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Regal Investment Advisors’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Regal Investment Advisors’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,344
Closed -$328K – 586
2024
Q2 		$328K Buy
2,344
+121
+5% +$16.9K 0.02% 441
2024
Q1 		$312K Buy
+2,223
New +$298K 0.02% 455

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return
CA
Cumberland Advisors Sarasota, Florida $284M AUM 27.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Regal Investment Advisors's XAR Position: Q3 2024 in Review

Regal Investment Advisors sold out of State Street SPDR S&P Aerospace & Defense ETF (XAR) in Q3 2024, closing a stake of 2,344 shares — an estimated $328K sold.

Regal Investment Advisors first reported a position in XAR in Q1 2024 and held it in 2 quarters. The position peaked at $328K in Q2 2024. 345 funds tracked by Wall St. Rank hold XAR as of Q3 2024.

  • Regal Investment Advisors reported no remaining State Street SPDR S&P Aerospace & Defense ETF position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 2,344 State Street SPDR S&P Aerospace & Defense ETF shares in Q3 2024, an estimated $328K.
  • Regal Investment Advisors first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2024 and held it in 2 quarters.
  • Regal Investment Advisors's State Street SPDR S&P Aerospace & Defense ETF position peaked at $328K in Q2 2024.
  • 345 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.