MARK SHEPTOFF FINANCIAL PLANNING, LLC - SPDR SER TR ownership

SPDR SER TR's ticker is HYMB and the CUSIP is 78464A284. A total of 223 filers reported holding SPDR SER TR in Q2 2021. The put-call ratio across all filers is 3.68 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 Q2 2021
NameSharesValueWeighting ↓
Value Monitoring, Inc. 63,025$3,833,00016.53%
Private Ocean, LLC 1,369,856$83,315,00010.91%
Tradewinds Capital Management, LLC 457,375$27,818,0005.10%
Beta Wealth Group, Inc. 82,374$5,010,0003.49%
ROBINSON CAPITAL MANAGEMENT, LLC 102,056$6,181,0003.36%
Sound Financial Strategies Group, LLC 96,206$5,851,0002.92%
RIVERSEDGE ADVISORS, LLC 121,946$7,417,0002.71%
1900 WEALTH MANAGEMENT LLC 257,059$15,635,0001.50%
Avidian Wealth Solutions, LLC 297,860$18,116,0001.39%
Veery Capital, LLC 34,231$2,082,0001.21%
View complete list of SPDR SER TR shareholders