Perennial Investment Advisors’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.22M	Buy	46,777 +1,818	+4%	+$256K	0.5%	40
2025 Q4	$6.47M	Buy	44,959 +5,681	+14%	+$820K	0.51%	39
2025 Q3	$5.54M	Sell	39,278 -6,156	-14%	-$815K	0.46%	42
2025 Q2	$5.75M	Buy	45,434 +8,138	+22%	+$903K	0.56%	33
2025 Q1	$3.85M	Buy	37,296 +1,742	+5%	+$197K	0.43%	44
2024 Q4	$4.13M	Buy	35,554 +464	+1%	+$54K	0.49%	44
2024 Q3	$3.96M	Buy	35,090 +19,874	+131%	+$2.18M	0.51%	41
2024 Q2	$1.72M	Buy	15,216 +470	+3%	+$49.5K	0.25%	73
2024 Q1	$1.54M	Sell	14,746 -8	-0.1%	-$809	0.23%	75
2023 Q4	$1.42M	Sell	14,754 -5,488	-27%	-$489K	0.24%	78
2023 Q3	$1.66M	Sell	20,242 -158	-0.8%	-$13.5K	0.3%	74
2023 Q2	$1.77M	Sell	20,400 -984	-5%	-$77.6K	0.31%	72
2023 Q1	$1.62M	Buy	21,384 +8,654	+68%	+$596K	0.3%	74
2022 Q4	$792K	Sell	12,730 -678	-5%	-$43.1K	0.32%	62
2022 Q3	$796K	Buy	13,408 +1,944	+17%	+$133K	0.36%	57
2022 Q2	$729K	Sell	11,464 -2,152	-16%	-$150K	0.28%	67
2022 Q1	$1.09M	Sell	13,616 -1,718	-11%	-$135K	0.34%	58
2021 Q4	$1.33M	Buy	15,334 +826	+6%	+$68K	0.42%	51
2021 Q3	$1.08M	Buy	14,508 +2,248	+18%	+$173K	0.38%	55
2021 Q2	$905K	Buy	12,260 +3,566	+41%	+$250K	0.33%	70
2021 Q1	$577K	Sell	8,694 -498	-5%	-$32.9K	0.23%	92
2020 Q4	$598K	Sell	9,192 -1,992	-18%	-$121K	0.26%	81
2020 Q3	$656K	Buy	11,184 +400	+4%	+$22.6K	0.33%	67
2020 Q2	$563K	Buy	10,784 +1,440	+15%	+$67.7K	0.38%	60
2020 Q1	$375K	Buy	9,344 +1,178	+14%	+$53.8K	0.33%	64
2019 Q4	$374K	Buy	+8,166	New	+$350K	0.3%	77

Other funds holding XLK

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Perennial Investment Advisors increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 4% in Q1 2026, buying an estimated $256K and bringing the position to 46,777 shares worth $6.22M. The position accounts for 0.5% of the portfolio, ranked #40.

Perennial Investment Advisors first reported a position in XLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.47M in Q4 2025. 2,406 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Perennial Investment Advisors held 46,777 shares of State Street Technology Select Sector SPDR ETF worth $6.22M as of Q1 2026.
Perennial Investment Advisors bought 1,818 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $256K.
State Street Technology Select Sector SPDR ETF made up 0.5% of Perennial Investment Advisors's portfolio in Q1 2026, its #40 holding.
Perennial Investment Advisors first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
Perennial Investment Advisors's State Street Technology Select Sector SPDR ETF position peaked at $6.47M in Q4 2025.
2,406 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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