MARK SHEPTOFF FINANCIAL PLANNING, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 182 filers reported holding SPDR SER TR in Q4 2020. The put-call ratio across all filers is - 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 Q4 2020
NameSharesValueWeighting ↓
Private Ocean, LLC 1,471,828$88,427,00010.35%
Orcam Financial Group 71,708$4,308,0005.90%
Thrive Wealth Management, LLC 193,083$11,600,0003.96%
Beta Wealth Group, Inc. 91,232$5,469,0003.94%
Revolve Wealth Partners, LLC 225,845$13,569,0003.90%
Erickson Financial Group, LLC 70,181$4,216,0003.63%
BIVIN & ASSOCIATES, INC. 64,404$3,869,0003.38%
Value Monitoring, Inc. 10,027$602,0002.77%
RIVERSEDGE ADVISORS, LLC 120,851$7,261,0002.30%
ROBINSON CAPITAL MANAGEMENT, LLC 60,000$3,600,0002.24%
View complete list of SPDR SER TR shareholders