Ownership history in SYNTAX RESEARCH, INC. · 10 quarters on record
This page tracks every 13F SEC filing in which SYNTAX RESEARCH, INC. reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 7,839 | -281 | -3.5% | 3.30% | $5.3M | $681.92 |
| 2025 Q3 | REDUCED | 8,120 | -2 | -0.0% | 3.48% | $5.4M | $664.22 |
| 2025 Q2 | ADDED | 8,122 | +54 | +0.7% | 3.56% | $5.0M | $614.33 |
| 2025 Q1 | REDUCED | 8,068 | -179 | -2.2% | 3.12% | $4.5M | $554.56 |
As of 2025 Q4 — sorted by position size