Synergy Asset Management, LLC Spdr Ser Tr Spdr S&P Metals & Transaction History

Synergy Asset Management, LLC

  • $851 Million
  • Q2 2025

A detailed history of Synergy Asset Management, LLC transactions in Spdr Ser Tr Spdr S&P Metals & stock. As of the latest transaction made, Synergy Asset Management, LLC holds 3,399 shares of XME stock, worth $263,762. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,399
Holding current value
$263,762
% of portfolio
0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$48.48 - $67.3 $164,783 - $228,752
3,399 New
3,399 $228,000
Q4 2024

Jan 23, 2025
BUY
$56.27 - $69.89 $248,938 - $309,193
4,424 Added 109.72%
8,456 $479,000
Q3 2024

Oct 15, 2024
BUY
$54.2 - $65.22 $218,534 - $262,967
4,032 New
4,032 $256,000
Q1 2024

Apr 18, 2024
BUY
$54.61 - $60.28 $220,515 - $243,410
4,038 New
4,038 $243,000
Q1 2023

May 15, 2023
SELL
$49.12 - $59.08 $14,343 - $17,251
-292 Reduced 6.7%
4,068 $216,000
Q4 2022

Feb 10, 2023
SELL
$44.17 - $54.79 $19,258 - $23,888
-436 Reduced 9.09%
4,360 $217,000
Q3 2022

Nov 08, 2022
BUY
$40.94 - $53.45 $196,348 - $256,346
4,796 New
4,796 $204,000

Others Institutions Holding XME

# of Institutions
330
Shares Held
21.7M
Call Options Held
4.83M
Put Options Held
7.92M
View Full List

About SPDR SER TR SPDR S&P METALS &

XME Quotes by TradingView
  • Ticker XME
  • Sector ETFs
  • Industry ETFs
More about XME
Track This Portfolio

Track Synergy Asset Management, LLC Portfolio

Follow Synergy Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Synergy Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Synergy Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email