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: Q1 2026 in Review
Synergy Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 9.9% in Q1 2026, buying an estimated $21.9K and bringing the position to 4,666 shares worth $230K. The position accounts for 0.08% of the portfolio, ranked #126.
Synergy Investment Management first reported a position in XLF in Q4 2024 and has held it in 4 quarters since. The position peaked at $233K in Q4 2025. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.
- Synergy Investment Management held 4,666 shares of State Street Financial Select Sector SPDR ETF worth $230K as of Q1 2026.
- Synergy Investment Management bought 420 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $21.9K.
- State Street Financial Select Sector SPDR ETF made up 0.08% of Synergy Investment Management's portfolio in Q1 2026, its #126 holding.
- Synergy Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
- Synergy Investment Management's State Street Financial Select Sector SPDR ETF position peaked at $233K in Q4 2025.
- 1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.
Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.