Regal Investment Advisors LLC Utilities Sector Spdr Transaction History

Regal Investment Advisors LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Regal Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Regal Investment Advisors LLC holds 72,888 shares of XLU stock, worth $5.74 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
72,888
Previous 51,361 41.91%
Holding current value
$5.74 Million
Previous $3.5 Million 68.25%
% of portfolio
0.42%
Previous 0.23%

Shares

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

Nov 12, 2024
BUY
$67.67 - $80.78 $1.46 Million - $1.74 Million
21,527 Added 41.91%
72,888 $5.89 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $27,681 - $32,135
441 Added 0.87%
51,361 $3.5 Million
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $418,271 - $458,040
6,977 Added 15.88%
50,920 $3.34 Million
Q4 2023

Feb 14, 2024
BUY
$56.19 - $65.96 $758,902 - $890,855
13,506 Added 44.37%
43,943 $2.78 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $252,086 - $293,351
4,285 Added 16.38%
30,437 $1.79 Million
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $506,934 - $551,293
7,879 Added 43.12%
26,152 $1.71 Million
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $281,235 - $318,233
4,415 Added 31.86%
18,273 $1.24 Million
Q4 2022

Mar 01, 2023
BUY
$61.52 - $72.67 $153,615 - $181,456
2,497 Added 21.98%
13,858 $976,000
Q3 2022

Nov 15, 2022
BUY
$65.51 - $78.12 $17,163 - $20,467
262 Added 2.36%
11,361 $744,000
Q2 2022

Aug 09, 2022
SELL
$64.87 - $76.96 $267,329 - $317,152
-4,121 Reduced 27.08%
11,099 $778,000
Q1 2022

May 09, 2022
SELL
$65.03 - $74.54 $129,279 - $148,185
-1,988 Reduced 11.55%
15,220 $1.13 Million
Q4 2021

Feb 10, 2022
BUY
$63.88 - $71.58 $152,289 - $170,646
2,384 Added 16.08%
17,208 $1.23 Million
Q3 2021

Nov 05, 2021
BUY
$63.56 - $70.07 $37,246 - $41,061
586 Added 4.12%
14,824 $947,000
Q2 2021

Aug 09, 2021
BUY
$63.23 - $67.72 $900,268 - $964,197
14,238 New
14,238 $900,000
Q1 2021

May 12, 2021
SELL
$58.36 - $64.15 $600,991 - $660,616
-10,298 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$59.98 - $66.76 $617,674 - $687,494
10,298 New
10,298 $646,000
Q3 2020

Nov 13, 2020
SELL
$56.7 - $61.49 $418,616 - $453,980
-7,383 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$51.79 - $62.83 $382,365 - $463,873
7,383 New
7,383 $417,000
Q1 2020

May 12, 2020
SELL
$44.93 - $70.98 $252,910 - $399,546
-5,629 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$61.37 - $64.82 $345,451 - $364,871
5,629 New
5,629 $364,000

Others Institutions Holding XLU

# of Institutions
1,481
Shares Held
163M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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