Synergy Asset Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Synergy Asset Management’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-29,051	Closed	-$3.44M	–	309
2025 Q3	$3.44M	Buy	+29,051	New	+$3.23M	0.12%	98
2025 Q1	–	Sell	-21,693	Closed	-$1.96M	–	875
2024 Q4	$1.96M	Hold	21,693	–	–	0.15%	82
2024 Q3	$1.96M	Sell	21,693 -7,467	-26%	-$644K	0.3%	61
2024 Q2	$2.5M	Buy	+29,160	New	+$2.4M	0.39%	59

Other funds holding XLC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Synergy Asset Management's XLC Position: Q4 2025 in Review

Synergy Asset Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 29,051 shares — an estimated $3.44M sold.

Synergy Asset Management first reported a position in XLC in Q2 2024 and held it in 4 quarters. The position peaked at $3.44M in Q3 2025. 1,206 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Synergy Asset Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Synergy Asset Management sold 29,051 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $3.44M.
Synergy Asset Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q2 2024 and held it in 4 quarters.
Synergy Asset Management's State Street Communication Services Select Sector SPDR ETF position peaked at $3.44M in Q3 2025.
1,206 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Synergy Asset Management's 13F filing for Q4 2025, filed 13 Jan 2026.