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

Abound Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.8M	Buy	15,868 +206	+1%	+$149K	2.35%	11
2026 Q1	$10.2M	Sell	15,662 -82	-0.5%	-$55.8K	2.31%	12
2025 Q4	$10.7M	Buy	15,744 +2,098	+15%	+$1.42M	2.51%	12
2025 Q3	$9.09M	Buy	13,646 +7,178	+111%	+$4.6M	2.28%	13
2025 Q2	$4M	Buy	6,468 +420	+7%	+$240K	1.13%	16
2025 Q1	$3.38M	Buy	6,048 +128	+2%	+$75.2K	1.13%	17
2024 Q4	$3.47M	Buy	5,920 +296	+5%	+$174K	1.11%	16
2024 Q3	$3.23M	Buy	5,624 +770	+16%	+$426K	1.07%	16
2024 Q2	$2.64M	Buy	4,854 +808	+20%	+$423K	0.97%	16
2024 Q1	$2.12M	Buy	4,046 +21	+0.5%	+$10.5K	0.81%	18
2023 Q4	$1.91M	Buy	4,025 +70	+2%	+$31.2K	0.77%	17
2023 Q3	$1.69M	Buy	3,955 +12	+0.3%	+$5.34K	0.72%	19
2023 Q2	$1.75M	Buy	3,943 +31	+0.8%	+$13K	0.73%	19
2023 Q1	$1.6M	Buy	3,912 +154	+4%	+$61.4K	0.72%	20
2022 Q4	$1.44M	Buy	3,758 +1,048	+39%	+$403K	0.7%	21
2022 Q3	$968K	Buy	2,710 +210	+8%	+$83.4K	0.52%	24
2022 Q2	$943K	Buy	2,500 +26	+1%	+$10.7K	0.53%	26
2022 Q1	$1.12M	Buy	2,474 +824	+50%	+$367K	0.81%	21
2021 Q4	$784K	Buy	+1,650	New	+$757K	0.62%	21

Other funds holding SPY

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FTWA

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Abound Wealth Management's SPY Position: Q2 2026 in Review

Abound Wealth Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 1.3% in Q2 2026, buying an estimated $149K and bringing the position to 15,868 shares worth $11.8M. The position accounts for 2.35% of the portfolio, ranked #11.

Abound Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 1,037 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Abound Wealth Management held 15,868 shares of State Street SPDR S&P 500 ETF Trust worth $11.8M as of Q2 2026.
Abound Wealth Management bought 206 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $149K.
State Street SPDR S&P 500 ETF Trust made up 2.35% of Abound Wealth Management's portfolio in Q2 2026, its #11 holding.
Abound Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
1,037 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.