Perennial Investment Advisors’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Perennial Investment Advisors’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Sell	14,330 -3,355	-19%	-$388K	0.13%	138
2025 Q4	$2.08M	Sell	17,685 -6,415	-27%	-$738K	0.16%	107
2025 Q3	$2.85M	Buy	24,100 +1,670	+7%	+$186K	0.24%	86
2025 Q2	$2.43M	Buy	22,430 +5,071	+29%	+$499K	0.24%	87
2025 Q1	$1.67M	Buy	17,359 +2,083	+14%	+$208K	0.19%	100
2024 Q4	$1.48M	Buy	15,276 +2,826	+23%	+$269K	0.17%	104
2024 Q3	$1.13M	Buy	12,450 +3,825	+44%	+$330K	0.15%	118
2024 Q2	$739K	Buy	+8,625	New	+$711K	0.11%	156

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Perennial Investment Advisors reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 19% in Q1 2026, selling an estimated $388K and leaving 14,330 shares worth $1.59M. The position accounts for 0.13% of the portfolio, ranked #138.

Perennial Investment Advisors first reported a position in XLC in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.85M in Q3 2025. 1,182 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

Perennial Investment Advisors held 14,330 shares of State Street Communication Services Select Sector SPDR ETF worth $1.59M as of Q1 2026.
Perennial Investment Advisors sold 3,355 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $388K.
State Street Communication Services Select Sector SPDR ETF made up 0.13% of Perennial Investment Advisors's portfolio in Q1 2026, its #138 holding.
Perennial Investment Advisors first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
Perennial Investment Advisors's State Street Communication Services Select Sector SPDR ETF position peaked at $2.85M in Q3 2025.
1,182 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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