Synergy Investment Management, LLC Spdr Portfolio Short Term Trea Transaction History

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Synergy Investment Management, LLC holds 154,792 shares of SPTS stock, worth $4.55 Million. This represents 2.73% of its overall portfolio holdings.

Number of Shares
154,792
Previous 125,383 23.46%
Holding current value
$4.55 Million
Previous $3.67 Billion 23.67%
% of portfolio
2.73%
Previous 1.53%

Shares

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

Aug 11, 2025
BUY
$29.07 - $29.38 $854,919 - $864,036
29,409 Added 23.46%
154,792 $4.53 Billion
Q1 2025

Apr 29, 2025
BUY
$28.92 - $29.24 $1.45 Million - $1.46 Million
50,017 Added 66.37%
125,383 $3.67 Billion
Q4 2024

Feb 06, 2025
BUY
$28.88 - $29.33 $2.18 Million - $2.21 Million
75,366 New
75,366 $2.19 Billion

Others Institutions Holding SPTS

# of Institutions
435
Shares Held
165M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM TREA

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

Track Synergy Investment Management, LLC Portfolio

Follow Synergy Investment 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 Investment Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email