HM PAYSON & CO - SPDR SERIES TRUST ownership

SPDR SERIES TRUST's ticker is BWX and the CUSIP is 78464A516. A total of 131 filers reported holding SPDR SERIES TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
HM PAYSON & CO ownership history of SPDR SERIES TRUST
ValueSharesWeighting
Q3 2023$241,733
-5.8%
11,3810.0%0.01%0.0%
Q2 2023$256,642
-2.5%
11,3810.0%0.01%0.0%
Q1 2023$263,129
+3.1%
11,3810.0%0.01%0.0%
Q4 2022$255,276
+7.7%
11,3810.0%0.01%
-14.3%
Q3 2022$237,000
-10.2%
11,3810.0%0.01%0.0%
Q2 2022$264,000
-10.8%
11,3810.0%0.01%0.0%
Q1 2022$296,000
-8.1%
11,3810.0%0.01%0.0%
Q4 2021$322,000
-1.5%
11,3810.0%0.01%
-12.5%
Q3 2021$327,000
-2.1%
11,3810.0%0.01%0.0%
Q2 2021$334,000
+0.6%
11,3810.0%0.01%
-11.1%
Q1 2021$332,000
-6.5%
11,3810.0%0.01%
-10.0%
Q4 2020$355,000
+5.0%
11,3810.0%0.01%0.0%
Q3 2020$338,000
+2.7%
11,3810.0%0.01%
-9.1%
Q2 2020$329,000
+4.1%
11,3810.0%0.01%
-8.3%
Q1 2020$316,000
-3.7%
11,3810.0%0.01%
+9.1%
Q4 2019$328,000
+0.3%
11,3810.0%0.01%
-8.3%
Q3 2019$327,000
-0.6%
11,3810.0%0.01%0.0%
Q2 2019$329,000
+3.8%
11,3810.0%0.01%0.0%
Q1 2019$317,000
+1.6%
11,3810.0%0.01%
-14.3%
Q3 2018$312,000
-1.3%
11,3810.0%0.01%0.0%
Q2 2018$316,000
-6.0%
11,3810.0%0.01%0.0%
Q1 2018$336,000
+3.7%
11,3810.0%0.01%
+7.7%
Q4 2017$324,000
+1.2%
11,3810.0%0.01%
-7.1%
Q3 2017$320,000
+1.9%
11,3810.0%0.01%0.0%
Q2 2017$314,000
+3.6%
11,3810.0%0.01%0.0%
Q1 2017$303,00011,3810.01%
Other shareholders
SPDR SERIES TRUST shareholders Q3 2023
NameSharesValueWeighting ↓
Checchi Capital Advisers, LLC 1,229,569$35,289,0004.59%
Invst, LLC 299,993$8,586,0003.87%
VALENTINE VENTURES LLC 96,820$2,779,0002.99%
MKD WEALTH COACHES, LLC 90,683$2,603,0002.70%
Peak Financial Management, Inc. 385,250$11,056,0002.46%
Opes Wealth Management LLC 123,826$3,554,0002.35%
MD Financial Management Inc. 1,472,899$42,272,0002.22%
People's United Financial, Inc. 2,573,265$73,853,0002.10%
Pure Financial Advisors, LLC 236,876$6,798,0001.23%
Money Design Co.,Ltd. 187,270$5,375,0001.13%
View complete list of SPDR SERIES TRUST shareholders