Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is CWI and the CUSIP is 78463X848. A total of 175 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$3,588,964
-4.6%
144,193
+0.1%
0.07%
-3.9%
Q2 2023$3,762,903
-0.1%
144,007
-1.6%
0.08%
-4.9%
Q1 2023$3,765,200
+5.3%
146,335
-1.5%
0.08%
-1.2%
Q4 2022$3,574,209
+18.0%
148,554
+4.0%
0.08%
+34.4%
Q3 2022$3,029,000
-11.0%
142,831
-0.2%
0.06%
-7.6%
Q2 2022$3,402,000
-18.1%
143,071
-5.2%
0.07%
-9.6%
Q1 2022$4,154,000
-5.3%
150,956
+0.9%
0.07%
-3.9%
Q4 2021$4,387,000
+3.6%
149,678
+2.4%
0.08%
-2.6%
Q3 2021$4,236,000
+0.5%
146,233
+4.8%
0.08%
+1.3%
Q2 2021$4,215,000
+7.7%
139,568
+3.2%
0.08%
+2.7%
Q1 2021$3,912,000
+6.4%
135,302
+1.8%
0.08%0.0%
Q4 2020$3,676,000
-0.4%
132,958
-13.3%
0.08%
-10.7%
Q3 2020$3,690,000
-14.1%
153,422
-19.0%
0.08%
-16.8%
Q2 2020$4,294,000
-0.0%
189,494
-13.0%
0.10%
-9.8%
Q1 2020$4,295,000
-22.1%
217,815
+1.8%
0.11%
-6.7%
Q4 2019$5,512,000
-2.7%
213,904
-9.2%
0.12%
-4.8%
Q3 2019$5,663,000
+3.4%
235,563
+57.7%
0.13%
+5.0%
Q2 2019$5,478,000
-2.0%
149,376
-3.2%
0.12%
-3.2%
Q1 2019$5,588,000
+10.0%
154,319
-0.5%
0.12%
+1.6%
Q4 2018$5,079,000
-18.7%
155,138
-7.2%
0.12%
-10.9%
Q3 2018$6,246,000
+4.8%
167,172
+3.8%
0.14%
+3.8%
Q2 2018$5,961,000
-0.1%
161,014
+4.9%
0.13%
+0.8%
Q1 2018$5,965,000
+2.5%
153,552
+2.9%
0.13%
+4.8%
Q4 2017$5,820,000149,2290.12%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
HENGEHOLD CAPITAL MANAGEMENT LLC 1,549,606$38,569,7045.03%
PITCAIRN CO 2,039,555$50,764,5244.33%
LODESTAR PRIVATE ASSET MANAGEMENT LLC 741,984$18,467,9723.16%
Gerber Kawasaki Wealth & Investment Management 1,481,093$36,864,4292.51%
Mach-1 Financial Group, LLC 240,186$5,978,2202.48%
IAG Wealth Partners, LLC 327,249$8,145,2432.27%
HANTZ FINANCIAL SERVICES, INC. 257,547$6,4102.14%
Courage Miller Partners, LLC 188,592$4,694,0611.92%
TIEMANN INVESTMENT ADVISORS, LLC 132,497$3,297,8501.76%
Avantax Planning Partners, Inc. 1,578,763$39,295,4111.64%
View complete list of SPDR INDEX SHS FDS shareholders