Ownership history in Abound Wealth Management · 7 quarters on record
This page tracks every 13F SEC filing in which Abound Wealth Management reported a position in SPDR S&P 500 ETF TR (SPY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 15,744 | +2,098 | +15.4% | 2.51% | $10.7M | $680.06 |
| 2025 Q3 | ADDED | 13,646 | +7,178 | +111.0% | 2.28% | $9.1M | $662.41 |
| 2025 Q2 | ADDED | 6,468 | +420 | +6.9% | 1.13% | $4.0M | $612.65 |
| 2025 Q1 | ADDED | 6,048 | +128 | +2.2% | 1.13% | $3.4M | $553.05 |
| 2024 Q4 | ADDED | 5,920 | +296 | +5.3% | 1.11% | $3.5M | $577.70 |
| 2024 Q3 | ADDED | 5,624 | +3,150 | +127.3% | 1.07% | $3.2M | $563.66 |
| 2024 Q2 | INITIATED | 2,474 | — | — | 0.81% | $1.1M | — |
As of 2025 Q4 — sorted by position size