APPLETON PARTNERS INC/MA SPIB — SPDR SERIES TRUST PORTFOLIO IN

Ownership history in APPLETON PARTNERS INC/MA  ·  30 quarters on record

AI Ownership Summary

APPLETON PARTNERS INC/MA reported SPDR SERIES TRUST PORTFOLIO IN (SPIB) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.8% in 2026 Q1. The latest visible filing shows SPIB at 0.80% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPIB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was APPLETON PARTNERS INC/MA's position in SPDR SERIES TRUST PORTFOLIO IN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPIB was reported at 0.80% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.8% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SPIB stock page APPLETON PARTNERS INC/MA fund profile APPLETON PARTNERS INC/MA full holdings
How APPLETON PARTNERS INC/MA held SPIB — position size vs. price
% of Fund (quarterly)    SPIB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 340,815 +35,139 +11.5% 0.80% $11K 2026-04-28 $33.48
2025 Q4 ADDED — — — 305,676 +17,845 +6.2% 0.68% $10.3M 2026-01-09 $33.36
2025 Q3 ADDED — — — 287,831 +6,631 +2.4% 0.65% $9.8M 2025-11-05 $32.96
2025 Q2 ADDED — — — 281,200 +6,027 +2.2% 0.67% $9.4M 2025-07-22 $32.31
2025 Q1 ADDED — — — 275,173 +11,106 +4.2% 0.71% $9.1M 2025-04-22 $31.35
2024 Q4 ADDED — — — 264,067 +18,570 +7.6% 0.64% $8.7M 2025-01-28 $31.08
2024 Q3 ADDED — — — 245,497 +11,950 +5.1% 0.61% $8.3M 2024-10-01 $31.40
2024 Q2 ADDED — — — 233,547 +5,535 +2.4% 0.59% $7.6M 2024-07-02 $29.93
2024 Q1 REDUCED — — — 228,012 -2,008 -0.9% 0.58% $7.5M 2024-04-01 $29.57
2023 Q4 ADDED — — — 230,020 +10,667 +4.9% 0.61% $7.6M 2024-01-02 $29.51
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SPIB

As of 2026 Q1 — sorted by position size

Roberts Financial Services LLC 3Y 7Y 12.21% TRUE BLUE FINANCIAL, LLC 10.28% Fortune 45 LLC 3Y 7.91% Your Advocates Ltd., LLP 3Y 6.98% STRATEGIC PLANNING GROUP, LLC 6.73% Kagan Cocozza Asset Management 6.52% Compton Financial Group, LLC 3Y 6.26% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 6.23% Orange Investment Advisors, Inc. 3Y 7Y 5.7% Concord Asset Management, LLC/VA 5.42%

FAQ About APPLETON PARTNERS INC/MA and SPIB

These are the practical questions this page is built to answer before you even open the full history table.

How long has APPLETON PARTNERS INC/MA reported owning SPIB?

APPLETON PARTNERS INC/MA reported SPIB across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPIB position in APPLETON PARTNERS INC/MA's portfolio?

The largest reported portfolio weight for SPIB was 0.80% in 2026 Q1.

What is the latest reported SPIB position on this page?

The most recent filing on this page is 2026 Q1, when APPLETON PARTNERS INC/MA reported 340,815 shares, equal to 0.80% of portfolio, with an estimated market value of $11K.

What does the chart on this SPIB ownership page compare?

The chart compares APPLETON PARTNERS INC/MA's quarterly SPIB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did APPLETON PARTNERS INC/MA time their SPIB position?

Based on 13F filing dates vs. subsequent SPIB price moves, APPLETON PARTNERS INC/MA correctly timed 19 out of 29 reported position changes (66%). The annualised alpha on SPIB relative to SPY over the holding period was -11.1%.

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