FIDELIS CAPITAL PARTNERS, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1962755
TAMPA, FL
Position in XLB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$203,726
+$3,547 QoQ
Shares Held
4,008
+0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#232
of 293 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,726 | 4,008 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $200,179 | 4,006 | Shares | Sole | 2026-05-06 | |
| 2024-09-30 | $207,217 | 2,150 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||