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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$521K	Sell	6,270 -957	-13%	-$79.9K	0.03%	321
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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

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

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

Perennial Investment Advisors reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 13% in Q2 2026, selling an estimated $79.9K and leaving 6,270 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #321.

Perennial Investment Advisors first reported a position in XLP in Q3 2024 and has held it in 8 quarters since. The position peaked at $592K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Perennial Investment Advisors held 6,270 shares of State Street Consumer Staples Select Sector SPDR ETF worth $521K as of Q2 2026.
Perennial Investment Advisors sold 957 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $79.9K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #321 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 8 quarters since.
Perennial Investment Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $592K in Q1 2026.
1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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