Financial Select Sector SPDR shares owned by Perennial Investment Advisors
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Perennial Investment Advisors
from 13F filings
Historical chart of Perennial Investment Advisors investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Perennial Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Financial Select Sector SPDR by Perennial Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 44k | 53.87 |
| 2025-06-30 | $1.9M | 37k | 52.37 |
| 2025-03-31 | $1.9M | 37k | 49.82 |
| 2024-12-31 | $2.0M | 41k | 48.34 |
| 2024-09-30 | $1.6M | 35k | 45.32 |
| 2024-06-30 | $1.3M | 31k | 41.11 |
| 2024-03-31 | $832k | 20k | 42.13 |
| 2023-09-30 | $933k | 28k | 33.18 |
| 2023-06-30 | $1.2M | 37k | 33.72 |
| 2023-03-31 | $1.4M | 43k | 32.15 |
| 2022-12-31 | $1.0M | 30k | 34.20 |
| 2022-09-30 | $968k | 32k | 30.34 |
| 2022-06-30 | $1.1M | 34k | 31.46 |
| 2022-03-31 | $1.4M | 37k | 38.28 |
| 2021-12-31 | $995k | 25k | 39.21 |
| 2021-09-30 | $678k | 18k | 37.59 |
| 2021-06-30 | $466k | 13k | 36.71 |
More positions owned by Perennial Investment Advisors
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