SPDR SERIES TRUST - ONEY
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Reduced | 592,995 | 75,962 | 0.02% | 0.02% | 1 | -7,016 | -1.17% | Q2 2026 | Aug 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 586,984 | 75,141 | 0.02% | 0.02% | 2 | -1,465 | -0.25% | Q2 2026 | Aug 14, 2026 |
| Alaska Permanent Fund Corp | History | Reduced | 486,597 | 62,333 | 4.13% | 13.08% | 3 | -1,133,892 | -69.97% | Q2 2026 | Aug 24, 2026 |
| Kestra Investment Management, LLC | History | Added to | 376,930 | 48,284 | 0.94% | 0.73% | 4 | +26,114 | 7.44% | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 350,251 | 44,867 | 0.1% | 0.11% | 5 | +4,966 | 1.44% | Q2 2026 | Jul 27, 2026 |
| Creative Planning | History | Added to | 254,984 | 32,663 | 0.02% | 0.02% | 6 | +12,212 | 5.03% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | Added to | 226,543 | 29,020 | 0.03% | 0.03% | 7 | +9,921 | 4.58% | Q2 2026 | Aug 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 171,325 | 21,946 | 0.01% | 0.01% | 8 | -2,211 | -1.27% | Q2 2026 | Aug 14, 2026 |
| Lebenthal Global Advisors, LLC | History | Reduced | 113,557 | 14,546 | 1.96% | 2.02% | 9 | -2,009 | -1.74% | Q2 2026 | Jul 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 104,734 | 13,416 | 0.0% | 0.0% | 10 | +9,898 | 10.44% | Q2 2026 | Sep 23, 2026 |
| Waverly Advisors, LLC | History | Added to | 71,713 | 9,186 | 0.05% | 0.06% | 11 | +6,059 | 9.23% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 68,232 | 8,740 | 0.01% | 0.01% | 12 | +9,251 | 15.68% | Q2 2026 | Aug 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 59,999 | 7,685 | 0.0% | 0.0% | 13 | +5,346 | 9.78% | Q2 2026 | Aug 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 56,492 | 7,236 | 0.04% | 0.04% | 14 | -872 | -1.52% | Q2 2026 | Aug 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 53,572 | 6,862 | 0.04% | 0.03% | 15 | +9,801 | 22.39% | Q2 2026 | Aug 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 46,045 | 5,898 | 0.0% | 0.0% | 16 | +35,319 | 329.28% | Q2 2026 | Aug 14, 2026 |
| Holos Integrated Wealth LLC | History | Reduced | 42,660 | 5,590 | 2.61% | 2.66% | 17 | -868 | -1.99% | Q2 2026 | Jul 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 43,300 | 5,546 | 0.07% | 0.07% | 18 | +424 | 0.99% | Q2 2026 | Aug 18, 2026 |
| Collaborative Wealth Managment Inc. | History | Added to | 40,204 | 5,150 | 2.16% | 2.09% | 19 | +2,346 | 6.2% | Q2 2026 | Aug 05, 2026 |
| FMA Wealth Management, LLC | History | Reduced | 37,915 | 4,856 | 3.11% | 3.07% | 20 | -541 | -1.41% | Q2 2026 | Jul 09, 2026 |
| Family Investment Center, Inc. | History | Reduced | 34,958 | 4,478 | 0.74% | 0.83% | 21 | -947 | -2.64% | Q2 2026 | Jul 23, 2026 |
| Savvy Advisors, Inc. | History | Added to | 34,857 | 4,465 | 0.09% | 0.1% | 22 | +4,110 | 13.37% | Q2 2026 | Aug 03, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 32,934 | 4,218 | 0.13% | 0.14% | 23 | +824 | 2.57% | Q2 2026 | Aug 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 32,363 | 4,146 | 0.0% | 0.01% | 24 | +1,701 | 5.55% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 32,276 | 4,134 | 0.0% | 0.0% | 25 | +932 | 2.97% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,102 | 3,623 | 0.0% | 0.0% | 26 | +10,717 | 61.65% | Q2 2026 | Aug 14, 2026 |
| IHT Wealth Management, LLC | History | Added to | 22,198 | 2,843 | 0.06% | 0.06% | 27 | +2,429 | 12.29% | Q2 2026 | Aug 14, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,000 | 2,305 | 0.01% | 0.01% | 28 | -831 | -4.41% | Q2 2026 | Jul 28, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 16,400 | 2,101 | 0.0% | 0.0% | 29 | +771 | 4.93% | Q2 2026 | Aug 14, 2026 |
