SPDR SER TR

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

Synergy Investment Management, LLC's Holding History (CIK: 0002053786)

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

Q4 2025
Shares 116,001 Value ($000) $12,377 Avg Close — Range —
Q3 2025
Shares 105,326 Value ($000) $11,008 Avg Close — Range —
Q2 2025
Shares 100,840 Value ($000) $9,612 Avg Close — Range —
Q1 2025
Shares 96,595 Value ($000) $7,763 Avg Close — Range —
Q4 2024
Shares 77,526 Value ($000) $6,814 Avg Close — Range —