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Synergy Investment Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Synergy Investment Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.84M Buy
66,674
+4,439
+7% +$189K 1.71% 14
2025
Q1 		$2.54M Buy
62,235
+3,297
+6% +$134K 1.06% 21
2024
Q4 		$2.65M Buy
+58,938
New +$2.65M 1.14% 22