Sound Income Strategies, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYD and the CUSIP is 78468R788. A total of 378 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.48 and the average weighting 0.5%.

Quarter-by-quarter ownership
Sound Income Strategies, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6,874
-41.0%
196
-37.6%
0.00%0.0%
Q2 2023$11,643
-2.4%
3140.0%0.00%0.0%
Q1 2023$11,932
-4.0%
3140.0%0.00%
-50.0%
Q4 2022$12,428
+13.0%
3140.0%0.00%0.0%
Q3 2022$11,000
-15.4%
3140.0%0.00%0.0%
Q2 2022$13,000
+1200.0%
314
+946.7%
0.00%
Q1 2022$1,0000.0%300.0%0.00%
Q4 2021$1,0000.0%300.0%0.00%
Q3 2021$1,0000.0%300.0%0.00%
Q2 2021$1,000
-99.9%
300.0%0.00%
Q1 2021$1,155,000
+115400.0%
300.0%0.00%
Q4 2020$1,0000.0%300.0%0.00%
Q3 2020$1,0000.0%300.0%0.00%
Q2 2020$1,0000.0%300.0%0.00%
Q1 2020$1,0000.0%300.0%0.00%
Q4 2019$1,0000.0%300.0%0.00%
Q3 2019$1,000300.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
MFA WEALTH ADVISORS, LLC 156,843$5,338,0005.34%
Mokosak Advisory Group, LLC 98,534$3,362,0002.61%
WRAPMANAGER INC 136,266$4,643,0001.65%
Financial Planning & Information Services, Inc. 83,742$2,853,0001.41%
DFPG INVESTMENTS, LLC 29,646$1,010,0001.34%
Valtinson Bruner Financial Planning LLC 32,893$1,121,0001.17%
ERn Financial, LLC 29,025$989,0000.89%
Alliance Wealth Management Group 40,315$1,374,0000.82%
Sapphire Star Partners LP 14,769$503,0000.67%
Barber Financial Group, Inc. 88,593$3,018,0000.65%
View complete list of SPDR SER TR shareholders