Synergy Investment Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Synergy Investment Management, LLC

$262 Billion
Q3 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Synergy Investment Management, LLC holds 13,797 shares of SPSM stock, worth $634,386. This represents 0.24% of its overall portfolio holdings.

Number of Shares

13,797

Previous 66,674 79.31%

Holding current value

$634,386

Previous $2.84 Billion 77.5%

% of portfolio

0.24%

Previous 1.71%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	SELL	$42.26 - $47.16 $2.23 Million - $2.49 Million	-52,877 Reduced 79.31%	13,797 $639 Million
Q2 2025 Aug 11, 2025	BUY	$35.35 - $42.68 $156,918 - $189,456	4,439 Added 7.13%	66,674 $2.84 Billion
Q1 2025 Apr 29, 2025	BUY	$40.03 - $46.81 $131,978 - $154,332	3,297 Added 5.59%	62,235 $2.54 Billion
Q4 2024 Feb 06, 2025	BUY	$44.33 - $49.55 $2.61 Million - $2.92 Million	58,938 New	58,938 $2.65 Billion

Others Institutions Holding SPSM

# of Institutions

992

Shares Held

200M

Call Options Held

51.7K

Put Options Held

1.2K

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About SPDR PORTFOLIO S&P 600 SMALL C

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Synergy Investment Management, LLC Spdr Portfolio S&P 600 Small C Transaction History