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 220 filers reported holding SPDR INDEX SHS FDS in Q1 2018. The put-call ratio across all filers is 1.28 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 Q1 2018
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,328,264$79,371,0002.51%
Innova Wealth Partners 52,379$1,786,0001.67%
Alhambra Investment Management LLC 81,258$2,770,0001.48%
Schoolcraft Capital LLC 75,260$2,565,6011.08%
Stamos Capital Partners, L.P. 43,900$1,497,0000.64%
One Capital Management, LLC 153,764$5,242,0000.63%
Aspire Private Capital, LLC 47,745$1,628,0000.62%
FIFTH THIRD SECURITIES, INC. 38,675$1,319,0000.62%
Colorado Capital Management, Inc. 21,227$724,0000.53%
MANAGED ACCOUNT SERVICES INC 47,254$1,607,0000.43%
View complete list of SPDR INDEX SHS FDS shareholders