Perennial Investment Advisors’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$698K	Buy	15,216 +450	+3%	+$20.2K	0.06%	240
2025 Q4	$630K	Buy	14,766 +826	+6%	+$36.6K	0.05%	250
2025 Q3	$608K	Buy	13,940 +5,572	+67%	+$236K	0.05%	250
2025 Q2	$342K	Buy	8,368 +1,514	+22%	+$60.3K	0.03%	321
2025 Q1	$270K	Buy	6,854 +304	+5%	+$11.9K	0.03%	339
2024 Q4	$248K	Buy	+6,550	New	+$260K	0.03%	342

Other funds holding XLU

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

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

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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Perennial Investment Advisors increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3% in Q1 2026, buying an estimated $20.2K and bringing the position to 15,216 shares worth $698K. The position accounts for 0.06% of the portfolio, ranked #240.

Perennial Investment Advisors first reported a position in XLU in Q4 2024 and has held it in 6 quarters since. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Perennial Investment Advisors held 15,216 shares of State Street Utilities Select Sector SPDR ETF worth $698K as of Q1 2026.
Perennial Investment Advisors bought 450 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $20.2K.
State Street Utilities Select Sector SPDR ETF made up 0.06% of Perennial Investment Advisors's portfolio in Q1 2026, its #240 holding.
Perennial Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 6 quarters since.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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