Mark Sheptoff Financial Planning, LLC Select Sector Spdr Fund Health 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 Fund Health stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 3,844 shares of XLV stock, worth $583,634. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,844
Previous 69 5471.01%
Holding current value
$583,634
Previous $9,000 5833.33%
% of portfolio
0.27%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$129.01 - $139.72 $487,012 - $527,443
3,775 Added 5471.01%
3,844 $534,000
Q4 2022

Feb 14, 2023
BUY
$121.85 - $140.1 $6,092 - $7,005
50 Added 263.16%
69 $9,000
Q1 2019

May 10, 2019
BUY
N/A
19 New
19 $2,000

Others Institutions Holding XLV

# of Institutions
2,024
Shares Held
195M
Call Options Held
13.9M
Put Options Held
22.4M
View Full List

About SELECT SECTOR SPDR FUND-HEALTH

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