Appleton Partners Inc Utilities Sector Spdr Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 58,493 shares of XLU stock, worth $4.98 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

58,493

Previous 58,943 0.76%

Holding current value

$4.98 Million

Previous $4.65 Million 2.78%

% of portfolio

0.34%

Previous 0.36%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	$73.09 - $82.77 $32,890 - $37,246	-450 Reduced 0.76%	58,493 $4.78 Million
Q1 2025 Apr 22, 2025	BUY	$74.7 - $80.27 $432,064 - $464,281	5,784 Added 10.88%	58,943 $4.65 Million
Q4 2024 Jan 28, 2025	SELL	$74.89 - $82.93 $101,326 - $112,204	-1,353 Reduced 2.48%	53,159 $4.02 Million
Q3 2024 Oct 01, 2024	BUY	$67.67 - $80.78 $41,955 - $50,083	620 Added 1.15%	54,512 $4.4 Million
Q2 2024 Jul 02, 2024	BUY	$62.77 - $72.87 $10,670 - $12,387	170 Added 0.32%	53,892 $3.67 Million
Q1 2024 Apr 01, 2024	SELL	$59.95 - $65.65 $100,835 - $110,423	-1,682 Reduced 3.04%	53,722 $3.53 Million
Q4 2023 Jan 02, 2024	BUY	$56.19 - $65.96 $15,227 - $17,875	271 Added 0.49%	55,404 $3.51 Million
Q3 2023 Oct 03, 2023	BUY	$58.83 - $68.46 $102,364 - $119,120	1,740 Added 3.26%	55,133 $3.25 Million
Q2 2023 Jul 10, 2023	BUY	$64.34 - $69.97 $417,437 - $453,965	6,488 Added 13.83%	53,393 $3.49 Million
Q1 2023 Apr 10, 2023	BUY	$63.7 - $72.08 $67,330 - $76,188	1,057 Added 2.31%	46,905 $3.18 Million
Q4 2022 Jan 19, 2023	BUY	$61.52 - $72.67 $29,529 - $34,881	480 Added 1.06%	45,848 $3.23 Million
Q3 2022 Oct 27, 2022	BUY	$65.51 - $78.12 $111,367 - $132,804	1,700 Added 3.89%	45,368 $2.97 Million
Q2 2022 Jul 08, 2022	BUY	$64.87 - $76.96 $161,461 - $191,553	2,489 Added 6.04%	43,668 $3.06 Million
Q1 2022 Apr 05, 2022	BUY	$65.03 - $74.54 $97,935 - $112,257	1,506 Added 3.8%	41,179 $3.07 Million
Q4 2021 Feb 03, 2022	BUY	$63.88 - $71.58 $46,696 - $52,324	731 Added 1.88%	39,673 $2.84 Million
Q3 2021 Oct 14, 2021	BUY	$63.56 - $70.07 $113,327 - $124,934	1,783 Added 4.8%	38,942 $2.49 Million
Q2 2021 Jul 07, 2021	BUY	$63.23 - $67.72 $34,776 - $37,246	550 Added 1.5%	37,159 $2.35 Million
Q1 2021 Apr 19, 2021	BUY	$58.36 - $64.15 $46,396 - $50,999	795 Added 2.22%	36,609 $2.34 Million
Q4 2020 Jan 19, 2021	BUY	$59.98 - $66.76 $56,681 - $63,088	945 Added 2.71%	35,814 $2.25 Million
Q3 2020 Oct 14, 2020	BUY	$56.7 - $61.49 $66,055 - $71,635	1,165 Added 3.46%	34,869 $2.07 Million
Q2 2020 Aug 14, 2020	SELL	$51.79 - $62.83 $34,440 - $41,781	-665 Reduced 1.93%	33,704 $1.9 Million
Q1 2020 May 04, 2020	SELL	$44.93 - $70.98 $314 - $496	-7 Reduced 0.02%	34,369 $1.9 Million
Q4 2019 Jan 13, 2020	BUY	$61.37 - $64.82 $22,154 - $23,400	361 Added 1.06%	34,376 $2.22 Million
Q3 2019 Nov 04, 2019	BUY	$62.5 - $64.93 $51,437 - $53,437	823 Added 2.48%	34,015 $2.2 Million
Q2 2019 Jul 25, 2019	BUY	N/A	2,220 Added 7.17%	33,192 $1.98 Million
Q1 2019 Apr 17, 2019	BUY	N/A	5,031 Added 19.39%	30,972 $1.8 Million
Q4 2018 Jan 17, 2019	BUY	N/A	190 Added 0.74%	25,941 $1.37 Million
Q3 2018 Oct 09, 2018	BUY	N/A	6,750 Added 35.52%	25,751 $1.36 Million
Q2 2018 Aug 08, 2018	BUY	N/A	6,396 Added 50.74%	19,001 $987,000
Q1 2018 Apr 11, 2018	BUY	N/A	5,320 Added 73.03%	12,605 $637,000
Q4 2017 Jan 12, 2018	BUY	N/A	7,285	7,285 $384,000

Others Institutions Holding XLU

# of Institutions

1,579

Shares Held

144M

Call Options Held

13.6M

Put Options Held

38.6M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Account

Appleton Partners Inc Utilities Sector Spdr Transaction History