Synergy Asset Management, LLC Spdr Portfolio Transaction History

Synergy Asset Management, LLC

$574 Million
Q1 2024

A detailed history of Synergy Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,414 shares of SPYG stock, worth $276,397. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,414

Holding current value

$276,397

% of portfolio

0.04%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 18, 2024	BUY	$63.12 - $73.73 $215,491 - $251,714	3,414 New	3,414 $249,000

Others Institutions Holding SPYG

# of Institutions

1,009

Shares Held

270M

Call Options Held

331K

Put Options Held

75.3K

Lpl Financial LLC Fort Mill, SC

28M
Shares

$2.27 Billion
1.12% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

21.7M
Shares

$1.75 Billion
3.57% of portfolio
Allworth Financial LP

12.8M
Shares

$1.03 Billion
6.66% of portfolio
Ameriprise Financial Inc Minneapolis, MN

7.89M
Shares

$638 Million
0.16% of portfolio
Horizon Investments, LLC Charlotte, NC

7.44M
Shares

$602 Million
12.32% of portfolio

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About SPDR PORTFOLIO

Ticker SPYG
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Synergy Asset Management, LLC Spdr Portfolio Transaction History