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
2022
Q2
Sell
-5,000
Closed -$463K 568
2022
Q1
$463K Buy
+5,000
New +$458K 0.04% 323

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.