Synergy Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
Other funds holding XLY
MIFH
Synergy Investment Management's XLY Position: Q2 2026 in Review
Synergy Investment Management reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 19% in Q2 2026, selling an estimated $12.1K and leaving 438 shares worth $51.4K. The position accounts for 0.01% of the portfolio, ranked #380.
Synergy Investment Management first reported a position in XLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $88.3K in Q4 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.
- Synergy Investment Management held 438 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $51.4K as of Q2 2026.
- Synergy Investment Management sold 104 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $12.1K.
- State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Synergy Investment Management's portfolio in Q2 2026, its #380 holding.
- Synergy Investment Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2024 and has held it in 4 quarters since.
- Synergy Investment Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $88.3K in Q4 2024.
- 1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.
Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.