Spdr Series Trust equity shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Spdr Series Trust equity (IBND) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Spdr Series Trust equity
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All positions including Spdr Series Trust equity held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Spdr Series Trust equity by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.6M | 235k | 32.59 |
| 2025-06-30 | $3.8M | 117k | 32.59 |
| 2024-12-31 | $181k | 5.9k | 30.60 |
| 2023-12-31 | $10M | 334k | 29.93 |
| 2023-09-30 | $382k | 14k | 27.13 |
| 2023-03-31 | $362k | 13k | 28.54 |
| 2022-12-31 | $9.8M | 355k | 27.72 |
More positions owned by Synergy Financial Management
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