Appleton Partners Inc Select Sector Spdr Fd Material Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Select Sector Spdr Fd Material stock. As of the latest transaction made, Appleton Partners Inc holds 2,505 shares of XLB stock, worth $222,068. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,505

Previous 2,362 6.05%

Holding current value

$222,068

Previous $228,000 7.46%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$83.8 - $97.58 $11,983 - $13,953	143 Added 6.05%	2,505 $211,000
Q3 2024 Oct 01, 2024	SELL	$86.95 - $97.09 $44,605 - $49,807	-513 Reduced 17.84%	2,362 $228,000
Q2 2024 Jul 02, 2024	BUY	$88.28 - $93.06 $20,392 - $21,496	231 Added 8.74%	2,875 $254,000
Q1 2024 Apr 01, 2024	SELL	$80.98 - $92.89 $122,684 - $140,728	-1,515 Reduced 36.43%	2,644 $246,000
Q4 2023 Jan 02, 2024	SELL	$74.46 - $86.21 $48,026 - $55,605	-645 Reduced 13.43%	4,159 $356,000
Q3 2023 Oct 03, 2023	SELL	$77.84 - $85.72 $38,920 - $42,860	-500 Reduced 9.43%	4,804 $377,000
Q2 2023 Jul 10, 2023	SELL	$75.02 - $82.87 $452,595 - $499,954	-6,033 Reduced 53.22%	5,304 $440,000
Q1 2023 Apr 10, 2023	BUY	$75.51 - $85.21 $599,926 - $676,993	7,945 Added 234.23%	11,337 $914,000
Q4 2022 Jan 19, 2023	SELL	$68.18 - $83.76 $4,090 - $5,025	-60 Reduced 1.74%	3,392 $264,000
Q3 2022 Oct 27, 2022	SELL	$67.32 - $81.52 $1,009 - $1,222	-15 Reduced 0.43%	3,452 $235,000
Q2 2022 Jul 08, 2022	BUY	$73.54 - $90.55 $254,963 - $313,936	3,467 New	3,467 $255,000

Others Institutions Holding XLB

# of Institutions

950

Shares Held

62.1M

Call Options Held

9.93M

Put Options Held

12.9M

View Full List

About SELECT SECTOR SPDR FD-MATERIAL

Ticker XLB
Sector ETFs
Industry ETFs

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Appleton Partners Inc Select Sector Spdr Fd Material Transaction History