ABOUND FINANCIAL, LLC
CIK 2024264 · Holdings on Dec 31, 2024 · First reported Feb 4, 2025
Top ten holdings
Q4 2024- SPSM12.13%
- SPYG11.99%
- SPTM10.03%
- SPYM7.44%
- SPDW6.40%
- SPYV6.31%
- SPMD4.51%
- SPTI4.21%
- SPEM3.14%
- SPMB2.73%
Share classes counted separately68.89%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPSMSS SPDR P S&P 600 SMALL CAPMF Closed and MF Open View history and evidence | $23.93M | 12.13% | 532.82K shares | Prior unavailable — | — | ↗▾ |
| 02 | SPYGSS SPDR P S&P 500 GROWTH ETFMF Closed and MF Open View history and evidence | $23.67M | 11.99% | 269.31K shares | Prior unavailable — | — | ↗▾ |
| 03 | SPTMSS SPDR P S&P 1500 COMP ETFMF Closed and MF Open View history and evidence | $19.80M | 10.03% | 277.19K shares | Prior unavailable — | — | ↗▾ |
| 04 | SPYMSTE STR SPDR PT S&P 500 ETFMF Closed and MF Open View history and evidence | $14.68M | 7.44% | 212.94K shares | Prior unavailable — | — | ↗▾ |
| 05 | SPDWSTE STR SPDR PT DW EU ETFMF Closed and MF Open View history and evidence | $12.63M | 6.40% | 370.01K shares | Prior unavailable — | — | ↗▾ |
| 06 | SPYVSS SPDR P S&P 500 VALUE ETFMF Closed and MF Open View history and evidence | $12.45M | 6.31% | 243.38K shares | Prior unavailable — | — | ↗▾ |
| 07 | SPMDSS SPDR P S&P 400 MIDCAP ETFMF Closed and MF Open View history and evidence | $8.90M | 4.51% | 162.68K shares | Prior unavailable — | — | ↗▾ |
| 08 | SPTISS SPDR P INT TERM TSY ETFMF Closed and MF Open View history and evidence | $8.32M | 4.21% | 298.25K shares | Prior unavailable — | — | ↗▾ |
| 09 | SPEMSTATE STREET SP PTF EM ETFMF Closed and MF Open View history and evidence | $6.19M | 3.14% | 161.45K shares | Prior unavailable — | — | ↗▾ |
| 10 | SPMBSS SPDR P MORT BACK BOND ETFMF Closed and MF Open View history and evidence | $5.39M | 2.73% | 250.13K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2024264 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 197372746
}Research all 69 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.