Perennial Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.28M Sell
11,791
-451
-4% -$52.7K 0.1% 165
2025
Q4
$1.46M Buy
12,242
+200
+2% +$23.7K 0.12% 148
2025
Q3
$1.44M Sell
12,042
-100
-0.8% -$11.4K 0.12% 141
2025
Q2
$1.32M Sell
12,142
-2,518
-17% -$257K 0.13% 149
2025
Q1
$1.45M Buy
14,660
+4,836
+49% +$524K 0.16% 114
2024
Q4
$1.1M Buy
9,824
+320
+3% +$34.2K 0.13% 133
2024
Q3
$952K Buy
9,504
+3,444
+57% +$322K 0.12% 147
2024
Q2
$553K Buy
+6,060
New +$538K 0.08% 187

Other funds holding XLY

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

Perennial Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 3.7% in Q1 2026, selling an estimated $52.7K and leaving 11,791 shares worth $1.28M. The position accounts for 0.1% of the portfolio, ranked #165.

Perennial Investment Advisors first reported a position in XLY in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.46M in Q4 2025. 1,284 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Perennial Investment Advisors held 11,791 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.28M as of Q1 2026.
  • Perennial Investment Advisors sold 451 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $52.7K.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.1% of Perennial Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • Perennial Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2024 and has held it in 8 quarters since.
  • Perennial Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.46M in Q4 2025.
  • 1,284 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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