Mark Sheptoff Financial Planning »

Consumer Staples Select Sect. SPDR shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Consumer Staples Select Sect. SPDR (XLP) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Consumer Staples Select Sect. SPDR

Tip: Access up to 7 years of quarterly data

All positions including Consumer Staples Select Sect. SPDR held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Consumer Staples Select Sect. SPDR by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2023-12-31 $22k 300 72.03
2023-09-30 $21k 300 68.81
2023-06-30 $22k 300 74.17
2023-03-31 $22k 300 74.71
2022-12-31 $22k 300 74.55
2022-09-30 $20k 300 66.67
2022-06-30 $22k 300 73.33
2022-03-31 $23k 300 76.67
2021-12-31 $23k 300 76.67
2021-09-30 $21k 300 70.00
2021-06-30 $21k 300 70.00
2021-03-31 $20k 300 66.67
2020-12-31 $20k 300 66.67
2020-09-30 $19k 300 63.33
2020-06-30 $38k 641 59.28
2020-03-31 $35k 641 54.60
2019-12-31 $21k 341 61.58
2019-09-30 $21k 341 61.58
2019-06-30 $20k 341 58.65
2019-03-31 $19k 341 55.72
2018-12-31 $15k 300 50.00
2018-09-30 $16k 300 53.33
2018-06-30 $15k 300 50.00
2018-03-31 $16k 300 53.33
2017-12-31 $17k 300 56.67
2017-09-30 $16k 300 53.33
2017-06-30 $16k 300 53.33
2017-03-31 $16k 301 53.16
2016-12-31 $16k 300 53.33
2016-09-30 $16k 300 53.33
2016-06-30 $17k 300 56.67
2016-03-31 $16k 300 53.33
2015-12-31 $15k 300 50.00

More positions owned by Mark Sheptoff Financial Planning

Microsoft Corporation (MSFT)
UnitedHealth (UNH)
Nextera Energy (NEE)
Apple (AAPL)
Pepsi (PEP)
Johnson & Johnson (JNJ)
Veeva Sys Cl A Com (VEEV)
Abbott Laboratories (ABT)
Vertex Pharmaceuticals Incorporated (VRTX)
Abbvie (ABBV)
Smucker J M Com New (SJM)
Mondelez Intl Cl A (MDLZ)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Constellation Brands Cl A (STZ)

View all positions for Mark Sheptoff Financial Planning

Top funds holding Consumer Staples Select Sect. SPDR

Bank of America Corporation
Goldman Sachs Group
UBS Group
Jpmorgan Chase & Co
Citadel Advisors
Caisse de depot et placement du Quebec
Wells Fargo & Company
Janney Montgomery Scott
Branch Banking & Trust Company
Harel Insurance Investments & Financial Services
WestEnd Advisors
Healthcare Of Ontario Pension Plan Trust Fund
Raymond James & Associates
Brevan Howard Capital Management
Squarepoint Ops

View all funds holding Consumer Staples Select Sect. SPDR