Synergy Investment Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Synergy Investment Management, LLC holds 62,235 shares of SPSM stock, worth $2.71 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares
62,235
Previous 58,938 5.59%
Holding current value
$2.71 Million
Previous $2.65 Billion 4.18%
% of portfolio
1.06%
Previous 1.14%

Shares

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

Apr 29, 2025
BUY
$40.03 - $46.81 $131,978 - $154,332
3,297 Added 5.59%
62,235 $2.54 Billion
Q4 2024

Feb 06, 2025
BUY
$44.33 - $49.55 $2.61 Million - $2.92 Million
58,938 New
58,938 $2.65 Billion

Others Institutions Holding SPSM

# of Institutions
970
Shares Held
201M
Call Options Held
64.8K
Put Options Held
5.94K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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