A detailed history of Appleton Partners Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 10,422 shares of XLK stock, worth $2.25 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,422
Previous 10,662 2.25%
Holding current value
$2.25 Million
Previous $2.22 Million 6.17%
% of portfolio
0.18%
Previous 0.17%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 02, 2024

SELL
$192.53 - $231.41 $46,207 - $55,538
-240 Reduced 2.25%
10,422 $2.36 Million
Q1 2024

Apr 01, 2024

BUY
$184.12 - $211.02 $135,144 - $154,888
734 Added 7.39%
10,662 $2.22 Million
Q4 2023

Jan 02, 2024

BUY
$160.19 - $193.07 $9,771 - $11,777
61 Added 0.62%
9,928 $1.91 Million
Q3 2023

Oct 03, 2023

SELL
$161.97 - $180.26 $14,739 - $16,403
-91 Reduced 0.91%
9,867 $1.62 Million
Q2 2023

Jul 10, 2023

SELL
$143.97 - $174.63 $65,506 - $79,456
-455 Reduced 4.37%
9,958 $1.73 Million
Q1 2023

Apr 10, 2023

SELL
$121.18 - $151.01 $1,454 - $1,812
-12 Reduced 0.12%
10,413 $1.57 Million
Q4 2022

Jan 19, 2023

BUY
$119.89 - $136.15 $294,210 - $334,112
2,454 Added 30.79%
10,425 $1.3 Million
Q3 2022

Oct 27, 2022

SELL
N/A
-42 Reduced 0.52%
7,971 $947,000
Q2 2022

Jul 08, 2022

BUY
N/A
1,077 Added 15.53%
8,013 $1.02 Million
Q1 2022

Apr 05, 2022

BUY
N/A
506 Added 7.87%
6,936 $1.1 Million
Q3 2021

Oct 14, 2021

BUY
N/A
778 Added 13.77%
6,430 $960,000
Q2 2021

Jul 07, 2021

SELL
N/A
-171 Reduced 2.94%
5,652 $835,000
Q1 2021

Apr 19, 2021

SELL
N/A
-75 Reduced 1.27%
5,823 $773,000
Q4 2020

Jan 19, 2021

BUY
N/A
572 Added 10.74%
5,898 $767,000
Q2 2020

Aug 14, 2020

BUY
N/A
55 Added 1.04%
5,326 $557,000
Q3 2019

Nov 04, 2019

BUY
N/A
977 Added 22.75%
5,271 $424,000
Q2 2019

Jul 25, 2019

BUY
N/A
4,294 New
4,294 $335,000

Others Institutions Holding XLK

About TECHNOLOGY SECTOR SPDR


  • Ticker XLK
  • Sector ETFs
  • Industry ETFs
More about XLK
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