Regal Investment Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Regal Investment Advisors LLC holds 8,304 shares of SPYV stock, worth $435,129. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,304
Previous 24,264 65.78%
Holding current value
$435,129
Previous $1.28 Million 66.93%
% of portfolio
0.03%
Previous 0.09%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$51.09 - $55.27 $815,396 - $882,109
-15,960 Reduced 65.78%
8,304 $424,000
Q3 2024

Nov 12, 2024
BUY
$48.51 - $52.86 $57,338 - $62,480
1,182 Added 5.12%
24,264 $1.28 Million
Q2 2024

Aug 14, 2024
BUY
$47.37 - $50.09 $155,136 - $164,044
3,275 Added 16.53%
23,082 $1.13 Million
Q1 2024

May 15, 2024
BUY
$45.88 - $50.1 $167,599 - $183,015
3,653 Added 22.61%
19,807 $992,000
Q4 2023

Feb 14, 2024
BUY
$39.63 - $46.73 $97,212 - $114,628
2,453 Added 17.9%
16,154 $753,000
Q3 2023

Nov 13, 2023
BUY
$41.15 - $44.69 $146,164 - $158,738
3,552 Added 35.0%
13,701 $565,000
Q2 2023

Aug 11, 2023
BUY
$40.17 - $43.27 $32,778 - $35,308
816 Added 8.74%
10,149 $438,000
Q1 2023

May 11, 2023
BUY
$38.68 - $42.77 $60,418 - $66,806
1,562 Added 20.1%
9,333 $380,000
Q4 2022

Mar 01, 2023
BUY
$34.79 - $40.71 $270,353 - $316,357
7,771 New
7,771 $302,000
Q2 2022

Aug 09, 2022
SELL
$35.93 - $42.52 $993,105 - $1.18 Million
-27,640 Reduced 77.32%
8,108 $299,000
Q1 2022

May 09, 2022
BUY
$39.54 - $42.64 $1.21 Million - $1.3 Million
30,556 Added 588.52%
35,748 $1.49 Million
Q3 2021

Nov 05, 2021
SELL
$38.51 - $40.73 $29,960 - $31,687
-778 Reduced 13.03%
5,192 $202,000
Q2 2021

Aug 09, 2021
BUY
$38.15 - $40.6 $227,755 - $242,382
5,970 New
5,970 $236,000
Q1 2021

May 12, 2021
SELL
$33.86 - $38.29 $233,667 - $264,239
-6,901 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$29.5 - $34.42 $203,579 - $237,532
6,901 New
6,901 $237,000
Q3 2020

Nov 13, 2020
SELL
$28.64 - $31.68 $381,656 - $422,167
-13,326 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$24.7 - $32.15 $329,152 - $428,430
13,326 New
13,326 $386,000
Q1 2020

May 12, 2020
SELL
$22.11 - $35.37 $2.1 Million - $3.36 Million
-95,039 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$30.96 - $35.07 $199,382 - $225,850
6,440 Added 7.27%
95,039 $3.32 Million
Q3 2019

Nov 15, 2019
BUY
$31.79 - $32.44 $2.44 Million - $2.49 Million
76,739 Added 647.04%
88,599 $2.83 Million
Q2 2019

Jul 26, 2019
SELL
N/A
-91 Reduced 0.76%
11,860 $371,000
Q1 2019

May 09, 2019
BUY
N/A
638 Added 5.64%
11,951 $362,000
Q4 2018

Feb 04, 2019
BUY
N/A
11,313 New
11,313 $307,000

Others Institutions Holding SPYV

# of Institutions
1,079
Shares Held
437M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
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