Synergy Investment Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$481K Sell
2,526
-241
-9% -$41.2K 0.12% 99
2026
Q1
$368K Buy
2,767
+44
+2% +$6.2K 0.12% 93
2025
Q4
$392K Buy
2,723
+99
+4% +$14.3K 0.14% 91
2025
Q3
$370K Sell
2,624
-278
-10% -$36.8K 0.14% 92
2025
Q2
$367K Sell
2,902
-836
-22% -$92.8K 0.22% 55
2025
Q1
$386K Hold
3,738
0.16% 87
2024
Q4
$434K Buy
+3,738
New +$435K 0.19% 74

Other funds holding XLK

Synergy Investment Management's XLK Position: Q2 2026 in Review

Synergy Investment Management reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.7% in Q2 2026, selling an estimated $41.2K and leaving 2,526 shares worth $481K. The position accounts for 0.12% of the portfolio, ranked #99.

Synergy Investment Management first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,653 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Synergy Investment Management held 2,526 shares of State Street Technology Select Sector SPDR ETF worth $481K as of Q2 2026.
  • Synergy Investment Management sold 241 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $41.2K.
  • State Street Technology Select Sector SPDR ETF made up 0.12% of Synergy Investment Management's portfolio in Q2 2026, its #99 holding.
  • Synergy Investment Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,653 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.