VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is SPYV and the CUSIP is 78464A508. A total of 135 filers reported holding SPDR SER TR in Q1 2018. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$180
-4.8%
4,3520.0%0.03%
-3.1%
Q2 2023$189
+5.6%
4,3520.0%0.03%
+3.2%
Q1 2023$179
+1.1%
4,3520.0%0.03%
-3.1%
Q4 2022$177
-99.9%
4,3520.0%0.03%
-3.0%
Q3 2022$158,000
-2.5%
4,3520.0%0.03%
-2.9%
Q2 2022$162,000
-21.7%
4,352
-12.2%
0.03%
-15.0%
Q1 2022$207,000
+13.1%
4,955
+13.9%
0.04%
+17.6%
Q4 2021$183,000
+7.6%
4,3520.0%0.03%
+9.7%
Q3 2021$170,000
-1.2%
4,3520.0%0.03%0.0%
Q2 2021$172,000
+4.2%
4,3520.0%0.03%
-3.1%
Q1 2021$165,000
+10.0%
4,3520.0%0.03%
+3.2%
Q4 2020$150,000
+14.5%
4,3520.0%0.03%
+3.3%
Q3 2020$131,000
+4.0%
4,3520.0%0.03%
+3.4%
Q2 2020$126,000
+12.5%
4,3520.0%0.03%
-6.5%
Q1 2020$112,000
-26.3%
4,3520.0%0.03%
-18.4%
Q4 2019$152,000
+9.4%
4,3520.0%0.04%0.0%
Q3 2019$139,000
+2.2%
4,3520.0%0.04%
+2.7%
Q2 2019$136,000
+3.0%
4,3520.0%0.04%
-2.6%
Q1 2019$132,000
+11.9%
4,3520.0%0.04%0.0%
Q4 2018$118,000
-12.6%
4,3520.0%0.04%
-19.1%
Q3 2018$135,000
+4.7%
4,3520.0%0.05%
-4.1%
Q2 2018$129,000
+0.8%
4,3520.0%0.05%
+2.1%
Q1 2018$128,000
-4.5%
4,3520.0%0.05%
+2.1%
Q4 2017$134,000
+5.5%
4,352
+300.0%
0.05%
+9.3%
Q3 2017$127,000
+2.4%
1,0880.0%0.04%
-4.4%
Q2 2017$124,000
+0.8%
1,0880.0%0.04%
-4.3%
Q1 2017$123,000
+3.4%
1,0880.0%0.05%
-14.5%
Q4 2016$119,000
+6.2%
1,0880.0%0.06%
-5.2%
Q3 2016$112,000
+2.8%
1,0880.0%0.06%
+1.8%
Q2 2016$109,000
+2.8%
1,0880.0%0.06%0.0%
Q1 2016$106,000
+1.9%
1,0880.0%0.06%
-6.6%
Q4 2015$104,000
+5.1%
1,0880.0%0.06%
+1.7%
Q3 2015$99,000
-9.2%
1,0880.0%0.06%
-3.2%
Q2 2015$109,0000.0%1,0880.0%0.06%
-3.1%
Q1 2015$109,000
+7.9%
1,0880.0%0.06%
-15.8%
Q4 2014$101,0001,0880.08%
Other shareholders
SPDR SER TR shareholders Q1 2018
NameSharesValueWeighting ↓
Choice Wealth Advisors, LLC 574,500$23,703,88916.74%
NICOLET ADVISORY SERVICES, LLC 3,399,773$138,438,74515.33%
ERTS Wealth Advisors, LLC 1,521,729$62,786,54515.12%
Willis Johnson & Associates, Inc. 3,521,640$145,302,88414.90%
Whitcomb & Hess, Inc. 937,282$38,672,26314.45%
NICOLET BANKSHARES INC 1,121,016$46,253,12014.19%
Michael S. Ryan, Inc. 359,784$14,585,66213.92%
Compton Financial Group, LLC 868,062$35,816,25313.61%
Measured Wealth Private Client Group, LLC 746,697$30,808,72312.39%
KWB Wealth 1,751,490$75,664,36212.14%
View complete list of SPDR SER TR shareholders