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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Perennial Investment Advisors reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 3.9% in Q1 2026, selling an estimated $221K and leaving 32,391 shares worth $5.24M. The position accounts for 0.42% of the portfolio, ranked #51.

Perennial Investment Advisors first reported a position in XLI in Q4 2020 and has held it in 22 quarters since. The position peaked at $5.74M in Q3 2025. 1,556 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

  • Perennial Investment Advisors held 32,391 shares of State Street Industrial Select Sector SPDR ETF worth $5.24M as of Q1 2026.
  • Perennial Investment Advisors sold 1,316 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $221K.
  • State Street Industrial Select Sector SPDR ETF made up 0.42% of Perennial Investment Advisors's portfolio in Q1 2026, its #51 holding.
  • Perennial Investment Advisors first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 22 quarters since.
  • Perennial Investment Advisors's State Street Industrial Select Sector SPDR ETF position peaked at $5.74M in Q3 2025.
  • 1,556 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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