Synergy Asset Management’s Consumer Discretionary Select Sector SPDR Fund XLY Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-7,878	Closed	-$1.74M	–	882
2024 Q4	$1.74M	Buy	+7,878	New	+$1.74M	0.13%	92