Appleton Partners Inc Financial Sector Spdr Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in Financial Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 26,640 shares of XLF stock, worth $1.31 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

26,640

Previous 22,522 18.28%

Holding current value

$1.31 Million

Previous $1.02 Million 26.15%

% of portfolio

0.1%

Previous 0.08%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$44.89 - $51.34 $184,857 - $211,418	4,118 Added 18.28%	26,640 $1.29 Million
Q3 2024 Oct 01, 2024	BUY	$40.84 - $45.74 $12,905 - $14,453	316 Added 1.42%	22,522 $1.02 Million
Q2 2024 Jul 02, 2024	BUY	$39.59 - $42.49 $4,948 - $5,311	125 Added 0.57%	22,206 $913,000
Q1 2024 Apr 01, 2024	SELL	$37.27 - $42.12 $101,262 - $114,440	-2,717 Reduced 10.96%	22,081 $930,000
Q4 2023 Jan 02, 2024	SELL	$31.45 - $37.72 $29,563 - $35,456	-940 Reduced 3.65%	24,798 $932,000
Q3 2023 Oct 03, 2023	SELL	$33.17 - $35.6 $16,651 - $17,871	-502 Reduced 1.91%	25,738 $854,000
Q2 2023 Jul 10, 2023	SELL	$31.55 - $33.71 $96,921 - $103,557	-3,072 Reduced 10.48%	26,240 $885,000
Q1 2023 Apr 10, 2023	BUY	$30.98 - $37.0 $24,288 - $29,008	784 Added 2.75%	29,312 $942,000
Q4 2022 Jan 19, 2023	BUY	$30.29 - $36.31 $125,249 - $150,141	4,135 Added 16.95%	28,528 $976,000
Q3 2022 Oct 27, 2022	BUY	$30.36 - $35.81 $43,809 - $51,673	1,443 Added 6.29%	24,393 $741,000
Q2 2022 Jul 08, 2022	BUY	$30.84 - $38.22 $392,377 - $486,273	12,723 Added 124.41%	22,950 $722,000
Q1 2022 Apr 05, 2022	BUY	$35.66 - $41.42 $29,276 - $34,005	821 Added 8.73%	10,227 $392,000
Q4 2021 Feb 03, 2022	BUY	$37.54 - $40.62 $48,914 - $52,927	1,303 Added 16.08%	9,406 $367,000
Q3 2021 Oct 14, 2021	BUY	$35.11 - $39.0 $42,202 - $46,878	1,202 Added 17.42%	8,103 $304,000
Q2 2021 Jul 07, 2021	BUY	$34.47 - $38.47 $11,202 - $12,502	325 Added 4.94%	6,901 $253,000
Q1 2021 Apr 19, 2021	BUY	$28.95 - $34.77 $190,375 - $228,647	6,576 New	6,576 $224,000
Q1 2020 May 04, 2020	SELL	$17.66 - $31.17 $133,385 - $235,427	-7,553 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$26.78 - $30.94 $1,874 - $2,165	-70 Reduced 0.92%	7,553 $232,000
Q3 2019 Nov 04, 2019	SELL	$27.86 - $28.52 $45,105 - $46,173	-1,619 Reduced 17.52%	7,623 $213,000
Q2 2019 Jul 25, 2019	BUY	N/A	9,242 New	9,242 $255,000

Others Institutions Holding XLF

# of Institutions

2,050

Shares Held

762M

Call Options Held

260M

Put Options Held

336M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

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Appleton Partners Inc Financial Sector Spdr Transaction History