Regal Investment Advisors LLC Spdr Portfolio S&P 500 Value E 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 500 Value E stock. As of the latest transaction made, Regal Investment Advisors LLC holds 7,634 shares of SPYV stock, worth $428,801. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,634

Previous 7,634 -0.0%

Holding current value

$428,801

Previous $399,000 5.76%

% of portfolio

0.03%

Previous 0.03%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$45.11 - $52.34 $5,638 - $6,542	-125 Reduced 1.61%	7,634 $399,000
Q1 2025 May 12, 2025	SELL	$49.78 - $53.19 $27,130 - $28,988	-545 Reduced 6.56%	7,759 $396,000
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

1,181

Shares Held

475M

Call Options Held

127K

Put Options Held

14.4K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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 Portfolio S&P 500 Value E Transaction History