Spdr S&p 500 Etf shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 12k | 666.18 |
| 2025-06-30 | $2.0M | 3.3k | 617.85 |
| 2025-03-31 | $1.7M | 3.1k | 559.39 |
| 2024-12-31 | $4.9M | 8.3k | 584.64 |
| 2024-09-30 | $2.4M | 4.2k | 573.81 |
| 2024-06-30 | $2.2M | 4.0k | 544.22 |
| 2024-03-31 | $2.0M | 3.7k | 523.08 |
| 2023-12-31 | $1.8M | 3.7k | 475.30 |
| 2023-09-30 | $1.6M | 3.7k | 427.46 |
| 2023-06-30 | $1.4M | 3.2k | 443.28 |
| 2023-03-31 | $1.5M | 3.6k | 409.37 |
| 2022-12-31 | $1.4M | 3.6k | 382.39 |
| 2022-09-30 | $1.6M | 4.5k | 357.27 |
| 2022-06-30 | $1.2M | 3.1k | 377.18 |
| 2022-03-31 | $1.5M | 3.3k | 451.70 |
| 2021-12-31 | $1.1M | 2.2k | 475.09 |
| 2021-09-30 | $642k | 1.5k | 429.35 |
| 2021-06-30 | $833k | 1.9k | 428.28 |
| 2021-03-31 | $667k | 1.7k | 396.25 |
| 2020-12-31 | $246k | 657 | 375.00 |
More positions owned by Synergy Financial Management
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