Synergy Financial Group’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324K | Hold |
524
| – | – | 0.24% | 77 |
|
|
2025
Q1 | $293K | Buy |
+524
| New | +$293K | 0.26% | 80 |
|
|
2024
Q4 | – | Sell |
-406
| Closed | -$233K | – | 103 |
|
|
2024
Q3 | $233K | Buy |
+406
| New | +$233K | 0.22% | 86 |
|
|
2023
Q4 | – | Sell |
-1,654
| Closed | -$707K | – | 90 |
|
|
2023
Q3 | $707K | Buy |
1,654
+125
| +8% | +$53.4K | 0.99% | 25 |
|
|
2023
Q2 | $678K | Buy |
+1,529
| New | +$678K | 0.91% | 27 |
|