Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

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SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 472 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

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Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$18,431,889
+0.5%
549,058
+2.9%
0.38%
+2.4%
Q2 2023$18,343,424
-1.3%
533,549
-2.0%
0.37%
-6.8%
Q1 2023$18,576,724
+2.5%
544,293
-1.1%
0.40%
-4.3%
Q4 2022$18,131,274
+27.5%
550,099
+20.1%
0.42%
+46.2%
Q3 2022$14,221,000
-9.0%
458,152
+1.9%
0.29%
-5.6%
Q2 2022$15,634,000
-5.5%
449,626
+5.0%
0.30%
+4.1%
Q1 2022$16,539,000
-1.0%
428,031
+6.3%
0.29%
+1.0%
Q4 2021$16,710,000
+246.8%
402,756
+255.4%
0.29%
+227.3%
Q3 2021$4,819,000
-7.8%
113,313
-1.3%
0.09%
-8.3%
Q2 2021$5,226,000
-21.4%
114,848
-24.3%
0.10%
-25.0%
Q1 2021$6,645,000
+9.1%
151,785
+5.1%
0.13%
+3.2%
Q4 2020$6,091,000
+13.1%
144,480
-1.9%
0.12%
+1.6%
Q3 2020$5,387,000
+1.2%
147,341
-7.4%
0.12%
-2.4%
Q2 2020$5,321,000
+82.4%
159,031
+55.1%
0.12%
+64.5%
Q1 2020$2,918,000–102,542–0.08%–
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Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Luken Investment Analytics, LLC 873,458$29,321,98516.99%
McNamara Financial Services, Inc. 1,380,959$46,358,79111.57%
Sterneck Capital Management, LLC 314,176$10,546,8947.05%
CAPITAL WEALTH MANAGEMENT, LLC 378,514$12,706,7156.97%
Brown Financial Advisory 212,260$7,125,5696.31%
Brooklyn FI, LLC 329,786$11,070,9045.96%
Financial Strategies Group, Inc. 554,278$18,584,9555.86%
Horizon Investments, LLC 5,424,701$182,107,2135.54%
Stadion Money Management, LLC 1,929,170$64,762,2375.36%
Better Money Decisions, LLC 166,268$5,581,6154.91%
View complete list of SPDR INDEX SHS FDS shareholders