HighMark Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$96
+1.1%
10.0%0.00%
Q2 2023$95
+1.1%
10.0%0.00%
Q1 2023$94
+1.1%
10.0%0.00%
Q4 2022$9310.0%0.00%
Q3 2022$010.0%0.00%
Q2 2022$010.0%0.00%
Q1 2022$010.0%0.00%
Q4 2021$010.0%0.00%
Q3 2021$010.0%0.00%
Q2 2021$010.0%0.00%
Q1 2021$010.00%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
Paragon Advisors, LLC 386,027$35,306,00017.14%
Titan Capital Management, LLC /TX 158,655$14,511,00013.00%
Frontier Wealth Management LLC 1,491,041$136,371,0009.41%
ALETHEA CAPITAL MANAGEMENT, LLC 108,084$9,885,0008.70%
Winch Advisory Services, LLC 261,771$23,942,0008.35%
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 126,323$11,554,0008.20%
Spectrum Planning & Advisory Services Inc. 70,771$6,473,0006.34%
Northstar Advisory Group, LLC 70,771$6,473,0006.34%
Synergy Asset Management, LLC 237,398$21,713,0005.04%
Strategic Asset Management, LLC 32,210$2,946,0004.14%
View complete list of SPDR SER TR shareholders