SEC 13F Intelligence

Appleton Partners Inc/Ma / XLE

Appleton Partners Inc/Ma’s Select Sector Spdr Tr Position

Does Appleton Partners Inc/Ma own Select Sector Spdr Tr (XLE)? Yes — 520.2K shares worth $32M (+2.22% of its 13F portfolio) as of Q1 2026, down from 543.5K shares the prior filed quarter.

Position Value
$32M
Q1 2026
Shares
520.2K
% of Portfolio
+2.22%
Quarters Held
30
currently held

Position History XLE

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $3MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $3MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $5MQ4 ’21Q1 ’22: $10MQ2 ’22: $12MQ3 ’22: $12MQ4 ’22: $15MQ4 ’22Q1 ’23: $15MQ2 ’23: $18MQ3 ’23: $20MQ4 ’23: $21MQ4 ’23Q1 ’24: $23MQ2 ’24: $22MQ3 ’24: $22MQ4 ’24: $22MQ4 ’24Q1 ’25: $26MQ2 ’25: $23MQ3 ’25: $24MQ4 ’25: $24MQ4 ’25Q1 ’26: $32Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026520.2K$32M+2.22%
Q4 2025543.5K$24M+1.60%
Q3 2025270.3K$24M+1.62%
Q2 2025272.6K$23M+1.64%
Q1 2025273.0K$26M+1.97%
Q4 2024256.4K$22M+1.62%
Q3 2024253.5K$22M+1.64%
Q2 2024238.4K$22M+1.67%
Q1 2024245.6K$23M+1.80%
Q4 2023247.3K$21M+1.67%
Q3 2023219.8K$20M+1.77%
Q2 2023217.3K$18M+1.49%
Q1 2023180.9K$15M+1.33%
Q4 2022176.3K$15M+1.46%
Q3 2022162.0K$12M+1.17%
Q2 2022160.9K$12M+1.09%
Q1 2022133.9K$10M+0.84%
Q4 202186.8K$5M+0.36%
Q3 202176.7K$4M+0.33%
Q2 202169.4K$4M+0.32%
Q1 202162.5K$3M+0.29%
Q4 202054.3K$2M+0.20%
Q3 202053.4K$2M+0.18%
Q2 202048.8K$2M+0.22%
Q1 202049.6K$1M+0.20%
Q4 201945.6K$3M+0.30%
Q3 201949.0K$3M+0.35%
Q2 201948.4K$3M+0.38%
Q1 201947.2K$3M+0.41%
Q4 201843.9K$3M+0.38%

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 XLE.