HighMark Wealth Management LLC - SPDR INDEX SHS FDS ownership

SPDR INDEX SHS FDS's ticker is SPEM and the CUSIP is 78463X509. A total of 609 filers reported holding SPDR INDEX SHS FDS in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of SPDR INDEX SHS FDS
ValueSharesWeighting
Q3 2023$774,297
-31.9%
23,065
-30.3%
0.64%
-24.9%
Q2 2023$1,137,398
+1.7%
33,083
+0.9%
0.86%
-1.9%
Q1 2023$1,118,742
-90.2%
32,779
-90.5%
0.87%
-89.8%
Q4 2022$11,382,567
+9.5%
345,517
+2.3%
8.58%
-3.3%
Q3 2022$10,395,000
-4.6%
337,598
+7.2%
8.87%
+1.3%
Q2 2022$10,895,000
-13.3%
314,857
-3.2%
8.76%
+4.2%
Q1 2022$12,571,000
-2.9%
325,382
+4.3%
8.41%
+2.5%
Q4 2021$12,944,000
+4.7%
312,033
+7.3%
8.20%
-9.8%
Q3 2021$12,364,000
-2.6%
290,713
+4.2%
9.10%
-2.4%
Q2 2021$12,689,000
+7.6%
279,088
+3.5%
9.33%
-0.8%
Q1 2021$11,792,000
+5.4%
269,543
+1.5%
9.40%
-2.2%
Q4 2020$11,188,000
+17.6%
265,471
+2.0%
9.61%
+12.1%
Q3 2020$9,516,000
+8.3%
260,294
-0.9%
8.57%
-11.2%
Q2 2020$8,788,000
+20.4%
262,700
+2.4%
9.65%
+9.6%
Q1 2020$7,298,000
-18.1%
256,640
+8.2%
8.81%
-7.4%
Q4 2019$8,912,000237,1089.51%
Other shareholders
SPDR INDEX SHS FDS shareholders Q3 2023
NameSharesValueWeighting ↓
McNamara Financial Services, Inc. 1,559,029$64,684,00016.89%
Brown Financial Advisory 250,141$10,378,0009.10%
HighMark Wealth Management LLC 312,033$12,944,0008.20%
Financial Strategies Group, Inc. 381,645$15,834,0006.46%
KWB Wealth 783,847$32,522,0005.40%
Sterneck Capital Management, LLC 216,238$8,972,0005.31%
Global Strategic Investment Solutions, LLC 621,655$25,792,0004.12%
CAPITAL WEALTH MANAGEMENT, LLC 141,408$5,867,0004.11%
HARVEST GROUP WEALTH MANAGEMENT, LLC 173,599$7,203,0004.04%
Better Money Decisions, LLC 114,531$4,752,0004.00%
View complete list of SPDR INDEX SHS FDS shareholders