Regal Investment Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History

Regal Investment Advisors LLC

$1.4 Billion
Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Regal Investment Advisors LLC holds 1,916 shares of SDY stock, worth $272,665. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,916

Previous 1,643 16.62%

Holding current value

$272,665

Previous $208,000 30.77%

% of portfolio

0.02%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$125.95 - $142.04 $34,384 - $38,776	273 Added 16.62%	1,916 $272,000
Q1 2024 May 15, 2024	SELL	$122.28 - $131.24 $45,488 - $48,821	-372 Reduced 18.46%	1,643 $215,000
Q4 2023 Feb 14, 2024	BUY	$110.2 - $125.58 $222,053 - $253,043	2,015 New	2,015 $251,000
Q2 2023 Aug 11, 2023	BUY	$117.3 - $124.97 $199,410 - $212,449	1,700 New	1,700 $208,000
Q2 2022 Aug 09, 2022	BUY	$114.07 - $132.3 $423,998 - $491,759	3,717 New	3,717 $441,000
Q2 2018 Aug 10, 2018	SELL	N/A	-2,511 Closed	0 $0
Q1 2018 Apr 25, 2018	SELL	N/A	-132 Reduced 4.99%	2,511 $229,000
Q4 2017 Feb 06, 2018	SELL	N/A	-400 Reduced 13.14%	2,643 $250,000
Q3 2017 Nov 08, 2017	BUY	N/A	3,043	3,043 $278,000

Others Institutions Holding SDY

# of Institutions

1,264

Shares Held

68.7M

Call Options Held

51K

Put Options Held

46.5K

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About SPDR SERIES TR SPDR S&P DIVIDE

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Regal Investment Advisors LLC Spdr Series Tr Spdr S&P Divide Transaction History