| Capital Analysts, LLC | History | Added to | 14,006 | 1,794 | 0.04% | 0.04% | 30 | +113 | 0.81% | Q2 2026 | Aug 05, 2026 |
| Crumly & Associates Inc. | History | No change | 13,723 | 1,757 | 0.34% | 0.35% | 31 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Private Advisor Group, LLC | History | Reduced | 13,133 | 1,682 | 0.01% | 0.01% | 32 | -52 | -0.39% | Q2 2026 | Jul 27, 2026 |
| FIDUCIARY FINANCIAL ADVISORS | History | New | 12,753 | 1,633 | 0.17% | — | 33 | +12,753 | New | Q2 2026 | Aug 13, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Reduced | 12,570 | 1,610 | 0.06% | 0.07% | 34 | -1,596 | -11.27% | Q2 2026 | Jul 21, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 11,186 | 1,432 | 0.18% | 0.21% | 35 | -849 | -7.05% | Q2 2026 | Aug 06, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | Reduced | 10,929 | 1,400 | 0.23% | 0.31% | 36 | -1,855 | -14.51% | Q2 2026 | Jul 21, 2026 |
| FIFTH THIRD SECURITIES, INC. | History | Added to | 10,647 | 1,363 | 0.08% | 0.08% | 37 | +17 | 0.16% | Q2 2026 | Jul 15, 2026 |
| Bonfire Financial | History | Reduced | 9,656 | 1,236 | 0.79% | 0.95% | 38 | -922 | -8.72% | Q2 2026 | Aug 07, 2026 |
| Pathfinder Wealth Consulting, Inc. | History | No change | 9,432 | 1,132 | 0.73% | 0.73% | 39 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Venture Visionary Partners LLC | History | No change | 8,696 | 1,113 | 0.03% | 0.03% | 40 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| CoreFirst Bank & Trust | History | Added to | 8,395 | 1,075 | 0.53% | 0.52% | 41 | +157 | 1.91% | Q2 2026 | Aug 05, 2026 |
| SageView Advisory Group, LLC | History | New | 8,148 | 1,043 | 0.03% | — | 42 | +8,148 | New | Q2 2026 | Aug 10, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 7,526 | 964 | 0.22% | 0.12% | 43 | +3,783 | 101.07% | Q2 2026 | Jul 09, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 7,127 | 912 | 0.05% | 0.05% | 44 | -264 | -3.57% | Q2 2026 | Aug 10, 2026 |
| Bank of New York Mellon Corp | History | Added to | 6,861 | 878 | 0.0% | 0.0% | 45 | +321 | 4.91% | Q2 2026 | Aug 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,187 | 792 | 0.0% | 0.0% | 46 | -4,469 | -41.94% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,928 | 759 | 0.0% | 0.0% | 47 | -606 | -9.27% | Q2 2026 | Jul 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,855 | 749 | 0.0% | 0.0% | 48 | -511 | -8.03% | Q2 2026 | Aug 14, 2026 |
| Creekside Partners | History | Added to | 5,587 | 715 | 0.26% | 0.27% | 49 | +41 | 0.74% | Q2 2026 | Jul 30, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 5,001 | 640 | 0.03% | 0.02% | 50 | +1,054 | 26.7% | Q2 2026 | Jul 22, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 4,865 | 623 | 0.14% | 0.15% | 51 | -60 | -1.22% | Q2 2026 | Sep 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,730 | 605 | 0.01% | 0.01% | 52 | +2,306 | 95.13% | Q2 2026 | Aug 11, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,603 | 589 | 0.0% | 0.0% | 53 | +11 | 0.24% | Q2 2026 | Jul 28, 2026 |
| Gladstone Institutional Advisory LLC | History | Added to | 4,544 | 582 | 0.02% | 0.02% | 54 | +190 | 4.36% | Q2 2026 | Jul 27, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,114 | 527 | 0.0% | 0.0% | 55 | -1,417 | -25.62% | Q2 2026 | Jul 20, 2026 |
| NorthRock Partners, LLC | History | Added to | 3,965 | 507 | 0.01% | 0.01% | 56 | +4 | 0.1% | Q2 2026 | Aug 11, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 3,736 | 478 | 0.08% | 0.1% | 57 | -505 | -11.91% | Q2 2026 | Aug 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | No change | 3,699 | 473 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,611 | 462 | 0.0% | 0.0% | 59 | -289 | -7.41% | Q2 2026 | Jul 17, 2026 |
