Regal Investment Advisors LLC Utilities Sector Spdr Transaction History

Regal Investment Advisors LLC

$1.3 Billion
Q4 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 70,578 shares of XLU stock, worth $5.67 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

70,578

Previous 72,888 3.17%

Holding current value

$5.67 Million

Previous $5.89 Million 9.26%

% of portfolio

0.41%

Previous 0.42%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	SELL	$74.89 - $82.93 $172,995 - $191,568	-2,310 Reduced 3.17%	70,578 $5.34 Million
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

1,544

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
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Regal Investment Advisors LLC Utilities Sector Spdr Transaction History