Synergy Investment Management, LLC Spdr S&P 500 ETF Trust Transaction History

Synergy Investment Management, LLC

  • $166 Billion
  • Q2 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Synergy Investment Management, LLC holds 577 shares of SPY stock, worth $387,334. This represents 0.21% of its overall portfolio holdings.

Number of Shares
577
Previous 388 48.71%
Holding current value
$387,334
Previous $217 Million 64.05%
% of portfolio
0.21%
Previous 0.09%

Shares

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

Aug 11, 2025
BUY
$496.48 - $617.85 $93,834 - $116,773
189 Added 48.71%
577 $356 Million
Q1 2025

Apr 29, 2025
BUY
$551.42 - $612.93 $13,785 - $15,323
25 Added 6.89%
388 $217 Million
Q4 2024

Feb 06, 2025
BUY
$567.81 - $607.81 $206,115 - $220,635
363 New
363 $213 Million

Others Institutions Holding SPY

# of Institutions
5,222
Shares Held
632M
Call Options Held
379M
Put Options Held
724M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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