| Ally Invest Advisors Inc. | History | Added to | 3,525 | 451 | 0.03% | 0.03% | 60 | +355 | 11.2% | Q2 2026 | Aug 13, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 3,397 | 435 | 0.0% | 0.0% | 62 | -357 | -9.51% | Q2 2026 | Sep 08, 2026 |
| Valmark Advisers, Inc. | History | Reduced | 3,396 | 435 | 0.0% | 0.01% | 61 | -223 | -6.16% | Q2 2026 | Aug 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 2,870 | 367 | 0.0% | 0.0% | 63 | +82 | 2.94% | Q2 2026 | Aug 05, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Reduced | 2,864 | 366 | 0.02% | 0.02% | 64 | -36 | -1.24% | Q2 2026 | Aug 11, 2026 |
| IVC Wealth Advisors LLC | History | No change | 2,855 | 365 | 0.14% | 0.15% | 65 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Western Wealth Management, LLC | History | No change | 2,804 | 359 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | Added to | 2,784 | 356 | 0.0% | 0.0% | 67 | +275 | 10.96% | Q2 2026 | Aug 13, 2026 |
| Portland Financial Advisors Inc | History | No change | 2,775 | 355 | 0.65% | 0.69% | 68 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 2,737 | 350 | 0.01% | 0.01% | 69 | +810 | 42.03% | Q2 2026 | Jul 07, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 2,651 | 339 | 0.0% | 0.0% | 70 | -217 | -7.57% | Q2 2026 | Aug 10, 2026 |
| Financial Partners Group, Inc | History | No change | 2,629 | 336 | 0.03% | 0.04% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| McAdam, LLC | History | Reduced | 2,546 | 326 | 0.01% | 0.01% | 72 | -208 | -7.55% | Q2 2026 | Aug 04, 2026 |
| Global Retirement Partners, LLC | History | New | 2,481 | 317 | 0.0% | — | 74 | +2,481 | New | Q2 2026 | Aug 06, 2026 |
| XML Financial, LLC | History | Reduced | 2,480 | 317 | 0.02% | 0.02% | 73 | -30 | -1.2% | Q2 2026 | Jul 24, 2026 |
| CAP Partners, LLC | History | Added to | 2,424 | 310 | 0.15% | 0.16% | 75 | +36 | 1.51% | Q2 2026 | Jul 30, 2026 |
| Cascade Financial Partners, LLC | History | No change | 2,399 | 307 | 0.03% | 0.03% | 76 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,358 | 302 | 0.0% | — | 77 | +2,358 | New | Q2 2026 | Aug 14, 2026 |
| Lutz Financial Services LLC | History | No change | 2,295 | 293 | 0.02% | 0.02% | 78 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,237 | 291 | 0.0% | 0.0% | 79 | +472 | 26.74% | Q2 2026 | Jul 15, 2026 |
| IMC-Chicago, LLC | History | No change | 2,225 | 285 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RDA Financial Network | History | Added to | 2,037 | 260 | 0.06% | 0.06% | 81 | +155 | 8.24% | Q2 2026 | Jul 06, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 1,773 | 227 | 0.11% | 0.11% | 82 | +26 | 1.49% | Q2 2026 | Jul 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 1,760 | 225 | 0.0% | — | 83 | +1,760 | New | Q2 2026 | Aug 07, 2026 |
| Main Street Financial Solutions, LLC | History | New | 1,640 | 210 | 0.01% | — | 84 | +1,640 | New | Q2 2026 | Aug 07, 2026 |
| Rodgers & Associates, LTD | History | New | 1,636 | 209 | 0.02% | — | 85 | +1,636 | New | Q2 2026 | Jul 21, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 1,612 | 206 | 0.0% | — | 86 | +1,612 | New | Q2 2026 | Jul 21, 2026 |
| Diversify Advisory Services, LLC | History | New | 1,553 | 206 | 0.0% | — | 87 | +1,553 | New | Q2 2026 | Aug 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 1,553 | 206 | 0.0% | — | 88 | +1,553 | New | Q2 2026 | Jul 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,474 | 189 | 0.0% | 0.0% | 89 | -30 | -1.99% | Q2 2026 | Aug 14, 2026 |
| BlackRock, Inc. | History | No change | 1,452 | 186 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,221 | 156 | 0.02% | 0.03% | 91 | -462 | -27.45% | Q2 2026 | Aug 11, 2026 |
