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Spdr S&p 500 Etf shares owned by Synergy Investment Management

Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Synergy Investment Management from 13F filings

Historical chart of Synergy Investment 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 Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr S&p 500 Etf by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $406k 610 666.07
2025-06-30 $357k 577 617.77
2025-03-31 $217k 388 560.01
2024-12-31 $213k 363 586.03