PIA
XLV icon

Perennial Investment Advisors’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Perennial Investment Advisors’s Portfolio XLV Stock Details XLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.58M Buy
17,599
+1,942
+12% +$300K 0.21% 97
2025
Q4 		$2.42M Buy
15,657
+4,313
+38% +$646K 0.19% 99
2025
Q3 		$1.58M Sell
11,344
-2,299
-17% -$311K 0.13% 133
2025
Q2 		$1.84M Buy
13,643
+260
+2% +$35.1K 0.18% 110
2025
Q1 		$1.95M Sell
13,383
-744
-5% -$108K 0.22% 84
2024
Q4 		$1.94M Sell
14,127
-849
-6% -$124K 0.23% 83
2024
Q3 		$2.31M Buy
14,976
+2,918
+24% +$442K 0.3% 65
2024
Q2 		$1.76M Buy
12,058
+2,867
+31% +$411K 0.25% 72
2024
Q1 		$1.36M Buy
9,191
+15
+0.2% +$2.15K 0.21% 83
2023
Q4 		$1.25M Sell
9,176
-4,374
-32% -$569K 0.21% 90
2023
Q3 		$1.75M Sell
13,550
-1,285
-9% -$171K 0.32% 70
2023
Q2 		$1.97M Sell
14,835
-3,926
-21% -$518K 0.35% 64
2023
Q1 		$2.43M Buy
18,761
+4,237
+29% +$553K 0.45% 54
2022
Q4 		$1.97M Buy
14,524
+127
+0.9% +$16.8K 0.8% 29
2022
Q3 		$1.74M Buy
14,397
+2,697
+23% +$347K 0.79% 32
2022
Q2 		$1.5M Buy
11,700
+1,016
+10% +$133K 0.59% 36
2022
Q1 		$1.47M Buy
10,684
+599
+6% +$79.3K 0.46% 40
2021
Q4 		$1.42M Buy
10,085
+337
+3% +$44.7K 0.44% 45
2021
Q3 		$1.24M Sell
9,748
-110
-1% -$14.5K 0.44% 47
2021
Q2 		$1.24M Sell
9,858
-1,817
-16% -$223K 0.45% 46
2021
Q1 		$1.36M Sell
11,675
-31
-0.3% -$3.58K 0.54% 40
2020
Q4 		$1.33M Sell
11,706
-27
-0.2% -$2.95K 0.57% 37
2020
Q3 		$1.24M Sell
11,733
-478
-4% -$50.3K 0.62% 31
2020
Q2 		$1.22M Buy
12,211
+1,857
+18% +$183K 0.83% 27
2020
Q1 		$917K Sell
10,354
-342
-3% -$33.2K 0.82% 28
2019
Q4 		$1.09M Buy
+10,696
New +$1.03M 0.86% 29

Other funds holding XLV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Perennial Investment Advisors increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 12% in Q1 2026, buying an estimated $300K and bringing the position to 17,599 shares worth $2.58M. The position accounts for 0.21% of the portfolio, ranked #97.

Perennial Investment Advisors first reported a position in XLV in Q4 2019 and has held it in 26 quarters since. 1,807 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

  • Perennial Investment Advisors held 17,599 shares of State Street Health Care Select Sector SPDR ETF worth $2.58M as of Q1 2026.
  • Perennial Investment Advisors bought 1,942 State Street Health Care Select Sector SPDR ETF shares in Q1 2026, an estimated $300K.
  • State Street Health Care Select Sector SPDR ETF made up 0.21% of Perennial Investment Advisors's portfolio in Q1 2026, its #97 holding.
  • Perennial Investment Advisors first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2019 and has held it in 26 quarters since.
  • 1,807 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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