Regal Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.67M	Buy	24,116 +236	+1%	+$27.3K	0.15%	158
2025 Q4	$2.81M	Sell	23,880 -794	-3%	-$91.4K	0.17%	144
2025 Q3	$2.92M	Sell	24,674 -5,291	-18%	-$588K	0.19%	137
2025 Q2	$3.25M	Buy	29,965 +10,021	+50%	+$987K	0.24%	111
2025 Q1	$1.92M	Sell	19,944 -5,112	-20%	-$511K	0.16%	154
2024 Q4	$2.43M	Buy	25,056 +3,500	+16%	+$334K	0.18%	135
2024 Q3	$1.95M	Buy	21,556 +3,869	+22%	+$334K	0.14%	174
2024 Q2	$1.52M	Buy	17,687 +2,705	+18%	+$223K	0.1%	208
2024 Q1	$1.22M	Buy	14,982 +1,779	+13%	+$139K	0.08%	222
2023 Q4	$959K	Buy	13,203 +7,434	+129%	+$512K	0.07%	232
2023 Q3	$378K	Buy	5,769 +2,134	+59%	+$142K	0.03%	344
2023 Q2	$237K	Hold	3,635	–	–	0.02%	451
2023 Q1	$211K	Buy	+3,635	New	+$197K	0.02%	473

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Regal Investment Advisors's XLC Position: Q1 2026 in Review

Regal Investment Advisors increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 0.99% in Q1 2026, buying an estimated $27.3K and bringing the position to 24,116 shares worth $2.67M. The position accounts for 0.15% of the portfolio, ranked #158.

Regal Investment Advisors first reported a position in XLC in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.25M in Q2 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Regal Investment Advisors held 24,116 shares of State Street Communication Services Select Sector SPDR ETF worth $2.67M as of Q1 2026.
Regal Investment Advisors bought 236 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $27.3K.
State Street Communication Services Select Sector SPDR ETF made up 0.15% of Regal Investment Advisors's portfolio in Q1 2026, its #158 holding.
Regal Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Regal Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $3.25M in Q2 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.