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
Tip: Access up to 7 years of quarterly data
All positions including Spdr S&p 500 Etf held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Spdr S&p 500 Etf by Synergy Financial Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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
View all positions for Synergy Financial Management