Synergy Financial Group’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Synergy Financial Group’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$246K	Buy	378 +1	+0.3%	+$680	0.18%	106
2025 Q4	$257K	Sell	377 -107	-22%	-$72.3K	0.18%	96
2025 Q3	$322K	Sell	484 -40	-8%	-$25.6K	0.22%	78
2025 Q2	$324K	Hold	524	–	–	0.24%	77
2025 Q1	$293K	Buy	+524	New	+$308K	0.26%	80
2024 Q4	–	Sell	-406	Closed	-$233K	–	103
2024 Q3	$233K	Buy	+406	New	+$224K	0.22%	86
2023 Q4	–	Sell	-1,654	Closed	-$707K	–	90
2023 Q3	$707K	Buy	1,654 +125	+8%	+$55.6K	0.99%	25
2023 Q2	$678K	Buy	+1,529	New	+$642K	0.91%	27

Other funds holding SPY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Synergy Financial Group's SPY Position: Q1 2026 in Review

Synergy Financial Group increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.27% in Q1 2026, buying an estimated $680 and bringing the position to 378 shares worth $246K. The position accounts for 0.18% of the portfolio, ranked #106.

Synergy Financial Group first reported a position in SPY in Q2 2023 and has held it in 8 quarters since. The position peaked at $707K in Q3 2023. 4,555 funds tracked by Wall St. Rank hold SPY as of Q1 2026.

Synergy Financial Group held 378 shares of State Street SPDR S&P 500 ETF Trust worth $246K as of Q1 2026.
Synergy Financial Group bought 1 State Street SPDR S&P 500 ETF Trust share in Q1 2026, an estimated $680.
State Street SPDR S&P 500 ETF Trust made up 0.18% of Synergy Financial Group's portfolio in Q1 2026, its #106 holding.
Synergy Financial Group first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2023 and has held it in 8 quarters since.
Synergy Financial Group's State Street SPDR S&P 500 ETF Trust position peaked at $707K in Q3 2023.
4,555 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.