SEC 13F Intelligence

Appleton Partners Inc/Ma / FLRN

Appleton Partners Inc/Ma’s Spdr Series Trust Position

Does Appleton Partners Inc/Ma own Spdr Series Trust (FLRN)? Yes — 448.2K shares worth $14M (+0.96% of its 13F portfolio) as of Q1 2026, down from 477.0K shares the prior filed quarter.

Position Value
$14M
Q1 2026
Shares
448.2K
% of Portfolio
+0.96%
Quarters Held
30
currently held

Position History FLRN

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $12MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $9MQ4 ’19Q1 ’20: $9MQ2 ’20: $10MQ3 ’20: $13MQ4 ’20: $16MQ4 ’20Q1 ’21: $15MQ2 ’21: $17MQ3 ’21: $13MQ4 ’21: $12MQ4 ’21Q1 ’22: $11MQ2 ’22: $7MQ3 ’22: $7MQ4 ’22: $6MQ4 ’22Q1 ’23: $6MQ2 ’23: $6MQ3 ’23: $6MQ4 ’23: $6MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $6MQ4 ’24: $13MQ4 ’24Q1 ’25: $14MQ2 ’25: $14MQ3 ’25: $14MQ4 ’25: $15MQ4 ’25Q1 ’26: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026448.2K$14M+0.96%
Q4 2025477.0K$15M+0.97%
Q3 2025445.9K$14M+0.92%
Q2 2025442.0K$14M+0.96%
Q1 2025469.6K$14M+1.12%
Q4 2024435.6K$13M+0.99%
Q3 2024207.9K$6M+0.47%
Q2 2024197.4K$6M+0.47%
Q1 2024197.2K$6M+0.47%
Q4 2023204.4K$6M+0.50%
Q3 2023200.7K$6M+0.55%
Q2 2023200.2K$6M+0.52%
Q1 2023207.0K$6M+0.56%
Q4 2022206.1K$6M+0.59%
Q3 2022214.8K$7M+0.65%
Q2 2022228.3K$7M+0.65%
Q1 2022357.5K$11M+0.89%
Q4 2021389.4K$12M+0.90%
Q3 2021424.8K$13M+1.08%
Q2 2021552.4K$17M+1.44%
Q1 2021505.3K$15M+1.44%
Q4 2020508.5K$16M+1.53%
Q3 2020429.6K$13M+1.45%
Q2 2020320.7K$10M+1.17%
Q1 2020318.6K$9M+1.30%
Q4 2019299.4K$9M+1.01%
Q3 2019345.4K$11M+1.28%
Q2 2019371.4K$11M+1.41%
Q1 2019404.9K$12M+1.65%
Q4 2018409.5K$12M+1.86%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Appleton Partners Inc/Ma’s full portfolio or all institutional holders of FLRN.