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CIK: 0001811513
Total reported value
$1.1B
$1.1B
5 檔
35.3%
At the close of Q4 2024, Symetra Investment Management Co disclosed equity holdings valued at approximately $1.1B, spread across 5 reported holdings.
During Q4 2024, Symetra Investment Management Co's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 57.58% | -0.09% | +29.98% | |
| 2 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 42.42% | +0.28% | +60.94% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | — | -1.39% | — | |
| 4 | AMPY | Amplify Energy CORP | Stock-Other | — | — | — | |
| 5 | LYB | LyondellBasell Industries N.V. | Stock-Materials | — | — | — |
According to official SEC Form 13F filings, Symetra Investment Management Co reported a total U.S. public equity portfolio value of $1.1B across 5 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, SRLN, HYG) accounted for 35.3% of total reported equity market value during Q4 2024.
During Q4 2024, Symetra Investment Management Co's top holdings by market value included VTI (57.6%)、SRLN (42.4%)、HYG (0.0%). The largest single position, VTI, represented 57.6% of total portfolio value.
In Q4 2024, Symetra Investment Management Co made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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