Appleton Partners Inc Spdr Ser Tr Spdr Portfolio Hig Transaction History

Appleton Partners Inc

  • $1.35 Billion
  • Q4 2024

A detailed history of Appleton Partners Inc transactions in Spdr Ser Tr Spdr Portfolio Hig stock. As of the latest transaction made, Appleton Partners Inc holds 120,319 shares of SPHY stock, worth $2.86 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
120,319
Previous 116,598 3.19%
Holding current value
$2.86 Million
Previous $2.8 Million 0.71%
% of portfolio
0.21%
Previous 0.21%

Shares

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

Jan 28, 2025
BUY
$23.29 - $23.93 $86,662 - $89,043
3,721 Added 3.19%
120,319 $2.82 Million
Q3 2024

Oct 01, 2024
BUY
$23.04 - $24.06 $55,226 - $57,671
2,397 Added 2.1%
116,598 $2.8 Million
Q2 2024

Jul 02, 2024
BUY
$22.82 - $23.32 $117,659 - $120,237
5,156 Added 4.73%
114,201 $2.65 Million
Q1 2024

Apr 01, 2024
BUY
$23.14 - $23.52 $83,836 - $85,212
3,623 Added 3.44%
109,045 $2.56 Million
Q4 2023

Jan 02, 2024
BUY
$21.84 - $23.52 $2.3 Million - $2.48 Million
105,422 New
105,422 $2.47 Million

Others Institutions Holding SPHY

# of Institutions
405
Shares Held
152M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO HIG

SPHY Quotes by TradingView
  • Ticker SPHY
  • Sector ETFs
  • Industry ETFs
More about SPHY
Track This Portfolio

Track Appleton Partners Inc Portfolio

Follow Appleton Partners Inc and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email