Regal Investment Advisors LLC SPY Holdings History
Regal Investment Advisors LLC's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Regal Investment Advisors LLC held 46,314.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $25.91 Mil. This investment constitutes 2.1% of their stock portfolio, and Regal Investment Advisors LLC now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2013Q4. And since then Regal Investment Advisors LLC has made 24 purchases of SPY, at an average price of $321.59, for a total of 187,996.00 shares. In addition, there have been 13 sales at an average price of $334.35 for 141,682.00 shares. Based on historical transaction data and SPY's current price of $627.58, Regal Investment Advisors LLC's estimated gain on his SPY holdings is $15.98 Mil, reflecting a 26.43% gain to date.
Regal Investment Advisors LLC SPY ($627.58) Holding Chart
Regal Investment Advisors LLC SPY ($627.58) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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