Perennial Investment Advisors’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Buy
3,597
+171
+5% +$13.8K 0.03% 349
2025
Q1
$280K Buy
3,426
+504
+17% +$41.2K 0.03% 330
2024
Q4
$230K Buy
2,922
+82
+3% +$6.45K 0.03% 354
2024
Q3
$236K Buy
+2,840
New +$236K 0.03% 332