SELECT SECTOR SPDR TR

Ticker: XLB CUSIP: 81369Y100 Class: SBI MATERIALS

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

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

Q4 2025
Shares 4,431 Value ($000) $0 Avg Close — Range —
Q2 2025
Shares 2,377 Value ($000) $0 Avg Close — Range —
Q1 2025
Shares 2,339 Value ($000) $0 Avg Close — Range —
Q4 2024
Shares 2,505 Value ($000) $0 Avg Close — Range —
Q3 2024
Shares 2,362 Value ($000) $0 Avg Close — Range —
Q2 2024
Shares 2,875 Value ($000) $0 Avg Close — Range —
Q1 2024
Shares 2,644 Value ($000) $0 Avg Close — Range —
Q4 2023
Shares 4,159 Value ($000) $0 Avg Close — Range —
Q3 2023
Shares 4,804 Value ($000) $0 Avg Close — Range —
Q2 2023
Shares 5,304 Value ($000) $0 Avg Close — Range —
Q1 2023
Shares 11,337 Value ($000) $1 Avg Close — Range —
Q4 2022
Shares 3,392 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 3,452 Value ($000) $235 Avg Close — Range —
Q2 2022
Shares 3,467 Value ($000) $255 Avg Close — Range —