Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIB and the CUSIP is 78464A375. A total of 375 filers reported holding SPDR SER TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$22,786
-2.1%
7250.0%0.00%0.0%
Q2 2023$23,265
-1.2%
7250.0%0.00%
-33.3%
Q1 2023$23,540
+51.9%
725
+48.9%
0.00%
+50.0%
Q4 2022$15,501
-77.9%
487
-78.2%
0.00%
-80.0%
Q3 2022$70,000
+250.0%
2,231
+255.3%
0.01%
+233.3%
Q2 2022$20,000
+11.1%
628
+16.1%
0.00%
+50.0%
Q1 2022$18,000
-10.0%
5410.0%0.00%0.0%
Q4 2021$20,0000.0%5410.0%0.00%
-33.3%
Q3 2021$20,000
+900.0%
541
+901.9%
0.00%
Q2 2021$2,000
-100.0%
54
-58.5%
0.00%
-100.0%
Q1 2021$4,713,0001300.00%
Other shareholders
SPDR SER TR shareholders Q2 2022
NameSharesValueWeighting ↓
INTEGRATED CAPITAL MANAGEMENT, INC. 325,829$11,899,0009.73%
Amtrust Financial Services, Inc. 270,400$9,875,0009.60%
Adams Wealth Management 505,842$18,473,0006.98%
Focused Wealth Management, Inc 1,112,910$40,643,0006.63%
DeGreen Capital Management LLC 523,267$19,110,0006.34%
Occidental Asset Management, LLC 572,789$20,918,0005.42%
TRUEFG, LLC 296,229$10,753,0004.88%
Leicht Financial Planning & Wealth Management, Inc. 210,066$7,726,0004.64%
ERTS Wealth Advisors, LLC 185,623$15,214,0003.99%
Allianz Investment Management U.S. LLC 1,625,340$59,374,0003.98%
View complete list of SPDR SER TR shareholders