Synergy Investment Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.76M	Buy	51,659 +5,852	+13%	+$425K	2.26%	12
2025 Q1	$3.01M	Buy	45,807 +2,770	+6%	+$182K	1.26%	18
2024 Q4	$2.97M	Buy	+43,037	New	+$2.97M	1.28%	17