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

Synergy Investment Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.53M Buy
124,847
+16,398
+15% +$858K 3.94% 7
2025
Q1 		$5.54M Buy
108,449
+57,239
+112% +$2.92M 2.31% 9
2024
Q4 		$2.62M Buy
+51,210
New +$2.62M 1.13% 23