Regal Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Regal Investment Advisors's XLY Position: Q2 2026 in Review

Regal Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 20% in Q2 2026, selling an estimated $428K and leaving 14,337 shares worth $1.68M. The position accounts for 0.09% of the portfolio, ranked #229.

Regal Investment Advisors first reported a position in XLY in Q2 2013 and has held it in 33 quarters since. The position peaked at $1.96M in Q1 2026. 1,313 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Regal Investment Advisors held 14,337 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.68M as of Q2 2026.
Regal Investment Advisors sold 3,668 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $428K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #229 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 33 quarters since.
Regal Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.96M in Q1 2026.
1,313 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.