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

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Synergy Investment Management, LLC holds 6,997 shares of SPDW stock, worth $306,188. This represents 0.11% of its overall portfolio holdings.

Number of Shares
6,997
Previous 8,374 16.44%
Holding current value
$306,188
Previous $339 Million 11.7%
% of portfolio
0.11%
Previous 0.2%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$39.8 - $42.86 $54,804 - $59,018
-1,377 Reduced 16.44%
6,997 $299 Million
Q2 2025

Aug 11, 2025
SELL
$32.66 - $40.75 $261,312 - $326,040
-8,001 Reduced 48.86%
8,374 $339 Million
Q1 2025

Apr 29, 2025
SELL
$33.84 - $37.77 $241,549 - $269,602
-7,138 Reduced 30.36%
16,375 $596 Million
Q4 2024

Feb 06, 2025
BUY
$34.13 - $37.35 $802,498 - $878,210
23,513 New
23,513 $803 Million

Others Institutions Holding SPDW

# of Institutions
1,208
Shares Held
613M
Call Options Held
5.2K
Put Options Held
13K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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