Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 267 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.65 and the average weighting 0.4%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$5,813
-3.9%
2340.0%0.00%
-100.0%
Q2 2023$6,047
-49.4%
234
-47.8%
0.00%0.0%
Q1 2023$11,948
+3.5%
4480.0%0.00%0.0%
Q4 2022$11,540
-88.5%
448
-88.6%
0.00%
-93.3%
Q3 2022$100,0003,9390.02%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
LEGG MASON, INC. 1,787$100,00012.06%
UBP Investment Advisors SA 171,568$9,460,00011.15%
Financial Enhancement Group LLC 470,151$26,107,0008.99%
LINCOLN NATIONAL CORP 3,808,577$211,490,0007.74%
Willow Creek Wealth Management Inc. 126,070$7,001,0003.94%
Larson Financial Group LLC 49,706$2,760,0003.18%
Focused Wealth Management, Inc 155,050$8,610,0002.98%
Advisory Alpha, LLC 202,684$11,127,0002.79%
Quantitative Advantage, LLC 127,684$7,090,0002.06%
Merriman Wealth Management, LLC 144,122$8,003,0001.83%
View complete list of SPDR SER TR shareholders