Occidental Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 235 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$790,772
+7.9%
10,793
+13.3%
0.18%
+10.2%
Q2 2023$732,855
+6.1%
9,523
+1.6%
0.17%
-3.5%
Q1 2023$691,001
+10.5%
9,370
+8.3%
0.17%
+0.6%
Q4 2022$625,271
+11.7%
8,655
+5.3%
0.17%
+1.8%
Q3 2022$560,000
+3.3%
8,216
+6.8%
0.17%
+4.3%
Q2 2022$542,000
-11.4%
7,691
+5.4%
0.16%
+2.5%
Q1 2022$612,000
-8.5%
7,299
+1.3%
0.16%
-1.3%
Q4 2021$669,000
+5.0%
7,207
-1.4%
0.16%
-3.6%
Q3 2021$637,000
+1.0%
7,311
+2.8%
0.16%
-1.8%
Q2 2021$631,000
-10.1%
7,110
-13.1%
0.17%
-19.6%
Q1 2021$702,000
+14.9%
8,182
+2.3%
0.21%
+3.5%
Q4 2020$611,000
+91.5%
7,999
+48.0%
0.20%
+51.9%
Q3 2020$319,000
+6.0%
5,406
+1.9%
0.13%0.0%
Q2 2020$301,000
+29.7%
5,305
+5.6%
0.13%
+13.7%
Q1 2020$232,000
-30.1%
5,026
-2.2%
0.12%
-13.3%
Q4 2019$332,000
+11.0%
5,141
+2.4%
0.14%
+8.0%
Q3 2019$299,000
+6.8%
5,020
+9.2%
0.12%
-0.8%
Q2 2019$280,000
+17.2%
4,597
+15.0%
0.13%
+9.6%
Q1 2019$239,000
+12.2%
3,998
+1.1%
0.12%
-4.2%
Q4 2018$213,000
-11.6%
3,955
+10.9%
0.12%0.0%
Q3 2018$241,0003,5660.12%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 211,166$30,811,00014.50%
B. Riley Wealth Advisors, Inc. 9,700$1,415,0000.48%
PINNACLE FINANCIAL PARTNERS INC 6,120$893,0000.46%
Cetera Advisors LLC 11,806$1,723,0000.36%
Citizens Business Bank 10,503$1,532,0000.34%
GENWORTH FINANCIAL INC 48,615$7,093,0000.22%
NEW ENGLAND SECURITIES CORP /MA/ 1,579$230,0000.15%
VSR Financial Services, Inc. 4,823$704,0000.14%
Freedom Investment Management, Inc. 2,480$362,0000.12%
HighTower Advisors, LLC 27,224$3,972,0000.11%
View complete list of SPDR SER TR shareholders