SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

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

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

Q4 2025
Shares 543,535 Value ($000) $24 Avg Close — Range —
Q3 2025
Shares 270,307 Value ($000) $24 Avg Close — Range —
Q2 2025
Shares 272,588 Value ($000) $23 Avg Close — Range —
Q1 2025
Shares 273,017 Value ($000) $26 Avg Close — Range —
Q4 2024
Shares 256,413 Value ($000) $22 Avg Close — Range —
Q3 2024
Shares 253,528 Value ($000) $22 Avg Close — Range —
Q2 2024
Shares 238,362 Value ($000) $22 Avg Close — Range —
Q1 2024
Shares 245,556 Value ($000) $23 Avg Close — Range —
Q4 2023
Shares 247,306 Value ($000) $21 Avg Close — Range —
Q3 2023
Shares 219,834 Value ($000) $20 Avg Close — Range —
Q2 2023
Shares 217,266 Value ($000) $18 Avg Close — Range —
Q1 2023
Shares 180,934 Value ($000) $15 Avg Close — Range —
Q4 2022
Shares 176,304 Value ($000) $15 Avg Close — Range —
Q3 2022
Shares 162,009 Value ($000) $11,668 Avg Close — Range —
Q2 2022
Shares 160,910 Value ($000) $11,507 Avg Close — Range —
Q1 2022
Shares 133,918 Value ($000) $10,237 Avg Close — Range —
Q4 2021
Shares 86,849 Value ($000) $4,820 Avg Close — Range —
Q3 2021
Shares 76,702 Value ($000) $3,995 Avg Close — Range —
Q2 2021
Shares 69,386 Value ($000) $3,738 Avg Close — Range —
Q1 2021
Shares 62,541 Value ($000) $3,068 Avg Close — Range —
Q4 2020
Shares 54,309 Value ($000) $2,058 Avg Close — Range —
Q3 2020
Shares 53,397 Value ($000) $1,599 Avg Close — Range —
Q2 2020
Shares 48,766 Value ($000) $1,846 Avg Close — Range —
Q1 2020
Shares 49,650 Value ($000) $1,443 Avg Close — Range —
Q4 2019
Shares 45,592 Value ($000) $2,737 Avg Close — Range —
Q3 2019
Shares 49,046 Value ($000) $2,904 Avg Close — Range —
Q2 2019
Shares 48,397 Value ($000) $3,083 Avg Close — Range —
Q1 2019
Shares 47,193 Value ($000) $3,120 Avg Close — Range —
Q4 2018
Shares 43,928 Value ($000) $2,519 Avg Close — Range —
Q3 2018
Shares 39,938 Value ($000) $3,025 Avg Close — Range —
Q2 2018
Shares 34,858 Value ($000) $2,647 Avg Close — Range —
Q1 2018
Shares 29,854 Value ($000) $2,012 Avg Close — Range —
Q4 2017
Shares 28,066 Value ($000) $2,028 Avg Close — Range —
Q3 2017
Shares 28,825 Value ($000) $1,974 Avg Close — Range —
Q2 2017
Shares 27,968 Value ($000) $1,816 Avg Close — Range —
Q1 2017
Shares 28,530 Value ($000) $1,994 Avg Close — Range —
Q4 2016
Shares 5,540 Value ($000) $417 Avg Close — Range —
Q3 2016
Shares 4,245 Value ($000) $300 Avg Close — Range —