Regal Investment Advisors LLC Spdr Nuveen Bloomberg Short Te Transaction History

Regal Investment Advisors LLC

$1.49 Billion
Q2 2024

A detailed history of Regal Investment Advisors LLC transactions in Spdr Nuveen Bloomberg Short Te stock. As of the latest transaction made, Regal Investment Advisors LLC holds 38,232 shares of SHM stock, worth $1.83 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

38,232

Previous 38,175 0.15%

Holding current value

$1.83 Million

Previous $1.81 Million 0.39%

% of portfolio

0.12%

Previous 0.13%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$46.84 - $47.32 $2,669 - $2,697	57 Added 0.15%	38,232 $1.8 Million
Q1 2024 May 15, 2024	SELL	$47.44 - $47.9 $3,652 - $3,688	-77 Reduced 0.2%	38,175 $1.81 Million
Q4 2023 Feb 14, 2024	BUY	$46.12 - $47.85 $51,054 - $52,969	1,107 Added 2.98%	38,252 $1.83 Million
Q3 2023 Nov 13, 2023	BUY	$46.19 - $47.22 $9,053 - $9,255	196 Added 0.53%	37,145 $1.72 Million
Q2 2023 Aug 11, 2023	BUY	$46.54 - $47.72 $406,526 - $416,834	8,735 Added 30.96%	36,949 $1.74 Million
Q1 2023 May 11, 2023	SELL	$46.61 - $47.68 $96,575 - $98,792	-2,072 Reduced 6.84%	28,214 $1.34 Million
Q4 2022 Mar 01, 2023	BUY	$45.97 - $47.2 $33,833 - $34,739	736 Added 2.49%	30,286 $1.42 Million
Q3 2022 Nov 15, 2022	BUY	$46.05 - $47.82 $57,194 - $59,392	1,242 Added 4.39%	29,550 $1.36 Million
Q2 2022 Aug 09, 2022	BUY	$46.52 - $47.45 $154,865 - $157,961	3,329 Added 13.33%	28,308 $1.34 Million
Q1 2022 May 09, 2022	BUY	$47.3 - $49.17 $10,689 - $11,112	226 Added 0.91%	24,979 $1.18 Million
Q4 2021 Feb 10, 2022	BUY	$49.16 - $49.38 $99,155 - $99,599	2,017 Added 8.87%	24,753 $1.22 Million
Q3 2021 Nov 05, 2021	BUY	$49.4 - $49.69 $21,884 - $22,012	443 Added 1.99%	22,736 $1.12 Million
Q2 2021 Aug 09, 2021	BUY	$49.5 - $49.73 $49,846 - $50,078	1,007 Added 4.73%	22,293 $1.11 Million
Q1 2021 May 12, 2021	SELL	$49.43 - $49.87 $39,939 - $40,294	-808 Reduced 3.66%	21,286 $1.06 Million
Q4 2020 Feb 12, 2021	BUY	$49.66 - $49.86 $59,443 - $59,682	1,197 Added 5.73%	22,094 $1.1 Million
Q3 2020 Nov 13, 2020	SELL	$49.76 - $50.06 $13,136 - $13,215	-264 Reduced 1.25%	20,897 $1.04 Million
Q2 2020 Aug 03, 2020	BUY	$48.24 - $49.96 $71,781 - $74,340	1,488 Added 7.56%	21,161 $1.06 Million
Q1 2020 May 12, 2020	SELL	$43.92 - $49.69 $33,115 - $37,466	-754 Reduced 3.69%	19,673 $962,000
Q4 2019 Jan 29, 2020	BUY	$48.87 - $49.12 $42,419 - $42,636	868 Added 4.44%	20,427 $1 Million
Q3 2019 Nov 15, 2019	BUY	$48.76 - $49.06 $15,993 - $16,091	328 Added 1.71%	19,559 $958,000
Q2 2019 Jul 26, 2019	BUY	N/A	536 Added 2.87%	19,231 $941,000
Q1 2019 May 09, 2019	SELL	N/A	-730 Reduced 3.76%	18,695 $906,000
Q4 2018 Feb 04, 2019	BUY	N/A	2,607 Added 15.5%	19,425 $934,000
Q3 2018 Nov 05, 2018	SELL	N/A	-19 Reduced 0.11%	16,818 $802,000
Q2 2018 Aug 10, 2018	BUY	N/A	738 Added 4.58%	16,837 $808,000
Q1 2018 Apr 25, 2018	SELL	N/A	-168 Reduced 1.03%	16,099 $770,000
Q4 2017 Feb 06, 2018	BUY	N/A	992 Added 6.49%	16,267 $779,000
Q3 2017 Nov 08, 2017	BUY	N/A	15,275	15,275 $742,000

Others Institutions Holding SHM

# of Institutions

448

Shares Held

78.2M

Call Options Held

Put Options Held

View Full List

About SPDR NUVEEN BLOOMBERG SHORT TE

Ticker SHM
Sector ETFs
Industry ETFs

More about SHM

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 Nuveen Bloomberg Short Te Transaction History