Mark Sheptoff Financial Planning, LLC Select Sector Spdr Tr Real Est Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 215 shares of XLRE stock, worth $8,804. This represents 0.0% of its overall portfolio holdings.

Number of Shares
215
Previous 215 -0.0%
Holding current value
$8,804
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$35.73 - $39.2 $7,681 - $8,428
215 New
215 $8,000
Q4 2022

Feb 14, 2023
BUY
$33.77 - $39.47 $6,146 - $7,183
182 New
182 $6,000
Q3 2020

Nov 12, 2020
SELL
$33.85 - $37.14 $913 - $1,002
-27 Closed
0 $0
Q1 2019

May 10, 2019
BUY
N/A
27 New
27 $1,000

Others Institutions Holding XLRE

# of Institutions
840
Shares Held
151M
Call Options Held
490K
Put Options Held
2.31M
View Full List

About SELECT SECTOR SPDR TR REAL EST

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