Regal Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.07M | Buy |
37,491
+2,391
| +7% | +$201K | 0.18% | 141 |
|
|
2025
Q4 | $2.73M | Buy |
35,100
+3,392
| +11% | +$265K | 0.16% | 149 |
|
|
2025
Q3 | $2.48M | Buy |
31,708
+1,352
| +4% | +$109K | 0.16% | 153 |
|
|
2025
Q2 | $2.46M | Buy |
30,356
+4,275
| +16% | +$347K | 0.18% | 136 |
|
|
2025
Q1 | $2.13M | Sell |
26,081
-15,561
| -37% | -$1.24M | 0.17% | 143 |
|
|
2024
Q4 | $3.27M | Buy |
41,642
+461
| +1% | +$37.4K | 0.25% | 114 |
|
|
2024
Q3 | $3.42M | Buy |
41,181
+4,047
| +11% | +$325K | 0.24% | 122 |
|
|
2024
Q2 | $2.84M | Sell |
37,134
-1,304
| -3% | -$99.5K | 0.19% | 142 |
|
|
2024
Q1 | $2.94M | Buy |
38,438
+2,256
| +6% | +$167K | 0.2% | 137 |
|
|
2023
Q4 | $2.61M | Buy |
36,182
+14,098
| +64% | +$977K | 0.2% | 133 |
|
|
2023
Q3 | $1.52M | Buy |
22,084
+5,597
| +34% | +$410K | 0.13% | 170 |
|
|
2023
Q2 | $1.22M | Buy |
16,487
+5,969
| +57% | +$448K | 0.1% | 191 |
|
|
2023
Q1 | $786K | Buy |
10,518
+5,044
| +92% | +$369K | 0.07% | 221 |
|
|
2022
Q4 | $408K | Buy |
+5,474
| New | +$399K | 0.04% | 315 |
|
|
2022
Q3 | – | Sell |
-7,253
| Closed | -$524K | – | 535 |
|
|
2022
Q2 | $524K | Buy |
7,253
+4,032
| +125% | +$303K | 0.05% | 273 |
|
|
2022
Q1 | $244K | Sell |
3,221
-1,493
| -32% | -$112K | 0.02% | 462 |
|
|
2021
Q4 | $364K | Buy |
4,714
+259
| +6% | +$18.8K | 0.03% | 386 |
|
|
2021
Q3 | $307K | Buy |
4,455
+357
| +9% | +$25.4K | 0.03% | 421 |
|
|
2021
Q2 | $287K | Buy |
+4,098
| New | +$287K | 0.03% | 430 |
|
|
2021
Q1 | – | Sell |
-3,192
| Closed | -$215K | – | 450 |
|
|
2020
Q4 | $215K | Buy |
+3,192
| New | +$211K | 0.02% | 435 |
|
|
2016
Q2 | – | Sell |
-6,302
| Closed | -$334K | – | 266 |
|
|
2016
Q1 | $334K | Sell |
6,302
-116
| -2% | -$5.89K | 0.09% | 189 |
|
|
2015
Q4 | $324K | Buy |
6,418
+3,426
| +115% | +$170K | 0.08% | 190 |
|
|
2015
Q3 | $141K | Buy |
2,992
+1,216
| +68% | +$59.1K | 0.04% | 297 |
|
|
2015
Q2 | $84K | Sell |
1,776
-4,676
| -72% | -$228K | 0.02% | 363 |
|
|
2015
Q1 | $314K | Sell |
6,452
-1,692
| -21% | -$83.1K | 0.08% | 195 |
|
|
2014
Q4 | $395K | Buy |
8,144
+6,361
| +357% | +$301K | 0.11% | 161 |
|
|
2014
Q3 | $80K | Sell |
1,783
-84
| -4% | -$3.77K | 0.02% | 337 |
|
|
2014
Q2 | $83K | Sell |
1,867
-321
| -15% | -$14.2K | 0.03% | 305 |
|
|
2014
Q1 | $94K | Sell |
2,188
-57
| -3% | -$2.39K | 0.04% | 268 |
|
|
2013
Q4 | $96K | Buy |
2,245
+1,687
| +302% | +$71.1K | 0.06% | 216 |
|
|
2013
Q3 | $22K | Sell |
558
-2,872
| -84% | -$117K | 0.01% | 461 |
|
|
2013
Q2 | $137K | Buy |
+3,430
| New | +$140K | 0.08% | 195 |
|
Other funds holding XLP
Regal Investment Advisors's XLP Position: Q1 2026 in Review
Regal Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 6.8% in Q1 2026, buying an estimated $201K and bringing the position to 37,491 shares worth $3.07M. The position accounts for 0.18% of the portfolio, ranked #141.
Regal Investment Advisors first reported a position in XLP in Q2 2013 and has held it in 32 quarters since. The position peaked at $3.42M in Q3 2024. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.
- Regal Investment Advisors held 37,491 shares of State Street Consumer Staples Select Sector SPDR ETF worth $3.07M as of Q1 2026.
- Regal Investment Advisors bought 2,391 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $201K.
- State Street Consumer Staples Select Sector SPDR ETF made up 0.18% of Regal Investment Advisors's portfolio in Q1 2026, its #141 holding.
- Regal Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2013 and has held it in 32 quarters since.
- Regal Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $3.42M in Q3 2024.
- 1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.