Fidelis Capital Partners’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$799K	Sell	4,943 -749	-13%	-$126K	0.06%	242
2025 Q4	$883K	Hold	5,692	–	–	0.06%	222
2025 Q3	$878K	Buy	5,692 +127	+2%	+$19.2K	0.07%	218
2025 Q2	$840K	Buy	5,565 +1	+0%	+$136	0.08%	193
2025 Q1	$718K	Sell	5,564 -8	-0.1%	-$1.08K	0.08%	196
2024 Q4	$763K	Buy	5,572 +9	+0.2%	+$1.24K	0.08%	195
2024 Q3	$760K	Buy	5,563 +1	+0%	+$127	0.09%	186
2024 Q2	$676K	Buy	5,562 +751	+16%	+$92.6K	0.1%	175
2024 Q1	$606K	Hold	4,811	–	–	0.09%	189
2023 Q4	$548K	Buy	4,811 +2	+0%	+$210	0.12%	160
2023 Q3	$488K	Hold	4,809	–	–	0.17%	133
2023 Q2	$516K	Buy	4,809 +1	+0%	+$101	0.19%	130
2023 Q1	$478K	Buy	+4,808	New	+$484K	0.2%	122

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Fidelis Capital Partners's XLI Position: Q1 2026 in Review

Fidelis Capital Partners reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 13% in Q1 2026, selling an estimated $126K and leaving 4,943 shares worth $799K. The position accounts for 0.06% of the portfolio, ranked #242.

Fidelis Capital Partners first reported a position in XLI in Q1 2023 and has held it in 13 quarters since. The position peaked at $883K in Q4 2025. 1,555 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Fidelis Capital Partners held 4,943 shares of State Street Industrial Select Sector SPDR ETF worth $799K as of Q1 2026.
Fidelis Capital Partners sold 749 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $126K.
State Street Industrial Select Sector SPDR ETF made up 0.06% of Fidelis Capital Partners's portfolio in Q1 2026, its #242 holding.
Fidelis Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Fidelis Capital Partners's State Street Industrial Select Sector SPDR ETF position peaked at $883K in Q4 2025.
1,555 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.