Appleton Partners Inc Energy Sector Spdr Transaction History

Appleton Partners Inc

  • $1.52 Billion
  • Q4 2025

A detailed history of Appleton Partners Inc transactions in Energy Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 543,535 shares of XLE stock, worth $50 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
543,535
Previous 270,307 101.08%
Holding current value
$50 Million
Previous $24.1 Million 0.63%
% of portfolio
1.6%
Previous 1.62%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 09, 2026
BUY
$85.22 - $92.02 $23.3 Million - $25.1 Million
273,228 Added 101.08%
543,535 $24.3 Million
Q3 2025

Nov 05, 2025
SELL
$84.25 - $91.99 $192,174 - $209,829
-2,281 Reduced 0.84%
270,307 $24.1 Million
Q2 2025

Jul 22, 2025
SELL
$76.44 - $94.13 $32,792 - $40,381
-429 Reduced 0.16%
272,588 $23.1 Million
Q1 2025

Apr 22, 2025
BUY
$85.7 - $93.96 $1.42 Million - $1.56 Million
16,604 Added 6.48%
273,017 $25.5 Million
Q4 2024

Jan 28, 2025
BUY
$83.32 - $97.27 $240,378 - $280,623
2,885 Added 1.14%
256,413 $22 Million
Q3 2024

Oct 01, 2024
BUY
$84.35 - $93.39 $1.28 Million - $1.42 Million
15,166 Added 6.36%
253,528 $22.3 Million
Q2 2024

Jul 02, 2024
SELL
$88.04 - $98.08 $633,359 - $705,587
-7,194 Reduced 2.93%
238,362 $21.7 Million
Q1 2024

Apr 01, 2024
SELL
$79.91 - $94.41 $139,842 - $165,217
-1,750 Reduced 0.71%
245,556 $23.2 Million
Q4 2023

Jan 02, 2024
BUY
$81.2 - $91.96 $2.23 Million - $2.53 Million
27,472 Added 12.5%
247,306 $20.7 Million
Q3 2023

Oct 03, 2023
BUY
$79.09 - $93.36 $203,103 - $239,748
2,568 Added 1.18%
219,834 $19.9 Million
Q2 2023

Jul 10, 2023
BUY
$76.59 - $87.23 $2.78 Million - $3.17 Million
36,332 Added 20.08%
217,266 $17.6 Million
Q1 2023

Apr 10, 2023
BUY
$76.97 - $93.11 $356,371 - $431,099
4,630 Added 2.63%
180,934 $15 Million
Q4 2022

Jan 19, 2023
BUY
$76.09 - $94.08 $1.09 Million - $1.34 Million
14,295 Added 8.82%
176,304 $15.4 Million
Q3 2022

Oct 27, 2022
BUY
$67.49 - $84.09 $74,171 - $92,414
1,099 Added 0.68%
162,009 $11.7 Million
Q2 2022

Jul 08, 2022
BUY
$70.66 - $92.28 $1.91 Million - $2.49 Million
26,992 Added 20.16%
160,910 $11.5 Million
Q1 2022

Apr 05, 2022
BUY
$57.22 - $78.75 $2.69 Million - $3.71 Million
47,069 Added 54.2%
133,918 $10.2 Million
Q4 2021

Feb 03, 2022
BUY
$53.01 - $59.14 $537,892 - $600,093
10,147 Added 13.23%
86,849 $4.82 Million
Q3 2021

Oct 14, 2021
BUY
$45.79 - $54.81 $334,999 - $400,989
7,316 Added 10.54%
76,702 $4 Million
Q2 2021

Jul 07, 2021
BUY
$47.07 - $56.19 $322,194 - $384,620
6,845 Added 10.94%
69,386 $3.74 Million
Q1 2021

Apr 19, 2021
BUY
$37.96 - $53.57 $312,486 - $440,988
8,232 Added 15.16%
62,541 $3.07 Million
Q4 2020

Jan 19, 2021
BUY
$27.71 - $41.6 $25,271 - $37,939
912 Added 1.71%
54,309 $2.06 Million
Q3 2020

Oct 14, 2020
BUY
$29.95 - $38.58 $138,698 - $178,663
4,631 Added 9.5%
53,397 $1.6 Million
Q2 2020

Aug 14, 2020
SELL
$27.62 - $46.86 $24,416 - $41,424
-884 Reduced 1.78%
48,766 $1.85 Million
Q1 2020

May 04, 2020
BUY
$23.57 - $60.87 $95,647 - $247,010
4,058 Added 8.9%
49,650 $1.44 Million
Q4 2019

Jan 13, 2020
SELL
$55.9 - $61.99 $193,078 - $214,113
-3,454 Reduced 7.04%
45,592 $2.74 Million
Q3 2019

Nov 04, 2019
BUY
$59.2 - $63.13 $38,420 - $40,971
649 Added 1.34%
49,046 $2.9 Million
Q2 2019

Jul 25, 2019
BUY
N/A
1,204 Added 2.55%
48,397 $3.08 Million
Q1 2019

Apr 17, 2019
BUY
N/A
3,265 Added 7.43%
47,193 $3.12 Million
Q4 2018

Jan 17, 2019
BUY
N/A
3,990 Added 9.99%
43,928 $2.52 Million
Q3 2018

Oct 09, 2018
BUY
N/A
5,080 Added 14.57%
39,938 $3.03 Million
Q2 2018

Aug 08, 2018
BUY
N/A
5,004 Added 16.76%
34,858 $2.65 Million
Q1 2018

Apr 11, 2018
BUY
N/A
1,788 Added 6.37%
29,854 $2.01 Million
Q4 2017

Jan 12, 2018
SELL
N/A
-759 Reduced 2.63%
28,066 $2.03 Million
Q3 2017

Oct 12, 2017
BUY
N/A
28,825
28,825 $1.97 Million

Others Institutions Holding XLE

# of Institutions
2,120
Shares Held
211M
Call Options Held
56.5M
Put Options Held
125M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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