Appleton Partners Inc Spdr Series Tr Spdr S&P Divide Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Appleton Partners Inc holds 5,110 shares of SDY stock, worth $683,666. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,110

Previous 5,305 3.68%

Holding current value

$683,666

Previous $754,000 10.48%

% of portfolio

0.05%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$131.66 - $144.0 $25,673 - $28,080	-195 Reduced 3.68%	5,110 $675,000
Q2 2024 Jul 02, 2024	SELL	$124.6 - $132.46 $41,990 - $44,639	-337 Reduced 5.97%	5,305 $675,000
Q1 2024 Apr 01, 2024	SELL	$122.28 - $131.24 $13,206 - $14,173	-108 Reduced 1.88%	5,642 $740,000
Q3 2023 Oct 03, 2023	SELL	$115.01 - $127.58 $38,873 - $43,122	-338 Reduced 5.55%	5,750 $661,000
Q1 2023 Apr 10, 2023	SELL	$117.74 - $132.18 $26,491 - $29,740	-225 Reduced 3.56%	6,088 $753,000
Q4 2022 Jan 19, 2023	BUY	$112.65 - $131.57 $39,202 - $45,786	348 Added 5.83%	6,313 $790,000
Q2 2022 Jul 08, 2022	SELL	$114.07 - $132.3 $120,686 - $139,973	-1,058 Reduced 15.06%	5,965 $708,000
Q1 2022 Apr 05, 2022	SELL	$121.65 - $130.75 $2,433 - $2,615	-20 Reduced 0.28%	7,023 $900,000
Q4 2021 Feb 03, 2022	BUY	$118.81 - $129.12 $140,433 - $152,619	1,182 Added 20.17%	7,043 $909,000
Q3 2021 Oct 14, 2021	BUY	$117.12 - $125.76 $4,684 - $5,030	40 Added 0.69%	5,861 $689,000
Q2 2021 Jul 07, 2021	SELL	$118.74 - $127.47 $21,966 - $23,581	-185 Reduced 3.08%	5,821 $712,000
Q1 2021 Apr 19, 2021	SELL	$104.47 - $119.79 $2,089 - $2,395	-20 Reduced 0.33%	6,006 $709,000
Q4 2020 Jan 19, 2021	SELL	$91.76 - $107.36 $2,294 - $2,684	-25 Reduced 0.41%	6,026 $638,000
Q3 2020 Oct 14, 2020	BUY	$88.24 - $98.33 $8,824 - $9,833	100 Added 1.68%	6,051 $559,000
Q1 2020 May 04, 2020	SELL	$68.26 - $108.76 $1,365 - $2,175	-20 Reduced 0.33%	5,951 $475,000
Q4 2019 Jan 13, 2020	SELL	$98.73 - $107.77 $47,390 - $51,729	-480 Reduced 7.44%	5,971 $642,000
Q3 2019 Nov 04, 2019	SELL	$101.59 - $103.8 $29,359 - $29,998	-289 Reduced 4.29%	6,451 $662,000
Q2 2019 Jul 25, 2019	BUY	N/A	54 Added 0.81%	6,740 $680,000
Q1 2019 Apr 17, 2019	SELL	N/A	-110 Reduced 1.62%	6,686 $665,000
Q4 2018 Jan 17, 2019	SELL	N/A	-140 Reduced 2.02%	6,796 $608,000
Q3 2018 Oct 09, 2018	BUY	N/A	243 Added 3.63%	6,936 $679,000
Q2 2018 Aug 08, 2018	BUY	N/A	325 Added 5.1%	6,693 $620,000
Q1 2018 Apr 11, 2018	SELL	N/A	-65 Reduced 1.01%	6,368 $581,000
Q4 2017 Jan 12, 2018	SELL	N/A	-200 Reduced 3.02%	6,433 $608,000
Q3 2017 Oct 12, 2017	BUY	N/A	6,633	6,633 $606,000

Others Institutions Holding SDY

# of Institutions

1,272

Shares Held

68M

Call Options Held

51K

Put Options Held

46K

View Full List

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Appleton Partners Inc Spdr Series Tr Spdr S&P Divide Transaction History