Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$12,127
+4010.8%
166
+4050.0%
0.00%
Q1 2023$295
-90.2%
4
-90.5%
0.00%
Q3 2022$3,0000.0%420.0%0.00%
Q2 2022$3,000
-25.0%
420.0%0.00%
Q1 2022$4,0000.0%420.0%0.00%
Q4 2021$4,0000.0%420.0%0.00%
-100.0%
Q3 2021$4,0000.0%420.0%0.00%0.0%
Q2 2021$4,000
-85.7%
42
-91.5%
0.00%
-87.5%
Q2 2020$28,000
+21.7%
4930.0%0.01%0.0%
Q1 2020$23,000
-64.1%
493
-50.0%
0.01%
-27.3%
Q4 2019$64,000
+120.7%
986
+100.0%
0.01%
+22.2%
Q3 2019$29,000
-29.3%
493
-27.4%
0.01%
-35.7%
Q2 2019$41,0000.0%6790.0%0.01%
-26.3%
Q1 2019$41,000
+10.8%
6790.0%0.02%0.0%
Q4 2018$37,000
-19.6%
6790.0%0.02%
-13.6%
Q3 2018$46,0006790.02%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 317,950$22,415,0007.44%
Forbes Financial Planning, Inc. 66,910$4,707,0006.75%
DENVER WEALTH MANAGEMENT, INC. 60,657$4,276,0004.47%
AIRE ADVISORS, LLC 167,106$11,785,0004.20%
ERTS Wealth Advisors, LLC 186,902$13,177,0003.74%
Clarus Wealth Advisors 72,633$5,170,0003.64%
Rodgers & Associates, LTD 293,508$20,692,0003.55%
NorthRock Partners, LLC 460,248$32,447,0003.37%
FAS Wealth Partners, Inc. 445,865$31,433,0003.31%
Financial Planning & Information Services, Inc. 182,221$12,847,0003.13%
View complete list of SPDR SER TR shareholders