Appleton Partners Inc Spdr Portfolio Aggregate Bond Transaction History

Appleton Partners Inc

  • $1.36 Billion
  • Q3 2024

A detailed history of Appleton Partners Inc transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Appleton Partners Inc holds 258,178 shares of SPAB stock, worth $6.57 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
258,178
Previous 248,351 3.96%
Holding current value
$6.57 Million
Previous $6.23 Million 8.31%
% of portfolio
0.5%
Previous 0.48%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 01, 2024
BUY
$24.86 - $26.33 $244,299 - $258,744
9,827 Added 3.96%
258,178 $6.75 Million
Q2 2024

Jul 02, 2024
BUY
$24.54 - $25.28 $232,565 - $239,578
9,477 Added 3.97%
248,351 $6.23 Million
Q1 2024

Apr 01, 2024
BUY
$24.99 - $25.67 $569,072 - $584,557
22,772 Added 10.54%
238,874 $6.04 Million
Q4 2023

Jan 02, 2024
SELL
$23.71 - $25.74 $1.09 Million - $1.19 Million
-46,150 Reduced 17.6%
216,102 $5.54 Million
Q3 2023

Oct 03, 2023
BUY
$24.28 - $25.47 $397,609 - $417,096
16,376 Added 6.66%
262,252 $6.38 Million
Q2 2023

Jul 10, 2023
BUY
$25.22 - $26.01 $266,247 - $274,587
10,557 Added 4.49%
245,876 $6.24 Million
Q1 2023

Apr 10, 2023
BUY
$24.92 - $26.08 $136,287 - $142,631
5,469 Added 2.38%
235,319 $6.07 Million
Q4 2022

Jan 19, 2023
BUY
$24.25 - $25.85 $255,473 - $272,329
10,535 Added 4.8%
229,850 $5.78 Million
Q3 2022

Oct 27, 2022
BUY
$24.75 - $27.0 $321,007 - $350,190
12,970 Added 6.29%
219,315 $5.47 Million
Q2 2022

Jul 08, 2022
BUY
$25.67 - $27.71 $72,646 - $78,419
2,830 Added 1.39%
206,345 $5.44 Million
Q1 2022

Apr 05, 2022
BUY
$27.54 - $29.46 $219,190 - $234,472
7,959 Added 4.07%
203,515 $5.66 Million
Q4 2021

Feb 03, 2022
BUY
$29.5 - $29.98 $240,602 - $244,516
8,156 Added 4.35%
195,556 $5.79 Million
Q3 2021

Oct 14, 2021
BUY
$29.83 - $30.33 $259,550 - $263,901
8,701 Added 4.87%
187,400 $5.59 Million
Q2 2021

Jul 07, 2021
BUY
$29.63 - $30.01 $240,091 - $243,171
8,103 Added 4.75%
178,699 $5.36 Million
Q1 2021

Apr 19, 2021
BUY
$29.52 - $30.77 $364,158 - $379,578
12,336 Added 7.79%
170,596 $5.06 Million
Q4 2020

Jan 19, 2021
BUY
$30.52 - $30.88 $208,726 - $211,188
6,839 Added 4.52%
158,260 $4.87 Million
Q3 2020

Oct 14, 2020
BUY
$30.77 - $31.23 $291,053 - $295,404
9,459 Added 6.66%
151,421 $4.67 Million
Q2 2020

Aug 14, 2020
BUY
$30.0 - $30.86 $103,170 - $106,127
3,439 Added 2.48%
141,962 $4.38 Million
Q1 2020

May 04, 2020
BUY
$27.93 - $30.83 $188,248 - $207,794
6,740 Added 5.11%
138,523 $4.19 Million
Q4 2019

Jan 13, 2020
BUY
$29.24 - $29.77 $251,522 - $256,081
8,602 Added 6.98%
131,783 $3.87 Million
Q3 2019

Nov 04, 2019
BUY
$29.25 - $29.64 $603,515 - $611,562
20,633 Added 20.12%
123,181 $3.65 Million
Q2 2019

Jul 25, 2019
BUY
N/A
25,335 Added 32.81%
102,548 $2.99 Million
Q1 2019

Apr 17, 2019
BUY
N/A
30,705 Added 66.02%
77,213 $2.2 Million
Q4 2018

Jan 17, 2019
BUY
N/A
46,508 New
46,508 $1.3 Million

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