Perennial Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$393K Buy
2025
Q2
$366K Sell
2025
Q1
$359K Buy
2024
Q2
$304K Hold
2024
Q1
$312K Hold
2023
Q4
$278K Buy