Regal Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$785K	Buy	+15,718	New	+$788K	0.05%	341
2024 Q4	–	Sell	-5,234	Closed	-$252K	–	520
2024 Q3	$252K	Sell	5,234 -212	-4%	-$9.67K	0.02%	477
2024 Q2	$240K	Buy	+5,446	New	+$246K	0.02%	503
2021 Q4	–	Sell	-18,188	Closed	-$719K	–	563
2021 Q3	$719K	Sell	18,188 -588	-3%	-$24.4K	0.07%	288
2021 Q2	$773K	Buy	+18,776	New	+$791K	0.08%	260
2016 Q1	–	Sell	-11,576	Closed	-$251K	–	288
2015 Q4	$251K	Sell	11,576 -25,246	-69%	-$560K	0.07%	224
2015 Q3	$734K	Sell	36,822 -15,062	-29%	-$335K	0.19%	126
2015 Q2	$1.25M	Sell	51,884 -5,348	-9%	-$134K	0.34%	90
2015 Q1	$1.4M	Sell	57,232 -594	-1%	-$14.7K	0.34%	87
2014 Q4	$1.41M	Buy	57,826 +94	+0.2%	+$2.27K	0.38%	80
2014 Q3	$1.43M	Sell	57,732 -138	-0.2%	-$3.44K	0.43%	72
2014 Q2	$1.44M	Sell	57,870 -52,570	-48%	-$1.27M	0.51%	70
2014 Q1	$2.61M	Buy	110,440 +106,740	+2,885%	+$2.45M	1.11%	14
2013 Q4	$86K	Sell	3,700 -49,774	-93%	-$1.09M	0.05%	229
2013 Q3	$1.12M	Buy	53,474 +48,128	+900%	+$985K	0.66%	51
2013 Q2	$103K	Buy	+5,346	New	+$106K	0.06%	227