Sound Income Strategies, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is KIE and the CUSIP is 78464A789. A total of 98 filers reported holding SPDR SERIES TRUST in Q3 2021. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2023$27,158
-3.9%
6900.0%0.00%
-25.0%
Q4 2022$28,256
+13.0%
6900.0%0.00%0.0%
Q3 2022$25,000
-3.8%
6900.0%0.00%
+33.3%
Q2 2022$26,000
-10.3%
6900.0%0.00%0.0%
Q1 2022$29,000
+3.6%
6900.0%0.00%0.0%
Q4 2021$28,000
+7.7%
6900.0%0.00%0.0%
Q3 2021$26,0006900.00%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2021
NameSharesValueWeighting ↓
FACTORY MUTUAL INSURANCE CO 4,089,000$137,308,0001.86%
Triangle Securities Wealth Management 94,485$3,173,0001.26%
Karp Capital Management Corp 168,814$5,669,0001.17%
Navis Wealth Advisors, LLC 26,076$876,0000.79%
Proquility Private Wealth Partners, LLC 13,534$454,0000.21%
V Wealth Advisors LLC 27,296$917,0000.19%
TOTH FINANCIAL ADVISORY CORP 28,598$960,0000.16%
Birchcreek Wealth Management, LLC 4,524$151,0000.15%
HYA Advisors, Inc 7,066$237,0000.13%
Ellis Investment Partners, LLC 8,829$296,0000.09%
View complete list of SPDR SERIES TRUST shareholders