VALLEY NATIONAL ADVISERS INC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 221 filers reported holding SPDR INDEX SHS FDS in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2022$1,0000.0%280.0%0.00%
Q2 2022$1,0000.0%280.0%0.00%
Q1 2022$1,0000.0%280.0%0.00%
Q4 2021$1,0000.0%280.0%0.00%
Q3 2021$1,0000.0%280.0%0.00%
Q2 2021$1,0000.0%280.0%0.00%
Q1 2021$1,0000.0%280.0%0.00%
Q4 2020$1,0000.0%280.0%0.00%
Q3 2020$1,0000.0%280.0%0.00%
Q2 2020$1,000
-83.3%
28
-86.7%
0.00%
-100.0%
Q1 2020$6,000
-33.3%
210
-5.8%
0.00%0.0%
Q4 2019$9,000
+12.5%
223
+12.6%
0.00%0.0%
Q3 2019$8,000
+33.3%
198
+23.8%
0.00%0.0%
Q2 2019$6,0000.0%1600.0%0.00%0.0%
Q1 2019$6,0000.0%1600.0%0.00%0.0%
Q4 2018$6,000
-25.0%
160
-24.5%
0.00%
-33.3%
Q3 2018$8,000
-20.0%
212
-13.8%
0.00%
-25.0%
Q2 2018$10,0000.0%2460.0%0.00%0.0%
Q1 2018$10,000
+11.1%
246
+16.0%
0.00%
+33.3%
Q4 2017$9,000
+12.5%
2120.0%0.00%0.0%
Q3 2017$8,0000.0%2120.0%0.00%0.0%
Q2 2017$8,0000.0%2120.0%0.00%0.0%
Q1 2017$8,0000.0%2120.0%0.00%
-25.0%
Q4 2016$8,000
-38.5%
212
-32.1%
0.00%
-42.9%
Q3 2016$13,0000.0%3120.0%0.01%0.0%
Q2 2016$13,0000.0%3120.0%0.01%0.0%
Q1 2016$13,000
+8.3%
3120.0%0.01%0.0%
Q4 2015$12,0000.0%3120.0%0.01%0.0%
Q3 2015$12,0003120.01%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2017
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,315,724$61,992,0003.83%
Alhambra Investment Management LLC 64,453$1,725,0002.83%
JOYN Advisors, Inc. 222,165$5,947,0001.98%
BlueSky Wealth Advisors, LLC 155,081$4,152,0001.53%
Schoolcraft Capital LLC 56,336$1,508,1040.92%
FFT WEALTH MANAGEMENT LLC 108,053$2,893,0000.85%
Walkner Condon Financial Advisors LLC 28,591$765,0000.82%
Colorado Capital Management, Inc. 31,027$830,0000.77%
FIFTH THIRD SECURITIES, INC. 31,699$849,0000.77%
One Capital Management, LLC 162,510$4,350,0000.74%
View complete list of SPDR INDEX SHS FDS shareholders