Synergy Investment Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Synergy Investment Management, LLC

  • $262 Billion
  • Q3 2025

A detailed history of Synergy Investment Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Synergy Investment Management, LLC holds 5,198 shares of SPTM stock, worth $421,921. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,198
Previous 5,925 12.27%
Holding current value
$421,921
Previous $444 Million 5.52%
% of portfolio
0.16%
Previous 0.27%

Shares

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

Nov 07, 2025
SELL
$74.93 - $80.73 $54,474 - $58,690
-727 Reduced 12.27%
5,198 $419 Million
Q2 2025

Aug 11, 2025
BUY
$60.34 - $74.89 $16,412 - $20,370
272 Added 4.81%
5,925 $444 Million
Q1 2025

Apr 29, 2025
SELL
$67.03 - $74.61 $92,367 - $102,812
-1,378 Reduced 19.6%
5,653 $384 Million
Q4 2024

Feb 06, 2025
BUY
$69.3 - $74.3 $487,248 - $522,403
7,031 New
7,031 $502 Million

Others Institutions Holding SPTM

# of Institutions
773
Shares Held
102M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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