Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is GWX and the CUSIP is 78463X871. A total of 201 filers reported holding SPDR INDEX SHS FDS in Q3 2023. 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$1,106,708
-1.7%
37,979
+2.9%
0.02%0.0%
Q2 2023$1,126,246
+0.7%
36,914
+2.2%
0.02%
-4.2%
Q1 2023$1,118,605
+5.2%
36,119
-0.1%
0.02%
-4.0%
Q4 2022$1,063,760
+14.1%
36,170
+1.2%
0.02%
+31.6%
Q3 2022$932,000
-10.8%
35,745
-1.0%
0.02%
-5.0%
Q2 2022$1,045,000
-19.0%
36,105
-1.6%
0.02%
-13.0%
Q1 2022$1,290,000
-2.3%
36,697
+4.9%
0.02%0.0%
Q4 2021$1,321,000
+1.4%
34,973
+3.3%
0.02%
-4.2%
Q3 2021$1,303,000
+0.7%
33,858
+1.2%
0.02%0.0%
Q2 2021$1,294,000
+4.2%
33,463
+0.7%
0.02%0.0%
Q1 2021$1,242,000
+7.8%
33,232
+2.2%
0.02%
+4.3%
Q4 2020$1,152,000
+14.7%
32,522
-1.6%
0.02%0.0%
Q3 2020$1,004,000
+3.9%
33,057
-6.4%
0.02%0.0%
Q2 2020$966,000
+10.0%
35,317
-8.4%
0.02%0.0%
Q1 2020$878,000
-28.8%
38,562
-0.4%
0.02%
-14.8%
Q4 2019$1,234,000
+1.9%
38,717
-6.1%
0.03%0.0%
Q3 2019$1,211,000
+5.0%
41,211
+7.0%
0.03%
+8.0%
Q2 2019$1,153,000
-1.4%
38,506
-0.1%
0.02%
-3.8%
Q1 2019$1,169,000
+5.9%
38,546
-2.5%
0.03%0.0%
Q4 2018$1,104,000
-25.5%
39,551
-8.2%
0.03%
-18.8%
Q3 2018$1,481,000
+0.9%
43,106
+0.8%
0.03%0.0%
Q2 2018$1,468,000
-2.7%
42,771
+0.3%
0.03%
-3.0%
Q1 2018$1,509,000
+0.2%
42,641
+0.4%
0.03%
+3.1%
Q4 2017$1,506,00042,4510.03%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Corrigan Financial, Inc. 304,394$8,870,0333.01%
CarsonAllaria Wealth Management, Ltd. 126,347$3,681,7592.99%
Eagle Bluffs Wealth Management LLC 89,753$2,615,4022.01%
N.E.W. Advisory Services LLC 437,746$12,755,9181.81%
Annapolis Financial Services, LLC 151,905$4,426,5041.28%
Upper Left Wealth Management, LLC 34,509$1,005,5931.05%
TOBIAS FINANCIAL ADVISORS, INC. 131,215$3,823,6141.00%
Baystate Wealth Management LLC 406,756$11,852,8880.98%
Aspire Private Capital, LLC 92,136$2,684,8520.88%
Resource Planning Group 25,393$737,4590.62%
View complete list of SPDR INDEX SHS FDS shareholders