VALLEY NATIONAL ADVISERS INC - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is IBND and the CUSIP is 78464A151. A total of 70 filers reported holding SPDR SERIES TRUST in Q1 2019. 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 SERIES TRUST
ValueSharesWeighting
Q1 2021$19,000
-17.4%
525
-14.5%
0.00%
-20.0%
Q4 2020$23,000
-8.0%
614
-12.5%
0.01%
-16.7%
Q3 2020$25,000
+4.2%
7020.0%0.01%0.0%
Q2 2020$24,000
+9.1%
7020.0%0.01%0.0%
Q1 2020$22,000
-8.3%
7020.0%0.01%0.0%
Q4 2019$24,000
+4.3%
7020.0%0.01%0.0%
Q3 2019$23,000
-4.2%
7020.0%0.01%
-14.3%
Q2 2019$24,000
+4.3%
7020.0%0.01%0.0%
Q1 2019$23,000
-4.2%
702
-3.0%
0.01%
-12.5%
Q4 2018$24,000
-11.1%
724
-10.9%
0.01%
-11.1%
Q3 2018$27,0000.0%8130.0%0.01%
-10.0%
Q2 2018$27,000
-27.0%
813
-20.3%
0.01%
-28.6%
Q1 2018$37,000
+2.8%
1,0200.0%0.01%
+7.7%
Q4 2017$36,000
+2.9%
1,0200.0%0.01%
+8.3%
Q3 2017$35,000
+2.9%
1,0200.0%0.01%0.0%
Q2 2017$34,000
+6.2%
1,0200.0%0.01%0.0%
Q1 2017$32,000
-3.0%
1,020
-3.9%
0.01%
-20.0%
Q4 2016$33,000
-5.7%
1,0610.0%0.02%
-16.7%
Q3 2016$35,000
-36.4%
1,061
-37.7%
0.02%
-37.9%
Q2 2016$55,000
-11.3%
1,704
-9.1%
0.03%
-12.1%
Q1 2016$62,000
-17.3%
1,874
-23.1%
0.03%
-25.0%
Q4 2015$75,000
-27.9%
2,438
-26.4%
0.04%
-30.2%
Q3 2015$104,000
-4.6%
3,312
-4.6%
0.06%
+1.6%
Q2 2015$109,000
-29.2%
3,472
-29.7%
0.06%
-31.9%
Q1 2015$154,000
-73.1%
4,939
-68.4%
0.09%
-78.9%
Q4 2014$572,00015,6180.43%
Other shareholders
SPDR SERIES TRUST shareholders Q1 2019
NameSharesValueWeighting ↓
ACIMA PRIVATE WEALTH, LLC 194,762$6,456,0005.52%
Relaxing Retirement Coach 433,547$14,370,0004.48%
Omega Financial Group, LLC 93,113$3,087,0002.28%
Checchi Capital Advisers, LLC 241,085$7,992,0000.93%
KWMG, LLC 108,068$3,582,0000.89%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 378,320$12,560,0000.71%
Windsor Capital Management, LLC 43,110$1,429,0000.68%
55I, LLC 15,120$501,0000.40%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 104,241$3,456,0000.38%
Opes Wealth Management LLC 9,917$329,0000.24%
View complete list of SPDR SERIES TRUST shareholders