Number of Shares
562,256.00
Current Holdings Value*
$22.92 Mil
% of Portfolio
11.59%
Total Estimate Gain
$-1.36 Mil
% of Total Estimate Gain
-5.21%

ABOUND FINANCIAL, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary

As of 2025-03-31, ABOUND FINANCIAL, LLC held 562,256.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $22.92 Mil. This investment constitutes 11.59% of their stock portfolio, and ABOUND FINANCIAL, LLC now holds 0.21% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.

The initial trade took place in 2024Q4. And since then ABOUND FINANCIAL, LLC has made 1 purchases of SPSM, at an average price of $46.41, for a total of 562,256.00 shares. Based on historical transaction data and SPSM's current price of $43.99, ABOUND FINANCIAL, LLC's estimated gain on his SPSM holdings is $-1.36 Mil, reflecting a -5.21% gain to date.

ABOUND FINANCIAL, LLC SPSM ($43.99) Holding Chart

ABOUND FINANCIAL, LLC SPSM ($43.99) 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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