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 $961,461. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,740
Previous 8,563 21.29%
Holding current value
$961,461
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
Track This Portfolio

Track Regal Investment Advisors LLC Portfolio

Follow Regal Investment Advisors LLC and customize your updates to receive the information that matters most to you.

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.