Synergy Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Synergy Asset Management, LLC
- $851 Million
- Q2 2025
A detailed history of Synergy Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Synergy Asset Management, LLC holds 5,700 shares of SPEM stock, worth $248,007. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,700Holding current value
$248,007% of portfolio
0.03%Shares
2 transactions
Others Institutions Holding SPEM
# of Institutions
931Shares Held
212MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$987 Million0.84% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA18.6MShares$809 Million1.57% of portfolio
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Lpl Financial LLC Fort Mill, SC10.7MShares$466 Million0.17% of portfolio
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Allworth Financial LP6.69MShares$291 Million1.42% of portfolio
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Envestnet Asset Management Inc6.48MShares$282 Million0.09% of portfolio