Synergy Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$257K	Buy	+4,785	New	+$249K	0.02%	228
2025 Q1	–	Sell	-636	Closed	-$28.8K	–	876
2024 Q4	$28.8K	Buy	+636	New	+$30.8K	﹤0.01%	330
2021 Q2	–	Sell	-87,922	Closed	-$2.99M	–	136
2021 Q1	$2.99M	Buy	+87,922	New	+$2.82M	0.9%	39

Other funds holding XLF

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Synergy Asset Management's XLF Position: Q2 2026 in Review

Synergy Asset Management opened a new position in State Street Financial Select Sector SPDR ETF (XLF) in Q2 2026: 4,785 shares worth $257K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in XLF as recently as Q4 2024.

Synergy Asset Management first reported a position in XLF in Q1 2021 and has held it in 3 quarters since. The position peaked at $2.99M in Q1 2021. 578 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Synergy Asset Management held 4,785 shares of State Street Financial Select Sector SPDR ETF worth $257K as of Q2 2026.
State Street Financial Select Sector SPDR ETF was a new Synergy Asset Management position in Q2 2026.
State Street Financial Select Sector SPDR ETF made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #228 holding.
Synergy Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2021 and has held it in 3 quarters since.
Synergy Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $2.99M in Q1 2021.
578 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.