BILS SPDR SER TR

Ownership history in HM PAYSON & CO  ·  11 quarters on record

AI Ownership Summary

HM PAYSON & CO reported SPDR SER TR (BILS) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.4% in 2023 Q4. The latest visible filing shows BILS at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BILS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HM PAYSON & CO's position in SPDR SER TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BILS was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.4% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HM PAYSON & CO held BILS — position size vs. price
% of Fund (quarterly)    BILS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 44,132 +149 +0.3% 0.06% $4.4M 2026-04-13 $99.26
2025 Q4 REDUCED 43,983 -3,854 -8.1% 0.06% $4.4M 2026-02-12 $98.73
2025 Q3 REDUCED 47,837 -8,632 -15.3% 0.07% $4.8M 2025-10-17 $97.58
2025 Q1 REDUCED 56,469 -400 -0.7% 0.10% $5.6M 2025-04-29 $95.65
2024 Q4 REDUCED 56,869 -394 -0.7% 0.10% $5.6M 2025-02-07 $94.79
2024 Q3 REDUCED 57,263 -4,278 -7.0% 0.10% $5.7M 2024-10-28 $93.58
2024 Q2 REDUCED 61,541 -1,405 -2.2% 0.11% $6.1M 2024-08-13 $92.62
2024 Q1 REDUCED 62,946 -1,107,707 -94.6% 0.12% $6.3M 2024-06-20 $91.80
2023 Q4 ADDED 1,170,653 +187,081 +19.0% 2.40% $116.0M 2024-02-13 $90.20
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HM PAYSON & CO and BILS

These are the practical questions this page is built to answer before you even open the full history table.

How long has HM PAYSON & CO reported owning BILS?

HM PAYSON & CO reported BILS across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BILS position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for BILS was 2.40% in 2023 Q4.

What is the latest reported BILS position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 44,132 shares, equal to 0.06% of portfolio, with an estimated market value of $4.4M.

What does the chart on this BILS ownership page compare?

The chart compares HM PAYSON & CO's quarterly BILS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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