Mark Sheptoff Financial Planning’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio XLF Stock Details XLF Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.87K	Hold
2025 Q2	$7.65K	Hold
2025 Q1	$7.27K	Buy
2023 Q1	–	Sell
2022 Q4	$33.3K	Buy