A detailed history of Regal Investment Advisors LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 41,181 shares of XLP stock, worth $3.13 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
41,181
Previous 37,134 10.9%
Holding current value
$3.13 Million
Previous $2.84 Million 10.13%
% of portfolio
0.22%
Previous 0.19%

Shares

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

Nov 12, 2024

BUY
$76.04 - $76.04 $307,733 - $307,733
4,047 Added 10.9%
41,181 $3.13 Million
Q2 2024

Aug 14, 2024

SELL
$73.08 - $78.4 $95,296 - $102,233
-1,304 Reduced 3.39%
37,134 $2.84 Million
Q1 2024

May 15, 2024

BUY
$71.59 - $76.36 $161,507 - $172,268
2,256 Added 6.24%
38,438 $2.94 Million
Q4 2023

Feb 14, 2024

BUY
$66.22 - $72.3 $933,569 - $1.02 Million
14,098 Added 63.84%
36,182 $2.61 Million
Q3 2023

Nov 13, 2023

BUY
$68.8 - $76.1 $385,073 - $425,931
5,597 Added 33.95%
22,084 $1.52 Million
Q2 2023

Aug 11, 2023

BUY
$72.59 - $77.5 $433,289 - $462,597
5,969 Added 56.75%
16,487 $1.22 Million
Q1 2023

May 11, 2023

BUY
$71.11 - $75.78 $358,678 - $382,234
5,044 Added 92.14%
10,518 $785,000
Q4 2022

Mar 01, 2023

BUY
$71.53 - $77.19 $391,555 - $422,538
5,474 New
5,474 $408,000
Q2 2022

Aug 09, 2022

BUY
N/A
4,032 Added 125.18%
7,253 $524,000
Q1 2022

May 09, 2022

SELL
N/A
-1,493 Reduced 31.67%
3,221 $244,000
Q4 2021

Feb 10, 2022

BUY
N/A
259 Added 5.81%
4,714 $364,000
Q3 2021

Nov 05, 2021

BUY
N/A
357 Added 8.71%
4,455 $307,000
Q2 2021

Aug 09, 2021

BUY
N/A
4,098 New
4,098 $287,000
Q1 2021

May 12, 2021

SELL
N/A
-3,192 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
N/A
3,192 New
3,192 $215,000

Others Institutions Holding XLP

About CONSUMER STAPLES SECTOR SPDR


  • Ticker XLP
  • Sector ETFs
  • Industry ETFs
More about XLP
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.