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 Q2	$377K	Hold	2,038	–	–	0.27%	70
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Synergy Financial Group's XLI Position: Q2 2026 in Review

Synergy Financial Group held its State Street Industrial Select Sector SPDR ETF (XLI) position steady in Q2 2026 at 2,038 shares worth $377K. The position accounts for 0.27% of the portfolio, ranked #70.

Synergy Financial Group first reported a position in XLI in Q4 2021 and has held it in 13 quarters since. 1,656 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Synergy Financial Group held 2,038 shares of State Street Industrial Select Sector SPDR ETF worth $377K as of Q2 2026.
Synergy Financial Group left its State Street Industrial Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Industrial Select Sector SPDR ETF made up 0.27% of Synergy Financial Group's portfolio in Q2 2026, its #70 holding.
Synergy Financial Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2021 and has held it in 13 quarters since.
1,656 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.