Regal Wealth Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Regal Wealth Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-31	Closed	-$2K	–	234
2020 Q3	$2K	Hold	31	–	–	﹤0.01%	191
2020 Q2	$2K	Hold	31	–	–	﹤0.01%	189
2020 Q1	$2K	Sell	31 -326	-91%	-$24.6K	﹤0.01%	166
2019 Q4	$29K	Buy	357 +326	+1,052%	+$26K	0.02%	102
2019 Q3	$2K	Hold	31	–	–	﹤0.01%	166
2019 Q2	$2K	Hold	31	–	–	﹤0.01%	157
2019 Q1	$2K	Hold	31	–	–	﹤0.01%	153
2018 Q4	$2K	Hold	31	–	–	﹤0.01%	150
2018 Q3	$2K	Hold	31	–	–	﹤0.01%	152
2018 Q2	$2K	Hold	31	–	–	﹤0.01%	157
2018 Q1	$2K	Hold	31	–	–	﹤0.01%	162
2017 Q4	$2K	Hold	31	–	–	﹤0.01%	162
2017 Q3	$2K	Hold	31	–	–	﹤0.01%	142
2017 Q2	$2K	Hold	31	–	–	﹤0.01%	143
2017 Q1	$2K	Buy	+31	New	+$2K	﹤0.01%	143

Other funds holding XLI

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

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Regal Wealth Group's XLI Position: Q4 2020 in Review

Regal Wealth Group sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q4 2020, closing a stake of 31 shares — an estimated $2K sold.

Regal Wealth Group first reported a position in XLI in Q1 2017 and held it in 15 quarters. The position peaked at $29K in Q4 2019. 896 funds tracked by Wall St. Rank hold XLI as of Q4 2020.

Regal Wealth Group reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q4 2020 after selling out during the quarter.
Regal Wealth Group sold 31 State Street Industrial Select Sector SPDR ETF shares in Q4 2020, an estimated $2K.
Regal Wealth Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and held it in 15 quarters.
Regal Wealth Group's State Street Industrial Select Sector SPDR ETF position peaked at $29K in Q4 2019.
896 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q4 2020.

Based on Regal Wealth Group's 13F filing for Q4 2020, filed 22 Jan 2021.