Appleton Partners Inc Technology Sector Spdr Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Technology Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 12,960 shares of XLK stock, worth $2.96 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

12,960

Previous 10,390 24.74%

Holding current value

$2.96 Million

Previous $2.35 Million 28.43%

% of portfolio

0.22%

Previous 0.17%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$220.26 - $241.44 $566,068 - $620,500	2,570 Added 24.74%	12,960 $3.01 Million
Q3 2024 Oct 01, 2024	SELL	$197.34 - $237.68 $6,314 - $7,605	-32 Reduced 0.31%	10,390 $2.35 Million
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	$116.56 - $136.15 $286,038 - $334,112	2,454 Added 30.79%	10,425 $1.3 Million
Q3 2022 Oct 27, 2022	SELL	$118.78 - $151.56 $4,988 - $6,365	-42 Reduced 0.52%	7,971 $947,000
Q2 2022 Jul 08, 2022	BUY	$123.49 - $161.47 $132,998 - $173,903	1,077 Added 15.53%	8,013 $1.02 Million
Q1 2022 Apr 05, 2022	BUY	$141.39 - $175.52 $71,543 - $88,813	506 Added 7.87%	6,936 $1.1 Million
Q3 2021 Oct 14, 2021	BUY	$147.91 - $159.7 $115,073 - $124,246	778 Added 13.77%	6,430 $960,000
Q2 2021 Jul 07, 2021	SELL	$131.31 - $147.82 $22,454 - $25,277	-171 Reduced 2.94%	5,652 $835,000
Q1 2021 Apr 19, 2021	SELL	$125.83 - $138.59 $9,437 - $10,394	-75 Reduced 1.27%	5,823 $773,000
Q4 2020 Jan 19, 2021	BUY	$110.86 - $130.52 $63,411 - $74,657	572 Added 10.74%	5,898 $767,000
Q2 2020 Aug 14, 2020	BUY	$76.54 - $104.63 $4,209 - $5,754	55 Added 1.04%	5,326 $557,000
Q3 2019 Nov 04, 2019	BUY	$79.69 - $81.76 $77,857 - $79,879	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

# of Institutions

2,401

Shares Held

182M

Call Options Held

13.7M

Put Options Held

18M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
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Appleton Partners Inc Technology Sector Spdr Transaction History