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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
Q2 		– Sell
-2,073
Closed -$205K – 604
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 $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return

Perennial Investment Advisors's XHB Position: Q2 2026 in Review

Perennial Investment Advisors sold out of State Street SPDR S&P Homebuilders ETF (XHB) in Q2 2026, closing a stake of 2,073 shares — an estimated $205K sold.

Perennial Investment Advisors first reported a position in XHB in Q4 2020 and held it in 22 quarters. The position peaked at $1.32M in Q4 2021. 320 funds tracked by Wall St. Rank hold XHB as of Q2 2026.

  • Perennial Investment Advisors reported no remaining State Street SPDR S&P Homebuilders ETF position as of Q2 2026 after selling out during the quarter.
  • Perennial Investment Advisors sold 2,073 State Street SPDR S&P Homebuilders ETF shares in Q2 2026, an estimated $205K.
  • Perennial Investment Advisors first reported a position in State Street SPDR S&P Homebuilders ETF in Q4 2020 and held it in 22 quarters.
  • Perennial Investment Advisors's State Street SPDR S&P Homebuilders ETF position peaked at $1.32M in Q4 2021.
  • 320 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.