SPDR SER TR

Ticker: SPYG CUSIP: 78464A409 Class: PRTFLO S&P500 GW

Synergy Asset Management, LLC's Holding History (CIK: 0001699080)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,457 Value ($000) $369 Avg Close — Range —
Q3 2025
Shares 3,688 Value ($000) $385 Avg Close — Range —
Q4 2024
Shares 212 Value ($000) $18 Avg Close — Range —
Q2 2024
Shares 30,936 Value ($000) $2,479 Avg Close — Range —
Q1 2024
Shares 3,414 Value ($000) $250 Avg Close — Range —