SPDR SER TR

Ticker: MDYV CUSIP: 78464A839 Class: S&P 400 MDCP VAL

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

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

Q4 2025
Shares 2,489 Value ($000) $0 Avg Close — Range —
Q3 2025
Shares 2,538 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 2,538 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,648 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,673 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,803 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,828 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 3,058 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 3,553 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 3,553 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 4,270 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 4,290 Value ($000) $0 Avg Close — Range —
Q4 2022
Shares 4,290 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 4,320 Value ($000) $250 Avg Close — Range —
Q2 2022
Shares 4,320 Value ($000) $261 Avg Close — Range —
Q1 2022
Shares 4,420 Value ($000) $311 Avg Close — Range —
Q4 2021
Shares 4,420 Value ($000) $314 Avg Close — Range —
Q3 2021
Shares 4,445 Value ($000) $294 Avg Close — Range —
Q2 2021
Shares 4,445 Value ($000) $300 Avg Close — Range —
Q1 2021
Shares 4,445 Value ($000) $291 Avg Close — Range —
Q4 2020
Shares 4,145 Value ($000) $230 Avg Close — Range —
Q3 2020
Shares 4,710 Value ($000) $204 Avg Close — Range —
Q2 2020
Shares 5,485 Value ($000) $234 Avg Close — Range —
Q1 2020
Shares 7,855 Value ($000) $277 Avg Close — Range —
Q4 2019
Shares 8,445 Value ($000) $463 Avg Close — Range —
Q3 2019
Shares 8,506 Value ($000) $437 Avg Close — Range —
Q2 2019
Shares 9,726 Value ($000) $500 Avg Close — Range —
Q1 2019
Shares 12,166 Value ($000) $613 Avg Close — Range —
Q4 2018
Shares 14,019 Value ($000) $622 Avg Close — Range —
Q3 2018
Shares 19,854 Value ($000) $1,067 Avg Close — Range —
Q2 2018
Shares 24,402 Value ($000) $1,270 Avg Close — Range —
Q1 2018
Shares 17,636 Value ($000) $1,754 Avg Close — Range —
Q4 2017
Shares 26,374 Value ($000) $2,712 Avg Close — Range —
Q3 2017
Shares 31,522 Value ($000) $3,121 Avg Close — Range —
Q2 2017
Shares 29,927 Value ($000) $2,882 Avg Close — Range —
Q1 2017
Shares 23,952 Value ($000) $2,308 Avg Close — Range —