VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is XSD and the CUSIP is 78464A862. A total of 162 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$21
-12.5%
1050.0%0.00%0.0%
Q2 2023$24
+20.0%
1050.0%0.00%0.0%
Q1 2023$20
+5.3%
1050.0%0.00%
+33.3%
Q4 2022$19
-99.9%
1050.0%0.00%0.0%
Q3 2022$15,000
-6.2%
1050.0%0.00%0.0%
Q2 2022$16,000
-27.3%
1050.0%0.00%
-25.0%
Q1 2022$22,000
-12.0%
1050.0%0.00%
-20.0%
Q4 2021$25,000
+19.0%
105
+1.0%
0.01%
+25.0%
Q3 2021$21,000
+5.0%
1040.0%0.00%0.0%
Q2 2021$20,000
+5.3%
1040.0%0.00%0.0%
Q1 2021$19,000
+5.6%
1040.0%0.00%0.0%
Q4 2020$18,000
+38.5%
1040.0%0.00%
+33.3%
Q3 2020$13,000
+8.3%
1040.0%0.00%0.0%
Q2 2020$12,000
+33.3%
1040.0%0.00%
+50.0%
Q1 2020$9,0001040.00%
Other shareholders
SPDR SER TR shareholders Q3 2022
NameSharesValueWeighting ↓
Hobart Private Capital, LLC 51,417$10,078,2463.83%
SFI Advisors, LLC 18,950$3,714,3903.63%
Adams Wealth Management 46,775$9,168,3673.11%
Beaumont Asset Management, L.L.C. 15,308$3,000,5902.46%
THEORY FINANCIAL LLC 17,730$3,475,2572.04%
McGuire Investment Group, LLC 41,185$8,072,6721.56%
Intrepid Financial Planning Group LLC 14,446$2,831,5601.47%
Smart Money Group LLC 13,543$2,654,6311.26%
CHEMUNG CANAL TRUST CO 27,738$5,436,9241.25%
Global Assets Advisory, LLC 5,846$1,145,9661.01%
View complete list of SPDR SER TR shareholders