Appleton Partners Inc Financial Sector Spdr Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 22,522 shares of XLF stock, worth $1.11 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
22,522
Previous 22,206 1.42%
Holding current value
$1.11 Million
Previous $913,000 11.83%
% of portfolio
0.08%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
BUY
$40.84 - $45.74 $12,905 - $14,453
316 Added 1.42%
22,522 $1.02 Million
Q2 2024

Jul 02, 2024
BUY
$39.59 - $42.49 $4,948 - $5,311
125 Added 0.57%
22,206 $913,000
Q1 2024

Apr 01, 2024
SELL
$37.27 - $42.12 $101,262 - $114,440
-2,717 Reduced 10.96%
22,081 $930,000
Q4 2023

Jan 02, 2024
SELL
$31.45 - $37.72 $29,563 - $35,456
-940 Reduced 3.65%
24,798 $932,000
Q3 2023

Oct 03, 2023
SELL
$33.17 - $35.6 $16,651 - $17,871
-502 Reduced 1.91%
25,738 $854,000
Q2 2023

Jul 10, 2023
SELL
$31.55 - $33.71 $96,921 - $103,557
-3,072 Reduced 10.48%
26,240 $885,000
Q1 2023

Apr 10, 2023
BUY
$30.98 - $37.0 $24,288 - $29,008
784 Added 2.75%
29,312 $942,000
Q4 2022

Jan 19, 2023
BUY
$30.29 - $36.31 $125,249 - $150,141
4,135 Added 16.95%
28,528 $976,000
Q3 2022

Oct 27, 2022
BUY
$30.36 - $35.81 $43,809 - $51,673
1,443 Added 6.29%
24,393 $741,000
Q2 2022

Jul 08, 2022
BUY
$30.84 - $38.22 $392,377 - $486,273
12,723 Added 124.41%
22,950 $722,000
Q1 2022

Apr 05, 2022
BUY
$35.66 - $41.42 $29,276 - $34,005
821 Added 8.73%
10,227 $392,000
Q4 2021

Feb 03, 2022
BUY
$37.54 - $40.62 $48,914 - $52,927
1,303 Added 16.08%
9,406 $367,000
Q3 2021

Oct 14, 2021
BUY
$35.11 - $39.0 $42,202 - $46,878
1,202 Added 17.42%
8,103 $304,000
Q2 2021

Jul 07, 2021
BUY
$34.47 - $38.47 $11,202 - $12,502
325 Added 4.94%
6,901 $253,000
Q1 2021

Apr 19, 2021
BUY
$28.95 - $34.77 $190,375 - $228,647
6,576 New
6,576 $224,000
Q1 2020

May 04, 2020
SELL
$17.66 - $31.17 $133,385 - $235,427
-7,553 Closed
0 $0
Q4 2019

Jan 13, 2020
SELL
$26.78 - $30.94 $1,874 - $2,165
-70 Reduced 0.92%
7,553 $232,000
Q3 2019

Nov 04, 2019
SELL
$27.86 - $28.52 $45,105 - $46,173
-1,619 Reduced 17.52%
7,623 $213,000
Q2 2019

Jul 25, 2019
BUY
N/A
9,242 New
9,242 $255,000

Others Institutions Holding XLF

# of Institutions
1,839
Shares Held
696M
Call Options Held
161M
Put Options Held
320M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email