Appleton Partners Inc Financial Sector Spdr Transaction History

Appleton Partners Inc

$1.49 Billion
Q3 2025

A detailed history of Appleton Partners Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 27,283 shares of XLF stock, worth $1.43 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

27,283

Previous 24,172 12.87%

Holding current value

$1.43 Million

Previous $1.27 Million 16.11%

% of portfolio

0.1%

Previous 0.09%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	BUY	$51.37 - $54.25 $159,812 - $168,771	3,111 Added 12.87%	27,283 $1.47 Million
Q2 2025 Jul 22, 2025	SELL	$43.92 - $52.37 $2,898 - $3,456	-66 Reduced 0.27%	24,172 $1.27 Million
Q1 2025 Apr 22, 2025	SELL	$47.32 - $52.19 $113,662 - $125,360	-2,402 Reduced 9.02%	24,238 $1.21 Million
Q4 2024 Jan 28, 2025	BUY	$44.89 - $51.34 $184,857 - $211,418	4,118 Added 18.28%	26,640 $1.29 Million
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

2,161

Shares Held

765M

Call Options Held

136M

Put Options Held

251M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

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 Financial Sector Spdr Transaction History