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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

Tip: Access up to 7 years of quarterly data

All positions including Spdr S&p 500 Etf held by HighMark Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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