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 Q2	$323K	Sell	7,119 -8,097	-53%	-$367K	0.02%	419
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 $1.55T AUM 33.47% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Perennial Investment Advisors reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 53% in Q2 2026, selling an estimated $367K and leaving 7,119 shares worth $323K. The position accounts for 0.02% of the portfolio, ranked #419.

Perennial Investment Advisors first reported a position in XLU in Q4 2024 and has held it in 7 quarters since. The position peaked at $698K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Perennial Investment Advisors held 7,119 shares of State Street Utilities Select Sector SPDR ETF worth $323K as of Q2 2026.
Perennial Investment Advisors sold 8,097 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $367K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #419 holding.
Perennial Investment Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
Perennial Investment Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $698K in Q1 2026.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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