Appleton Partners Inc Consumer Staples Sector Spdr Transaction History

Appleton Partners Inc

$1.41 Billion
Q2 2025

A detailed history of Appleton Partners Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 6,725 shares of XLP stock, worth $511,369. This represents 0.04% of its overall portfolio holdings.

Number of Shares

6,725

Previous 3,908 72.08%

Holding current value

$511,369

Previous $319,000 70.85%

% of portfolio

0.04%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	N/A	2,817 Added 72.08%	6,725 $545,000
Q1 2025 Apr 22, 2025	SELL	N/A	-241 Reduced 5.81%	3,908 $319,000
Q4 2024 Jan 28, 2025	BUY	N/A	707 Added 20.54%	4,149 $326,000
Q3 2024 Oct 01, 2024	BUY	$76.04 - $76.04 $13,383 - $13,383	176 Added 5.39%	3,442 $286,000
Q2 2024 Jul 02, 2024	SELL	$73.08 - $78.4 $19,000 - $20,384	-260 Reduced 7.37%	3,266 $250,000
Q1 2024 Apr 01, 2024	SELL	$71.59 - $76.36 $93,424 - $99,649	-1,305 Reduced 27.01%	3,526 $269,000
Q4 2023 Jan 02, 2024	SELL	$66.22 - $72.3 $99,462 - $108,594	-1,502 Reduced 23.72%	4,831 $348,000
Q3 2023 Oct 03, 2023	SELL	$68.8 - $76.1 $101,480 - $112,247	-1,475 Reduced 18.89%	6,333 $436,000
Q2 2023 Jul 10, 2023	BUY	$72.59 - $77.5 $50,450 - $53,862	695 Added 9.77%	7,808 $579,000
Q1 2023 Apr 10, 2023	BUY	$71.11 - $75.78 $59,234 - $63,124	833 Added 13.26%	7,113 $531,000
Q4 2022 Jan 19, 2023	BUY	$71.53 - $77.19 $449,208 - $484,753	6,280 New	6,280 $468,000

Others Institutions Holding XLP

# of Institutions

1,403

Shares Held

184M

Call Options Held

7.22M

Put Options Held

11.7M

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About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
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Appleton Partners Inc Consumer Staples Sector Spdr Transaction History