Appleton Partners Inc Spdr Ser Tr Fds Spdr Portfolio Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 05, 2022	SELL	$31.42 - $36.91 $207,717 - $244,012	-6,611 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$35.68 - $38.17 $235,880 - $252,341	6,611 New	6,611 $239,000

Others Institutions Holding SPDW

# of Institutions

955

Shares Held

487M

Call Options Held

500

Put Options Held

200

Financial Engines Advisors L.L.C. Santa Clara, CA

61.9M
Shares

$2.19 Billion
4.77% of portfolio
Creative Planning Overland Park, KS

53.4M
Shares

$1.89 Billion
1.99% of portfolio
Allworth Financial LP

29.9M
Shares

$1.06 Billion
6.96% of portfolio
Lpl Financial LLC Fort Mill, SC

27.3M
Shares

$965 Million
0.47% of portfolio
Auto Owners Insurance CO Lansing, MI

17.6M
Shares

$622 Million
16.39% of portfolio

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