VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is SJNK and the CUSIP is 78468R408. A total of 250 filers reported holding SPDR SER TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$12
-7.7%
5000.0%0.00%0.0%
Q2 2023$13
+8.3%
5000.0%0.00%0.0%
Q1 2023$120.0%5000.0%0.00%0.0%
Q4 2022$12
-99.9%
5000.0%0.00%0.0%
Q3 2022$12,0000.0%5000.0%0.00%
-33.3%
Q2 2022$12,000
-7.7%
5000.0%0.00%
+50.0%
Q1 2022$13,000
-7.1%
5000.0%0.00%
-33.3%
Q4 2021$14,0000.0%5000.0%0.00%0.0%
Q3 2021$14,000
-33.3%
500
-34.5%
0.00%
-25.0%
Q2 2021$21,0000.0%7630.0%0.00%0.0%
Q1 2021$21,000
+61.5%
763
+52.6%
0.00%
+33.3%
Q4 2020$13,0000.0%5000.0%0.00%0.0%
Q3 2020$13,0000.0%5000.0%0.00%0.0%
Q2 2020$13,000
+8.3%
5000.0%0.00%0.0%
Q1 2020$12,000
-7.7%
5000.0%0.00%0.0%
Q4 2019$13,000
-7.1%
5000.0%0.00%
-25.0%
Q3 2019$14,0000.0%5000.0%0.00%0.0%
Q2 2019$14,0000.0%5000.0%0.00%0.0%
Q1 2019$14,000
+7.7%
5000.0%0.00%0.0%
Q4 2018$13,000
-7.1%
5000.0%0.00%
-20.0%
Q3 2018$14,0000.0%5000.0%0.01%0.0%
Q2 2018$14,0000.0%5000.0%0.01%0.0%
Q1 2018$14,0000.0%5000.0%0.01%0.0%
Q4 2017$14,0000.0%5000.0%0.01%0.0%
Q3 2017$14,0000.0%5000.0%0.01%0.0%
Q2 2017$14,0000.0%5000.0%0.01%0.0%
Q1 2017$14,0000.0%5000.0%0.01%
-16.7%
Q4 2016$14,0000.0%5000.0%0.01%
-14.3%
Q3 2016$14,000
+7.7%
5000.0%0.01%0.0%
Q2 2016$13,0000.0%5000.0%0.01%0.0%
Q1 2016$13,0000.0%5000.0%0.01%
-12.5%
Q4 2015$13,0000.0%5000.0%0.01%0.0%
Q3 2015$13,000
-7.1%
5000.0%0.01%0.0%
Q2 2015$14,000
-6.7%
5000.0%0.01%
-11.1%
Q1 2015$15,0005000.01%
Other shareholders
SPDR SER TR shareholders Q4 2017
NameSharesValueWeighting ↓
Cassaday & Co Inc. 1,104,206$28,367,00013.66%
D'Orazio & Associates, Inc. 860,220$22,099,00010.79%
Tactical Allocation Group LLC 272,315$6,996,0008.20%
NOTTINGHAM ADVISORS, INC. 952,784$24,477,0004.55%
Creative Planning 20,026,661$514,484,0004.23%
Efficient Market Advisors, LLC 749,805$19,262,0004.14%
Stratford Consulting, LLC 283,895$7,293,0003.77%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 586,443$15,066,0003.67%
Dakota Wealth Management 201,781$5,184,0003.51%
Advisory Alpha, LLC 230,698$5,922,0003.40%
View complete list of SPDR SER TR shareholders