Occidental Asset Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XME and the CUSIP is 78464A755. A total of 264 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is 1.54 and the average weighting 0.3%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2021$1,006,000
-3.2%
24,092
-0.2%
0.26%
-5.4%
Q2 2021$1,039,000
+13.3%
24,133
+5.0%
0.28%
+1.1%
Q1 2021$917,000
+1.9%
22,980
-7.1%
0.27%
-41.5%
Q4 2017$900,00024,7350.47%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Vanderbilt University 1,242,821$49,613,41412.08%
Black Maple Capital Management LP 321,600$12,838,0009.38%
AFFINITY WEALTH MANAGEMENT LLC 481,332$18,940,0003.87%
AVALON CAPITAL MANAGEMENT 81,881$3,269,0003.04%
Keudell/Morrison Wealth Management 130,049$5,192,0003.01%
Deane Retirement Strategies, Inc. 98,501$3,973,0002.14%
Riggs Asset Managment Co. Inc. 176,649$7,052,0002.14%
Amia Capital LLP 42,500$1,697,0002.07%
Capital Advisors Wealth Management, LLC 118,144$4,716,0002.04%
K.J. Harrison & Partners Inc 301,550$12,045,0001.86%
View complete list of SPDR SERIES TRUST shareholders