Occidental Asset Management, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.

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 Q1 2022
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders