SPDR S&P 500 ETF TR

Ticker: SPY CUSIP: 78462F103 Class: TR UNIT

APPLETON PARTNERS INC/MA's Holding History (CIK: 0001055290)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 20,503 Value ($000) $14 Avg Close — Range —
Q3 2025
Shares 20,618 Value ($000) $14 Avg Close — Range —
Q2 2025
Shares 21,169 Value ($000) $13 Avg Close — Range —
Q1 2025
Shares 21,814 Value ($000) $12 Avg Close — Range —
Q4 2024
Shares 22,598 Value ($000) $13 Avg Close — Range —
Q3 2024
Shares 23,211 Value ($000) $13 Avg Close — Range —
Q2 2024
Shares 25,082 Value ($000) $14 Avg Close — Range —
Q1 2024
Shares 24,448 Value ($000) $13 Avg Close — Range —
Q4 2023
Shares 25,295 Value ($000) $12 Avg Close — Range —
Q3 2023
Shares 26,466 Value ($000) $11 Avg Close — Range —
Q2 2023
Shares 27,279 Value ($000) $12 Avg Close — Range —
Q1 2023
Shares 27,347 Value ($000) $11 Avg Close — Range —
Q4 2022
Shares 28,221 Value ($000) $11 Avg Close — Range —
Q3 2022
Shares 28,098 Value ($000) $10,036 Avg Close — Range —
Q2 2022
Shares 30,644 Value ($000) $11,560 Avg Close — Range —
Q1 2022
Shares 31,260 Value ($000) $14,118 Avg Close — Range —
Q4 2021
Shares 30,968 Value ($000) $14,708 Avg Close — Range —
Q3 2021
Shares 30,903 Value ($000) $13,262 Avg Close — Range —
Q2 2021
Shares 32,215 Value ($000) $13,790 Avg Close — Range —
Q1 2021
Shares 34,871 Value ($000) $13,820 Avg Close — Range —
Q4 2020
Shares 35,568 Value ($000) $13,298 Avg Close — Range —
Q3 2020
Shares 36,870 Value ($000) $12,347 Avg Close — Range —
Q2 2020
Shares 39,051 Value ($000) $12,042 Avg Close — Range —
Q1 2020
Shares 44,341 Value ($000) $11,429 Avg Close — Range —
Q4 2019
Shares 46,220 Value ($000) $14,876 Avg Close — Range —
Q3 2019
Shares 48,220 Value ($000) $14,310 Avg Close — Range —
Q2 2019
Shares 49,507 Value ($000) $14,506 Avg Close — Range —
Q1 2019
Shares 48,726 Value ($000) $13,764 Avg Close — Range —
Q4 2018
Shares 52,085 Value ($000) $13,017 Avg Close — Range —
Q3 2018
Shares 55,203 Value ($000) $16,049 Avg Close — Range —
Q2 2018
Shares 59,995 Value ($000) $16,275 Avg Close — Range —
Q1 2018
Shares 73,414 Value ($000) $19,319 Avg Close — Range —
Q4 2017
Shares 89,797 Value ($000) $23,963 Avg Close — Range —
Q3 2017
Shares 98,790 Value ($000) $24,819 Avg Close — Range —
Q2 2017
Shares 95,182 Value ($000) $23,015 Avg Close — Range —
Q1 2017
Shares 85,659 Value ($000) $20,193 Avg Close — Range —