VALLEY NATIONAL ADVISERS INC - SPDR SER TR ownership

SPDR SER TR's ticker is SMLV and the CUSIP is 78468R887. A total of 77 filers reported holding SPDR SER TR in Q1 2022. 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$19
-5.0%
1910.0%0.00%0.0%
Q2 2023$200.0%1910.0%0.00%
-25.0%
Q1 2023$20
-4.8%
1910.0%0.00%0.0%
Q4 2022$21
-99.9%
1910.0%0.00%0.0%
Q3 2022$20,0000.0%1910.0%0.00%0.0%
Q2 2022$20,000
-9.1%
1910.0%0.00%0.0%
Q1 2022$22,000
-4.3%
1910.0%0.00%0.0%
Q4 2021$23,000
+9.5%
1910.0%0.00%0.0%
Q3 2021$21,000
-4.5%
1910.0%0.00%0.0%
Q2 2021$22,000
+4.8%
1910.0%0.00%0.0%
Q1 2021$21,000
+16.7%
1910.0%0.00%0.0%
Q4 2020$18,000
+28.6%
1910.0%0.00%
+33.3%
Q3 2020$14,000
-6.7%
1910.0%0.00%0.0%
Q2 2020$15,000
-82.1%
191
-84.9%
0.00%
-87.0%
Q1 2020$84,000
-72.2%
1,266
-58.0%
0.02%
-69.7%
Q4 2019$302,000
+5.2%
3,0170.0%0.08%
-3.8%
Q3 2019$287,000
+2.1%
3,0170.0%0.08%
+2.6%
Q2 2019$281,000
+1.8%
3,0170.0%0.08%
-2.5%
Q1 2019$276,000
+9.1%
3,017
-1.2%
0.08%
-3.7%
Q4 2018$253,000
-14.5%
3,0550.0%0.08%
-20.4%
Q3 2018$296,000
-2.0%
3,055
-3.6%
0.10%
-10.4%
Q2 2018$302,000
+6.7%
3,170
-0.5%
0.12%
+9.5%
Q1 2018$283,000
-2.7%
3,1850.0%0.10%
+4.0%
Q4 2017$291,000
-4.6%
3,1850.0%0.10%
-2.9%
Q3 2017$305,000
+2.7%
3,185
-1.0%
0.10%
-2.8%
Q2 2017$297,000
-1.0%
3,217
-1.9%
0.11%
-6.1%
Q1 2017$300,000
-60.6%
3,278
-59.8%
0.11%
-67.4%
Q4 2016$762,000
+18.9%
8,153
+4.3%
0.35%
+5.7%
Q3 2016$641,000
+7.2%
7,819
+1.8%
0.33%
+6.4%
Q2 2016$598,000
+4.4%
7,677
+2.8%
0.31%
+1.3%
Q1 2016$573,000
-3.4%
7,466
-5.9%
0.31%
-12.0%
Q4 2015$593,000
+11.3%
7,938
+7.0%
0.35%
+8.0%
Q3 2015$533,000
-6.5%
7,421
+0.6%
0.32%
+0.3%
Q2 2015$570,000
+75.9%
7,377
+80.1%
0.32%
+68.6%
Q1 2015$324,0004,0950.19%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
McNaughton Wealth Management, LLC 78,042$7,718,3425.13%
Johnson & White Wealth Management, LLC 18,334$1,8131.64%
AdvisorNet Financial, Inc 62,880$6,218,8120.56%
IAG Wealth Partners, LLC 19,408$1,919,4470.54%
COWA, LLC 7,991$790,3420.53%
Grey Fox Wealth Advisors, LLC 9,737$962,9780.48%
HF Advisory Group, LLC 5,728$566,5820.42%
Congress Wealth Management LLC / DE / 168,796$16,693,9440.34%
Marshall Financial Group LLC 9,391$928,7700.34%
DOHJ, LLC 6,141$601,0340.27%
View complete list of SPDR SER TR shareholders