APPLETON PARTNERS INC/MA
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1055290
BOSTON, MA
Position in XLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$241,055
+$40,110 QoQ
Shares Held
4,824
+8.9% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
15 quarters on record
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $241,055 | 4,824 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $200,945 | 4,431 | Shares | Sole | 2026-01-09 | |
| 2025-06-30 | $208,724 | 2,377 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $201,107 | 2,339 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $210,770 | 2,505 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $227,649 | 2,362 | Shares | Sole | 2024-10-01 | |
| 2024-06-30 | $253,891 | 2,875 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $245,601 | 2,644 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $355,760 | 4,159 | Shares | Sole | 2024-01-02 | |
| 2023-09-30 | $377,354 | 4,804 | Shares | Sole | 2023-10-03 | |
| 2023-06-30 | $439,542 | 5,304 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $914,442 | 11,337 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $263,490 | 3,392 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $234,770 | 3,452 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $255,171 | 3,467 | Shares | Sole | 2022-07-08 | |
| No filing history on record for this holder in this stock. | ||||||