Appleton Partners Inc Spdr Portfolio Intermediate Te Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Appleton Partners Inc holds 245,497 shares of SPIB stock, worth $8.26 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares

245,497

Previous 233,547 5.12%

Holding current value

$8.26 Million

Previous $7.6 Million 8.84%

% of portfolio

0.61%

Previous 0.59%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 01, 2024	BUY	$32.36 - $33.78 $386,702 - $403,671	11,950 Added 5.12%	245,497 $8.28 Million
Q2 2024 Jul 02, 2024	BUY	$32.02 - $32.68 $177,230 - $180,883	5,535 Added 2.43%	233,547 $7.6 Million
Q1 2024 Apr 01, 2024	SELL	$32.38 - $32.91 $65,019 - $66,083	-2,008 Reduced 0.87%	228,012 $7.45 Million
Q4 2023 Jan 02, 2024	BUY	$30.91 - $32.89 $329,716 - $350,837	10,667 Added 4.86%	230,020 $7.55 Million
Q3 2023 Oct 03, 2023	BUY	$31.4 - $32.25 $466,509 - $479,138	14,857 Added 7.27%	219,353 $6.9 Million
Q2 2023 Jul 10, 2023	BUY	$31.95 - $32.66 $241,637 - $247,007	7,563 Added 3.84%	204,496 $6.57 Million
Q1 2023 Apr 10, 2023	BUY	$31.67 - $32.83 $127,186 - $131,845	4,016 Added 2.08%	196,933 $6.4 Million
Q4 2022 Jan 19, 2023	BUY	$30.74 - $32.36 $120,008 - $126,333	3,904 Added 2.07%	192,917 $6.14 Million
Q3 2022 Oct 27, 2022	BUY	$31.11 - $33.37 $204,237 - $219,074	6,565 Added 3.6%	189,013 $5.92 Million
Q2 2022 Jul 08, 2022	BUY	$32.03 - $34.08 $115,660 - $123,062	3,611 Added 2.02%	182,448 $5.95 Million
Q1 2022 Apr 05, 2022	BUY	$33.91 - $36.04 $123,262 - $131,005	3,635 Added 2.07%	178,837 $6.11 Million
Q4 2021 Feb 03, 2022	BUY	$35.97 - $36.6 $448,437 - $456,292	12,467 Added 7.66%	175,202 $6.33 Million
Q3 2021 Oct 14, 2021	BUY	$36.52 - $36.95 $227,957 - $230,641	6,242 Added 3.99%	162,735 $5.94 Million
Q2 2021 Jul 07, 2021	BUY	$36.19 - $36.73 $429,068 - $435,470	11,856 Added 8.2%	156,493 $5.74 Million
Q1 2021 Apr 19, 2021	BUY	$36.13 - $37.14 $365,491 - $375,708	10,116 Added 7.52%	144,637 $5.24 Million
Q4 2020 Jan 19, 2021	BUY	$36.68 - $37.18 $254,559 - $258,029	6,940 Added 5.44%	134,521 $5 Million
Q3 2020 Oct 14, 2020	BUY	$36.54 - $37.05 $258,593 - $262,202	7,077 Added 5.87%	127,581 $4.69 Million
Q2 2020 Aug 14, 2020	BUY	$33.74 - $36.53 $176,460 - $191,051	5,230 Added 4.54%	120,504 $4.4 Million
Q1 2020 May 04, 2020	BUY	$30.81 - $36.22 $131,127 - $154,152	4,256 Added 3.83%	115,274 $3.92 Million
Q4 2019 Jan 13, 2020	BUY	$35.06 - $35.42 $294,679 - $297,705	8,405 Added 8.19%	111,018 $3.92 Million
Q3 2019 Nov 04, 2019	BUY	$34.9 - $35.28 $579,514 - $585,824	16,605 Added 19.31%	102,613 $3.62 Million
Q2 2019 Jul 25, 2019	BUY	N/A	21,152 Added 32.61%	86,008 $3 Million
Q1 2019 Apr 17, 2019	BUY	N/A	28,575 Added 78.76%	64,856 $2.22 Million
Q4 2018 Jan 17, 2019	BUY	N/A	36,281 New	36,281 $1.2 Million

Others Institutions Holding SPIB

# of Institutions

527

Shares Held

197M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO INTERMEDIATE TE

Ticker SPIB
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Appleton Partners Inc Spdr Portfolio Intermediate Te Transaction History