Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 551 filers reported holding SPDR INDEX SHS FDS in Q2 2021. The put-call ratio across all filers is - and the average weighting 1.1%.

Quarter-by-quarter ownership
Valmark Advisers, Inc. ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$12,827,675
-3.3%
413,663
+1.4%
0.27%
-1.5%
Q2 2023$13,270,811
-0.8%
407,831
-2.1%
0.27%
-6.2%
Q1 2023$13,380,963
+11.0%
416,593
+2.6%
0.29%
+3.6%
Q4 2022$12,049,771
+76.5%
405,853
+53.4%
0.28%
+102.9%
Q3 2022$6,827,000
-10.3%
264,618
+0.2%
0.14%
-7.4%
Q2 2022$7,615,000
-24.0%
264,039
-9.6%
0.15%
-15.9%
Q1 2022$10,018,000
-1.9%
292,235
+4.4%
0.18%0.0%
Q4 2021$10,210,000
+11.7%
279,873
+10.8%
0.18%
+5.4%
Q3 2021$9,144,000
-0.4%
252,534
+1.2%
0.17%
-0.6%
Q2 2021$9,180,000
-3.2%
249,512
-7.0%
0.17%
-8.2%
Q1 2021$9,482,000
+3.9%
268,166
-0.9%
0.18%
-1.6%
Q4 2020$9,129,000
+13.0%
270,493
-2.0%
0.19%
+1.6%
Q3 2020$8,076,000
-3.0%
276,001
-8.4%
0.18%
-6.6%
Q2 2020$8,327,000
+90.2%
301,459
+64.8%
0.20%
+71.9%
Q1 2020$4,378,000182,8760.11%
Other shareholders
SPDR INDEX SHS FDS shareholders Q2 2021
NameSharesValueWeighting ↓
Stadion Money Management, LLC 7,639,224$236,892,33619.60%
Fairfield University 669,710$20,767,71518.42%
TRUEFG, LLC 1,207,073$37,431,32416.20%
McNamara Financial Services, Inc. 1,982,483$61,476,80915.34%
Rinkey Investments 953,846$29,578,76813.55%
Peterson Wealth Advisors, LLC 1,443,445$44,761,23112.03%
Auto-Owners Insurance Co 11,175,000$346,536,75011.57%
RESTON WEALTH MANAGEMENT LLC 708,762$21,978,70911.10%
WALLER FINANCIAL PLANNING GROUP, INC 1,217,269$37,747,49710.98%
Leicht Financial Planning & Wealth Management, Inc. 553,118$17,152,18710.59%
View complete list of SPDR INDEX SHS FDS shareholders