Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWO and the CUSIP is 78463X749. A total of 255 filers reported holding SPDR INDEX SHS FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$2,812,726
-6.9%
73,632
+0.1%
0.06%
-4.9%
Q2 2023$3,020,065
-12.9%
73,535
-12.7%
0.06%
-18.7%
Q1 2023$3,468,371
+0.9%
84,266
+0.2%
0.08%
-5.1%
Q4 2022$3,437,995
+6.9%
84,059
+1.1%
0.08%
+21.5%
Q3 2022$3,215,000
-11.0%
83,107
+1.5%
0.06%
-7.1%
Q2 2022$3,614,000
-20.9%
81,870
-3.2%
0.07%
-12.5%
Q1 2022$4,569,000
-5.1%
84,589
-0.6%
0.08%
-3.6%
Q4 2021$4,813,000
+12.1%
85,136
+1.2%
0.08%
+5.1%
Q3 2021$4,294,000
-1.2%
84,100
-0.3%
0.08%
-1.2%
Q2 2021$4,344,000
+10.1%
84,372
+0.9%
0.08%
+5.3%
Q1 2021$3,947,000
+6.4%
83,582
+0.1%
0.08%0.0%
Q4 2020$3,711,000
+7.0%
83,471
-5.0%
0.08%
-3.8%
Q3 2020$3,469,000
-5.5%
87,835
-6.6%
0.08%
-8.1%
Q2 2020$3,671,000
+6.2%
94,068
-2.1%
0.09%
-4.4%
Q1 2020$3,457,000
+204.9%
96,042
+336.3%
0.09%
+260.0%
Q4 2019$1,134,000
-4.9%
22,011
-4.2%
0.02%
-3.8%
Q3 2019$1,192,000
-1.9%
22,981
-5.7%
0.03%
-3.7%
Q2 2019$1,215,000
+5.1%
24,358
+5.5%
0.03%
+3.8%
Q1 2019$1,156,000
-8.0%
23,097
-18.7%
0.03%
-13.3%
Q4 2018$1,257,000
+6.4%
28,410
+14.4%
0.03%
+15.4%
Q3 2018$1,181,000
+0.3%
24,828
+1.4%
0.03%0.0%
Q2 2018$1,178,000
+3.2%
24,483
-0.8%
0.03%
+4.0%
Q1 2018$1,142,000
+0.3%
24,678
+5.9%
0.02%
+4.2%
Q4 2017$1,139,000
+100.5%
23,300
+92.1%
0.02%
+60.0%
Q4 2015$568,00012,1320.02%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Sequoia Financial Advisors, LLC 1,240,045$59,565,0006.34%
Rinet Co LLC 309,511$14,891,0005.67%
St. Louis Trust Co 283,058$13,618,0004.55%
FC Advisory LLC 135,119$6,501,0004.23%
USAdvisors Wealth Management, LLC 105,856$5,092,0003.85%
McKinley Carter Wealth Services, Inc. 218,706$10,522,0003.39%
JFS WEALTH ADVISORS, LLC 239,932$11,543,0003.04%
PDS Planning, Inc 63,940$3,076,0003.03%
C-J Advisory, Inc. 83,131$3,999,0002.80%
Dakota Wealth Management 141,160$6,791,0001.89%
View complete list of SPDR INDEX SHS FDS shareholders