| Continuum Advisory, LLC | History | New | 1,070 | 137 | 0.01% | — | 92 | +1,070 | New | Q2 2026 | Aug 06, 2026 |
| Bogart Wealth, LLC | History | No change | 1,004 | 128 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 692 | 90 | 0.01% | 0.01% | 94 | +4 | 0.58% | Q2 2026 | Jul 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 634 | 81 | 0.0% | 0.0% | 95 | -68 | -9.69% | Q2 2026 | Aug 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 600 | 76 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Orion Capital Management LLC | History | No change | 546 | 69 | 0.02% | 0.02% | 97 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| FMR LLC | History | Reduced | 534 | 68 | 0.0% | 0.0% | 98 | -70 | -11.59% | Q2 2026 | Aug 13, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | Added to | 472 | 60 | 0.02% | 0.02% | 99 | +1 | 0.21% | Q2 2026 | Aug 07, 2026 |
| Allworth Financial LP | History | Added to | 435 | 55 | 0.0% | 0.0% | 100 | +3 | 0.69% | Q2 2026 | Aug 11, 2026 |
| Walsh & Associates, LLC | History | No change | 415 | 53 | 0.04% | 0.05% | 101 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NewEdge Advisors, LLC | History | No change | 294 | 37 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | New | 275 | 35 | 0.02% | — | 103 | +275 | New | Q2 2026 | Jul 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 268 | 34 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Winthrop Capital Management, LLC | History | No change | 225 | 29 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 218 | 26 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | No change | 206 | 26 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q2 2026 | Jul 08, 2026 |
| Nova Wealth Management, Inc. | History | No change | 200 | 25 | 0.01% | 0.02% | 108 | 0 | 0.0% | Q2 2026 | Jul 13, 2026 |
| Larson Financial Group LLC | History | Added to | 189 | 24 | 0.0% | 0.0% | 109 | +2 | 1.07% | Q2 2026 | Aug 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 177 | 22 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ASSETMARK, INC | History | No change | 134 | 17 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| MCF Advisors LLC | History | New | 112 | 14 | 0.0% | — | 112 | +112 | New | Q2 2026 | Aug 12, 2026 |
| AlphaCore Capital LLC | History | New | 108 | 13 | 0.0% | — | 113 | +108 | New | Q2 2026 | Aug 06, 2026 |
| NFSG Corp | History | Reduced | 100 | 12 | 0.0% | 0.0% | 114 | -150 | -60.0% | Q2 2026 | Aug 14, 2026 |
| Golden State Wealth Management, LLC | History | New | 93 | 11 | 0.0% | — | 115 | +93 | New | Q2 2026 | Jul 22, 2026 |
| COUNTRY TRUST BANK | History | New | 75 | 9 | 0.0% | — | 116 | +75 | New | Q2 2026 | Jul 15, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 70 | 8 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AdvisorNet Financial, Inc | History | No change | 61 | 7 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 30 | 3 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 25 | 3 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| VANGUARD ADVISERS INC | History | No change | 30 | 3 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 17 | 2 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Aptus Capital Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,189 | -100.0% | Q2 2026 | Aug 05, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,327 | -100.0% | Q2 2026 | Sep 02, 2026 |
| World Investment Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,763 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -2,209 | -100.0% | Q2 2026 | Aug 05, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,544 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -537 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q2 2026 | Jul 20, 2026 |