Synergy Investment Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Synergy Investment Management, LLC holds 108,449 shares of SPYV stock, worth $5.34 Million. This represents 2.31% of its overall portfolio holdings.

Number of Shares
108,449
Previous 51,210 111.77%
Holding current value
$5.34 Million
Previous $2.62 Billion 111.49%
% of portfolio
2.31%
Previous 1.13%

Shares

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

Apr 29, 2025
BUY
$49.78 - $53.19 $2.85 Million - $3.04 Million
57,239 Added 111.77%
108,449 $5.54 Billion
Q4 2024

Feb 06, 2025
BUY
$51.09 - $55.27 $2.62 Million - $2.83 Million
51,210 New
51,210 $2.62 Billion

Others Institutions Holding SPYV

# of Institutions
1,094
Shares Held
444M
Call Options Held
316K
Put Options Held
12.9K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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