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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$937K	Buy	18,432 +2,714	+17%	+$139K	0.05%	332
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

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Regal Investment Advisors's XLB Position: Q2 2026 in Review

Regal Investment Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 17% in Q2 2026, buying an estimated $139K and bringing the position to 18,432 shares worth $937K. The position accounts for 0.05% of the portfolio, ranked #332.

Regal Investment Advisors first reported a position in XLB in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.61M in Q1 2014. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Regal Investment Advisors held 18,432 shares of State Street Materials Select Sector SPDR ETF worth $937K as of Q2 2026.
Regal Investment Advisors bought 2,714 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $139K.
State Street Materials Select Sector SPDR ETF made up 0.05% of Regal Investment Advisors's portfolio in Q2 2026, its #332 holding.
Regal Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2013 and has held it in 17 quarters since.
Regal Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $2.61M in Q1 2014.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.