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 Q2	$916K	Hold	4,943	–	–	0.05%	241
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelis Capital Partners's XLI Position: Q2 2026 in Review

Fidelis Capital Partners held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 4,943 shares worth $916K. The position accounts for 0.05% of the portfolio, ranked #241.

Fidelis Capital Partners first reported a position in XLI in Q1 2023 and has held it in 14 quarters since. 1,663 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Fidelis Capital Partners held 4,943 shares of State Street Industrial Select Sector SPDR ETF worth $916K as of Q2 2026.
Fidelis Capital Partners left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Fidelis Capital Partners's portfolio in Q2 2026, its #241 holding.
Fidelis Capital Partners first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2023 and has held it in 14 quarters since.
1,663 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.