HM PAYSON & CO SPLG SPDR SER TR

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

AI Ownership Summary

HM PAYSON & CO reported SPDR SER TR (SPLG) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.81% in 2026 Q2. The latest visible filing shows SPLG at 0.81% 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 SPLG 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 Q2

SPLG was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2026 Q2

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

Time in book
Holding Window
2024 Q1 to 2026 Q2

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 SPLG — position size vs. price
% of Fund (quarterly)    SPLG price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 697,278 +36,037 +5.4% 0.81% $61.3M 2026-07-17 $87.48
2026 Q1 REDUCED 661,241 -50,758 -7.1% 0.73% $50.6M 2026-04-13
2025 Q4 ADDED 711,999 +11,839 +1.7% 0.81% $57.1M 2026-02-12
2025 Q3 ADDED 700,160 +251,287 +56.0% 0.79% $54.9M 2025-10-17
2025 Q1 ADDED 448,873 +59,423 +15.3% 0.52% $29.5M 2025-04-29
2024 Q4 REDUCED 389,450 -214,378 -35.5% 0.46% $26.8M 2025-02-07
2024 Q3 ADDED 603,828 +466,306 +339.1% 0.70% $40.8M 2024-10-28
2024 Q2 REDUCED 137,522 -44,475 -24.4% 0.16% $8.8M 2024-08-13
2024 Q1 ADDED 181,997 +181,908 +204391.0% 0.21% $11.2M 2024-06-20
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HM PAYSON & CO and SPLG

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 SPLG?

HM PAYSON & CO reported SPLG across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for SPLG was 0.81% in 2026 Q2.

What is the latest reported SPLG position on this page?

The most recent filing on this page is 2026 Q2, when HM PAYSON & CO reported 697,278 shares, equal to 0.81% of portfolio, with an estimated market value of $61.3M.

What does the chart on this SPLG ownership page compare?

The chart compares HM PAYSON & CO's quarterly SPLG 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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