Regal Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.96M | Buy |
18,005
+2,409
| +15% | +$282K | 0.11% | 199 |
|
|
2025
Q4 | $1.86M | Buy |
15,596
+2,266
| +17% | +$269K | 0.11% | 199 |
|
|
2025
Q3 | $1.6M | Buy |
13,330
+6,956
| +109% | +$796K | 0.1% | 204 |
|
|
2025
Q2 | $693K | Sell |
6,374
-4,690
| -42% | -$480K | 0.05% | 294 |
|
|
2025
Q1 | $1.09M | Sell |
11,064
-2,338
| -17% | -$254K | 0.09% | 210 |
|
|
2024
Q4 | $1.5M | Buy |
13,402
+4,558
| +52% | +$487K | 0.11% | 191 |
|
|
2024
Q3 | $886K | Sell |
8,844
-518
| -6% | -$48.4K | 0.06% | 262 |
|
|
2024
Q2 | $854K | Buy |
9,362
+496
| +6% | +$44.1K | 0.06% | 274 |
|
|
2024
Q1 | $815K | Buy |
8,866
+4,212
| +91% | +$375K | 0.06% | 274 |
|
|
2023
Q4 | $416K | Buy |
4,654
+438
| +10% | +$36.3K | 0.03% | 361 |
|
|
2023
Q3 | $339K | Buy |
4,216
+104
| +3% | +$8.79K | 0.03% | 365 |
|
|
2023
Q2 | $349K | Buy |
4,112
+352
| +9% | +$27K | 0.03% | 365 |
|
|
2023
Q1 | $281K | Buy |
+3,760
| New | +$270K | 0.02% | 414 |
|
|
2022
Q4 | – | Sell |
-3,154
| Closed | -$225K | – | 527 |
|
|
2022
Q3 | $225K | Sell |
3,154
-92
| -3% | -$7.2K | 0.02% | 423 |
|
|
2022
Q2 | $223K | Sell |
3,246
-118
| -4% | -$9.3K | 0.02% | 437 |
|
|
2022
Q1 | $311K | Sell |
3,364
-330
| -9% | -$30.2K | 0.03% | 398 |
|
|
2021
Q4 | $378K | Buy |
3,694
+222
| +6% | +$22.1K | 0.03% | 381 |
|
|
2021
Q3 | $312K | Sell |
3,472
-246
| -7% | -$22.3K | 0.03% | 414 |
|
|
2021
Q2 | $332K | Buy |
+3,718
| New | +$324K | 0.03% | 391 |
|
|
2021
Q1 | – | Sell |
-3,670
| Closed | -$295K | – | 453 |
|
|
2020
Q4 | $295K | Buy |
+3,670
| New | +$283K | 0.03% | 365 |
|
|
2017
Q2 | – | Sell |
-4,776
| Closed | -$210K | – | 278 |
|
|
2017
Q1 | $210K | Buy |
+4,776
| New | +$205K | 0.05% | 245 |
|
|
2016
Q1 | – | Sell |
-10,542
| Closed | -$411K | – | 289 |
|
|
2015
Q4 | $411K | Buy |
10,542
+4,474
| +74% | +$178K | 0.11% | 170 |
|
|
2015
Q3 | $225K | Sell |
6,068
-1,050
| -15% | -$40.3K | 0.06% | 218 |
|
|
2015
Q2 | $272K | Sell |
7,118
-1,112
| -14% | -$42.5K | 0.07% | 203 |
|
|
2015
Q1 | $310K | Buy |
8,230
+6,166
| +299% | +$227K | 0.08% | 197 |
|
|
2014
Q4 | $74K | Buy |
2,064
+92
| +5% | +$3.15K | 0.02% | 351 |
|
|
2014
Q3 | $66K | Buy |
1,972
+136
| +7% | +$4.6K | 0.02% | 370 |
|
|
2014
Q2 | $61K | Hold |
1,836
| – | – | 0.02% | 349 |
|
|
2014
Q1 | $59K | Sell |
1,836
-17,234
| -90% | -$562K | 0.03% | 325 |
|
|
2013
Q4 | $637K | Sell |
19,070
-3,100
| -14% | -$98.6K | 0.36% | 87 |
|
|
2013
Q3 | $672K | Buy |
22,170
+18,036
| +436% | +$535K | 0.39% | 94 |
|
|
2013
Q2 | $117K | Buy |
+4,134
| New | +$114K | 0.06% | 215 |
|
Other funds holding XLY
Regal Investment Advisors's XLY Position: Q1 2026 in Review
Regal Investment Advisors increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 15% in Q1 2026, buying an estimated $282K and bringing the position to 18,005 shares worth $1.96M. The position accounts for 0.11% of the portfolio, ranked #199.
Regal Investment Advisors first reported a position in XLY in Q2 2013 and has held it in 32 quarters since. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.
- Regal Investment Advisors held 18,005 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.96M as of Q1 2026.
- Regal Investment Advisors bought 2,409 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $282K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.11% of Regal Investment Advisors's portfolio in Q1 2026, its #199 holding.
- Regal Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2013 and has held it in 32 quarters since.
- 1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.