Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYV and the CUSIP is 78464A300. A total of 467 filers reported holding SPDR SER TR in Q4 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2022$3,0000.0%400.0%0.00%
Q2 2022$3,0000.0%400.0%0.00%
Q1 2022$3,0000.0%400.0%0.00%
Q4 2021$3,0000.0%400.0%0.00%
Q3 2021$3,0000.0%400.0%0.00%
Q2 2021$3,000
-84.2%
40
-89.8%
0.00%
-100.0%
Q2 2020$19,0000.0%392
-17.5%
0.01%
-14.3%
Q1 2020$19,000
-69.4%
475
-50.0%
0.01%
-36.4%
Q4 2019$62,000
+113.8%
950
+100.0%
0.01%
+22.2%
Q3 2019$29,000
+20.8%
475
+21.2%
0.01%
+12.5%
Q2 2019$24,0000.0%3920.0%0.01%
-27.3%
Q1 2019$24,000
+14.3%
3920.0%0.01%0.0%
Q4 2018$21,000
-22.2%
3920.0%0.01%
-15.4%
Q3 2018$27,0003920.01%
Other shareholders
SPDR SER TR shareholders Q4 2022
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 156,949$13,075,40610.85%
WALLER FINANCIAL PLANNING GROUP, INC 51,184$4,264,1391.12%
Marotta Asset Management 39,692$3,306,7410.71%
Fragasso Group Inc. 56,460$4,703,6730.43%
Pacifica Partners Inc. 3,411$260,0380.13%
CGN Advisors LLC 6,359$529,7780.07%
WealthPLAN Partners, LLC 3,068$255,5950.03%
MASSMUTUAL TRUST CO FSB/ADV 1,869$155,7060.01%
Founders Capital Management 21$1,7160.00%
M&R CAPITAL MANAGEMENT INC 35$2,9330.00%
View complete list of SPDR SER TR shareholders