Ownership history in APPLETON PARTNERS INC/MA · 36 quarters on record
This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in SPDR INDEX SHS FDS (QEMM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 11,874 | -1,223 | -9.3% | 0.05% | $785K | $66.15 |
| 2025 Q3 | REDUCED | 13,097 | -340 | -2.5% | 0.06% | $868K | $63.84 |
| 2025 Q2 | REDUCED | 13,437 | -1,225 | -8.4% | 0.06% | $847K | $60.70 |
| 2025 Q1 | REDUCED | 14,662 | -1,345 | -8.4% | 0.07% | $846K | $54.84 |
| 2024 Q4 | REDUCED | 16,007 | -5,550 | -25.7% | 0.07% | $913K | $54.26 |
| 2024 Q3 | REDUCED | 21,557 | -820 | -3.7% | 0.10% | $1.4M | $58.04 |
| 2024 Q2 | REDUCED | 22,377 | -1,646 | -6.9% | 0.10% | $1.3M | $53.96 |
| 2024 Q1 | REDUCED | 24,023 | -2,279 | -8.7% | 0.11% | $1.4M | $52.21 |
| 2023 Q4 | REDUCED | 26,302 | -4,705 | -15.2% | 0.12% | $1.5M | $51.69 |
| 2023 Q3 | REDUCED | 31,007 | -3,717 | -10.7% | 0.15% | $1.7M | $47.51 |
As of 2025 Q4 — sorted by position size