Regal Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.96M	Buy	18,319 +645	+4%	+$108K	0.17%	145
2025 Q4	$2.74M	Buy	17,674 +3,021	+21%	+$465K	0.16%	147
2025 Q3	$2.26M	Buy	14,653 +3,536	+32%	+$536K	0.15%	165
2025 Q2	$1.64M	Buy	11,117 +2,487	+29%	+$339K	0.12%	175
2025 Q1	$1.13M	Buy	8,630 +3,764	+77%	+$509K	0.09%	204
2024 Q4	$641K	Sell	4,866 -1,874	-28%	-$258K	0.05%	288
2024 Q3	$913K	Sell	6,740 -1,823	-21%	-$232K	0.06%	254
2024 Q2	$1.04M	Buy	8,563 +1,186	+16%	+$146K	0.07%	251
2024 Q1	$929K	Buy	7,377 +4,004	+119%	+$471K	0.06%	253
2023 Q4	$385K	Buy	3,373 +702	+26%	+$73.7K	0.03%	371
2023 Q3	$271K	Buy	+2,671	New	+$286K	0.02%	408
2022 Q3	–	Sell	-2,651	Closed	-$232K	–	534
2022 Q2	$232K	Sell	2,651 -3,179	-55%	-$300K	0.02%	431
2022 Q1	$600K	Sell	5,830 -50	-0.9%	-$5.08K	0.06%	284
2021 Q4	$622K	Sell	5,880 -13	-0.2%	-$1.35K	0.06%	304
2021 Q3	$577K	Buy	5,893 +98	+2%	+$10.1K	0.06%	313
2021 Q2	$593K	Buy	+5,795	New	+$594K	0.06%	305
2021 Q1	–	Sell	-3,627	Closed	-$321K	–	448
2020 Q4	$321K	Buy	+3,627	New	+$306K	0.04%	347
2018 Q2	–	Sell	-2,797	Closed	-$208K	–	322
2018 Q1	$208K	Buy	+2,797	New	+$216K	0.05%	295
2015 Q4	–	Sell	-551	Closed	-$27K	–	889
2015 Q3	$27K	Buy	551 +534	+3,141%	+$28.1K	0.01%	515
2015 Q2	$0	Sell	17 -24	-59%	-$1.35K	﹤0.01%	1030
2015 Q1	$2K	Sell	41 -101	-71%	-$5.68K	﹤0.01%	917
2014 Q4	$8K	Buy	142 +73	+106%	+$4.01K	﹤0.01%	674
2014 Q3	$4K	Sell	69 -7	-9%	-$376	﹤0.01%	827
2014 Q2	$4K	Sell	76 -4	-5%	-$214	﹤0.01%	794
2014 Q1	$4K	Sell	80 -13,245	-99%	-$680K	﹤0.01%	776
2013 Q4	$696K	Buy	13,325 +5,669	+74%	+$279K	0.4%	82
2013 Q3	$355K	Buy	7,656 +6,793	+787%	+$307K	0.21%	123
2013 Q2	$37K	Buy	+863	New	+$36.6K	0.02%	340

Other funds holding XLI

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

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

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Regal Investment Advisors increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.6% in Q1 2026, buying an estimated $108K and bringing the position to 18,319 shares worth $2.96M. The position accounts for 0.17% of the portfolio, ranked #145.

Regal Investment Advisors first reported a position in XLI in Q2 2013 and has held it in 28 quarters since. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Regal Investment Advisors held 18,319 shares of State Street Industrial Select Sector SPDR ETF worth $2.96M as of Q1 2026.
Regal Investment Advisors bought 645 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $108K.
State Street Industrial Select Sector SPDR ETF made up 0.17% of Regal Investment Advisors's portfolio in Q1 2026, its #145 holding.
Regal Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q2 2013 and has held it in 28 quarters since.
1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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