Spdr S&p 500 Etf shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $257k | 377 | 682.74 |
| 2025-09-30 | $322k | 484 | 666.18 |
| 2025-06-30 | $324k | 524 | 617.85 |
| 2025-03-31 | $293k | 524 | 559.39 |
| 2024-09-30 | $233k | 406 | 573.76 |
| 2023-09-30 | $707k | 1.7k | 427.50 |
| 2023-06-30 | $678k | 1.5k | 443.28 |