Synergy Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
Other funds holding XLF
Synergy Investment Management's XLF Position: Q2 2026 in Review
Synergy Investment Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 57% in Q2 2026, selling an estimated $139K and leaving 1,999 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #249.
Synergy Investment Management first reported a position in XLF in Q4 2024 and has held it in 5 quarters since. The position peaked at $233K in Q4 2025. 1,903 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Synergy Investment Management held 1,999 shares of State Street Financial Select Sector SPDR ETF worth $107K as of Q2 2026.
- Synergy Investment Management sold 2,667 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $139K.
- State Street Financial Select Sector SPDR ETF made up 0.03% of Synergy Investment Management's portfolio in Q2 2026, its #249 holding.
- Synergy Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 5 quarters since.
- Synergy Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $233K in Q4 2025.
- 1,903 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.