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Perennial Investment Advisors’s State Street SPDR S&P Homebuilders ETF XHB Stock Holding History

Perennial Investment Advisors’s Portfolio XHB Stock Details XHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$205K Sell
2,073
-1,067
-34% -$117K 0.02% 478
2025
Q4 		$323K Sell
3,140
-1,416
-31% -$150K 0.03% 360
2025
Q3 		$505K Sell
4,556
-1,319
-22% -$145K 0.04% 269
2025
Q2 		$579K Sell
5,875
-1,092
-16% -$104K 0.06% 246
2025
Q1 		$675K Buy
6,967
+692
+11% +$71.8K 0.08% 203
2024
Q4 		$656K Buy
6,275
+1,117
+22% +$131K 0.08% 194
2024
Q3 		$642K Sell
5,158
-35
-0.7% -$3.96K 0.08% 182
2024
Q2 		$525K Sell
5,193
-81
-2% -$8.46K 0.07% 193
2024
Q1 		$589K Sell
5,274
-190
-3% -$19K 0.09% 172
2023
Q4 		$523K Sell
5,464
-122
-2% -$9.92K 0.09% 174
2023
Q3 		$428K Buy
5,586
+1
+0% +$81 0.08% 188
2023
Q2 		$449K Hold
5,585
– – 0.08% 191
2023
Q1 		$378K Sell
5,585
-396
-7% -$26.5K 0.07% 209
2022
Q4 		$361K Sell
5,981
-145
-2% -$8.62K 0.15% 131
2022
Q3 		$335K Sell
6,126
-2,773
-31% -$168K 0.15% 119
2022
Q2 		$486K Sell
8,899
-6,520
-42% -$392K 0.19% 101
2022
Q1 		$977K Buy
15,419
+2
+0% +$144 0.31% 64
2021
Q4 		$1.32M Buy
15,417
+1,945
+14% +$156K 0.41% 54
2021
Q3 		$969K Buy
13,472
+705
+6% +$53K 0.34% 70
2021
Q2 		$935K Buy
12,767
+2,378
+23% +$176K 0.34% 67
2021
Q1 		$731K Buy
10,389
+3,614
+53% +$230K 0.29% 74
2020
Q4 		$391K Buy
+6,775
New +$383K 0.17% 108

Other funds holding XHB

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $2.72B AUM 36.56% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Perennial Investment Advisors's XHB Position: Q1 2026 in Review

Perennial Investment Advisors reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 34% in Q1 2026, selling an estimated $117K and leaving 2,073 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #478.

Perennial Investment Advisors first reported a position in XHB in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.32M in Q4 2021. 305 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

  • Perennial Investment Advisors held 2,073 shares of State Street SPDR S&P Homebuilders ETF worth $205K as of Q1 2026.
  • Perennial Investment Advisors sold 1,067 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $117K.
  • State Street SPDR S&P Homebuilders ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #478 holding.
  • Perennial Investment Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and has held it in 22 quarters since.
  • Perennial Investment Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $1.32M in Q4 2021.
  • 305 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.