Abound Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$9.09M Buy
2025
Q2
$4M Buy
2025
Q1
$3.38M Buy
2024
Q4
$3.47M Buy
2024
Q3
$3.23M Buy
2024
Q2
$2.64M Buy
2024
Q1
$2.12M Buy
2023
Q4
$1.91M Buy
2023
Q3
$1.69M Buy
2023
Q2
$1.75M Buy
2023
Q1
$1.6M Buy
2022
Q4
$1.44M Buy
2022
Q3
$968K Buy
2022
Q2
$943K Buy
2022
Q1
$1.12M Buy
2021
Q4
$784K Buy