Synergy Asset Management, LLC Spdr Portfolio Transaction History
Synergy Asset Management, LLC
- $2.76 Billion
- Q3 2025
A detailed history of Synergy Asset Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Synergy Asset Management, LLC holds 11,273 shares of SPMD stock, worth $634,331. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,273
Previous 3,758
199.97%
Holding current value
$634,331
Previous $204,000
215.69%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding SPMD
# of Institutions
805Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio