Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 574 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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$2,918,000102,5420.08%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,669,508$56,980,31814.19%
Luken Investment Analytics, LLC 668,276$22,808,26013.40%
Brown Financial Advisory 238,968$8,155,9787.85%
CAPITAL WEALTH MANAGEMENT, LLC 373,586$12,750,4907.32%
Sterneck Capital Management, LLC 301,544$10,291,6836.48%
Financial Strategies Group, Inc. 476,544$16,264,4506.26%
Horizon Investments, LLC 5,351,298$182,639,8015.41%
HARVEST GROUP WEALTH MANAGEMENT, LLC 245,600$8,382,3495.21%
WALLER FINANCIAL PLANNING GROUP, INC 466,954$15,937,1244.52%
Better Money Decisions, LLC 155,510$5,307,5684.48%
View complete list of SPDR INDEX SHS FDS shareholders