Regal Investment Advisors LLC Spdr Portfolio S&P 600 Small C Transaction History
Regal Investment Advisors LLC
- $1.46 Billion
- Q3 2025
A detailed history of Regal Investment Advisors LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Regal Investment Advisors LLC holds 21,194 shares of SPSM stock, worth $965,598. This represents 0.07% of its overall portfolio holdings.
Number of Shares
21,194
Previous 7,182
195.1%
Holding current value
$965,598
Previous $305,000
221.64%
% of portfolio
0.07%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding SPSM
# of Institutions
1,015Shares Held
205MCall Options Held
47KPut Options Held
1.2K-
Lpl Financial LLC Fort Mill, SC25.6MShares$1.17 Billion0.37% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA23MShares$1.05 Billion2.04% of portfolio
-
Betterment LLC New York, NY18.1MShares$827 Million1.66% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.36MShares$290 Million0.05% of portfolio
-
Morgan Stanley New York, NY5.37MShares$245 Million0.02% of portfolio