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 143 filers reported holding SPDR INDEX SHS FDS in Q4 2022. 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 Q4 2022
NameSharesValueWeighting ↓
MD Financial Management Inc. 1,931,978$78,226,0003.82%
INTERACTIVE FINANCIAL ADVISORS, INC. 166,156$6,728,0002.96%
Gibson Capital, LLC 203,895$8,220,0002.92%
CONNABLE OFFICE INC 330,020$13,363,0002.60%
BlueSky Wealth Advisors, LLC 148,589$6,016,0002.49%
ALPHA WINDWARD LLC 70,446$2,852,0001.70%
CAMG Solamere Management, LLC 91,618$3,703,0001.65%
MANAGED ACCOUNT SERVICES INC 61,647$2,496,0001.63%
Merriman Wealth Management, LLC 158,474$6,417,0001.57%
BOK Financial Private Wealth, Inc. 191,374$7,749,0001.23%
View complete list of SPDR INDEX SHS FDS shareholders