Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPTL and the CUSIP is 78464A664. A total of 328 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 6.00 and the average weighting 0.5%.

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 2023
NameSharesValueWeighting ↓
Wealthsimple US, Ltd. 542,598$24,487,00013.39%
AllGen Financial Advisors, Inc. 318,654$14,380,84313.33%
Strategic Wealth Investment Group, LLC 466,563$21,056,00012.34%
SHEPHERD KAPLAN KROCHUK, LLC 650,147$29,341,00010.83%
IFS Advisors, LLC 250,068$11,285,0008.64%
Consolidated Planning Corp 219,524$9,907,0006.46%
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 2,427,000$109,530,0005.67%
ISLAY CAPITAL MANAGEMENT, LLC 101,861$4,597,0004.15%
First Heartland Consultants, Inc. 486,653$21,963,0003.65%
Genesee Capital Advisors, LLC 100,618$4,540,0002.97%
View complete list of SPDR SER TR shareholders