Regal Investment Advisors LLC Select Sector Spdr Fund Health Transaction History

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Regal Investment Advisors LLC holds 18,820 shares of XLV stock, worth $2.73 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
18,820
Previous 20,129 6.5%
Holding current value
$2.73 Million
Previous $3.1 Million 16.48%
% of portfolio
0.2%
Previous 0.22%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$136.28 - $154.74 $178,390 - $202,554
-1,309 Reduced 6.5%
18,820 $2.59 Million
Q3 2024

Nov 12, 2024
BUY
$143.3 - $157.24 $73,369 - $80,506
512 Added 2.61%
20,129 $3.1 Million
Q2 2024

Aug 14, 2024
SELL
$138.43 - $147.09 $165,285 - $175,625
-1,194 Reduced 5.74%
19,617 $2.86 Million
Q1 2024

May 15, 2024
BUY
$138.48 - $147.86 $689,076 - $735,751
4,976 Added 31.42%
20,811 $3.07 Million
Q4 2023

Feb 14, 2024
BUY
$123.14 - $136.38 $430,004 - $476,238
3,492 Added 28.29%
15,835 $2.16 Million
Q3 2023

Nov 13, 2023
BUY
$128.74 - $136.24 $123,590 - $130,790
960 Added 8.43%
12,343 $1.59 Million
Q2 2023

Aug 11, 2023
BUY
$126.74 - $135.66 $386,937 - $414,169
3,053 Added 36.65%
11,383 $1.51 Million
Q1 2023

May 11, 2023
SELL
$124.15 - $135.82 $160,029 - $175,071
-1,289 Reduced 13.4%
8,330 $1.08 Million
Q4 2022

Mar 01, 2023
BUY
$121.85 - $140.1 $387,604 - $445,658
3,181 Added 49.41%
9,619 $1.31 Million
Q3 2022

Nov 15, 2022
BUY
$121.11 - $134.29 $28,824 - $31,961
238 Added 3.84%
6,438 $780,000
Q2 2022

Aug 09, 2022
BUY
$119.89 - $142.83 $41,961 - $49,990
350 Added 5.98%
6,200 $795,000
Q1 2022

May 09, 2022
BUY
$126.55 - $139.44 $16,071 - $17,708
127 Added 2.22%
5,850 $801,000
Q4 2021

Feb 10, 2022
BUY
$125.34 - $141.49 $34,217 - $38,626
273 Added 5.01%
5,723 $806,000
Q3 2021

Nov 05, 2021
BUY
$127.07 - $136.85 $36,469 - $39,275
287 Added 5.56%
5,450 $694,000
Q2 2021

Aug 09, 2021
BUY
$116.39 - $126.03 $600,921 - $650,692
5,163 New
5,163 $650,000
Q1 2021

May 12, 2021
SELL
$110.8 - $118.5 $658,927 - $704,719
-5,947 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$101.66 - $113.44 $604,572 - $674,627
5,947 New
5,947 $675,000
Q3 2020

Nov 13, 2020
SELL
$100.71 - $109.44 $809,506 - $879,678
-8,038 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$85.21 - $103.92 $684,917 - $835,308
8,038 New
8,038 $804,000
Q1 2020

May 12, 2020
SELL
$74.62 - $104.73 $344,222 - $483,119
-4,613 Closed
0 $0
Q4 2019

Jan 29, 2020
SELL
$87.95 - $103.11 $4,837 - $5,671
-55 Reduced 1.18%
4,613 $470,000
Q3 2019

Nov 15, 2019
SELL
$89.33 - $92.0 $5,002 - $5,152
-56 Reduced 1.19%
4,668 $421,000
Q2 2019

Jul 26, 2019
SELL
N/A
-14,277 Reduced 75.14%
4,724 $438,000
Q1 2019

May 09, 2019
BUY
N/A
14,471 Added 319.45%
19,001 $1.74 Million
Q4 2018

Feb 04, 2019
BUY
N/A
4,530 New
4,530 $392,000
Q3 2018

Nov 05, 2018
SELL
N/A
-4,340 Closed
0 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-190 Reduced 4.19%
4,340 $362,000
Q1 2018

Apr 25, 2018
SELL
N/A
-585 Reduced 11.44%
4,530 $369,000
Q4 2017

Feb 06, 2018
SELL
N/A
-823 Reduced 13.86%
5,115 $423,000
Q3 2017

Nov 08, 2017
BUY
N/A
5,938
5,938 $485,000

Others Institutions Holding XLV

# of Institutions
1,955
Shares Held
199M
Call Options Held
11.3M
Put Options Held
18.8M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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