Synergy Investment Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Synergy Investment Management’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Buy	4,990 +534	+12%	+$24.2K	0.05%	160
2026 Q1	$204K	Buy	+4,456	New	+$200K	0.07%	132
2025 Q2	–	Sell	-1,342	Closed	-$52.9K	–	581
2025 Q1	$52.9K	Buy	1,342 +2	+0.1%	+$78	0.02%	228
2024 Q4	$50.6K	Buy	+1,340	New	+$53.2K	0.02%	238

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Synergy Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 12% in Q2 2026, buying an estimated $24.2K and bringing the position to 4,990 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #160.

Synergy Investment Management first reported a position in XLU in Q4 2024 and has held it in 4 quarters since. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Synergy Investment Management held 4,990 shares of State Street Utilities Select Sector SPDR ETF worth $226K as of Q2 2026.
Synergy Investment Management bought 534 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $24.2K.
State Street Utilities Select Sector SPDR ETF made up 0.05% of Synergy Investment Management's portfolio in Q2 2026, its #160 holding.
Synergy Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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