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Perennial Investment Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Perennial Investment Advisors’s Portfolio XLB Stock Details XLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$710K Sell
13,968
-2,222
-14% -$114K 0.05% 267
2026
Q1 		$809K Sell
16,190
-31
-0.2% -$1.55K 0.06% 220
2025
Q4 		$736K Buy
16,221
+251
+2% +$11.1K 0.06% 226
2025
Q3 		$716K Buy
15,970
+3,102
+24% +$140K 0.06% 226
2025
Q2 		$565K Buy
12,868
+1,070
+9% +$45.4K 0.05% 248
2025
Q1 		$507K Buy
11,798
+2,518
+27% +$110K 0.06% 242
2024
Q4 		$390K Buy
9,280
+20
+0.2% +$926 0.05% 254
2024
Q3 		$446K Buy
9,260
+1,128
+14% +$51.4K 0.06% 229
2024
Q2 		$359K Buy
8,132
+66
+0.8% +$2.98K 0.05% 252
2024
Q1 		$374K Sell
8,066
-22
-0.3% -$946 0.06% 222
2023
Q4 		$346K Sell
8,088
-1,286
-14% -$51.4K 0.06% 219
2023
Q3 		$368K Sell
9,374
-1,150
-11% -$47.2K 0.07% 205
2023
Q2 		$436K Sell
10,524
-2,664
-20% -$106K 0.08% 197
2023
Q1 		$532K Sell
13,188
-2,172
-14% -$87.9K 0.1% 168
2022
Q4 		$597K Sell
15,360
-216
-1% -$8.29K 0.24% 83
2022
Q3 		$530K Buy
15,576
+80
+0.5% +$3.01K 0.24% 83
2022
Q2 		$570K Buy
15,496
+202
+1% +$8.45K 0.22% 86
2022
Q1 		$674K Buy
15,294
+1,000
+7% +$42.7K 0.21% 92
2021
Q4 		$648K Buy
14,294
+440
+3% +$19K 0.2% 95
2021
Q3 		$548K Buy
13,854
+3,358
+32% +$140K 0.19% 104
2021
Q2 		$432K Buy
+10,496
New +$442K 0.16% 121

Other funds holding XLB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Perennial Investment Advisors reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 14% in Q2 2026, selling an estimated $114K and leaving 13,968 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #267.

Perennial Investment Advisors first reported a position in XLB in Q2 2021 and has held it in 21 quarters since. The position peaked at $809K in Q1 2026. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

  • Perennial Investment Advisors held 13,968 shares of State Street Materials Select Sector SPDR ETF worth $710K as of Q2 2026.
  • Perennial Investment Advisors sold 2,222 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $114K.
  • State Street Materials Select Sector SPDR ETF made up 0.05% of Perennial Investment Advisors's portfolio in Q2 2026, its #267 holding.
  • Perennial Investment Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
  • Perennial Investment Advisors's State Street Materials Select Sector SPDR ETF position peaked at $809K in Q1 2026.
  • 926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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