MARK SHEPTOFF FINANCIAL PLANNING, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 156 filers reported holding SPDR SER TR in Q1 2020. The put-call ratio across all filers is 1.17 and the average weighting 0.3%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q2 2023$2,901
-0.1%
1160.0%0.00%0.0%
Q1 2023$2,905
+2.3%
116
+100.0%
0.00%0.0%
Q4 2022$2,840
-5.3%
580.0%0.00%0.0%
Q3 2022$3,0000.0%580.0%0.00%0.0%
Q2 2022$3,0000.0%580.0%0.00%0.0%
Q1 2022$3,0000.0%580.0%0.00%
+100.0%
Q4 2021$3,0000.0%580.0%0.00%
-50.0%
Q3 2021$3,000
-25.0%
580.0%0.00%0.0%
Q2 2021$4,000
+33.3%
580.0%0.00%0.0%
Q1 2021$3,0000.0%580.0%0.00%0.0%
Q4 2020$3,0000.0%580.0%0.00%0.0%
Q3 2020$3,0000.0%580.0%0.00%0.0%
Q2 2020$3,0000.0%580.0%0.00%0.0%
Q1 2020$3,000580.00%
Other shareholders
SPDR SER TR shareholders Q1 2020
NameSharesValueWeighting ↓
Tradewinds Capital Management, LLC 333,312$18,239,0005.71%
Private Ocean, LLC 380,114$20,799,0005.69%
RIVERSEDGE ADVISORS, LLC 68,101$3,726,0003.30%
AFT, FORSYTH & COMPANY, INC. 30,975$1,694,952,0001.70%
Parkside Investments, LLC 74,728$4,089,0001.35%
Moloney Securities Asset Management, LLC 60,832$3,329,0001.19%
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 38,017$2,080,0001.11%
Reitz Capital Advisors LLC 15,098$826,0001.08%
Cardan Capital Partners, LLC 109,315$5,982,0000.99%
Barber Financial Group, Inc. 55,983$3,063,0000.97%
View complete list of SPDR SER TR shareholders