HM PAYSON & CO - SPDR SER TR ownership

SPDR SER TR's ticker is SLYG and the CUSIP is 78464A201. A total of 372 filers reported holding SPDR SER TR in Q3 2023. The put-call ratio across all filers is 0.21 and the average weighting 0.4%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$32,239
-4.8%
4400.0%0.00%0.0%
Q2 2023$33,863
+4.4%
4400.0%0.00%0.0%
Q1 2023$32,450
+2.1%
4400.0%0.00%0.0%
Q4 2022$31,786
+6.0%
4400.0%0.00%0.0%
Q3 2022$30,000
-3.2%
4400.0%0.00%0.0%
Q2 2022$31,000
-16.2%
4400.0%0.00%0.0%
Q1 2022$37,000
-9.8%
4400.0%0.00%0.0%
Q4 2021$41,000
+7.9%
4400.0%0.00%0.0%
Q3 2021$38,000
-2.6%
4400.0%0.00%0.0%
Q2 2021$39,000
+2.6%
4400.0%0.00%0.0%
Q1 2021$38,000
+11.8%
4400.0%0.00%0.0%
Q4 2020$34,000
+30.8%
4400.0%0.00%0.0%
Q3 2020$26,000
+4.0%
4400.0%0.00%0.0%
Q2 2020$25,000
+25.0%
4400.0%0.00%0.0%
Q1 2020$20,000
-28.6%
4400.0%0.00%0.0%
Q4 2019$28,000
+7.7%
4400.0%0.00%0.0%
Q3 2019$26,000
-3.7%
4400.0%0.00%0.0%
Q2 2019$27,0004400.00%
Other shareholders
SPDR SER TR shareholders Q3 2023
NameSharesValueWeighting ↓
Forbes Financial Planning, Inc. 98,075$7,185,8917.70%
Kades & Cheifetz LLC 102,739$7,527,6955.96%
Strategic Advocates LLC 137,946$10,107,3294.76%
DENVER WEALTH MANAGEMENT, INC. 97,500$7,143,8364.62%
AIRE ADVISORS, LLC 226,315$16,582,1894.44%
Rodgers & Associates, LTD 384,851$28,198,0504.26%
ERTS Wealth Advisors, LLC 208,932$15,308,4233.69%
SHAKESPEARE WEALTH MANAGEMENT, INC. 124,230$9,102,3503.19%
INTERACTIVE FINANCIAL ADVISORS, INC. 60,795$4,454,5153.00%
Financial Planning & Information Services, Inc. 209,041$15,316,4412.85%
View complete list of SPDR SER TR shareholders