Valmark Advisers, Inc. - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPDW and the CUSIP is 78463X889. A total of 605 filers reported holding SPDR INDEX SHS FDS in Q3 2022. 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 Q3 2022
NameSharesValueWeighting ↓
Fairfield University 637,493$21,853,252,00017.97%
Rinkey Investments 546,920$17,413,00017.21%
TRUEFG, LLC 1,004,400$34,431,00015.63%
Landmark Wealth Management, LLC 866,288$447,992,00015.01%
McNamara Financial Services, Inc. 1,447,681$49,627,00013.47%
Tennessee Valley Asset Management Partners 1,147,061$39,321,00013.31%
RESTON WEALTH MANAGEMENT LLC 733,094$25,130,00012.89%
IAG Wealth Partners, LLC 1,132,384$38,818,00012.21%
Peterson Wealth Advisors, LLC 1,160,192$39,771,00011.77%
Stadion Money Management, LLC 6,028,539$206,658,00011.75%
View complete list of SPDR INDEX SHS FDS shareholders