HighMark Wealth Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 576 filers reported holding SPDR SER TR in Q3 2022. The put-call ratio across all filers is 0.90 and the average weighting 2.5%.

Quarter-by-quarter ownership
HighMark Wealth Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2024$100
+1.0%
10.0%0.00%
Q1 2024$99
+2.1%
10.0%0.00%
Q4 2023$97
+1.0%
10.0%0.00%
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 Q3 2022
NameSharesValueWeighting ↓
Abich Financial Wealth Management LLC 713,950$65,526,33144.56%
Impact Partnership Wealth, LLC 1,065,542$97,795,46625.69%
Hershey Financial Advisers, LLC 310,547$28,502,05125.58%
ALETHEA CAPITAL MANAGEMENT, LLC 360,028$33,043,39325.07%
Savior LLC 47,351$4,345,87822.61%
Titan Manages, LLC 143,087$13,132,49420.62%
Twelve Points Wealth Management LLC 620,487$56,948,32620.03%
Second Half Financial Partners, LLC 271,026$24,874,79319.91%
Hibernia Wealth Partners, LLC 597,374$54,826,74819.09%
UDINE WEALTH MANAGEMENT, INC. 253,167$23,235,66716.19%
View complete list of SPDR SER TR shareholders