Appleton Partners Inc Spdr Ser Tr Spdr Portfolio Hig Transaction History

Appleton Partners Inc

$1.29 Billion
Q1 2025

A detailed history of Appleton Partners Inc transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Appleton Partners Inc holds 124,988 shares of SPHY stock, worth $2.94 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

124,988

Previous 120,319 3.88%

Holding current value

$2.94 Million

Previous $2.82 Million 3.65%

% of portfolio

0.23%

Previous 0.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$23.32 - $23.84 $108,881 - $111,308	4,669 Added 3.88%	124,988 $2.93 Million
Q4 2024 Jan 28, 2025	BUY	$23.29 - $23.93 $86,662 - $89,043	3,721 Added 3.19%	120,319 $2.82 Million
Q3 2024 Oct 01, 2024	BUY	$23.04 - $24.06 $55,226 - $57,671	2,397 Added 2.1%	116,598 $2.8 Million
Q2 2024 Jul 02, 2024	BUY	$22.82 - $23.32 $117,659 - $120,237	5,156 Added 4.73%	114,201 $2.65 Million
Q1 2024 Apr 01, 2024	BUY	$23.14 - $23.52 $83,836 - $85,212	3,623 Added 3.44%	109,045 $2.56 Million
Q4 2023 Jan 02, 2024	BUY	$21.84 - $23.52 $2.3 Million - $2.48 Million	105,422 New	105,422 $2.47 Million

Others Institutions Holding SPHY

# of Institutions

485

Shares Held

255M

Call Options Held

11.2K

Put Options Held

7.44K

View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

Ticker SPHY
Sector ETFs
Industry ETFs

More about SPHY

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 Spdr Ser Tr Spdr Portfolio Hig Transaction History