Fidelis Capital Partners’s Financial Select Sector SPDR Fund XLF Stock Holding History

Fidelis Capital Partners’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1M	Sell
2025 Q2	$982K	Buy
2025 Q1	$907K	Buy
2024 Q4	$774K	Sell
2024 Q3	$734K	Buy
2024 Q2	$627K	Buy
2024 Q1	$368K	Buy
2023 Q4	$285K	Sell
2023 Q3	$461K	Sell
2023 Q2	$469K	Buy
2023 Q1	$450K	Buy