Spdr S&p 500 Etf shares owned by HighMark Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by HighMark Wealth Management
from 13F filings
Historical chart of HighMark Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by HighMark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $785k | 1.2k | 666.41 |
| 2025-06-30 | $735k | 1.2k | 617.81 |
| 2025-03-31 | $817k | 1.5k | 559.28 |
| 2024-12-31 | $842k | 1.4k | 586.20 |
| 2024-09-30 | $659k | 1.1k | 573.85 |
| 2024-06-30 | $625k | 1.1k | 544.18 |
| 2024-03-31 | $673k | 1.2k | 545.38 |
| 2023-12-31 | $597k | 1.3k | 475.45 |
| 2023-09-30 | $558k | 1.3k | 427.48 |
| 2023-06-30 | $591k | 1.3k | 443.18 |
| 2023-03-31 | $586k | 1.4k | 409.45 |
| 2022-12-31 | $546k | 1.4k | 382.33 |
| 2022-09-30 | $566k | 1.6k | 354.86 |
| 2022-06-30 | $586k | 1.6k | 377.09 |
| 2022-03-31 | $709k | 1.6k | 451.59 |
| 2021-12-31 | $736k | 1.5k | 475.15 |
| 2021-09-30 | $663k | 1.5k | 429.13 |
| 2021-06-30 | $682k | 1.6k | 427.85 |
| 2021-03-31 | $693k | 1.7k | 396.23 |
| 2020-12-31 | $652k | 1.7k | 374.07 |
| 2020-09-30 | $685k | 2.0k | 334.96 |
| 2020-06-30 | $631k | 2.0k | 308.11 |
| 2020-03-31 | $526k | 2.0k | 257.72 |
| 2019-12-31 | $656k | 2.0k | 321.57 |
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