Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is RWX and the CUSIP is 78463X863. A total of 168 filers reported holding SPDR INDEX SHS FDS in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$524,301
-6.6%
22,048
-2.8%
0.01%0.0%
Q2 2023$561,610
-71.4%
22,673
-69.7%
0.01%
-73.8%
Q1 2023$1,964,460
-3.6%
74,751
-1.9%
0.04%
-10.6%
Q4 2022$2,038,790
+85.9%
76,160
+67.4%
0.05%
+113.6%
Q3 2022$1,097,000
-11.5%
45,506
+3.7%
0.02%
-8.3%
Q2 2022$1,239,000
-18.4%
43,892
-1.4%
0.02%
-11.1%
Q1 2022$1,518,000
-3.1%
44,503
+1.2%
0.03%0.0%
Q4 2021$1,566,000
-1.4%
43,991
-1.7%
0.03%
-6.9%
Q3 2021$1,589,000
-3.0%
44,770
+0.4%
0.03%
-3.3%
Q2 2021$1,638,000
+3.5%
44,597
-2.9%
0.03%0.0%
Q1 2021$1,582,000
+1.0%
45,914
-0.1%
0.03%
-6.2%
Q4 2020$1,566,000
+17.1%
45,941
+2.1%
0.03%
+6.7%
Q3 2020$1,337,000
-8.7%
45,010
-11.4%
0.03%
-11.8%
Q2 2020$1,464,000
+67.9%
50,791
+55.9%
0.03%
+47.8%
Q1 2020$872,000
-32.2%
32,576
-1.8%
0.02%
-17.9%
Q4 2019$1,287,000
-9.0%
33,180
-7.3%
0.03%
-9.7%
Q3 2019$1,414,000
+10.2%
35,782
+8.1%
0.03%
+10.7%
Q2 2019$1,283,000
-5.5%
33,102
-4.2%
0.03%
-6.7%
Q1 2019$1,357,000
+2.1%
34,557
-8.1%
0.03%
-6.2%
Q4 2018$1,329,000
-16.7%
37,605
-9.8%
0.03%
-8.6%
Q3 2018$1,595,000
-4.7%
41,699
-2.5%
0.04%
-5.4%
Q2 2018$1,674,000
-4.8%
42,766
-2.7%
0.04%
-5.1%
Q1 2018$1,759,000
-0.7%
43,956
+0.5%
0.04%
+2.6%
Q4 2017$1,771,000
-98.5%
43,741
-98.6%
0.04%
-98.7%
Q4 2016$114,530,000
-1.7%
3,174,341
+13.6%
2.89%
-0.6%
Q3 2016$116,510,000
+0.0%
2,793,324
-0.6%
2.91%
-0.7%
Q2 2016$116,506,000
-2.1%
2,810,296
-2.1%
2.93%
-1.7%
Q1 2016$118,957,000
+3.6%
2,869,189
-3.4%
2.98%
+1.2%
Q4 2015$114,822,000
-6.4%
2,968,734
-2.6%
2.95%
-0.6%
Q3 2015$122,690,000
-5.2%
3,046,581
-1.4%
2.97%
+0.8%
Q2 2015$129,364,000
-0.6%
3,090,400
+2.9%
2.94%
-1.1%
Q1 2015$130,105,000
+2.4%
3,003,352
-1.7%
2.97%
+0.5%
Q4 2014$127,050,000
+3.7%
3,056,286
+3.3%
2.96%
+0.7%
Q3 2014$122,545,000
-0.9%
2,959,311
+5.8%
2.94%
-1.0%
Q2 2014$123,718,000
+9.1%
2,796,517
+1.5%
2.96%
+1.7%
Q1 2014$113,429,000
+6.2%
2,755,139
+6.2%
2.92%
-0.6%
Q4 2013$106,855,000
+8.4%
2,593,572
+10.9%
2.93%
-3.4%
Q3 2013$98,567,000
+19.2%
2,339,598
+12.9%
3.04%
+4.8%
Q2 2013$82,678,0002,072,1252.90%
Other shareholders
SPDR INDEX SHS FDS shareholders Q4 2020
NameSharesValueWeighting ↓
MD Financial Management Inc. 2,344,004$69,640,0002.81%
Alhambra Investment Management LLC 39,755$1,181,0001.42%
Schoolcraft Capital LLC 73,348$2,179,1641.02%
FIFTH THIRD SECURITIES, INC. 41,734$1,239,0000.66%
One Capital Management, LLC 163,578$4,860,0000.66%
Aspire Private Capital, LLC 49,343$1,466,0000.60%
Colorado Capital Management, Inc. 21,227$631,0000.52%
MANAGED ACCOUNT SERVICES INC 48,082$1,442,0000.45%
Investors Research Corp 26,867$798,0000.39%
Kohmann Bosshard Financial Services, LLC 30,390$903,0000.33%
View complete list of SPDR INDEX SHS FDS shareholders