Regal Investment Advisors’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $693K | Sell |
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|
2025
Q1 | $1.09M | Sell |
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|
2024
Q4 | $1.5M | Buy |
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|
2024
Q3 | $886K | Sell |
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|
2024
Q2 | $854K | Buy |
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|
2024
Q1 | $815K | Buy |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $339K | Buy |
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|
2023
Q2 | $349K | Buy |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $225K | Sell |
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|
2022
Q2 | $223K | Sell |
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|
2022
Q1 | $311K | Sell |
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|
2021
Q4 | $378K | Buy |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $332K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $295K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $210K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $411K | Buy |
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|
2015
Q3 | $225K | Sell |
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|
2015
Q2 | $272K | Sell |
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|
2015
Q1 | $310K | Buy |
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|
2014
Q4 | $74K | Buy |
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|
2014
Q3 | $66K | Buy |
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|
2014
Q2 | $61K | Hold |
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|
2014
Q1 | $59K | Sell |
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|
2013
Q4 | $637K | Sell |
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|
2013
Q3 | $672K | Buy |
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|
2013
Q2 | $117K | Buy |
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