Mark Sheptoff Financial Planning, LLC Financial Sector Spdr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Financial Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 146 shares of XLF stock, worth $7,657. This represents 0.0% of its overall portfolio holdings.

Number of Shares
146
Previous 146 -0.0%
Holding current value
$7,657
Previous $7,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$47.32 - $52.19 $6,908 - $7,619
146 New
146 $7,000
Q4 2022

Feb 14, 2023
BUY
$30.29 - $36.31 $29,502 - $35,365
974 New
974 $33,000

Others Institutions Holding XLF

# of Institutions
2,169
Shares Held
763M
Call Options Held
132M
Put Options Held
244M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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