Utilities SPDR shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16k | 180 | 87.21 |
| 2025-06-30 | $15k | 180 | 81.66 |
| 2025-03-31 | $14k | 180 | 78.85 |
| 2024-12-31 | $14k | 180 | 75.69 |
| 2024-09-30 | $15k | 180 | 80.78 |
| 2024-06-30 | $12k | 180 | 68.14 |
| 2023-09-30 | $25k | 430 | 58.93 |
| 2023-06-30 | $28k | 430 | 65.44 |
| 2023-03-31 | $29k | 430 | 67.69 |
| 2022-12-31 | $59k | 841 | 70.50 |
| 2022-09-30 | $48k | 730 | 65.75 |
| 2022-06-30 | $51k | 730 | 69.86 |
| 2022-03-31 | $54k | 730 | 73.97 |
| 2021-12-31 | $74k | 1.0k | 71.84 |
| 2021-09-30 | $66k | 1.0k | 64.08 |
| 2021-06-30 | $65k | 1.0k | 63.11 |
| 2021-03-31 | $66k | 1.0k | 64.08 |
| 2020-12-31 | $65k | 1.0k | 63.11 |
| 2020-09-30 | $61k | 1.0k | 59.22 |
| 2020-06-30 | $59k | 1.0k | 56.79 |
| 2020-03-31 | $58k | 1.0k | 55.82 |
| 2019-12-31 | $67k | 1.0k | 64.49 |
| 2019-09-30 | $67k | 1.0k | 64.49 |
| 2019-06-30 | $62k | 1.0k | 59.67 |
| 2019-03-31 | $60k | 1.0k | 57.75 |
| 2018-12-31 | $55k | 1.0k | 53.40 |
| 2018-09-30 | $54k | 1.0k | 52.43 |
| 2018-06-30 | $54k | 1.0k | 52.43 |
| 2018-03-31 | $52k | 1.0k | 50.49 |
| 2017-12-31 | $54k | 1.0k | 52.43 |
| 2017-09-30 | $55k | 1.0k | 53.40 |
| 2017-06-30 | $54k | 1.0k | 52.43 |
| 2017-03-31 | $53k | 1.0k | 51.41 |
| 2016-12-31 | $50k | 1.0k | 48.54 |
| 2016-09-30 | $50k | 1.0k | 48.54 |
| 2016-06-30 | $54k | 1.0k | 52.43 |
| 2016-03-31 | $51k | 1.0k | 49.51 |
| 2015-12-31 | $45k | 1.0k | 43.69 |
| 2015-09-30 | $26k | 600 | 43.33 |
| 2015-06-30 | $25k | 600 | 41.67 |
| 2015-03-31 | $27k | 600 | 45.00 |
| 2014-12-31 | $28k | 600 | 46.67 |
| 2014-09-30 | $25k | 600 | 41.67 |
| 2014-06-30 | $27k | 600 | 45.00 |
| 2014-03-31 | $33k | 800 | 41.25 |
More positions owned by Mark Sheptoff Financial Planning
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