Synergy Asset Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $4.81M | Buy |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $2.17M | Buy |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.77M | Sell |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.42M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.39M | Sell |
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|
2022
Q3 | $1.59M | Buy |
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|
2022
Q2 | $1.18M | Sell |
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|
2022
Q1 | $1.48M | Buy |
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|
2021
Q4 | $1.06M | Buy |
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|
2021
Q3 | $642K | Sell |
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|
2021
Q2 | $833K | Buy |
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|
2021
Q1 | $667K | Buy |
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|
2020
Q4 | $246K | Buy |
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