Occidental Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 284 filers reported holding SPDR SER TR in Q4 2020. 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 2021$274,000
-0.7%
10,0000.0%0.07%
-2.7%
Q2 2021$276,000
+1.1%
10,0000.0%0.07%
-9.9%
Q1 2021$273,000
+1.1%
10,0000.0%0.08%
-9.0%
Q4 2020$270,000
-3.9%
10,000
-7.8%
0.09%
-23.9%
Q3 2020$281,000
+2.9%
10,8500.0%0.12%
-3.3%
Q2 2020$273,000
+5.0%
10,850
-1.8%
0.12%
-7.6%
Q1 2020$260,000
-36.3%
11,050
-27.0%
0.13%
-21.1%
Q4 2019$408,000
-12.4%
15,139
-12.2%
0.17%
-14.9%
Q3 2019$466,000
-16.8%
17,239
-16.2%
0.20%
-22.6%
Q2 2019$560,0000.0%20,5680.0%0.25%
-6.3%
Q1 2019$560,000
+4.7%
20,5680.0%0.27%
-10.9%
Q4 2018$535,000
+0.2%
20,568
+6.2%
0.30%
+13.5%
Q3 2018$534,000
-23.7%
19,368
-24.5%
0.27%
-28.9%
Q2 2018$700,000
-24.1%
25,647
-23.9%
0.37%
-24.7%
Q1 2018$922,000
-7.5%
33,686
-6.9%
0.50%
-4.1%
Q4 2017$997,000
+8.3%
36,185
+9.8%
0.52%
+1.8%
Q3 2017$921,000
-3.1%
32,942
-3.0%
0.51%
-10.4%
Q2 2017$950,000
+3.7%
33,966
+3.7%
0.57%
-6.4%
Q1 2017$916,000
-29.4%
32,766
-30.0%
0.61%
-35.0%
Q4 2016$1,297,000
-53.3%
46,839
-53.3%
0.93%
-58.7%
Q3 2016$2,775,000
+0.8%
100,225
-1.8%
2.26%
-6.1%
Q2 2016$2,754,000
+46.6%
102,041
+40.2%
2.41%
+6.3%
Q1 2016$1,879,000
-8.7%
72,787
-9.1%
2.27%
-13.9%
Q4 2015$2,057,000
-3.7%
80,061
+1.0%
2.63%
-12.0%
Q3 2015$2,135,000
-15.7%
79,250
-9.6%
2.99%
-11.9%
Q2 2015$2,533,000
+1.8%
87,621
+2.7%
3.40%
+9.2%
Q1 2015$2,489,000
+158.5%
85,286
+156.1%
3.11%
+112.0%
Q4 2014$963,000
+49.8%
33,304
+54.9%
1.47%
+40.1%
Q3 2014$643,000
-49.3%
21,499
-47.5%
1.05%
-51.8%
Q2 2014$1,267,000
+3.7%
40,928
+3.7%
2.17%
-0.5%
Q1 2014$1,222,00039,4552.18%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
Hanlon Investment Management, Inc. 193,857$5,604,0009.33%
Pictet North America Advisors SA 780,810$22,573,0008.06%
Glovista Investments LLC 2,075,952$60,016,0006.88%
D'Orazio & Associates, Inc. 333,719$9,648,0006.42%
Tactical Allocation Group LLC 221,807$6,413,0006.16%
RiverFront Investment Group, LLC 7,331,559$211,955,0005.81%
Stratford Consulting, LLC 364,069$10,525,0005.27%
Creative Planning 19,716,058$569,991,0005.17%
NOTTINGHAM ADVISORS, INC. 1,031,853$29,831,0004.91%
Efficient Market Advisors, LLC 631,668$18,262,0004.23%
View complete list of SPDR SER TR shareholders