Perennial Investment Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Buy	32,419 +647	+2%	+$37K	0.11%	154
2026 Q1	$1.95M	Sell	31,772 -1,528	-5%	-$82K	0.16%	115
2025 Q4	$1.49M	Buy	33,300 +1,046	+3%	+$46.6K	0.12%	143
2025 Q3	$1.44M	Sell	32,254 -1,644	-5%	-$72K	0.12%	142
2025 Q2	$1.44M	Buy	33,898 +2,644	+8%	+$110K	0.14%	136
2025 Q1	$1.46M	Buy	31,254 +1,302	+4%	+$58.7K	0.16%	113
2024 Q4	$1.28M	Buy	29,952 +1,894	+7%	+$86.1K	0.15%	119
2024 Q3	$1.23M	Sell	28,058 -55,710	-67%	-$2.49M	0.16%	105
2024 Q2	$3.82M	Sell	83,768 -63,282	-43%	-$2.95M	0.54%	38
2024 Q1	$6.94M	Sell	147,050 -14,478	-9%	-$622K	1.05%	21
2023 Q4	$6.77M	Sell	161,528 -4,310	-3%	-$184K	1.12%	19
2023 Q3	$7.5M	Buy	165,838 +270	+0.2%	+$11.8K	1.35%	14
2023 Q2	$6.72M	Sell	165,568 -15,186	-8%	-$619K	1.18%	16
2023 Q1	$7.49M	Buy	180,754 +8,046	+5%	+$344K	1.39%	12
2022 Q4	$7.55M	Buy	172,708 +20,948	+14%	+$912K	3.07%	5
2022 Q3	$5.46M	Buy	151,760 +4,860	+3%	+$184K	2.48%	8
2022 Q2	$5.26M	Buy	146,900 +13,528	+10%	+$543K	2.05%	9
2022 Q1	$5.1M	Buy	133,372 +68,890	+107%	+$2.39M	1.61%	13
2021 Q4	$1.79M	Buy	64,482 +10,412	+19%	+$294K	0.56%	33
2021 Q3	$1.41M	Buy	54,070 +8,190	+18%	+$203K	0.5%	40
2021 Q2	$1.24M	Buy	+45,880	New	+$1.19M	0.45%	47

Other funds holding XLE

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

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

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Perennial Investment Advisors increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2% in Q2 2026, buying an estimated $37K and bringing the position to 32,419 shares worth $1.72M. The position accounts for 0.11% of the portfolio, ranked #154.

Perennial Investment Advisors first reported a position in XLE in Q2 2021 and has held it in 21 quarters since. The position peaked at $7.55M in Q4 2022. 2,029 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Perennial Investment Advisors held 32,419 shares of State Street Energy Select Sector SPDR ETF worth $1.72M as of Q2 2026.
Perennial Investment Advisors bought 647 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $37K.
State Street Energy Select Sector SPDR ETF made up 0.11% of Perennial Investment Advisors's portfolio in Q2 2026, its #154 holding.
Perennial Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
Perennial Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.55M in Q4 2022.
2,029 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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