Perennial Investment Advisors’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$342K	Buy	4,184 +757	+22%	+$61.8K	0.03%	316
2025 Q1	$270K	Buy	3,427 +152	+5%	+$12K	0.03%	337
2024 Q4	$248K	Buy	+3,275	New	+$248K	0.03%	340