Hm Payson & CO Spdr Portfolio Long Term Treas Transaction History

Hm Payson & CO

$5.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 13, 2024	BUY	$24.55 - $29.44 $11,243 - $13,483	458 New	458 $13,000
Q1 2023 Apr 18, 2023	BUY	$28.88 - $31.49 $28 - $31	1 New	1 $0

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

State Street Corp Boston, MA

54.9M
Shares

$1.45 Billion
0.07% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

47.9M
Shares

$1.26 Billion
0.57% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

43.1M
Shares

$1.14 Billion
2.57% of portfolio
Bank Of America Corp Charlotte, NC

16.8M
Shares

$443 Million
0.04% of portfolio
Envestnet Asset Management Inc

14.8M
Shares

$392 Million
0.14% of portfolio

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