Appleton Partners Inc Utilities Sector Spdr Transaction History

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024

A detailed history of Appleton Partners Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 53,159 shares of XLU stock, worth $4.11 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
53,159
Previous 54,512 2.48%
Holding current value
$4.11 Million
Previous $4.4 Million 8.63%
% of portfolio
0.3%
Previous 0.32%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
SELL
$74.89 - $82.93 $101,326 - $112,204
-1,353 Reduced 2.48%
53,159 $4.02 Million
Q3 2024

Oct 01, 2024
BUY
$67.67 - $80.78 $41,955 - $50,083
620 Added 1.15%
54,512 $4.4 Million
Q2 2024

Jul 02, 2024
BUY
$62.77 - $72.87 $10,670 - $12,387
170 Added 0.32%
53,892 $3.67 Million
Q1 2024

Apr 01, 2024
SELL
$59.95 - $65.65 $100,835 - $110,423
-1,682 Reduced 3.04%
53,722 $3.53 Million
Q4 2023

Jan 02, 2024
BUY
$56.19 - $65.96 $15,227 - $17,875
271 Added 0.49%
55,404 $3.51 Million
Q3 2023

Oct 03, 2023
BUY
$58.83 - $68.46 $102,364 - $119,120
1,740 Added 3.26%
55,133 $3.25 Million
Q2 2023

Jul 10, 2023
BUY
$64.34 - $69.97 $417,437 - $453,965
6,488 Added 13.83%
53,393 $3.49 Million
Q1 2023

Apr 10, 2023
BUY
$63.7 - $72.08 $67,330 - $76,188
1,057 Added 2.31%
46,905 $3.18 Million
Q4 2022

Jan 19, 2023
BUY
$61.52 - $72.67 $29,529 - $34,881
480 Added 1.06%
45,848 $3.23 Million
Q3 2022

Oct 27, 2022
BUY
$65.51 - $78.12 $111,367 - $132,804
1,700 Added 3.89%
45,368 $2.97 Million
Q2 2022

Jul 08, 2022
BUY
$64.87 - $76.96 $161,461 - $191,553
2,489 Added 6.04%
43,668 $3.06 Million
Q1 2022

Apr 05, 2022
BUY
$65.03 - $74.54 $97,935 - $112,257
1,506 Added 3.8%
41,179 $3.07 Million
Q4 2021

Feb 03, 2022
BUY
$63.88 - $71.58 $46,696 - $52,324
731 Added 1.88%
39,673 $2.84 Million
Q3 2021

Oct 14, 2021
BUY
$63.56 - $70.07 $113,327 - $124,934
1,783 Added 4.8%
38,942 $2.49 Million
Q2 2021

Jul 07, 2021
BUY
$63.23 - $67.72 $34,776 - $37,246
550 Added 1.5%
37,159 $2.35 Million
Q1 2021

Apr 19, 2021
BUY
$58.36 - $64.15 $46,396 - $50,999
795 Added 2.22%
36,609 $2.34 Million
Q4 2020

Jan 19, 2021
BUY
$59.98 - $66.76 $56,681 - $63,088
945 Added 2.71%
35,814 $2.25 Million
Q3 2020

Oct 14, 2020
BUY
$56.7 - $61.49 $66,055 - $71,635
1,165 Added 3.46%
34,869 $2.07 Million
Q2 2020

Aug 14, 2020
SELL
$51.79 - $62.83 $34,440 - $41,781
-665 Reduced 1.93%
33,704 $1.9 Million
Q1 2020

May 04, 2020
SELL
$44.93 - $70.98 $314 - $496
-7 Reduced 0.02%
34,369 $1.9 Million
Q4 2019

Jan 13, 2020
BUY
$61.37 - $64.82 $22,154 - $23,400
361 Added 1.06%
34,376 $2.22 Million
Q3 2019

Nov 04, 2019
BUY
$62.5 - $64.93 $51,437 - $53,437
823 Added 2.48%
34,015 $2.2 Million
Q2 2019

Jul 25, 2019
BUY
N/A
2,220 Added 7.17%
33,192 $1.98 Million
Q1 2019

Apr 17, 2019
BUY
N/A
5,031 Added 19.39%
30,972 $1.8 Million
Q4 2018

Jan 17, 2019
BUY
N/A
190 Added 0.74%
25,941 $1.37 Million
Q3 2018

Oct 09, 2018
BUY
N/A
6,750 Added 35.52%
25,751 $1.36 Million
Q2 2018

Aug 08, 2018
BUY
N/A
6,396 Added 50.74%
19,001 $987,000
Q1 2018

Apr 11, 2018
BUY
N/A
5,320 Added 73.03%
12,605 $637,000
Q4 2017

Jan 12, 2018
BUY
N/A
7,285
7,285 $384,000

Others Institutions Holding XLU

# of Institutions
1,551
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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