Mark Sheptoff Financial Planning, LLC Consumer Staples Sector Spdr Transaction History

Mark Sheptoff Financial Planning, LLC

  • $180 Million
  • Q2 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 139 shares of XLP stock, worth $10,569. This represents 0.01% of its overall portfolio holdings.

Number of Shares
139
Previous 139 -0.0%
Holding current value
$10,569
Previous $10,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 13, 2025
SELL
N/A
-300 Reduced 68.34%
139 $10,000
Q2 2024

Aug 12, 2024
BUY
$73.08 - $78.4 $10,158 - $10,897
139 Added 46.33%
439 $33,000
Q3 2020

Nov 12, 2020
SELL
N/A
-341 Reduced 53.2%
300 $19,000
Q1 2020

May 07, 2020
BUY
N/A
300 Added 87.98%
641 $35,000
Q1 2019

May 10, 2019
BUY
N/A
41 Added 13.67%
341 $19,000
Q3 2017

Nov 09, 2017
BUY
N/A
300
300 $16,000

Others Institutions Holding XLP

# of Institutions
1,399
Shares Held
184M
Call Options Held
7.22M
Put Options Held
11.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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