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 ↓
Private Ocean, LLC 1,266,258$60,679,0009.56%
Orcam Financial Group 69,072$3,310,0005.62%
Pinnacle Wealth Planning Services, Inc. 600,000$28,752,0005.32%
Erickson Financial Group, LLC 70,534$3,380,0003.76%
Revolve Wealth Partners, LLC 184,372$8,835,0002.95%
Avantax Planning Partners, Inc. 1,125,487$53,933,0002.43%
Collaborative Wealth Managment Inc. 66,693$3,196,0002.26%
Running Point Capital Advisors, LLC 66,567$3,190,0002.11%
Parkside Investments, LLC 193,028$9,249,0001.99%
Melone Private Wealth, LLC 43,719$2,124,0001.86%
View complete list of SPDR SER TR shareholders