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Perennial Investment Advisors’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Perennial Investment Advisors’s Portfolio XLI Stock Details XLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.32M Sell
28,750
-3,641
-11% -$633K 0.35% 55
2026
Q1 		$5.24M Sell
32,391
-1,316
-4% -$221K 0.42% 51
2025
Q4 		$5.23M Sell
33,707
-3,496
-9% -$538K 0.41% 50
2025
Q3 		$5.74M Buy
37,203
+5,108
+16% +$774K 0.47% 39
2025
Q2 		$4.74M Buy
32,095
+5,091
+19% +$694K 0.46% 44
2025
Q1 		$3.54M Buy
27,004
+2,999
+12% +$405K 0.4% 48
2024
Q4 		$3.16M Buy
24,005
+2,758
+13% +$380K 0.37% 56
2024
Q3 		$2.88M Buy
21,247
+4,944
+30% +$628K 0.37% 57
2024
Q2 		$1.99M Buy
16,303
+594
+4% +$73.2K 0.28% 66
2024
Q1 		$1.98M Sell
15,709
-12
-0.1% -$1.41K 0.3% 65
2023
Q4 		$1.79M Sell
15,721
-1,839
-10% -$193K 0.3% 67
2023
Q3 		$1.78M Buy
17,560
+1,266
+8% +$136K 0.32% 69
2023
Q2 		$1.75M Buy
16,294
+781
+5% +$78.6K 0.31% 74
2023
Q1 		$1.57M Buy
15,513
+5,432
+54% +$546K 0.29% 75
2022
Q4 		$990K Sell
10,081
-242
-2% -$23K 0.4% 48
2022
Q3 		$855K Sell
10,323
-1,498
-13% -$138K 0.39% 50
2022
Q2 		$1.03M Sell
11,821
-1,873
-14% -$177K 0.4% 53
2022
Q1 		$1.41M Buy
13,694
+450
+3% +$45.7K 0.45% 43
2021
Q4 		$1.4M Buy
13,244
+70
+0.5% +$7.27K 0.44% 47
2021
Q3 		$1.29M Buy
13,174
+1,049
+9% +$108K 0.46% 46
2021
Q2 		$1.24M Buy
12,125
+7,226
+147% +$740K 0.45% 45
2021
Q1 		$482K Buy
4,899
+2,326
+90% +$213K 0.19% 103
2020
Q4 		$228K Buy
+2,573
New +$217K 0.1% 147

Other funds holding XLI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Perennial Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 11% in Q2 2026, selling an estimated $633K and leaving 28,750 shares worth $5.32M. The position accounts for 0.35% of the portfolio, ranked #55.

Perennial Investment Advisors first reported a position in XLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.74M in Q3 2025. 1,660 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

  • Perennial Investment Advisors held 28,750 shares of State Street Industrial Select Sector SPDR ETF worth $5.32M as of Q2 2026.
  • Perennial Investment Advisors sold 3,641 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $633K.
  • State Street Industrial Select Sector SPDR ETF made up 0.35% of Perennial Investment Advisors's portfolio in Q2 2026, its #55 holding.
  • Perennial Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 23 quarters since.
  • Perennial Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $5.74M in Q3 2025.
  • 1,660 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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