SEC 13F Intelligence

Abound Financial, LLC / SPTI

Abound Financial, LLC’s Spdr Series Trust Position

Does Abound Financial, LLC own Spdr Series Trust (SPTI)? Yes — 265.7K shares worth $8M (+3.33% of its 13F portfolio) as of Q1 2026, down from 287.6K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
265.7K
% of Portfolio
+3.33%
Quarters Held
6
currently held

Position History SPTI

Reported value by quarter
Q4 ’24: $8MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $8MQ3 ’25Q4 ’25: $8MQ4 ’25Q1 ’26: $8MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026265.7K$8M+3.33%
Q4 2025287.6K$8M+3.21%
Q3 2025270.4K$8M+3.13%
Q2 2025269.5K$8M+3.41%
Q1 2025277.2K$8M+4.01%
Q4 2024298.2K$8M+4.21%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Abound Financial, LLC’s full portfolio or all institutional holders of SPTI.