XLI β€” SELECT SECTOR SPDR TR

Ownership history in Fairvoy Private Wealth, LLC  Β·  6 quarters on record

AI Ownership Summary

Fairvoy Private Wealth, LLC reported SELECT SECTOR SPDR TR (XLI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 2.05% in 2026 Q1. The latest visible filing shows XLI at 2.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XLI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Fairvoy Private Wealth, LLC's position in SELECT SECTOR SPDR TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

XLI was reported at 2.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.05% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Fairvoy Private Wealth, LLC held XLI β€” position size vs. price
% of Fund (quarterly)    XLI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 53,095 +41,628 +363.0% 2.05% $8.6M 2026-04-20 $173.90
2025 Q4 ADDED 11,467 +1,024 +9.8% 0.40% $1.8M 2026-01-14 $163.81
2025 Q3 REDUCED 10,443 -1,836 -15.0% 0.37% $1.6M 2025-10-10 $148.97
2025 Q2 REDUCED 12,279 -3,524 -22.3% 0.45% $1.8M 2025-07-21 $149.11
2025 Q1 ADDED 15,803 +1,788 +12.8% 0.57% $2.1M 2025-04-17 $123.63
2024 Q4 INITIATED 14,015 β€” β€” 0.49% $1.8M 2025-01-28 $136.00

FAQ About Fairvoy Private Wealth, LLC and XLI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Fairvoy Private Wealth, LLC reported owning XLI?

Fairvoy Private Wealth, LLC reported XLI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported XLI position in Fairvoy Private Wealth, LLC's portfolio?

The largest reported portfolio weight for XLI was 2.05% in 2026 Q1.

What is the latest reported XLI position on this page?

The most recent filing on this page is 2026 Q1, when Fairvoy Private Wealth, LLC reported 53,095 shares, equal to 2.05% of portfolio, with an estimated market value of $8.6M.

What does the chart on this XLI ownership page compare?

The chart compares Fairvoy Private Wealth, LLC's quarterly XLI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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