A detailed history of Regal Investment Advisors LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 6,740 shares of XLI stock, worth $904,238. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,740
Previous 8,563 21.29%
Holding current value
$904,238
Previous $1.04 Million 12.56%
% of portfolio
0.07%
Previous 0.07%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$120.56 - $135.44 $219,780 - $246,907
-1,823 Reduced 21.29%
6,740 $912,000
Q2 2024

Aug 14, 2024

BUY
$120.47 - $125.94 $142,877 - $149,364
1,186 Added 16.08%
8,563 $1.04 Million
Q1 2024

May 15, 2024

BUY
$110.23 - $125.96 $441,360 - $504,343
4,004 Added 118.71%
7,377 $929,000
Q4 2023

Feb 14, 2024

BUY
$96.44 - $114.13 $67,700 - $80,119
702 Added 26.28%
3,373 $384,000
Q3 2023

Nov 13, 2023

BUY
$100.74 - $110.75 $269,076 - $295,813
2,671 New
2,671 $270,000
Q2 2022

Aug 09, 2022

SELL
$85.56 - $102.18 $271,995 - $324,830
-3,179 Reduced 54.53%
2,651 $232,000
Q1 2022

May 09, 2022

SELL
$95.6 - $107.05 $4,780 - $5,352
-50 Reduced 0.85%
5,830 $600,000
Q4 2021

Feb 10, 2022

SELL
$98.64 - $107.12 $1,282 - $1,392
-13 Reduced 0.22%
5,880 $622,000
Q3 2021

Nov 05, 2021

BUY
$97.84 - $105.53 $9,588 - $10,341
98 Added 1.69%
5,893 $577,000
Q2 2021

Aug 09, 2021

BUY
$98.78 - $105.53 $572,430 - $611,546
5,795 New
5,795 $593,000
Q1 2021

May 12, 2021

SELL
$84.77 - $98.77 $307,460 - $358,238
-3,627 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$74.87 - $89.65 $271,553 - $325,160
3,627 New
3,627 $321,000
Q2 2018

Aug 10, 2018

SELL
N/A
-2,797 Closed
0 $0
Q1 2018

Apr 25, 2018

BUY
N/A
2,797 New
2,797 $208,000

Others Institutions Holding XLI

About INDUSTRIAL SECTOR SPDR


  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
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