SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

MARK SHEPTOFF FINANCIAL PLANNING, LLC's Holding History (CIK: 0001607355)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 360 Value ($000) $15 Avg Close — Range —
Q3 2025
Shares 180 Value ($000) $16 Avg Close — Range —
Q2 2025
Shares 180 Value ($000) $15 Avg Close — Range —
Q1 2025
Shares 180 Value ($000) $14 Avg Close — Range —
Q4 2024
Shares 180 Value ($000) $14 Avg Close — Range —
Q3 2024
Shares 180 Value ($000) $15 Avg Close — Range —
Q2 2024
Shares 180 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 430 Value ($000) $25 Avg Close — Range —
Q2 2023
Shares 430 Value ($000) $28 Avg Close — Range —
Q1 2023
Shares 430 Value ($000) $29 Avg Close — Range —
Q4 2022
Shares 841 Value ($000) $59 Avg Close — Range —
Q3 2022
Shares 730 Value ($000) $48 Avg Close — Range —
Q2 2022
Shares 730 Value ($000) $51 Avg Close — Range —
Q1 2022
Shares 730 Value ($000) $54 Avg Close — Range —
Q4 2021
Shares 1,030 Value ($000) $74 Avg Close — Range —
Q3 2021
Shares 1,030 Value ($000) $66 Avg Close — Range —
Q2 2021
Shares 1,030 Value ($000) $65 Avg Close — Range —
Q1 2021
Shares 1,030 Value ($000) $66 Avg Close — Range —
Q4 2020
Shares 1,030 Value ($000) $65 Avg Close — Range —
Q3 2020
Shares 1,030 Value ($000) $61 Avg Close — Range —
Q2 2020
Shares 1,039 Value ($000) $59 Avg Close — Range —
Q1 2020
Shares 1,039 Value ($000) $58 Avg Close — Range —
Q4 2019
Shares 1,039 Value ($000) $67 Avg Close — Range —
Q3 2019
Shares 1,039 Value ($000) $67 Avg Close — Range —
Q2 2019
Shares 1,039 Value ($000) $62 Avg Close — Range —
Q1 2019
Shares 1,039 Value ($000) $60 Avg Close — Range —
Q4 2018
Shares 1,030 Value ($000) $55 Avg Close — Range —
Q3 2018
Shares 1,030 Value ($000) $54 Avg Close — Range —
Q2 2018
Shares 1,030 Value ($000) $54 Avg Close — Range —
Q1 2018
Shares 1,030 Value ($000) $52 Avg Close — Range —
Q4 2017
Shares 1,030 Value ($000) $54 Avg Close — Range —
Q3 2017
Shares 1,030 Value ($000) $55 Avg Close — Range —
Q2 2017
Shares 1,030 Value ($000) $54 Avg Close — Range —
Q1 2017
Shares 1,031 Value ($000) $53 Avg Close — Range —
Q4 2016
Shares 1,030 Value ($000) $50 Avg Close — Range —
Q3 2016
Shares 1,030 Value ($000) $50 Avg Close — Range —
Q2 2016
Shares 1,030 Value ($000) $54 Avg Close — Range —
Q1 2016
Shares 1,030 Value ($000) $51 Avg Close — Range —
Q4 2015
Shares 1,030 Value ($000) $45 Avg Close — Range —
Q3 2015
Shares 600 Value ($000) $26 Avg Close — Range —
Q2 2015
Shares 600 Value ($000) $25 Avg Close — Range —
Q1 2015
Shares 600 Value ($000) $27 Avg Close — Range —
Q4 2014
Shares 600 Value ($000) $28 Avg Close — Range —
Q3 2014
Shares 600 Value ($000) $25 Avg Close — Range —
Q2 2014
Shares 600 Value ($000) $27 Avg Close — Range —
Q1 2014
Shares 800 Value ($000) $33 Avg Close — Range —