Perennial Investment Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$592K Buy
7,227
+2,298
+47% +$194K 0.05% 270
2025
Q4
$383K Buy
4,929
+1,350
+38% +$105K 0.03% 321
2025
Q3
$280K Sell
3,579
-18
-0.5% -$1.45K 0.02% 381
2025
Q2
$291K Buy
3,597
+171
+5% +$13.9K 0.03% 354
2025
Q1
$280K Buy
3,426
+504
+17% +$40.2K 0.03% 331
2024
Q4
$230K Buy
2,922
+82
+3% +$6.66K 0.03% 356
2024
Q3
$236K Buy
+2,840
New +$228K 0.03% 335

Other funds holding XLP

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

Perennial Investment Advisors increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 47% in Q1 2026, buying an estimated $194K and bringing the position to 7,227 shares worth $592K. The position accounts for 0.05% of the portfolio, ranked #270.

Perennial Investment Advisors first reported a position in XLP in Q3 2024 and has held it in 7 quarters since. 1,250 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

  • Perennial Investment Advisors held 7,227 shares of State Street Consumer Staples Select Sector SPDR ETF worth $592K as of Q1 2026.
  • Perennial Investment Advisors bought 2,298 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $194K.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.05% of Perennial Investment Advisors's portfolio in Q1 2026, its #270 holding.
  • Perennial Investment Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,250 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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