Synergy Investment Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Synergy Investment Management, LLC

  • $239 Billion
  • Q1 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Synergy Investment Management, LLC holds 16,375 shares of SPDW stock, worth $619,957. This represents 0.25% of its overall portfolio holdings.

Number of Shares
16,375
Previous 23,513 30.36%
Holding current value
$619,957
Previous $803 Million 25.71%
% of portfolio
0.25%
Previous 0.35%

Shares

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

Apr 29, 2025
SELL
$33.84 - $37.77 $241,549 - $269,602
-7,138 Reduced 30.36%
16,375 $596 Million
Q4 2024

Feb 06, 2025
BUY
$34.13 - $37.35 $802,498 - $878,210
23,513 New
23,513 $803 Million

Others Institutions Holding SPDW

# of Institutions
1,065
Shares Held
549M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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