Occidental Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 373 filers reported holding SPDR SER TR in Q3 2020. The put-call ratio across all filers is 3.32 and the average weighting 0.9%.

Quarter-by-quarter ownership
Occidental Asset Management, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q4 2021$324,000
-12.2%
3,539
-12.4%
0.08%
-19.8%
Q3 2021$369,0000.0%4,0390.0%0.10%
-2.0%
Q2 2021$369,000
-9.6%
4,039
-9.3%
0.10%
-19.0%
Q1 2021$408,000
-84.6%
4,455
-84.6%
0.12%
-86.2%
Q4 2020$2,655,000
-46.7%
29,012
-46.7%
0.88%
-57.6%
Q3 2020$4,983,000
-39.8%
54,452
-39.8%
2.08%
-43.3%
Q2 2020$8,276,000
-29.7%
90,419
-29.6%
3.66%
-38.2%
Q1 2020$11,765,000
+43.8%
128,398
+43.4%
5.92%
+77.4%
Q4 2019$8,184,000
-0.5%
89,510
-0.3%
3.34%
-3.2%
Q3 2019$8,222,000
+20.7%
89,771
+20.8%
3.44%
+12.4%
Q2 2019$6,810,000
-31.7%
74,337
-31.7%
3.07%
-36.0%
Q1 2019$9,966,000
+11.4%
108,795
+11.2%
4.79%
-5.3%
Q4 2018$8,948,00097,8385.06%
Other shareholders
SPDR SER TR shareholders Q3 2020
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 981,076$90,082,43657.40%
WIN ADVISORS, INC 340,644$38,403,03251.34%
Dean, Jacobson Financial Services, LLC 448,459$41,177,55137.28%
RIA Advisory Group LLC 752,905$69,128,16029.74%
VitalStone Financial, LLC 575,190$52,82629.50%
St. Louis Financial Planners Asset Management, LLC 257,206$23,616,64523.66%
Vigilare Wealth Management 443,999$40,768,00623.52%
PVG ASSET MANAGEMENT CORP 58,974$5,414,99223.36%
Cypress Capital, LLC 795,373$73,031,14921.98%
Fortis Group Advisors, LLC 817,717$75,082,73419.93%
View complete list of SPDR SER TR shareholders