Synergy Financial Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Synergy Financial Group’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Buy	2,038 +212	+12%	+$35.6K	0.25%	84
2025 Q4	$283K	Hold	1,826	–	–	0.2%	90
2025 Q3	$282K	Hold	1,826	–	–	0.19%	93
2025 Q2	$269K	Hold	1,826	–	–	0.2%	98
2025 Q1	$239K	Sell	1,826 -14	-0.8%	-$1.89K	0.21%	96
2024 Q4	$242K	Hold	1,840	–	–	0.2%	87
2024 Q3	$249K	Buy	1,840 +125	+7%	+$15.9K	0.24%	83
2024 Q2	$209K	Hold	1,715	–	–	0.22%	78
2024 Q1	$216K	Sell	1,715 -239	-12%	-$28.1K	0.24%	78
2023 Q4	$223K	Buy	+1,954	New	+$205K	0.27%	78
2022 Q2	–	Sell	-2,013	Closed	-$207K	–	95
2022 Q1	$207K	Hold	2,013	–	–	0.22%	95
2021 Q4	$213K	Buy	+2,013	New	+$209K	0.19%	101

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Synergy Financial Group's XLI Position: Q1 2026 in Review

Synergy Financial Group increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q1 2026, buying an estimated $35.6K and bringing the position to 2,038 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #84.

Synergy Financial Group first reported a position in XLI in Q4 2021 and has held it in 12 quarters since. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Synergy Financial Group held 2,038 shares of State Street Industrial Select Sector SPDR ETF worth $330K as of Q1 2026.
Synergy Financial Group bought 212 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $35.6K.
State Street Industrial Select Sector SPDR ETF made up 0.25% of Synergy Financial Group's portfolio in Q1 2026, its #84 holding.
Synergy Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 12 quarters since.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.