Synergy Asset Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
Other funds holding XLI
MIFH
PF
Synergy Asset Management's XLI Position: Q2 2026 in Review
Synergy Asset Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 1.8% in Q2 2026, buying an estimated $4K and bringing the position to 1,303 shares worth $241K. The position accounts for 0.02% of the portfolio, ranked #235.
Synergy Asset Management first reported a position in XLI in Q4 2024 and has held it in 3 quarters since. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.
- Synergy Asset Management held 1,303 shares of State Street Industrial Select Sector SPDR ETF worth $241K as of Q2 2026.
- Synergy Asset Management bought 23 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $4K.
- State Street Industrial Select Sector SPDR ETF made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #235 holding.
- Synergy Asset Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 3 quarters since.
- 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.
Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.