Spdr S&p 500 Etf shares owned by Appleton Partners
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 23k | 573.74 |
| 2024-06-30 | $14M | 25k | 544.22 |
| 2024-03-31 | $13M | 24k | 523.07 |
| 2023-12-31 | $12M | 25k | 475.31 |
| 2023-09-30 | $11M | 27k | 427.49 |
| 2023-06-30 | $12M | 27k | 443.27 |
| 2023-03-31 | $11M | 27k | 409.41 |
| 2022-12-31 | $11M | 28k | 382.41 |
| 2022-09-30 | $10M | 28k | 357.18 |
| 2022-06-30 | $12M | 31k | 377.24 |
| 2022-03-31 | $14M | 31k | 451.63 |
| 2021-12-31 | $15M | 31k | 474.94 |
| 2021-09-30 | $13M | 31k | 429.15 |
| 2021-06-30 | $14M | 32k | 428.06 |
| 2021-03-31 | $14M | 35k | 396.32 |
| 2020-12-31 | $13M | 36k | 373.88 |
| 2020-09-30 | $12M | 37k | 334.88 |
| 2020-06-30 | $12M | 39k | 308.37 |
| 2020-03-31 | $11M | 44k | 257.75 |
| 2019-12-31 | $15M | 46k | 321.85 |
| 2019-09-30 | $14M | 48k | 296.76 |
| 2019-06-30 | $15M | 50k | 293.01 |
| 2019-03-31 | $14M | 49k | 282.48 |
| 2018-12-31 | $13M | 52k | 249.92 |
| 2018-09-30 | $16M | 55k | 290.73 |
| 2018-06-30 | $16M | 60k | 271.27 |
| 2018-03-31 | $19M | 73k | 263.15 |
| 2017-12-31 | $24M | 90k | 266.86 |
| 2017-09-30 | $25M | 99k | 251.23 |
| 2017-06-30 | $23M | 95k | 241.80 |
| 2017-03-31 | $20M | 86k | 235.74 |