SPTM β€” SPDR PORTFOLIO

Ownership history in ABOUND FINANCIAL, LLC  Β·  4 quarters on record

AI Ownership Summary

ABOUND FINANCIAL, LLC reported SPDR PORTFOLIO (SPTM) in 4 quarterly 13F filings from 2024 Q4 through 2025 Q3. Peak portfolio weight reached 10.24% in 2025 Q3. The latest visible filing shows SPTM at 10.24% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SPTM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABOUND FINANCIAL, LLC's position in SPDR PORTFOLIO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SPTM was reported at 10.24% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
10.24% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABOUND FINANCIAL, LLC held SPTM β€” position size vs. price
% of Fund (quarterly)    SPTM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 317,216 +16,118 +5.4% 10.24% $25.6M 2025-11-04 $81.08
2025 Q2 ADDED 301,098 +6,399 +2.2% 9.92% $22.5M 2025-08-14 $77.44
2025 Q1 ADDED 294,699 +17,508 +6.3% 10.14% $20.0M 2025-04-30 $66.53
2024 Q4 INITIATED 277,191 β€” β€” 10.03% $19.8M 2025-02-04 $72.26

FAQ About ABOUND FINANCIAL, LLC and SPTM

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABOUND FINANCIAL, LLC reported owning SPTM?

ABOUND FINANCIAL, LLC reported SPTM across 4 quarterly 13F filings, from 2024 Q4 through 2025 Q3.

What was the largest reported SPTM position in ABOUND FINANCIAL, LLC's portfolio?

The largest reported portfolio weight for SPTM was 10.24% in 2025 Q3.

What is the latest reported SPTM position on this page?

The most recent filing on this page is 2025 Q3, when ABOUND FINANCIAL, LLC reported 317,216 shares, equal to 10.24% of portfolio, with an estimated market value of $25.6M.

What does the chart on this SPTM ownership page compare?

The chart compares ABOUND FINANCIAL, LLC's quarterly SPTM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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