Perennial Investment Advisors, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1801523
Los Angeles, CA
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$709,993
-$99,021 QoQ
Shares Held
13,968
-13.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#162
of 293 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $709,993 | 13,968 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $809,014 | 16,190 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $735,622 | 16,221 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $715,615 | 7,985 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $564,969 | 6,434 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $507,196 | 5,899 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $390,409 | 4,640 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $446,239 | 4,630 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $359,068 | 4,066 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $374,625 | 4,033 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $345,923 | 4,044 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $368,163 | 4,687 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $436,061 | 5,262 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $531,872 | 6,594 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $596,582 | 7,680 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $529,661 | 7,788 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $570,252 | 7,748 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $674,083 | 7,647 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $647,589 | 7,147 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $547,994 | 6,927 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $431,962 | 5,248 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||