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Synergy Investment Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History

Synergy Investment Management’s Portfolio SPTS Stock Details SPTS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.53M Buy
154,792
+29,409
+23% +$861K 2.73% 9
2025
Q1 		$3.67M Buy
125,383
+50,017
+66% +$1.46M 1.53% 14
2024
Q4 		$2.19M Buy
+75,366
New +$2.19M 0.94% 29