Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPAB and the CUSIP is 78464A649. A total of 289 filers reported holding SPDR SER TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$18,805
-4.1%
7730.0%0.00%0.0%
Q2 2023$19,601
-1.6%
7730.0%0.00%0.0%
Q1 2023$19,925773
+77200.0%
0.00%
Q1 2022$010.0%0.00%
Q4 2021$010.0%0.00%
Q3 2021$01
-50.0%
0.00%
Q2 2021$0
-100.0%
2
-99.9%
0.00%
-100.0%
Q1 2021$115,363,000
+96843.7%
3,891
+0.4%
0.02%
-23.1%
Q4 2020$119,0000.0%3,877
+0.8%
0.03%
-21.2%
Q3 2020$119,000
+0.8%
3,848
+0.6%
0.03%
-5.7%
Q2 2020$118,000
+2.6%
3,825
+0.6%
0.04%
-12.5%
Q1 2020$115,000
-48.2%
3,801
-49.8%
0.04%
+5.3%
Q4 2019$222,000
+100.0%
7,566
+101.9%
0.04%
+11.8%
Q3 2019$111,000
+1.8%
3,748
+0.7%
0.03%
-10.5%
Q2 2019$109,000
+3.8%
3,721
+0.8%
0.04%
-20.8%
Q1 2019$105,000
+2.9%
3,692
+0.5%
0.05%
-9.4%
Q4 2018$102,000
+1.0%
3,673
+1.0%
0.05%
+8.2%
Q3 2018$101,0000.0%3,635
+0.8%
0.05%
-16.9%
Q2 2018$101,0003,6070.06%
Other shareholders
SPDR SER TR shareholders Q4 2019
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 3,017,193$90,063,00019.96%
RESTON WEALTH MANAGEMENT LLC 1,116,088$33,315,00017.35%
SENTINEL PENSION ADVISORS INC 1,479,915$44,175,00015.04%
TOBIAS FINANCIAL ADVISORS, INC. 1,257,180$37,527,00014.03%
Astoria Strategic Wealth, Inc. 946,985$28,268,00012.62%
WALLER FINANCIAL PLANNING GROUP, INC 1,448,839$43,248,00011.49%
Trinity Wealth Management, LLC 480,943$14,356,00010.86%
Boston Standard Wealth Management, LLC 1,173,975$35,043,000,00010.47%
Weitzel Financial Services, Inc. 525,873$15,723,602,00010.20%
Financial Strategies Group, Inc. 749,600$22,376,00010.00%
View complete list of SPDR SER TR shareholders