Appleton Partners Inc Spdr Ser Tr Spdr Portfolio Hig Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 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 126,845 shares of SPHY stock, worth $3.02 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

126,845

Previous 124,988 1.49%

Holding current value

$3.02 Million

Previous $2.93 Million 3.14%

% of portfolio

0.21%

Previous 0.23%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$22.4 - $23.8 $41,596 - $44,196	1,857 Added 1.49%	126,845 $3.02 Million
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

484

Shares Held

259M

Call Options Held

37K

Put Options Held

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About SPDR SER TR SPDR PORTFOLIO HIG

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Appleton Partners Inc Spdr Ser Tr Spdr Portfolio Hig Transaction History