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Industrial SPDR shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Industrial SPDR (XLI) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Industrial SPDR

Tip: Access up to 7 years of quarterly data

All positions including Industrial 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 Industrial SPDR by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $67k 415 161.75
2025-03-31 $27k 204 131.11
2024-12-31 $27k 205 131.16

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
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)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Industrial SPDR

Citigroup
Bank of America Corporation
Morgan Stanley
Goldman Sachs Group
Jane Street
Wells Fargo & Company
Elliott Investment Management
UBS Group
LPL Financial
Menora Mivtachim Holdings
Susquehanna International
Migdal Insurance & Financial Holdings
Fisher Investments
Harel Insurance Investments & Financial Services
Envestnet Asset Management

View all funds holding Industrial SPDR