Number of Shares
120,937.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
3.13%
Total Estimate Gain
$-115,037.61
% of Total Estimate Gain
-1.26%

ABOUND FINANCIAL, LLC's SPDR Portfolio S&P 400 Mid Cap ETF Holding Summary

As of 2025-03-31, ABOUND FINANCIAL, LLC held 120,937.00 shares of SPDR Portfolio S&P 400 Mid Cap ETF(SPMD), totaling $6.19 Mil. This investment constitutes 3.13% of their stock portfolio, and ABOUND FINANCIAL, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 400 Mid Cap ETF(SPMD) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $54.51 for 41,738.00 shares. Based on historical transaction data and SPMD's current price of $55.98, ABOUND FINANCIAL, LLC's estimated gain on his SPMD holdings is $-115,037.61, reflecting a -1.26% gain to date.

ABOUND FINANCIAL, LLC SPMD ($55.98) Holding Chart

ABOUND FINANCIAL, LLC SPMD ($55.98) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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