Occidental Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 106 filers reported holding SPDR SER TR in Q4 2016. The put-call ratio across all filers is 159.86 and the average weighting 0.2%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q1 2020$472,000
-7.3%
8,6280.0%0.24%
+14.5%
Q4 2019$509,000
-0.6%
8,6280.0%0.21%
-3.7%
Q3 2019$512,000
+1.6%
8,6280.0%0.22%
-5.3%
Q2 2019$504,000
+1.6%
8,6280.0%0.23%
-4.6%
Q1 2019$496,000
+2.5%
8,6280.0%0.24%
-13.1%
Q4 2018$484,000
-0.2%
8,6280.0%0.27%
+13.2%
Q3 2018$485,000
-0.4%
8,6280.0%0.24%
-6.9%
Q2 2018$487,000
+1.2%
8,6280.0%0.26%
+0.4%
Q1 2018$481,000
+0.2%
8,6280.0%0.26%
+4.0%
Q4 2017$480,000
-2.6%
8,6280.0%0.25%
-8.5%
Q3 2017$493,000
+0.4%
8,6280.0%0.27%
-7.5%
Q2 2017$491,000
+0.6%
8,6280.0%0.29%
-9.0%
Q1 2017$488,000
+1.0%
8,6280.0%0.32%
-7.2%
Q4 2016$483,000
-5.7%
8,6280.0%0.35%
-16.5%
Q3 2016$512,000
-0.8%
8,6280.0%0.42%
-7.5%
Q2 2016$516,0008,6280.45%
Other shareholders
SPDR SER TR shareholders Q4 2016
NameSharesValueWeighting ↓
GRIMES & COMPANY, INC. 549,452$31,374,0003.34%
Hudock, Inc. 84,257$4,811,0002.25%
Vigilant Capital Management, LLC 255,923$14,613,0002.18%
Private Ocean, LLC 50,889$2,906,0001.77%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 119,937$6,848,0001.58%
Cardan Capital Partners, LLC 127,822$7,299,0001.46%
STEEL GROVE CAPITAL ADVISORS, LLC 113,362$6,473,0001.17%
ROBINSON CAPITAL MANAGEMENT, LLC 28,805$1,645,0000.74%
FC Advisory LLC 18,047$1,031,0000.70%
Bouchey Financial Group Ltd 32,701$1,867,0000.58%
View complete list of SPDR SER TR shareholders