Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPIP and the CUSIP is 78464A656. A total of 230 filers reported holding SPDR SER TR in Q2 2023. The put-call ratio across all filers is 1.36 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
Treasure Coast Financial Planning 272,697$6,773,7894.70%
LINCOLN NATIONAL CORP 7,830,403$194,507,2173.92%
Rinkey Investments 325,611$8,088,1813.71%
Stadion Money Management, LLC 1,505,220$37,389,6653.09%
Prentice Wealth Management LLC 254,039$6,310,3292.85%
Collaborative Wealth Managment Inc. 187,408$4,655,2132.78%
Valtinson Bruner Financial Planning LLC 152,356$3,784,5232.07%
Bridge Advisory, LLC 223,256$5,545,6911.94%
Willow Creek Wealth Management Inc. 522,255$12,972,8141.93%
Aquire Wealth Advisors, LLC 182,306$4,528,4861.89%
View complete list of SPDR SER TR shareholders