Synergy Investment Management, LLC
Position in SPTS — State Street(R) SPDR(R) Portfolio Short Term Treasury ETF
CIK 2053786
ALTAMONTE SPRINGS, FL
All Filings in SPTS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPTS | $5,190,375 | 177,875 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SPTS | $4,913,330 | 167,805 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 SPTS | $4,887,819 | 166,706 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 SPTS | $4,533,857 | 154,792 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 SPTS | $3,666,198 | 125,383 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 SPTS | $2,186,367 | 75,366 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||