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Spdr Series Trust cmn shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Spdr Series Trust cmn (SPBO) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment Management investment in Spdr Series Trust cmn

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust cmn 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 Series Trust cmn by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-03-31 $214k 7.4k 29.03
2024-12-31 $288k 10k 28.64

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 Series Trust cmn

Ameriprise Financial
LPL Financial
Exchange Traded Concepts
D. J. St. Germain
CX Institutional
Bank of New York Mellon
AE Wealth Management
Nepc
Procyon Private Wealth Partners
Assetmark
Advisor Group Holdings
Gerber Kawasaki Wealth & Investment Management
Congress Wealth Management LLC / DE /
Adviser Investments
Morgan Stanley

View all funds holding Spdr Series Trust cmn