Synergy Investment Management, LLC Spdr Portfolio Transaction History
Synergy Investment Management, LLC
- $239 Billion
- Q1 2025
A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Synergy Investment Management, LLC holds 96,595 shares of SPYG stock, worth $9.59 Million. This represents 3.24% of its overall portfolio holdings.
Number of Shares
96,595
Previous 77,526
24.6%
Holding current value
$9.59 Million
Previous $6.81 Billion
13.92%
% of portfolio
3.24%
Previous 2.93%
Shares
2 transactions
Others Institutions Holding SPYG
# of Institutions
1,281Shares Held
313MCall Options Held
589KPut Options Held
128K-
Lpl Financial LLC Fort Mill, SC36.1MShares$3.58 Billion1.18% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.7MShares$1.96 Billion3.4% of portfolio
-
Allworth Financial LP11.3MShares$1.13 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.02 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN8.73MShares$867 Million0.2% of portfolio