2020
Q3 		– Sell
-13,326
Closed -$386K – 248
2020
Q2 		$386K Buy
+13,326
New +$380K 0.07% 205
2020
Q1 		– Sell
-95,039
Closed -$3.32M – 271
2019
Q4 		$3.32M Buy
95,039
+6,440
+7% +$215K 0.6% 43
2019
Q3 		$2.83M Buy
88,599
+76,739
+647% +$2.42M 0.55% 50
2019
Q2 		$371K Sell
11,860
-91
-0.8% -$2.8K 0.07% 226
2019
Q1 		$362K Buy
11,951
+638
+6% +$18.8K 0.07% 219
2018
Q4 		$307K Buy
+11,313
New +$333K 0.07% 240

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Regal Investment Advisors reduced its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 2.1% in Q1 2026, selling an estimated $11.3K and leaving 9,231 shares worth $522K. The position accounts for 0.03% of the portfolio, ranked #420.

Regal Investment Advisors first reported a position in SPYV in Q4 2018 and has held it in 26 quarters since. The position peaked at $3.32M in Q4 2019. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Regal Investment Advisors held 9,231 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $522K as of Q1 2026.
  • Regal Investment Advisors sold 194 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $11.3K.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #420 holding.
  • Regal Investment Advisors first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2018 and has held it in 26 quarters since.
  • Regal Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.32M in Q4 2019.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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