Perennial Investment Advisors’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.09M	Buy	57,558 +13,223	+30%	+$687K	0.21%	96
2026 Q1	$2.19M	Sell	44,335 -202	-0.5%	-$10.5K	0.17%	108
2025 Q4	$2.44M	Buy	44,537 +875	+2%	+$46.6K	0.19%	98
2025 Q3	$2.35M	Buy	43,662 +6,614	+18%	+$350K	0.19%	96
2025 Q2	$1.94M	Sell	37,048 -165	-0.4%	-$8.17K	0.19%	107
2025 Q1	$1.85M	Sell	37,213 -4,031	-10%	-$202K	0.21%	89
2024 Q4	$1.99M	Buy	41,244 +6,567	+19%	+$318K	0.23%	81
2024 Q3	$1.57M	Buy	34,677 +3,771	+12%	+$165K	0.2%	86
2024 Q2	$1.27M	Buy	30,906 +11,150	+56%	+$459K	0.18%	94
2024 Q1	$832K	Buy	19,756 +971	+5%	+$38.3K	0.13%	133
2023 Q4	$706K	Sell	18,785 -9,337	-33%	-$323K	0.12%	147
2023 Q3	$933K	Sell	28,122 -8,608	-23%	-$297K	0.17%	105
2023 Q2	$1.24M	Sell	36,730 -6,373	-15%	-$208K	0.22%	93
2023 Q1	$1.39M	Buy	43,103 +13,128	+44%	+$456K	0.26%	81
2022 Q4	$1.03M	Sell	29,975 -1,925	-6%	-$65.1K	0.42%	47
2022 Q3	$968K	Sell	31,900 -1,916	-6%	-$63.3K	0.44%	47
2022 Q2	$1.06M	Sell	33,816 -3,306	-9%	-$114K	0.42%	50
2022 Q1	$1.42M	Buy	37,122 +11,748	+46%	+$459K	0.45%	42
2021 Q4	$995K	Buy	25,374 +7,337	+41%	+$288K	0.31%	69
2021 Q3	$678K	Buy	18,037 +5,344	+42%	+$200K	0.24%	91
2021 Q2	$466K	Buy	+12,693	New	+$464K	0.17%	116

Other funds holding XLF

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

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

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

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Perennial Investment Advisors increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 30% in Q2 2026, buying an estimated $687K and bringing the position to 57,558 shares worth $3.09M. The position accounts for 0.21% of the portfolio, ranked #96.

Perennial Investment Advisors first reported a position in XLF in Q2 2021 and has held it in 21 quarters since. 1,900 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Perennial Investment Advisors held 57,558 shares of State Street Financial Select Sector SPDR ETF worth $3.09M as of Q2 2026.
Perennial Investment Advisors bought 13,223 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $687K.
State Street Financial Select Sector SPDR ETF made up 0.21% of Perennial Investment Advisors's portfolio in Q2 2026, its #96 holding.
Perennial Investment Advisors first reported a position in State Street Financial Select Sector SPDR ETF in Q2 2021 and has held it in 21 quarters since.
1,900 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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