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Financial Select Sector SPDR shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Financial Select Sector SPDR held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Financial Select Sector SPDR by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 4.2k 54.77
2025-03-31 $82k 1.6k 49.80
2024-12-31 $79k 1.6k 48.31

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
State Street MF Closed and MF Open (SPTI)
Invesco S&p MF Closed and MF Open (SPHQ)
First Trust MF Closed and MF Open (UCON)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)
Ishares Gold Common Stock (IAU)

View all positions for Synergy Investment Management

Top funds holding Financial Select Sector SPDR

Wells Fargo & Company
Susquehanna International
Jane Street
Millennium Management
Parallax Volatility Advisers
Goldman Sachs Group
UBS Group
Envestnet Asset Management
Balyasny Asset Management
LPL Financial
Raymond James Financial
Citadel Advisors
Capstone Investment Advisors
Colony
Ameriprise Financial

View all funds holding Financial Select Sector SPDR