Synergy Investment Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in XLB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$51,592
-$4,224 QoQ
Shares Held
1,015
-9.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#250
of 293 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $51,592 | 1,015 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $55,816 | 1,117 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $69,987 | 814 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $68,405 | 813 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||