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
2025 Q3	–	Sell	-200	Closed	-$8.48K	–	521
2025 Q2	$8.48K	Buy	+200	New	+$8.33K	﹤0.01%	473

Other funds holding XLE

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.3% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Perennial Investment Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.6% in Q1 2026, selling an estimated $82K and leaving 31,772 shares worth $1.95M. The position accounts for 0.16% of the portfolio, ranked #115.

Perennial Investment Advisors first reported a position in XLE in Q2 2021 and has held it in 20 quarters since. The position peaked at $7.55M in Q4 2022. 2,110 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Perennial Investment Advisors held 31,772 shares of State Street Energy Select Sector SPDR ETF worth $1.95M as of Q1 2026.
Perennial Investment Advisors sold 1,528 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $82K.
State Street Energy Select Sector SPDR ETF made up 0.16% of Perennial Investment Advisors's portfolio in Q1 2026, its #115 holding.
Perennial Investment Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2021 and has held it in 20 quarters since.
Perennial Investment Advisors's State Street Energy Select Sector SPDR ETF position peaked at $7.55M in Q4 2022.
2,110 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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