Synergy Investment Management, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History
Synergy Investment Management, LLC
- $166 Billion
- Q2 2025
A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Synergy Investment Management, LLC holds 51,659 shares of SPLG stock, worth $3.87 Million. This represents 2.26% of its overall portfolio holdings.
Number of Shares
51,659
Previous 45,807
12.78%
Holding current value
$3.87 Million
Previous $3.01 Billion
24.66%
% of portfolio
2.26%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding SPLG
# of Institutions
1,453Shares Held
649MCall Options Held
939KPut Options Held
863K-
Betterment LLC New York, NY64.9MShares$4.86 Billion10.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC42MShares$3.15 Billion1.12% of portfolio
-
Bank Of America Corp Charlotte, NC31.5MShares$2.36 Billion0.17% of portfolio
-
Creative Planning Overland Park, KS31.1MShares$2.33 Billion1.95% of portfolio
-
Jones Financial Companies Lllp31.1MShares$2.33 Billion1.84% of portfolio