A detailed history of Abound Wealth Management transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Abound Wealth Management holds 5,624 shares of SPY stock, worth $3.32 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
5,624
Previous 4,854 15.86%
Holding current value
$3.32 Million
Previous $2.64 Billion 22.15%
% of portfolio
1.07%
Previous 0.97%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$517.38 - $573.86 $398,382 - $441,872
770 Added 15.86%
5,624 $3.23 Billion
Q2 2024

Aug 09, 2024

BUY
$495.16 - $548.49 $400,089 - $443,179
808 Added 19.97%
4,854 $2.64 Billion
Q1 2024

Aug 08, 2024

BUY
$467.28 - $523.17 $9,812 - $10,986
21 Added 0.52%
4,046 $2.12 Billion
Q4 2023

Aug 08, 2024

BUY
$410.68 - $476.69 $28,747 - $33,368
70 Added 1.77%
4,025 $1.91 Billion
Q3 2023

Aug 08, 2024

BUY
$425.88 - $457.79 $5,110 - $5,493
12 Added 0.3%
3,955 $1.69 Billion
Q2 2023

Aug 08, 2024

BUY
$404.36 - $443.28 $12,535 - $13,741
31 Added 0.79%
3,943 $1.75 Billion
Q1 2023

Aug 07, 2024

BUY
$379.5 - $416.78 $1.48 Million - $1.63 Million
3,912 New
3,912 $1.6 Billion
Q4 2022

Aug 07, 2024

BUY
$357.63 - $407.42 $374,796 - $426,976
1,048 Added 38.67%
3,758 $1.44 Billion
Q3 2022

Aug 07, 2024

SELL
$357.18 - $429.7 $429,330 - $516,499
-1,202 Reduced 30.73%
2,710 $968 Million
Q2 2022

Aug 12, 2024

SELL
$365.86 - $456.8 $861,234 - $1.08 Million
-2,354 Reduced 48.5%
2,500 $943 Million
Q1 2022

Aug 12, 2024

BUY
$416.25 - $477.71 $342,990 - $393,633
824 Added 49.94%
2,474 $1.12 Billion
Q4 2021

Aug 12, 2024

SELL
$428.64 - $477.48 $1.37 Million - $1.53 Million
-3,204 Reduced 66.01%
1,650 $784 Million

Others Institutions Holding SPY

About SPDR S&P 500 ETF TRUST


  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Abound Wealth Management Portfolio

Follow Abound Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Abound Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Abound Wealth Management with notifications on news.