Appleton Partners Inc Select Sector Spdr Consumer Di Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 02, 2024	BUY	$148.04 - $181.41 $3,701 - $4,535	25 Added 0.5%	5,016 $897,000
Q3 2023 Oct 03, 2023	BUY	$158.36 - $176.97 $2,375 - $2,654	15 Added 0.3%	4,991 $803,000
Q2 2023 Jul 10, 2023	SELL	$143.54 - $169.81 $119,855 - $141,791	-835 Reduced 14.37%	4,976 $845,000
Q1 2023 Apr 10, 2023	BUY	$128.39 - $156.16 $125,180 - $152,256	975 Added 20.16%	5,811 $869,000
Q4 2022 Jan 19, 2023	BUY	$126.26 - $147.57 $269,565 - $315,061	2,135 Added 79.04%	4,836 $625,000
Q3 2022 Oct 27, 2022	BUY	$140.01 - $172.97 $26,601 - $32,864	190 Added 7.57%	2,701 $385,000
Q2 2022 Jul 08, 2022	BUY	$134.63 - $189.39 $2,019 - $2,840	15 Added 0.6%	2,511 $345,000
Q1 2022 Apr 05, 2022	BUY	$163.19 - $210.31 $79,963 - $103,051	490 Added 24.43%	2,496 $462,000
Q4 2021 Feb 03, 2022	SELL	$179.37 - $211.42 $5,381 - $6,342	-30 Reduced 1.47%	2,006 $410,000
Q3 2021 Oct 14, 2021	BUY	$175.93 - $185.89 $2,638 - $2,788	15 Added 0.74%	2,036 $365,000
Q2 2021 Jul 07, 2021	SELL	$166.65 - $179.87 $33,996 - $36,693	-204 Reduced 9.17%	2,021 $361,000
Q1 2021 Apr 19, 2021	SELL	$155.83 - $173.21 $15,583 - $17,321	-100 Reduced 4.3%	2,225 $374,000
Q4 2020 Jan 19, 2021	BUY	$142.97 - $160.78 $59,046 - $66,402	413 Added 21.6%	2,325 $374,000
Q2 2020 Aug 14, 2020	BUY	$92.41 - $133.25 $176,687 - $254,774	1,912 New	1,912 $244,000
Q1 2020 May 04, 2020	SELL	$87.45 - $132.32 $169,303 - $256,171	-1,936 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$117.45 - $126.06 $3,523 - $3,781	30 Added 1.57%	1,936 $243,000
Q3 2019 Nov 04, 2019	BUY	$119.52 - $123.67 $227,805 - $235,715	1,906 New	1,906 $230,000

Others Institutions Holding XLY

# of Institutions

1,297

Shares Held

76.8M

Call Options Held

7.35M

Put Options Held

18M

About SELECT SECTOR SPDR-CONSUMER DI

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