Synergy Investment Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History
Bought
Maintained
Sold
Other funds holding XLP
Synergy Investment Management's XLP Position: Q2 2026 in Review
Synergy Investment Management reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 33% in Q2 2026, selling an estimated $3.76K and leaving 93 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #670.
Synergy Investment Management first reported a position in XLP in Q4 2024 and has held it in 4 quarters since. The position peaked at $11.3K in Q1 2026. 1,246 funds tracked by Wall St. Rank hold XLP as of Q2 2026.
- Synergy Investment Management held 93 shares of State Street Consumer Staples Select Sector SPDR ETF worth $7.73K as of Q2 2026.
- Synergy Investment Management sold 45 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $3.76K.
- State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #670 holding.
- Synergy Investment Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
- Synergy Investment Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $11.3K in Q1 2026.
- 1,246 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.