Synergy Asset Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Synergy Asset Management, LLC

  • $902 Million
  • Q4 2025

A detailed history of Synergy Asset Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Synergy Asset Management, LLC holds 6,415 shares of SPEM stock, worth $304,391. This represents 0.03% of its overall portfolio holdings.

Number of Shares
6,415
Previous 22,772 71.83%
Holding current value
$304,391
Previous $1.07 Million 71.46%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
SELL
$45.45 - $48.31 $743,425 - $790,206
-16,357 Reduced 71.83%
6,415 $304,000
Q3 2025

Oct 21, 2025
BUY
$42.67 - $46.91 $728,462 - $800,847
17,072 Added 299.51%
22,772 $1.07 Million
Q2 2025

Jul 21, 2025
BUY
$34.72 - $42.74 $197,904 - $243,618
5,700 New
5,700 $243,000
Q4 2024

Jan 23, 2025
BUY
$38.37 - $42.82 $4,143 - $4,624
108 New
108 $4,000

Others Institutions Holding SPEM

# of Institutions
985
Shares Held
241M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
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