HighMark Wealth Management LLC - SPDR S&P 500 ETF TR ownership

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SPDR S&P 500 ETF TR's ticker is SPY and the CUSIP is 78462F103. A total of 3,361 filers reported holding SPDR S&P 500 ETF TR in Q3 2023. The put-call ratio across all filers is 1.94 and the average weighting 3.2%.

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Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of SPDR S&P 500 ETF TR
ValueSharesWeighting
Q3 2023$558,294
-5.5%
1,306
-2.0%
0.46%
+4.3%
Q2 2023$590,753
+0.8%
1,333
-6.8%
0.44%
-2.8%
Q1 2023$585,920
+7.3%
1,431
+0.2%
0.46%
+10.9%
Q4 2022$545,974
-3.5%
1,428
-10.5%
0.41%
-14.7%
Q3 2022$566,000
-3.4%
1,595
+2.6%
0.48%
+2.5%
Q2 2022$586,000
-17.3%
1,554
-1.0%
0.47%
-0.6%
Q1 2022$709,000
-3.7%
1,570
+1.4%
0.47%
+1.5%
Q4 2021$736,000
+11.0%
1,549
+0.3%
0.47%
-4.3%
Q3 2021$663,000
-2.8%
1,545
-3.1%
0.49%
-2.6%
Q2 2021$682,000
-1.6%
1,594
-8.9%
0.50%
-9.4%
Q1 2021$693,000
+6.3%
1,749
+0.3%
0.55%
-1.2%
Q4 2020$652,000
-4.8%
1,743
-14.8%
0.56%
-9.2%
Q3 2020$685,000
+8.6%
2,045
-0.1%
0.62%
-11.0%
Q2 2020$631,000
+20.2%
2,048
+0.4%
0.69%
+9.3%
Q1 2020$525,000
-20.0%
2,0400.0%0.63%
-9.4%
Q4 2019$656,000–2,040–0.70%–
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Other shareholders
SPDR S&P 500 ETF TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 136,670$64,960,50932.14%
Bromfield Sneider Wealth Advisors 56,062$26,646,73918.04%
Pure Financial Advisors, LLC 628,139$298,560,55210.30%
Stairway Partners, LLC 180,349$85,721,6838.64%
Hoese & Co LLP 17,008$7,762,2457.60%
OPTIMUM INVESTMENT ADVISORS 21,972$10,443,7295.25%
McAlister, Sweet & Associates, Inc. 10,567$5,022,6014.67%
Fifth Third Wealth Advisors LLC 29,560$14,050,1644.56%
First National Bank of Mount Dora, Trust Investment Services 34,338$16,321,1934.35%
McLean Asset Management Corp 19,937$9,329,0973.50%
View complete list of SPDR S&P 500 ETF TR shareholders