VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYG and the CUSIP is 78464A409. A total of 694 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.97 and the average weighting 1.3%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$20
-4.8%
3360.0%0.00%
-25.0%
Q2 2023$21
+10.5%
3360.0%0.00%
+33.3%
Q1 2023$190.0%336
-8.7%
0.00%0.0%
Q4 2022$19
-99.9%
3680.0%0.00%
-25.0%
Q3 2022$19,000
-5.0%
3680.0%0.00%0.0%
Q2 2022$20,000
+900.0%
368
+1372.0%
0.00%
Q1 2022$2,000
+100.0%
25
+38.9%
0.00%
Q4 2021$1,00018
+200.0%
0.00%
Q3 2021$0
-100.0%
6
-40.0%
0.00%
Q2 2021$1,000100.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Investments & Financial Planning, LLC 387,373$22,963,46120.47%
RESTON WEALTH MANAGEMENT LLC 676,946$40,129,37720.26%
Leicht Financial Planning & Wealth Management, Inc. 494,463$29,311,78218.09%
Cordatus Wealth Management LLC 332,341$19,70118.00%
Boyd Wealth Management, LLC 445,284$26,396,43617.74%
DESTINY CAPITAL SECURITIES CORPORATION 329,340$19,523,27315.84%
Focused Wealth Management, Inc 1,396,507$82,784,93614.62%
ERTS Wealth Advisors, LLC 989,431$58,653,47414.12%
Compton Financial Group, LLC 613,318$36,357,44113.81%
Willis Johnson & Associates, Inc. 2,270,571$134,599,44813.80%
View complete list of SPDR SER TR shareholders