VALLEY NATIONAL ADVISERS INC - SSGA ACTIVE TR ownership

SSGA ACTIVE TR's ticker is STOT and the CUSIP is 78470P200. A total of 41 filers reported holding SSGA ACTIVE TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
VALLEY NATIONAL ADVISERS INC ownership history of SSGA ACTIVE TR
ValueSharesWeighting
Q3 2023$106
-5.4%
2,279
-4.9%
0.02%0.0%
Q2 2023$112
-8.9%
2,397
-9.8%
0.02%
-13.6%
Q1 2023$123
-15.8%
2,656
-16.2%
0.02%
-15.4%
Q4 2022$146
-99.9%
3,171
-47.2%
0.03%
-54.4%
Q3 2022$276,000
-52.2%
6,009
-51.6%
0.06%
-53.3%
Q2 2022$578,000
-83.2%
12,425
-82.7%
0.12%
-81.5%
Q1 2022$3,434,000
-15.1%
72,001
-12.6%
0.66%
-11.8%
Q4 2021$4,045,000
-37.6%
82,387
-37.0%
0.75%
-36.3%
Q3 2021$6,478,000
-4.4%
130,696
-4.0%
1.17%
-5.3%
Q2 2021$6,777,000
-13.2%
136,199
-13.4%
1.24%
-18.9%
Q1 2021$7,804,000
-14.7%
157,189
-14.3%
1.52%
-20.5%
Q4 2020$9,145,000
-25.8%
183,524
-26.0%
1.92%
-32.0%
Q3 2020$12,331,000
+0.5%
247,850
+0.2%
2.82%
-0.1%
Q2 2020$12,265,000
+1.8%
247,337
-1.1%
2.82%
-15.2%
Q1 2020$12,054,000
+1546.7%
249,975
+1589.4%
3.33%
+1720.2%
Q4 2019$732,000
+87.7%
14,797
+88.4%
0.18%
+71.0%
Q3 2019$390,000
+406.5%
7,855
+406.1%
0.11%
+409.5%
Q2 2019$77,0001,5520.02%
Other shareholders
SSGA ACTIVE TR shareholders Q4 2022
NameSharesValueWeighting ↓
Spinnaker Investment Group, LLC 390,413$17,992,1736.40%
Hofer & Associates. Inc 118,474$5,459,8905.44%
ODonnell Financial Services, LLC 4,638$213,7201.96%
Elmwood Wealth Management, Inc. 79,794$3,677,3071.84%
KLR INVESTMENT ADVISORS, LLC 13,654$629,2450.52%
EXENCIAL WEALTH ADVISORS, LLC 73,061$3,367,0160.18%
KRAEMATON INVESTMENT ADVISORS, INC 3,607$166,2500.18%
Truadvice, LLC 5,442$252,5920.13%
Larson Financial Group LLC 21,709$1,000,4600.12%
GREATMARK INVESTMENT PARTNERS, INC. 12,500$576,0630.10%
View complete list of SSGA ACTIVE TR shareholders