Utilities SPDR shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 71k | 87.21 |
| 2025-06-30 | $5.2M | 64k | 81.66 |
| 2025-03-31 | $4.5M | 57k | 78.85 |
| 2024-12-31 | $5.3M | 71k | 75.69 |
| 2024-09-30 | $5.9M | 73k | 80.78 |
| 2024-06-30 | $3.5M | 51k | 68.14 |
| 2024-03-31 | $3.3M | 51k | 65.65 |
| 2023-09-30 | $1.8M | 30k | 58.93 |
| 2023-06-30 | $1.7M | 26k | 65.44 |
| 2023-03-31 | $1.2M | 18k | 67.69 |
| 2022-12-31 | $977k | 14k | 70.50 |
| 2022-09-30 | $744k | 11k | 65.49 |
| 2022-06-30 | $778k | 11k | 70.10 |
| 2022-03-31 | $1.1M | 15k | 74.44 |
| 2021-12-31 | $1.2M | 17k | 71.59 |
| 2021-09-30 | $947k | 15k | 63.88 |
| 2021-06-30 | $900k | 14k | 63.21 |
| 2020-12-31 | $646k | 10k | 62.73 |
| 2020-06-30 | $417k | 7.4k | 56.48 |
| 2019-12-31 | $364k | 5.6k | 64.67 |
| 2016-09-30 | $422k | 8.6k | 49.04 |
| 2016-06-30 | $374k | 7.1k | 52.48 |
| 2016-03-31 | $499k | 10k | 49.58 |
| 2015-09-30 | $99k | 2.3k | 43.01 |
| 2015-06-30 | $71k | 1.7k | 41.21 |
| 2015-03-31 | $116k | 2.6k | 44.29 |
| 2014-12-31 | $73k | 1.5k | 47.50 |
| 2014-09-30 | $83k | 2.0k | 42.30 |
| 2014-06-30 | $147k | 3.3k | 44.26 |
| 2014-03-31 | $76k | 1.8k | 41.39 |
| 2013-12-31 | $29k | 765 | 37.91 |
| 2013-09-30 | $48k | 1.3k | 37.33 |
| 2013-06-30 | $58k | 1.5k | 37.86 |