Regal Investment Advisors LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1559789
KENTWOOD, MI
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$936,898
+$151,470 QoQ
Shares Held
18,432
+17.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#145
of 293 holders
Holding Since
Jun 2021
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $936,898 | 18,432 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $785,428 | 15,718 | Shares | Sole | 2026-05-14 | |
| 2024-09-30 | $252,226 | 2,617 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $240,468 | 2,723 | Shares | Sole | 2024-08-15 | |
| 2021-09-30 | $719,426 | 9,094 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $772,726 | 9,388 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||