Number of Shares
294,699.00
Current Holdings Value*
$20.04 Mil
% of Portfolio
10.14%
Total Estimate Gain
$1.45 Mil
% of Total Estimate Gain
6.81%

ABOUND FINANCIAL, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary

As of 2025-03-31, ABOUND FINANCIAL, LLC held 294,699.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $20.04 Mil. This investment constitutes 10.14% of their stock portfolio, and ABOUND FINANCIAL, LLC now holds 0.21% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.

The initial trade took place in 2024Q4. And since then ABOUND FINANCIAL, LLC has made 1 purchases of SPTM, at an average price of $71.98, for a total of 294,699.00 shares. Based on historical transaction data and SPTM's current price of $76.88, ABOUND FINANCIAL, LLC's estimated gain on his SPTM holdings is $1.45 Mil, reflecting a 6.81% gain to date.

ABOUND FINANCIAL, LLC SPTM ($76.88) Holding Chart

ABOUND FINANCIAL, LLC SPTM ($76.88) 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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