Mark Sheptoff Financial Planning, LLC Utilities Sector Spdr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 180 shares of XLU stock, worth $15,976. This represents 0.01% of its overall portfolio holdings.

Number of Shares
180
Previous 180 -0.0%
Holding current value
$15,976
Previous $14,000 7.14%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024
BUY
$62.77 - $72.87 $11,298 - $13,116
180 New
180 $12,000
Q1 2023

May 11, 2023
SELL
$63.7 - $72.08 $26,180 - $29,624
-411 Reduced 48.87%
430 $29,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $6,828 - $8,066
111 Added 15.21%
841 $59,000
Q1 2022

May 12, 2022
SELL
$65.03 - $74.54 $19,509 - $22,362
-300 Reduced 29.13%
730 $54,000
Q3 2020

Nov 12, 2020
SELL
$56.7 - $61.49 $510 - $553
-9 Reduced 0.87%
1,030 $61,000
Q1 2019

May 10, 2019
BUY
N/A
9 Added 0.87%
1,039 $60,000
Q3 2017

Nov 09, 2017
BUY
N/A
1,030
1,030 $55,000

Others Institutions Holding XLU

# of Institutions
1,686
Shares Held
172M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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