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Synergy Investment Management’s Technology Select Sector SPDR Fund XLK Stock Holding History

Synergy Investment Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$367K Sell
1,451
-418
-22% -$106K 0.22% 55
2025
Q1 		$386K Hold
1,869
– – 0.16% 87
2024
Q4 		$434K Buy
+1,869
New +$434K 0.19% 74