VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is XAR and the CUSIP is 78464A631. A total of 118 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is 0.91 and the average weighting 0.2%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$12
-14.3%
1100.0%0.00%0.0%
Q2 2023$14
+7.7%
1100.0%0.00%0.0%
Q1 2023$13
+8.3%
1100.0%0.00%0.0%
Q4 2022$12
-99.8%
110
+107.5%
0.00%
+100.0%
Q3 2022$5,0000.0%530.0%0.00%0.0%
Q2 2022$5,000
-28.6%
530.0%0.00%0.0%
Q1 2022$7,000
+16.7%
530.0%0.00%0.0%
Q4 2021$6,0000.0%530.0%0.00%0.0%
Q3 2021$6,000
-14.3%
530.0%0.00%0.0%
Q2 2021$7,0000.0%530.0%0.00%0.0%
Q1 2021$7,000
+16.7%
530.0%0.00%0.0%
Q4 2020$6,000
+20.0%
530.0%0.00%0.0%
Q3 2020$5,0000.0%530.0%0.00%0.0%
Q2 2020$5,000
-75.0%
53
-79.9%
0.00%
-83.3%
Q1 2020$20,000
-31.0%
2640.0%0.01%
-14.3%
Q4 2019$29,000
+3.6%
2640.0%0.01%
-12.5%
Q3 2019$28,000
+3.7%
2640.0%0.01%
+14.3%
Q2 2019$27,000
+12.5%
2640.0%0.01%0.0%
Q1 2019$24,000
+14.3%
2640.0%0.01%0.0%
Q4 2018$21,0000.0%264
+25.1%
0.01%0.0%
Q3 2018$21,000
+16.7%
2110.0%0.01%0.0%
Q2 2018$18,0000.0%2110.0%0.01%0.0%
Q1 2018$18,0000.0%2110.0%0.01%
+16.7%
Q4 2017$18,0002110.01%
Other shareholders
SPDR SER TR shareholders Q4 2017
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 189,080$21,195,8689.40%
Lee Financial Group Hawaii, Inc. 44,667$5,007,1494.60%
Anson Capital, Inc. 12,999$1,457,2442.77%
Kraft, Davis & Associates, LLC 64,399$7,069,4832.66%
SFI Advisors, LLC 21,663$2,428,4222.37%
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 34,026$3,814,3151.83%
Heirloom Wealth Management 36,550$4,097,2551.82%
STAPP WEALTH MANAGEMENT, PLLC 5,484$614,7561.18%
DB Wealth Management Group, LLC 12,876$1,443,3860.91%
Cavalier Investments, LLC 13,804$1,547,4280.61%
View complete list of SPDR SER TR shareholders