Synergy Investment Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History
Bought
Maintained
Sold
Other funds holding XLE
Synergy Investment Management's XLE Position: Q2 2026 in Review
Synergy Investment Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 21% in Q2 2026, selling an estimated $15.3K and leaving 1,038 shares worth $55.1K. The position accounts for 0.01% of the portfolio, ranked #366.
Synergy Investment Management first reported a position in XLE in Q1 2026 and has held it in 2 quarters since. The position peaked at $80K in Q1 2026. 2,026 funds tracked by Wall St. Rank hold XLE as of Q2 2026.
- Synergy Investment Management held 1,038 shares of State Street Energy Select Sector SPDR ETF worth $55.1K as of Q2 2026.
- Synergy Investment Management sold 268 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $15.3K.
- State Street Energy Select Sector SPDR ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #366 holding.
- Synergy Investment Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2026 and has held it in 2 quarters since.
- Synergy Investment Management's State Street Energy Select Sector SPDR ETF position peaked at $80K in Q1 2026.
- 2,026 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.