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Financial Select Sector SPDR shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Financial Select Sector SPDR

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Financial Select Sector SPDR by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9k 146 53.87
2025-06-30 $7.6k 146 52.37
2025-03-31 $7.3k 146 49.81
2022-12-31 $33k 974 34.20