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 Q2	$571K	Buy	9,389 +158	+2%	+$9.46K	0.03%	437
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 Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Regal Investment Advisors increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 1.7% in Q2 2026, buying an estimated $9.46K and bringing the position to 9,389 shares worth $571K. The position accounts for 0.03% of the portfolio, ranked #437.

Regal Investment Advisors first reported a position in SPYV in Q4 2018 and has held it in 27 quarters since. The position peaked at $3.32M in Q4 2019. 1,216 funds tracked by Wall St. Rank hold SPYV as of Q2 2026.

Regal Investment Advisors held 9,389 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $571K as of Q2 2026.
Regal Investment Advisors bought 158 State Street SPDR Portfolio S&P 500 Value ETF shares in Q2 2026, an estimated $9.46K.
State Street SPDR Portfolio S&P 500 Value ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #437 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 27 quarters since.
Regal Investment Advisors's State Street SPDR Portfolio S&P 500 Value ETF position peaked at $3.32M in Q4 2019.
1,216 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q2 2026.

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