Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 269 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.49 and the average weighting 0.6%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$31,199
-8.2%
1,043
-10.3%
0.00%
-40.0%
Q3 2022$34,000
-98.9%
1,163
+1391.0%
0.01%
+400.0%
Q1 2021$3,040,000
+151900.0%
78
+21.9%
0.00%0.0%
Q1 2019$2,000
-77.8%
64
-74.5%
0.00%
-80.0%
Q4 2018$9,0002510.01%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
AllGen Financial Advisors, Inc. 793,443$20,748,52514.76%
Nan Shan Life Insurance Co., Ltd. 10,956,900$286,522,9357.82%
Donoghue Forlines LLC 797,025$20,842,2047.42%
O'Brien Wealth Partners LLC 893,258$23,358,6946.70%
Goodman Advisory Group, LLC 563,876$14,745,3755.51%
Buttonwood Financial Group, LLC 266,454$6,589,3764.81%
PEAK FINANCIAL ADVISORS LLC 169,530$4,433,2164.79%
Strategic Wealth Investment Group, LLC 919,357$24,041,1954.36%
Snider Financial Group 248,124$6,488,4403.14%
Robinson Value Management, Ltd. 156,624$4,095,7183.05%
View complete list of SPDR SER TR shareholders