Synergy Asset Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-502
Closed -$56.7K 878
2024
Q4
$56.7K Buy
+502
New +$58.4K ﹤0.01% 266
2023
Q2
Sell
-38,430
Closed -$2.9M 140
2023
Q1
$2.9M Buy
+38,430
New +$2.64M 0.69% 40

Other funds holding XLK

Synergy Asset Management's XLK Position: Q1 2025 in Review

Synergy Asset Management sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2025, closing a stake of 502 shares — an estimated $56.7K sold.

Synergy Asset Management first reported a position in XLK in Q1 2023 and held it in 2 quarters. The position peaked at $2.9M in Q1 2023. 2,131 funds tracked by Wall St. Rank hold XLK as of Q1 2025.

  • Synergy Asset Management reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 502 State Street Technology Select Sector SPDR ETF shares in Q1 2025, an estimated $56.7K.
  • Synergy Asset Management first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2023 and held it in 2 quarters.
  • Synergy Asset Management's State Street Technology Select Sector SPDR ETF position peaked at $2.9M in Q1 2023.
  • 2,131 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.