Ownership history in HM PAYSON & CO · 20 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ENERGY SELECT SECTOR SPDRR (MKT) (XLE). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 800 | +708 | +769.6% | 0.00% | $71K | $44.29 |
| 2025 Q1 | ADDED | 92 | +91 | +9100.0% | 0.00% | $9K | $45.57 |
| 2023 Q4 | REDUCED | 1 | -210 | -99.5% | 0.00% | $57 | $39.26 |
| 2023 Q3 | ADDED | 211 | +75 | +55.1% | 0.00% | $19K | $41.93 |
| 2023 Q1 | REDUCED | 136 | -62 | -31.3% | 0.00% | $11K | $37.81 |
| 2022 Q4 | ADDED | 198 | +74 | +59.7% | 0.00% | $17K | $39.51 |
| 2022 Q3 | UNCHANGED | 124 | — | 0% | 0.00% | $9K | $32.20 |
| 2022 Q2 | ADDED | 124 | +62 | +100.0% | 0.00% | $9K | $31.63 |
| 2022 Q1 | REDUCED | 62 | -184 | -74.8% | 0.00% | $4K | $33.43 |
| 2021 Q4 | REDUCED | 246 | -52 | -17.4% | 0.00% | $14K | $24.05 |
As of 2025 Q4 — sorted by position size