Synergy Asset Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-15,756
Closed -$1.74M 882
2024
Q4
$1.74M Buy
+15,756
New +$1.69M 0.13% 92

Other funds holding XLY

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

Synergy Asset Management sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2025, closing a stake of 15,756 shares — an estimated $1.74M sold.

Synergy Asset Management first reported a position in XLY in Q4 2024 and held it in 1 quarter. The position peaked at $1.74M in Q4 2024. 1,218 funds tracked by Wall St. Rank hold XLY as of Q1 2025.

  • Synergy Asset Management reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 15,756 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2025, an estimated $1.74M.
  • Synergy Asset Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.74M in Q4 2024.
  • 1,218 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2025.

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