Regal Investment Advisors LLC Spdr S&P Emerging Markets Smal Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Spdr S&P Emerging Markets Smal stock. As of the latest transaction made, Regal Investment Advisors LLC holds 13,249 shares of EWX stock, worth $775,463. This represents 0.06% of its overall portfolio holdings.

Number of Shares

13,249

Previous 11,915 11.2%

Holding current value

$775,463

Previous $743,000 4.44%

% of portfolio

0.06%

Previous 0.05%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$58.61 - $64.79 $78,185 - $86,429	1,334 Added 11.2%	13,249 $776,000
Q3 2024 Nov 12, 2024	BUY	$54.3 - $62.38 $19,385 - $22,269	357 Added 3.09%	11,915 $743,000
Q2 2024 Aug 14, 2024	SELL	$54.71 - $59.06 $1,750 - $1,889	-32 Reduced 0.28%	11,558 $669,000
Q1 2024 May 15, 2024	BUY	$53.3 - $56.66 $213 - $226	4 Added 0.03%	11,590 $646,000
Q4 2023 Feb 14, 2024	BUY	$51.03 - $56.87 $7,603 - $8,473	149 Added 1.3%	11,586 $654,000
Q3 2023 Nov 13, 2023	SELL	$52.49 - $55.33 $2,047 - $2,157	-39 Reduced 0.34%	11,437 $611,000
Q2 2023 Aug 11, 2023	SELL	$49.86 - $54.02 $49,660 - $53,803	-996 Reduced 7.99%	11,476 $602,000
Q1 2023 May 11, 2023	BUY	$49.12 - $52.56 $26,082 - $27,909	531 Added 4.45%	12,472 $631,000
Q4 2022 Mar 01, 2023	SELL	$44.86 - $51.01 $17,854 - $20,301	-398 Reduced 3.23%	11,941 $584,000
Q3 2022 Nov 15, 2022	BUY	$45.33 - $51.0 $25,656 - $28,866	566 Added 4.81%	12,339 $562,000
Q2 2022 Aug 09, 2022	BUY	$48.46 - $58.2 $17,348 - $20,835	358 Added 3.14%	11,773 $573,000
Q1 2022 May 09, 2022	BUY	$53.14 - $59.56 $19,024 - $21,322	358 Added 3.24%	11,415 $647,000
Q4 2021 Feb 10, 2022	BUY	$56.92 - $61.04 $41,323 - $44,315	726 Added 7.03%	11,057 $656,000
Q3 2021 Nov 05, 2021	BUY	$57.29 - $61.58 $31,795 - $34,176	555 Added 5.68%	10,331 $606,000
Q2 2021 Aug 09, 2021	BUY	$55.66 - $61.48 $29,388 - $32,461	528 Added 5.71%	9,776 $599,000
Q1 2021 May 12, 2021	SELL	$51.27 - $55.89 $27,737 - $30,236	-541 Reduced 5.53%	9,248 $512,000
Q4 2020 Feb 12, 2021	BUY	$43.95 - $52.1 $22,985 - $27,248	523 Added 5.64%	9,789 $505,000
Q3 2020 Nov 13, 2020	BUY	$41.35 - $45.9 $16,953 - $18,819	410 Added 4.63%	9,266 $411,000
Q2 2020 Aug 03, 2020	BUY	$32.12 - $41.44 $53,768 - $69,370	1,674 Added 23.31%	8,856 $362,000
Q1 2020 May 12, 2020	SELL	$29.99 - $47.26 $25,791 - $40,643	-860 Reduced 10.69%	7,182 $238,000
Q4 2019 Jan 29, 2020	BUY	$42.93 - $46.27 $13,093 - $14,112	305 Added 3.94%	8,042 $370,000
Q3 2019 Nov 15, 2019	SELL	$43.18 - $44.88 $25,735 - $26,748	-596 Reduced 7.15%	7,737 $336,000
Q2 2019 Jul 26, 2019	BUY	N/A	358 Added 4.49%	8,333 $372,000
Q1 2019 May 09, 2019	SELL	N/A	-825 Reduced 9.38%	7,975 $355,000
Q4 2018 Feb 04, 2019	BUY	N/A	696 Added 8.59%	8,800 $361,000
Q3 2018 Nov 05, 2018	BUY	N/A	2,861 Added 54.57%	8,104 $363,000
Q2 2018 Aug 10, 2018	SELL	N/A	-1,699 Reduced 24.47%	5,243 $249,000
Q1 2018 Apr 25, 2018	BUY	N/A	87 Added 1.27%	6,942 $364,000
Q4 2017 Feb 06, 2018	SELL	N/A	-75 Reduced 1.08%	6,855 $356,000
Q3 2017 Nov 08, 2017	BUY	N/A	6,930	6,930 $343,000

Others Institutions Holding EWX

# of Institutions

181

Shares Held

8.6M

Call Options Held

Put Options Held

3.6K

View Full List

About SPDR S&P EMERGING MARKETS SMAL

Ticker EWX
Sector ETFs
Industry ETFs

More about EWX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Regal Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Regal Investment Advisors LLC with notifications on news.

Account

Regal Investment Advisors LLC Spdr S&P Emerging Markets Smal Transaction History