Regal Investment Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Regal Investment Advisors’s Portfolio XHB Stock Details XHB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,302	Closed	-$334K	–	587
2024 Q2	$334K	Buy	3,302 +674	+26%	+$70.4K	0.02%	434
2024 Q1	$293K	Buy	+2,628	New	+$263K	0.02%	468
2022 Q4	–	Sell	-5,260	Closed	-$288K	–	526
2022 Q3	$288K	Sell	5,260 -2,650	-34%	-$161K	0.03%	374
2022 Q2	$433K	Buy	7,910 +4,423	+127%	+$266K	0.05%	306
2022 Q1	$220K	Sell	3,487 -215	-6%	-$15.5K	0.02%	489
2021 Q4	$318K	Buy	3,702 +4	+0.1%	+$321	0.03%	415
2021 Q3	$265K	Sell	3,698 -61	-2%	-$4.59K	0.03%	449
2021 Q2	$275K	Buy	+3,759	New	+$278K	0.03%	439
2021 Q1	–	Sell	-4,031	Closed	-$232K	–	445
2020 Q4	$232K	Buy	+4,031	New	+$228K	0.03%	417
2013 Q3	–	Sell	-63	Closed	-$2K	–	946
2013 Q2	$2K	Buy	+63	New	+$1.91K	﹤0.01%	812

Other funds holding XHB

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Regal Investment Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q3 2024, closing a stake of 3,302 shares — an estimated $334K sold.

Regal Investment Advisors first reported a position in XHB in Q2 2013 and held it in 10 quarters. The position peaked at $433K in Q2 2022. 331 funds tracked by Wall St. Rank hold XHB as of Q3 2024.

Regal Investment Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q3 2024 after selling out during the quarter.
Regal Investment Advisors sold 3,302 State Street SPDR S&P Homebuilders ETF shares in Q3 2024, an estimated $334K.
Regal Investment Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q2 2013 and held it in 10 quarters.
Regal Investment Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $433K in Q2 2022.
331 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q3 2024.

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