Regal Investment Advisors’s State Street SPDR S&P Semiconductor ETF XSD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,138	Closed	-$496K	–	612
2024 Q1	$496K	Sell	2,138 -251	-11%	-$55.4K	0.03%	366
2023 Q4	$537K	Buy	2,389 +59	+3%	+$11.6K	0.04%	316
2023 Q3	$457K	Buy	2,330 +102	+5%	+$21.6K	0.04%	303
2023 Q2	$493K	Buy	2,228 +1,193	+115%	+$236K	0.04%	300
2023 Q1	$216K	Buy	+1,035	New	+$203K	0.02%	466

Other funds holding XSD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Investment Advisors's XSD Position: Q2 2024 in Review

Regal Investment Advisors sold out of State Street SPDR S&P Semiconductor ETF (XSD) in Q2 2024, closing a stake of 2,138 shares — an estimated $496K sold.

Regal Investment Advisors first reported a position in XSD in Q1 2023 and held it in 5 quarters. The position peaked at $537K in Q4 2023. 219 funds tracked by Wall St. Rank hold XSD as of Q2 2024.

Regal Investment Advisors reported no remaining State Street SPDR S&P Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Regal Investment Advisors sold 2,138 State Street SPDR S&P Semiconductor ETF shares in Q2 2024, an estimated $496K.
Regal Investment Advisors first reported a position in State Street SPDR S&P Semiconductor ETF in Q1 2023 and held it in 5 quarters.
Regal Investment Advisors's State Street SPDR S&P Semiconductor ETF position peaked at $537K in Q4 2023.
219 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.