Abound Financial’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History

Abound Financial’s Portfolio SPYM Stock Details SPYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15M	Sell	171,027 -2,893	-2%	-$247K	5.99%	7
2026 Q1	$13.3M	Sell	173,920 -6,847	-4%	-$548K	5.81%	7
2025 Q4	$14.5M	Sell	180,767 -16,126	-8%	-$1.28M	5.61%	7
2025 Q3	$15.4M	Sell	196,893 -9,409	-5%	-$710K	6.17%	7
2025 Q2	$15M	Sell	206,302 -792	-0.4%	-$53.3K	6.6%	6
2025 Q1	$13.6M	Sell	207,094 -5,842	-3%	-$404K	6.89%	4
2024 Q4	$14.7M	Buy	+212,936	New	+$14.8M	7.44%	4

Other funds holding SPYM

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UIM

USS Investment Management London, United Kingdom $27.8B AUM 39.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

KCM

Kedalion Capital Management London, United Kingdom $4.21B AUM 22.31% 1-Year Est. Return

Abound Financial's SPYM Position: Q2 2026 in Review

Abound Financial reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 1.7% in Q2 2026, selling an estimated $247K and leaving 171,027 shares worth $15M. The position accounts for 5.99% of the portfolio, ranked #7.

Abound Financial first reported a position in SPYM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.4M in Q3 2025. 1,707 funds tracked by Wall St. Rank hold SPYM as of Q2 2026.

Abound Financial held 171,027 shares of State Street SPDR Portfolio S&P 500 ETF worth $15M as of Q2 2026.
Abound Financial sold 2,893 State Street SPDR Portfolio S&P 500 ETF shares in Q2 2026, an estimated $247K.
State Street SPDR Portfolio S&P 500 ETF made up 5.99% of Abound Financial's portfolio in Q2 2026, its #7 holding.
Abound Financial first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2024 and has held it in 7 quarters since.
Abound Financial's State Street SPDR Portfolio S&P 500 ETF position peaked at $15.4M in Q3 2025.
1,707 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q2 2026.

Based on Abound Financial's 13F filing for Q2 2026, filed 14 Aug 2026.