Occidental Asset Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is JNKXXXX and the CUSIP is 78464A417. A total of 461 filers reported holding SPDR SERIES TRUST in Q3 2018. The put-call ratio across all filers is 25.86 and the average weighting 0.8%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q4 2018$218,000
-81.4%
6,497
-80.0%
0.12%
-78.9%
Q3 2018$1,170,000
-53.1%
32,462
-53.8%
0.58%
-56.2%
Q2 2018$2,495,000
-0.5%
70,312
+0.5%
1.33%
-1.5%
Q1 2018$2,507,000
-0.2%
69,932
+2.2%
1.35%
+3.6%
Q4 2017$2,512,000
+2.4%
68,416
+4.1%
1.30%
-3.7%
Q3 2017$2,452,000
+12.1%
65,693
+11.7%
1.36%
+3.5%
Q2 2017$2,188,000
+5.4%
58,807
+4.6%
1.31%
-4.8%
Q1 2017$2,076,00056,2241.38%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2018
NameSharesValueWeighting ↓
AOZORA BANK, LTD. 7,570,000$269,946,00022.21%
Private Ocean, LLC 550,525$19,632,00014.49%
Berkshire Money Management, Inc. 1,039,337$40,129,00012.31%
Nan Shan Life Insurance Co., Ltd. 4,469,967$159,399,0008.80%
MILES CAPITAL, INC. 320,749$11,438,0008.22%
DT Investment Partners, LLC 706,079$25,179,0007.80%
Windsor Capital Management, LLC 314,136$11,202,0006.60%
Bernicke Wealth Management, Ltd. 168,852$6,021,0006.13%
IRON Financial LLC 227,861$8,126,0005.41%
Baystate Wealth Management LLC 539,594$19,242,0005.02%
View complete list of SPDR SERIES TRUST shareholders