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 ↓
Perella Weinberg Partners Capital Management LP 3,921,860$83,300,3059.05%
Checchi Capital Advisers, LLC 1,463,510$31,084,9552.88%
Peak Financial Management, Inc. 277,514$5,894,4042.14%
Upper Left Wealth Management, LLC 89,595$1,902,9981.98%
Baron Financial Group, LLC 142,445$3,025,5321.96%
Ackerman Capital Advisors, LLC 314,454$6,679,0031.86%
LEUTHOLD GROUP, LLC 571,779$12,144,5861.70%
Quent Capital, LLC 386,258$8,204,1121.28%
Spartan Planning & Wealth Management 42,532$903,3801.06%
Blueprint Investment Partners LLC 150,708$3,201,0451.03%
View complete list of SPDR SERIES TRUST shareholders