Financial Select Sector SPDR shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Financial Select Sector SPDR by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.3M | 51k | 45.32 |
| 2024-06-30 | $1.2M | 30k | 41.11 |
| 2024-03-31 | $849k | 20k | 42.12 |
| 2023-09-30 | $375k | 11k | 33.17 |
| 2023-06-30 | $534k | 16k | 33.71 |
| 2023-03-31 | $466k | 15k | 32.15 |
| 2022-12-31 | $567k | 17k | 34.20 |
| 2022-09-30 | $373k | 12k | 30.37 |
| 2022-06-30 | $448k | 14k | 31.47 |
| 2022-03-31 | $898k | 23k | 38.32 |
| 2021-12-31 | $1.0M | 26k | 39.06 |
| 2021-09-30 | $895k | 24k | 37.55 |
| 2021-06-30 | $824k | 23k | 36.67 |
| 2020-12-31 | $301k | 10k | 29.48 |
| 2020-06-30 | $287k | 12k | 23.12 |
| 2019-12-31 | $442k | 14k | 30.79 |
| 2019-09-30 | $340k | 12k | 27.97 |
| 2019-06-30 | $331k | 12k | 27.60 |
| 2019-03-31 | $360k | 14k | 25.74 |
| 2018-12-31 | $335k | 14k | 23.80 |
| 2018-09-30 | $650k | 24k | 27.58 |
| 2018-06-30 | $774k | 29k | 26.60 |
| 2018-03-31 | $815k | 30k | 27.57 |
| 2017-12-31 | $962k | 35k | 27.91 |
| 2017-09-30 | $968k | 37k | 25.87 |
| 2017-06-30 | $968k | 39k | 24.66 |
| 2017-03-31 | $1.0M | 44k | 23.72 |
| 2016-12-31 | $1.0M | 44k | 23.26 |
| 2016-09-30 | $732k | 38k | 19.30 |
| 2016-06-30 | $1.1M | 48k | 22.86 |
| 2016-03-31 | $1.1M | 47k | 22.50 |
| 2015-12-31 | $1.4M | 58k | 23.82 |
| 2015-09-30 | $1.8M | 81k | 22.65 |
| 2015-06-30 | $2.1M | 84k | 24.38 |
| 2015-03-31 | $2.1M | 89k | 24.11 |
| 2014-12-31 | $2.3M | 93k | 24.73 |
| 2014-09-30 | $2.2M | 96k | 23.17 |
| 2014-06-30 | $1.9M | 84k | 22.74 |
| 2014-03-31 | $2.7M | 122k | 22.34 |
| 2013-12-31 | $85k | 3.9k | 21.74 |
| 2013-09-30 | $1.1M | 56k | 19.91 |
| 2013-06-30 | $127k | 6.5k | 19.55 |