Number of Shares
55,900.00
Current Holdings Value*
$3.68 Mil
% of Portfolio
1.23%
Total Estimate Gain
$539,565.81
% of Total Estimate Gain
15.07%

Abound Wealth Management's SPDR Portfolio S&P 500 ETF Holding Summary

As of 2025-03-31, Abound Wealth Management held 55,900.00 shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $3.68 Mil. This investment constitutes 1.23% of their stock portfolio, and Abound Wealth Management now holds 0.01% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.

The initial trade took place in 2022Q3. And since then Abound Wealth Management has made 6 purchases of SPLG, at an average price of $61.97, for a total of 57,772.00 shares. In addition, there have been 3 sales at an average price of $46.14 for 1,872.00 shares. Based on historical transaction data and SPLG's current price of $72.15, Abound Wealth Management's estimated gain on his SPLG holdings is $539,565.81, reflecting a 15.07% gain to date.

Abound Wealth Management SPLG ($72.15) Holding Chart

Abound Wealth Management SPLG ($72.15) 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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