Occidental Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is MDYV and the CUSIP is 78464A839. A total of 161 filers reported holding SPDR SER TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$1,506,564
-3.4%
23,228
+2.4%
0.35%
-1.1%
Q2 2023$1,559,848
+6.5%
22,679
+2.3%
0.35%
-3.3%
Q1 2023$1,464,376
+6.9%
22,161
+4.7%
0.36%
-2.4%
Q4 2022$1,370,417
+17.6%
21,175
+5.1%
0.37%
+7.2%
Q3 2022$1,165,000
+0.1%
20,150
+4.7%
0.35%
+1.2%
Q2 2022$1,164,000
-11.5%
19,237
+3.0%
0.34%
+2.7%
Q1 2022$1,315,000
-0.2%
18,681
+0.8%
0.34%
+7.3%
Q4 2021$1,317,000
+7.1%
18,527
-0.2%
0.31%
-1.9%
Q3 2021$1,230,000
+1.9%
18,568
+3.9%
0.32%
-0.6%
Q2 2021$1,207,000
-10.1%
17,875
-12.9%
0.32%
-19.5%
Q1 2021$1,343,000
+17.6%
20,530
-0.2%
0.40%
+5.6%
Q4 2020$1,142,000
+58.2%
20,577
+23.7%
0.38%
+25.6%
Q3 2020$722,000
+4.2%
16,636
+2.4%
0.30%
-1.6%
Q2 2020$693,000
+26.9%
16,250
+5.0%
0.31%
+11.3%
Q1 2020$546,000
-29.9%
15,480
+8.8%
0.28%
-13.5%
Q4 2019$779,000
+8.8%
14,229
+2.1%
0.32%
+6.0%
Q3 2019$716,000
+9.1%
13,943
+9.1%
0.30%
+1.7%
Q2 2019$656,000
+16.3%
12,778
+14.1%
0.30%
+8.9%
Q1 2019$564,000
+13.5%
11,203
-0.1%
0.27%
-3.6%
Q4 2018$497,000
-9.0%
11,210
+10.2%
0.28%
+3.3%
Q3 2018$546,00010,1700.27%
Other shareholders
SPDR SER TR shareholders Q3 2019
NameSharesValueWeighting ↓
Michael S. Ryan, Inc. 162,005$11,204,28910.36%
First Pacific Financial 338,712$23,296,6039.89%
NorthRock Partners, LLC 621,792$42,766,8244.68%
Lutz Financial Services LLC 593,344$40,810,2284.39%
FAS Wealth Partners, Inc. 497,940$34,248,3144.33%
Retirement Group, LLC 137,725$9,472,7283.94%
ABLE Financial Group, LLC 105,198$7,235,5023.74%
BENJAMIN F. EDWARDS & COMPANY, INC. 1,098,275$75,5392.87%
ERn Financial, LLC 196,790$13,535,2002.83%
Financial Guidance Group, Inc. 48,454$3,332,7002.45%
View complete list of SPDR SER TR shareholders