Synergy Financial Group, LTD Industrial Sector Spdr Transaction History

Synergy Financial Group, LTD

  • $141 Million
  • Q3 2025

A detailed history of Synergy Financial Group, LTD transactions in Industrial Sector Spdr stock. As of the latest transaction made, Synergy Financial Group, LTD holds 1,826 shares of XLI stock, worth $277,570. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,826
Previous 1,826 -0.0%
Holding current value
$277,570
Previous $269,000 4.46%
% of portfolio
0.2%
Previous 0.21%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$128.78 - $141.67 $1,802 - $1,983
-14 Reduced 0.76%
1,826 $239,000
Q3 2024

Nov 15, 2024
BUY
$120.56 - $135.44 $15,070 - $16,930
125 Added 7.29%
1,840 $249,000
Q1 2024

May 15, 2024
SELL
$110.23 - $125.96 $26,344 - $30,104
-239 Reduced 12.23%
1,715 $216,000
Q4 2023

Feb 14, 2024
BUY
$96.44 - $114.13 $188,443 - $223,010
1,954 New
1,954 $222,000
Q2 2022

Aug 04, 2022
SELL
$85.56 - $102.18 $172,232 - $205,688
-2,013 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$98.64 - $107.12 $198,562 - $215,632
2,013 New
2,013 $213,000

Others Institutions Holding XLI

# of Institutions
1,654
Shares Held
141M
Call Options Held
36.2M
Put Options Held
33.3M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Synergy Financial Group, LTD Portfolio

Follow Synergy Financial Group, LTD and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Financial Group, LTD, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Financial Group, LTD with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email