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Spdr Index Shs Fds eafe qual mix shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Spdr Index Shs Fds eafe qual mix (QEFA) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Spdr Index Shs Fds eafe qual mix

Tip: Access up to 7 years of quarterly data

All positions including Spdr Index Shs Fds eafe qual mix held by Synergy Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Index Shs Fds eafe qual mix by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $20k 250 78.96
2024-12-31 $18k 250 72.51

More positions owned by Synergy Investment Management

Vanguard Index Funds S&p 500 Etf Usd Equities (VOO)
Vanguard Index Fds Vanguard Growth Etf Formerly Vanguard Index Tr Vipers Equities (VUG)
Ishares Core MF Closed and MF Open (IVV)
Ishares U S MF Closed and MF Open (DYNF)
Spdr Portfolio MF Closed and MF Open (SPYG)
Invesco S&p MF Closed and MF Open (SPHQ)
Spdr Intermediate MF Closed and MF Open (SPTI)
Spdr Portfolio MF Closed and MF Open (SPYV)
Ishares Core MF Closed and MF Open (IEMG)
Ishares S&p MF Closed and MF Open (OEF)
Capital Group MF Closed and MF Open (CGDV)
First Trust MF Closed and MF Open (UCON)
Spdr Portfolio MF Closed and MF Open (SPTS)
Ishares A I MF Closed and MF Open (BAI)
Ishares Flexible MF Closed and MF Open (BINC)

View all positions for Synergy Investment Management

Top funds holding Spdr Index Shs Fds eafe qual mix

LPL Financial
Morgan Stanley
Ameriprise Financial
Intelligence Driven Advisers
Envestnet Asset Management
Great Valley Advisor Group
SimpliFi
Private Advisor
CX Institutional
KWB Wealth
Hobart Private Capital
First Hawaiian Bank
Financial Enhancement
Arrien Investments
Financial Guidance Group

View all funds holding Spdr Index Shs Fds eafe qual mix