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 177 filers reported holding SPDR INDEX SHS FDS in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1,004,677$23,891,2271.77%
AWM CAPITAL, LLC 259,255$6,165,0781.25%
Schoolcraft Capital LLC 115,128$2,737,7440.77%
Idaho Trust Bank 46,361$1,101,9280.72%
RPg Family Wealth Advisory, LLC 69,161$1,644,6490.68%
BBJS FINANCIAL ADVISORS, LLC 65,695$1,562,2220.59%
MARYLAND CAPITAL ADVISORS INC. 29,497$701,4390.54%
Aletheian Wealth Advisors LLC 22,326$530,9120.41%
Upper Left Wealth Management, LLC 14,327$340,6970.35%
Innova Wealth Partners 15,466$367,7930.33%
View complete list of SPDR INDEX SHS FDS shareholders