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Abound Wealth Management → SPY

Abound Wealth Management SPY Position History

State Street SPDR S&P 500 ETF Trust • Financial Services

Quarters held
4
Latest value
$11.7M
Q3 2026
Peak value
$11.8M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$10.7M
Q1 2026$10.2M
Q2 2026$11.8M
Q3 2026$11.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$11.7M15.3K——
Q2 2026$11.8M15.9K——
Q1 2026$10.2M15.7K——
Q4 2025$10.7M15.7K——

Other funds holding SPY

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