Appleton Partners Inc Utilities Sector Spdr Transaction History
Appleton Partners Inc
- $1.29 Billion
- Q1 2025
A detailed history of Appleton Partners Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Appleton Partners Inc holds 58,943 shares of XLU stock, worth $4.58 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
58,943
Previous 53,159
10.88%
Holding current value
$4.58 Million
Previous $4.02 Million
15.51%
% of portfolio
0.36%
Previous 0.3%
Shares
30 transactions
Others Institutions Holding XLU
# of Institutions
1,547Shares Held
152MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.05 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$790 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$572 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$469 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$435 Million0.18% of portfolio