Number of Shares
255,740.00
Current Holdings Value*
$13.06 Mil
% of Portfolio
6.61%
Total Estimate Gain
$131,895.32
% of Total Estimate Gain
0.97%

ABOUND FINANCIAL, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary

As of 2025-03-31, ABOUND FINANCIAL, LLC held 255,740.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $13.06 Mil. This investment constitutes 6.61% of their stock portfolio, and ABOUND FINANCIAL, LLC now holds 0.05% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.

The initial trade took place in 2024Q4. And since then ABOUND FINANCIAL, LLC has made 1 purchases of SPYV, at an average price of $53.15, for a total of 255,740.00 shares. Based on historical transaction data and SPYV's current price of $53.67, ABOUND FINANCIAL, LLC's estimated gain on his SPYV holdings is $131,895.32, reflecting a 0.97% gain to date.

ABOUND FINANCIAL, LLC SPYV ($53.67) Holding Chart

ABOUND FINANCIAL, LLC SPYV ($53.67) 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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