VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is EBND and the CUSIP is 78464A391. A total of 126 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$120
-6.2%
6,0410.0%0.02%
-4.5%
Q2 2023$128
+0.8%
6,0410.0%0.02%0.0%
Q1 2023$127
-0.8%
6,0410.0%0.02%
-4.3%
Q4 2022$128
-99.9%
6,0410.0%0.02%
-4.2%
Q3 2022$114,0006,041
+43050.0%
0.02%
Q4 2021$0140.0%0.00%
Q3 2021$0140.0%0.00%
Q2 2021$0140.0%0.00%
Q1 2021$0
-100.0%
14
-90.5%
0.00%
-100.0%
Q4 2020$4,0000.0%148
-4.5%
0.00%0.0%
Q3 2020$4,0000.0%1550.0%0.00%0.0%
Q2 2020$4,0000.0%155
-14.8%
0.00%0.0%
Q1 2020$4,000
-87.9%
182
-84.8%
0.00%
-87.5%
Q4 2019$33,0000.0%1,195
-1.1%
0.01%
-11.1%
Q3 2019$33,000
-8.3%
1,208
-6.5%
0.01%
-10.0%
Q2 2019$36,000
+2.9%
1,292
-1.9%
0.01%0.0%
Q1 2019$35,0000.0%1,3170.0%0.01%
-9.1%
Q4 2018$35,000
-31.4%
1,317
-32.1%
0.01%
-38.9%
Q3 2018$51,000
-7.3%
1,941
-5.1%
0.02%
-14.3%
Q2 2018$55,000
-15.4%
2,045
-4.2%
0.02%
-12.5%
Q1 2018$65,0000.0%2,134
-2.1%
0.02%
+4.3%
Q4 2017$65,000
-15.6%
2,180
-15.5%
0.02%
-11.5%
Q3 2017$77,000
+2.7%
2,581
+0.0%
0.03%
-3.7%
Q2 2017$75,000
+2.7%
2,5800.0%0.03%
-3.6%
Q1 2017$73,000
-22.3%
2,580
-27.3%
0.03%
-34.9%
Q4 2016$94,000
-24.8%
3,548
-19.6%
0.04%
-33.8%
Q3 2016$125,000
+1.6%
4,4150.0%0.06%
+1.6%
Q2 2016$123,000
-3.9%
4,415
-6.7%
0.06%
-7.2%
Q1 2016$128,000
+4.9%
4,733
-4.3%
0.07%
-4.2%
Q4 2015$122,000
-13.5%
4,946
-14.0%
0.07%
-15.3%
Q3 2015$141,000
-14.0%
5,750
-5.1%
0.08%
-8.6%
Q2 2015$164,000
-3.0%
6,060
-2.1%
0.09%
-7.0%
Q1 2015$169,000
-36.9%
6,192
-31.2%
0.10%
-50.5%
Q4 2014$268,0009,0000.20%
Other shareholders
SPDR SER TR shareholders Q4 2020
NameSharesValueWeighting ↓
RHS Financial, LLC 84,882$2,251,0003.25%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 558,236$15,106,0000.95%
BCWM, LLC 65,489$17,368,0000.83%
Charles Schwab Investment Advisory, Inc. 15,192,788$402,913,0000.76%
Choate Investment Advisors 427,861$11,347,0000.73%
Versant Capital Management, Inc 34,364$911,0000.42%
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 16,373$434,0000.34%
Eagle Ridge Investment Management 74,122$1,966,0000.33%
Aspire Private Capital, LLC 19,215$510,0000.30%
MPS Loria Financial Planners, LLC 10,876$288,0000.21%
View complete list of SPDR SER TR shareholders