Synergy Investment Management’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	$356K	Buy	577 +189	+49%	+$117K	0.21%	58
2025 Q1	$217K	Buy	388 +25	+7%	+$14K	0.09%	117
2024 Q4	$213K	Buy	+363	New	+$213K	0.09%	114