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

Perennial Advisors’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.03M	Sell	19,271 -143	-0.7%	-$7.43K	0.16%	83
2026 Q1	$958K	Buy	19,414 +12,116	+166%	+$631K	0.16%	72
2025 Q4	$400K	Hold	7,298	–	–	0.07%	93
2025 Q3	$393K	Buy	7,298 +300	+4%	+$15.9K	0.07%	93
2025 Q2	$366K	Sell	6,998 -200	-3%	-$9.9K	0.07%	95
2025 Q1	$359K	Buy	+7,198	New	+$361K	0.07%	92
2024 Q2	$304K	Hold	7,398	–	–	0.07%	92
2024 Q1	$312K	Hold	7,398	–	–	0.07%	89
2023 Q4	$278K	Buy	+7,398	New	+$256K	0.07%	95

Other funds holding XLF

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Perennial Advisors's XLF Position: Q2 2026 in Review

Perennial Advisors reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 0.74% in Q2 2026, selling an estimated $7.43K and leaving 19,271 shares worth $1.03M. The position accounts for 0.16% of the portfolio, ranked #83.

Perennial Advisors first reported a position in XLF in Q4 2023 and has held it in 9 quarters since. 1,891 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Perennial Advisors held 19,271 shares of State Street Financial Select Sector SPDR ETF worth $1.03M as of Q2 2026.
Perennial Advisors sold 143 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $7.43K.
State Street Financial Select Sector SPDR ETF made up 0.16% of Perennial Advisors's portfolio in Q2 2026, its #83 holding.
Perennial Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2023 and has held it in 9 quarters since.
1,891 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Perennial Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.