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Synergy Investment Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Synergy Investment Management’s Portfolio SPTM Stock Details SPTM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$444K Buy
5,925
+272
+5% +$20.4K 0.27% 46
2025
Q1 		$384K Sell
5,653
-1,378
-20% -$93.7K 0.16% 88
2024
Q4 		$502K Buy
+7,031
New +$502K 0.22% 71