VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is HAIL and the CUSIP is 78468R689. A total of 7 filers reported holding SPDR SER TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$40.0%1160.0%0.00%0.0%
Q2 2023$40.0%116
-12.1%
0.00%0.0%
Q1 2023$4
-99.0%
132
-99.0%
0.00%
-98.7%
Q4 2022$416
-99.9%
12,856
-7.1%
0.08%
-16.7%
Q3 2022$432,000
-23.5%
13,845
-9.8%
0.09%
-24.4%
Q2 2022$565,000
-28.7%
15,346
-9.2%
0.12%
-21.7%
Q1 2022$792,000
-61.4%
16,897
-54.6%
0.15%
-59.9%
Q4 2021$2,054,000
-1.7%
37,199
-2.5%
0.38%
+0.3%
Q3 2021$2,090,000
-3.0%
38,168
+10.0%
0.38%
-3.8%
Q2 2021$2,154,000
+14.6%
34,699
+12.6%
0.39%
+7.1%
Q1 2021$1,880,000
+30.6%
30,809
+17.5%
0.37%
+21.5%
Q4 2020$1,439,000
+122.4%
26,221
+51.9%
0.30%
+104.1%
Q3 2020$647,000
+51.5%
17,257
+27.6%
0.15%
+51.0%
Q2 2020$427,000
+73.6%
13,525
+14.8%
0.10%
+44.1%
Q1 2020$246,000
-19.6%
11,782
+16.0%
0.07%
-11.7%
Q4 2019$306,000
+46.4%
10,156
+28.4%
0.08%
+35.1%
Q3 2019$209,000
+47.2%
7,909
+56.0%
0.06%
+46.2%
Q2 2019$142,000
+21.4%
5,071
+18.5%
0.04%
+14.7%
Q1 2019$117,0004,2800.03%
Other shareholders
SPDR SER TR shareholders Q1 2019
NameSharesValueWeighting ↓
Founders Capital Management 22,126$1,212,0000.83%
VALLEY NATIONAL ADVISERS INC 38,168$2,090,0000.38%
NWAM LLC 35,059$1,920,0000.17%
PSI Advisors, LLC 5,717$313,0000.14%
Laidlaw Wealth Management LLC 9,139$500,0000.13%
RETIREMENT CAPITAL STRATEGIES 5,895$323,0000.12%
OPTIMUM INVESTMENT ADVISORS 3,093$169,0000.07%
Gladstone Institutional Advisory LLC 8,633$4730.05%
Tidal Investments LLC 20,844$1,141,0000.04%
Fort Point Capital Partners LLC 4,775$261,0000.04%
View complete list of SPDR SER TR shareholders