SPYV — SPDR SER TR

Ownership history in HM PAYSON & CO  ·  10 quarters on record

This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in SPDR SER TR (SPYV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.18% (2023 Q1)
Avg. % of fund
0.14%
First filed
2023 Q1
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 121,945 — 0% 0.10% $6.7M $55.03
2025 Q1 UNCHANGED 121,945 — 0% 0.11% $6.2M $50.30
2024 Q4 REDUCED 121,945 -37,348 -23.4% 0.11% $6.2M $50.19
2024 Q3 UNCHANGED 159,293 — 0% 0.14% $8.4M $51.53
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    SPYV price (monthly, adj. close)

Other funds also holding SPYV

As of 2025 Q4 — sorted by position size

Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 21.05% Willis Johnson & Associates, Inc. 3Y 20.3% Compton Financial Group, LLC 3Y 18.46% BALANCED WEALTH GROUP LLC 16.02% Marathon Mission, Inc. 15.21% VISIONARY HORIZONS, LLC 12.99% Whitcomb & Hess, Inc. 3Y 12.9% Leslie Global Wealth, LLC 12.51% Octavia Wealth Advisors, LLC 3Y 12.42% Choice Wealth Advisors, LLC 3Y 12.0%
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