VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is SIMS and the CUSIP is 78468R697. A total of 26 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$6
-60.0%
190
-53.1%
0.00%
-66.7%
Q2 2023$15
+15.4%
4050.0%0.00%
+50.0%
Q1 2023$13
-13.3%
405
-8.2%
0.00%
-33.3%
Q4 2022$15
-99.9%
4410.0%0.00%0.0%
Q3 2022$14,000
-97.7%
441
-97.5%
0.00%
-97.6%
Q2 2022$602,000
-36.6%
17,998
-22.6%
0.13%
-30.2%
Q1 2022$949,000
-58.5%
23,254
-53.7%
0.18%
-56.8%
Q4 2021$2,284,000
+1.7%
50,242
-2.3%
0.42%
+3.7%
Q3 2021$2,245,000
-0.8%
51,408
+8.6%
0.41%
-1.7%
Q2 2021$2,264,000
+17.9%
47,337
+12.0%
0.41%
+10.1%
Q1 2021$1,920,000
+56.5%
42,250
+45.0%
0.38%
+45.9%
Q4 2020$1,227,000
+121.5%
29,142
+70.4%
0.26%
+102.4%
Q3 2020$554,000
+42.8%
17,107
+31.9%
0.13%
+42.7%
Q2 2020$388,000
+68.0%
12,972
+29.9%
0.09%
+39.1%
Q1 2020$231,000
-26.7%
9,989
+3.8%
0.06%
-19.0%
Q4 2019$315,000
+37.6%
9,622
+25.5%
0.08%
+25.4%
Q3 2019$229,000
+94.1%
7,668
+82.3%
0.06%
+85.3%
Q1 2019$118,0004,2060.03%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
3D ASSET MANAGEMENT, INC 14,018$419,0000.10%
VALLEY NATIONAL ADVISERS INC 7,668$229,0000.06%
Financial Engines Advisors L.L.C. 66,186$1,978,0000.01%
COMMONWEALTH EQUITY SERVICES, LLC 68,867$2,058,0000.01%
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 660$20,0000.01%
JANE STREET GROUP, LLC 15,108$451,0000.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 168$5,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 757$23,0000.00%
BANK OF AMERICA CORP /DE/ 808$24,0000.00%
View complete list of SPDR SER TR shareholders