Appleton Partners Inc Consumer Staples Sector Spdr Transaction History

Appleton Partners Inc

$1.36 Billion
Q3 2024

A detailed history of Appleton Partners Inc transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 3,442 shares of XLP stock, worth $261,729. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,442

Previous 3,266 5.39%

Holding current value

$261,729

Previous $250,000 14.4%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,255

Shares Held

175M

Call Options Held

8.17M

Put Options Held

12.4M

View Full List

About CONSUMER STAPLES SECTOR SPDR

Ticker XLP
Sector ETFs
Industry ETFs

More about XLP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Account

Appleton Partners Inc Consumer Staples Sector Spdr Transaction History