Occidental Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 127 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q1 2018
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 541,457$12,897,5064.42%
Revolve Wealth Partners, LLC 724,261$17,251,8923.97%
Collaborative Wealth Managment Inc. 246,102$5,862,1513.50%
Erickson Financial Group, LLC 156,095$3,718,1833.48%
Private Ocean, LLC 1,114,426$26,545,6263.37%
Avantax Planning Partners, Inc. 3,021,719$71,977,3473.01%
Orcam Financial Group 90,974$2,166,9902.92%
Running Point Capital Advisors, LLC 158,704$3,780,3292.19%
QP WEALTH MANAGEMENT, LLC 45,803$1,091,0271.90%
High Net Worth Advisory Group LLC 190,751$4,543,7141.82%
View complete list of SPDR SER TR shareholders