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Spdr Series Trust fund shares owned by Sound Income Strategies

Quarter-by-quarter ownership of Spdr Series Trust fund (VLU) shares owned by Sound Income Strategies from 13F filings

Historical chart of Sound Income Strategies investment in Spdr Series Trust fund

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust fund held by Sound Income Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust fund by Sound Income Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 114 203.65
2025-06-30 $22k 114 192.15
2025-03-31 $21k 114 183.82

More positions owned by Sound Income Strategies

Sixth Street Specialty Lending Cef (TSLX)
Ares Capital Corp Cef (ARCC)
Hercules Capital Cef (HTGC)
Golub Cap Bdc Cef (GBDC)
Ishares 0-5 Year High Yield Corporate Bond Etf Etf (SHYG)
Blue Owl Capital Corporation Cef (OBDC)
Vaneck Emerging Markets High Yield Bond Etf Etf (HYEM)
Ishares J.p. Morgan Em High Yield Bond Etf Etf (EMHY)
Pennantpark Floating Rate Cap Cef (PFLT)
Blackstone Secd Lending Cef (BXSL)
Citigroup Stock (C)
Sound Enhanced Fixed Income Etf Etf (FXED)
Enbridge Stock (ENB)
Abbvie Stock (ABBV)
Cisco Sys Stock (CSCO)

View all positions for Sound Income Strategies

Top funds holding Spdr Series Trust fund

LPL Financial
Raymond James Financial
Envestnet Asset Management
Cambridge Investment Research Advisors
Ameriprise Financial
Advisor Group Holdings
MAI Wealth Advisors
Stratos Wealth Advisors
Compass Financial Services
Absolute Capital Management
Roger Wittlin Investment Advisory
Morgan Stanley
Graney & King
RFG - Bristol Wealth Advisors
Jpmorgan Chase & Co

View all funds holding Spdr Series Trust fund