Synergy Investment Management’s Consumers Staples Select Sector SPDR Fund XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-93
Closed -$7.6K 580
2025
Q1
$7.6K Sell
93
-26
-22% -$2.12K ﹤0.01% 404
2024
Q4
$9.36K Buy
+119
New +$9.36K ﹤0.01% 396