Energy Select Sector SPDR shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Energy Select Sector SPDR
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Quarterly reported holdings in Energy Select Sector SPDR by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.2M | 44k | 94.41 |
| 2023-09-30 | $2.6M | 29k | 90.39 |
| 2023-06-30 | $2.0M | 24k | 81.17 |
| 2023-03-31 | $1.6M | 19k | 82.83 |
| 2022-12-31 | $1.5M | 17k | 87.47 |
| 2022-09-30 | $1.1M | 15k | 72.00 |
| 2022-06-30 | $1.0M | 14k | 71.54 |
| 2022-03-31 | $1.1M | 14k | 76.46 |
| 2021-12-31 | $793k | 14k | 55.53 |
| 2021-09-30 | $807k | 16k | 52.06 |
| 2021-06-30 | $919k | 17k | 53.86 |
| 2020-12-31 | $450k | 12k | 37.88 |
| 2020-06-30 | $340k | 9.0k | 37.85 |
| 2019-03-31 | $226k | 3.4k | 66.00 |
| 2018-09-30 | $341k | 4.5k | 75.63 |
| 2018-06-30 | $436k | 5.7k | 75.92 |
| 2018-03-31 | $670k | 9.9k | 67.37 |
| 2017-12-31 | $584k | 8.1k | 72.30 |
| 2017-09-30 | $263k | 3.8k | 68.40 |
| 2017-06-30 | $261k | 4.0k | 64.97 |
| 2017-03-31 | $439k | 6.3k | 69.95 |
| 2016-12-31 | $387k | 5.1k | 75.41 |
| 2016-09-30 | $457k | 6.5k | 70.54 |
| 2016-06-30 | $403k | 5.9k | 68.19 |
| 2016-03-31 | $338k | 5.5k | 61.96 |
| 2015-12-31 | $258k | 4.3k | 60.31 |
| 2015-09-30 | $207k | 3.4k | 61.13 |
| 2015-06-30 | $54k | 725 | 74.48 |
| 2015-03-31 | $53k | 685 | 77.37 |
| 2014-12-31 | $1.0k | 10 | 100.00 |
| 2014-09-30 | $91k | 1.0k | 91.00 |
| 2014-06-30 | $280k | 2.8k | 100.10 |
| 2014-03-31 | $20k | 225 | 88.89 |
| 2013-12-31 | $20k | 225 | 88.89 |
| 2013-09-30 | $7.0k | 85 | 82.35 |
| 2013-06-30 | $8.0k | 102 | 78.43 |