Synergy Investment Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History
Bought
Maintained
Sold
Other funds holding XLI
MIFH
PF
Synergy Investment Management's XLI Position: Q2 2026 in Review
Synergy Investment Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 22% in Q2 2026, selling an estimated $16K and leaving 323 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #350.
Synergy Investment Management first reported a position in XLI in Q4 2024 and has held it in 4 quarters since. The position peaked at $67.1K in Q1 2026. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.
- Synergy Investment Management held 323 shares of State Street Industrial Select Sector SPDR ETF worth $59.8K as of Q2 2026.
- Synergy Investment Management sold 92 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $16K.
- State Street Industrial Select Sector SPDR ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #350 holding.
- Synergy Investment Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
- Synergy Investment Management's State Street Industrial Select Sector SPDR ETF position peaked at $67.1K in Q1 2026.
- 1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.