Synergy Asset Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$224K Buy
+2,697
New +$225K 0.02% 244
2025
Q1
Sell
-396
Closed -$32.9K 879
2024
Q4
$32.9K Buy
+396
New +$32.2K ﹤0.01% 317

Other funds holding XLP

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

Synergy Asset Management opened a new position in State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2026: 2,697 shares worth $224K. The stake represents 0.02% of the portfolio and ranks #244 among its holdings. This is a return to the name: Synergy Asset Management previously reported a position in XLP as recently as Q4 2024.

Synergy Asset Management first reported a position in XLP in Q4 2024 and has held it in 2 quarters since. 1,241 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

  • Synergy Asset Management held 2,697 shares of State Street Consumer Staples Select Sector SPDR ETF worth $224K as of Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF was a new Synergy Asset Management position in Q2 2026.
  • State Street Consumer Staples Select Sector SPDR ETF made up 0.02% of Synergy Asset Management's portfolio in Q2 2026, its #244 holding.
  • Synergy Asset Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 2 quarters since.
  • 1,241 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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