Regal Investment Advisors LLC Industrial Sector Spdr Transaction History

Regal Investment Advisors LLC

$1.46 Billion
Q3 2025

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 14,653 shares of XLI stock, worth $2.23 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

14,653

Previous 11,117 31.81%

Holding current value

$2.23 Million

Previous $1.64 Million 37.83%

% of portfolio

0.15%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$147.94 - $154.99 $523,115 - $548,044	3,536 Added 31.81%	14,653 $2.26 Million
Q2 2025 Aug 11, 2025	BUY	$116.42 - $147.52 $289,536 - $366,882	2,487 Added 28.82%	11,117 $1.64 Million
Q1 2025 May 12, 2025	BUY	$128.78 - $141.67 $484,727 - $533,245	3,764 Added 77.35%	8,630 $1.13 Million
Q4 2024 Feb 13, 2025	SELL	$131.76 - $143.99 $246,918 - $269,837	-1,874 Reduced 27.8%	4,866 $641,000
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

# of Institutions

1,655

Shares Held

141M

Call Options Held

36.2M

Put Options Held

33.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

Track This Portfolio

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.

Account

Regal Investment Advisors LLC Industrial Sector Spdr Transaction History