Occidental Asset Management, LLC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is XHB and the CUSIP is 78464A888. A total of 253 filers reported holding SPDR SERIES TRUST in Q1 2021. The put-call ratio across all filers is 1.17 and the average weighting 0.4%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q1 2022$442,000
-32.2%
6,992
-8.0%
0.11%
-27.1%
Q4 2021$652,000
+25.6%
7,601
+5.1%
0.16%
+14.8%
Q3 2021$519,000
-5.8%
7,232
-3.9%
0.14%
-7.5%
Q2 2021$551,000
+8.9%
7,524
+4.7%
0.15%
-2.7%
Q1 2021$506,0007,1860.15%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 443,654$38,057,00011.89%
Wealth Enhancement & Preservation of GA, LLC 187,271$16,064,00010.83%
CMC Financial Group 182,529$15,657,0008.44%
VISTA FINANCE, LLC 85,362$7,322,0007.56%
Opal Wealth Advisors, LLC 124,307$10,663,0006.74%
Braun-Bostich & Associates Inc. 319,107$24,230,0005.78%
AFFINITY WEALTH MANAGEMENT LLC 319,107$24,230,0005.00%
Main Management ETF Advisors, LLC 633,100$54,307,0004.77%
360 Financial, Inc. 118,132$10,133,0004.62%
Cavalier Investments, LLC 154,162$13,224,0003.43%
View complete list of SPDR SERIES TRUST shareholders