Appleton Partners Inc/Ma / SPY
Appleton Partners Inc/Ma’s State Str Spdr S&P 500 Etf T Position
Does Appleton Partners Inc/Ma own State Str Spdr S&P 500 Etf T (SPY)? Yes — 20.1K shares worth $13M (+0.91% of its 13F portfolio) as of Q1 2026, down from 20.5K shares the prior filed quarter.
Position Value
$13M
Q1 2026
Shares
20.1K
% of Portfolio
+0.91%
Quarters Held
30
currently held
Position History SPY
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 20.1K | $13M | +0.91% |
| Q4 2025 | 20.5K | $14M | +0.92% |
| Q3 2025 | 20.6K | $14M | +0.92% |
| Q2 2025 | 21.2K | $13M | +0.93% |
| Q1 2025 | 21.8K | $12M | +0.94% |
| Q4 2024 | 22.6K | $13M | +0.98% |
| Q3 2024 | 23.2K | $13M | +0.98% |
| Q2 2024 | 25.1K | $14M | +1.05% |
| Q1 2024 | 24.4K | $13M | +0.99% |
| Q4 2023 | 25.3K | $12M | +0.97% |
| Q3 2023 | 26.5K | $11M | +1.01% |
| Q2 2023 | 27.3K | $12M | +1.02% |
| Q1 2023 | 27.3K | $11M | +1.00% |
| Q4 2022 | 28.2K | $11M | +1.02% |
| Q3 2022 | 28.1K | $10M | +1.00% |
| Q2 2022 | 30.6K | $12M | +1.09% |
| Q1 2022 | 31.3K | $14M | +1.15% |
| Q4 2021 | 31.0K | $15M | +1.11% |
| Q3 2021 | 30.9K | $13M | +1.10% |
| Q2 2021 | 32.2K | $14M | +1.17% |
| Q1 2021 | 34.9K | $14M | +1.28% |
| Q4 2020 | 35.6K | $13M | +1.31% |
| Q3 2020 | 36.9K | $12M | +1.36% |
| Q2 2020 | 39.1K | $12M | +1.44% |
| Q1 2020 | 44.3K | $11M | +1.58% |
| Q4 2019 | 46.2K | $15M | +1.63% |
| Q3 2019 | 48.2K | $14M | +1.73% |
| Q2 2019 | 49.5K | $15M | +1.79% |
| Q1 2019 | 48.7K | $14M | +1.82% |
| Q4 2018 | 52.1K | $13M | +1.95% |
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 SPY.