SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 9,425 Value ($000) $535 Avg Close Range
Q3 2025
Shares 7,634 Value ($000) $422 Avg Close Range
Q2 2025
Shares 7,634 Value ($000) $400 Avg Close Range
Q1 2025
Shares 7,759 Value ($000) $396 Avg Close Range
Q4 2024
Shares 8,304 Value ($000) $425 Avg Close Range
Q3 2024
Shares 24,264 Value ($000) $1,283 Avg Close Range
Q2 2024
Shares 23,082 Value ($000) $1,125 Avg Close Range
Q1 2024
Shares 19,807 Value ($000) $992 Avg Close Range
Q4 2023
Shares 16,154 Value ($000) $753 Avg Close Range
Q3 2023
Shares 13,701 Value ($000) $565 Avg Close Range
Q2 2023
Shares 10,149 Value ($000) $438 Avg Close Range
Q1 2023
Shares 9,333 Value ($000) $380 Avg Close Range
Q4 2022
Shares 7,771 Value ($000) $302 Avg Close Range
Q2 2022
Shares 8,108 Value ($000) $299 Avg Close Range
Q1 2022
Shares 35,748 Value ($000) $1,492 Avg Close Range
Q4 2021
Shares 5,192 Value ($000) $218 Avg Close Range
Q3 2021
Shares 5,192 Value ($000) $202 Avg Close Range
Q2 2021
Shares 5,970 Value ($000) $236 Avg Close Range
Q4 2020
Shares 6,901 Value ($000) $237 Avg Close Range
Q2 2020
Shares 13,326 Value ($000) $386 Avg Close Range
Q4 2019
Shares 95,039 Value ($000) $3,318 Avg Close Range
Q3 2019
Shares 88,599 Value ($000) $2,832 Avg Close Range
Q2 2019
Shares 11,860 Value ($000) $371 Avg Close Range
Q1 2019
Shares 11,951 Value ($000) $362 Avg Close Range
Q4 2018
Shares 11,313 Value ($000) $307 Avg Close Range