HM Payson & Co’s State Street SPDR Global Dow ETF DGT Stock Holding History

HM Payson & Co’s Portfolio DGT Stock Details DGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-36	Closed	-$4.29K	–	972
2023 Q4	$4.29K	Hold	36	–	–	﹤0.01%	872
2023 Q3	$3.93K	Hold	36	–	–	﹤0.01%	890
2023 Q2	$4.06K	Hold	36	–	–	﹤0.01%	866
2023 Q1	$3.87K	Hold	36	–	–	﹤0.01%	873
2022 Q4	$3.64K	Hold	36	–	–	﹤0.01%	826
2022 Q3	$3K	Hold	36	–	–	﹤0.01%	883
2022 Q2	$3K	Hold	36	–	–	﹤0.01%	927
2022 Q1	$4K	Hold	36	–	–	﹤0.01%	923
2021 Q4	$4K	Hold	36	–	–	﹤0.01%	962
2021 Q3	$4K	Hold	36	–	–	﹤0.01%	919
2021 Q2	$4K	Hold	36	–	–	﹤0.01%	910
2021 Q1	$4K	Hold	36	–	–	﹤0.01%	966
2020 Q4	$3K	Hold	36	–	–	﹤0.01%	970
2020 Q3	$3K	Hold	36	–	–	﹤0.01%	918
2020 Q2	$3K	Hold	36	–	–	﹤0.01%	817
2020 Q1	$2K	Hold	36	–	–	﹤0.01%	863
2019 Q4	$3K	Hold	36	–	–	﹤0.01%	885
2019 Q3	$3K	Hold	36	–	–	﹤0.01%	898
2019 Q2	$3K	Buy	+36	New	+$3.03K	﹤0.01%	893

Other funds holding DGT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HM Payson & Co's DGT Position: Q1 2024 in Review

HM Payson & Co sold out of State Street SPDR Global Dow ETF (DGT) in Q1 2024, closing a stake of 36 shares — an estimated $4.29K sold.

HM Payson & Co first reported a position in DGT in Q2 2019 and held it in 19 quarters. The position peaked at $4.29K in Q4 2023. 51 funds tracked by Wall St. Rank hold DGT as of Q1 2024.

HM Payson & Co reported no remaining State Street SPDR Global Dow ETF position as of Q1 2024 after selling out during the quarter.
HM Payson & Co sold 36 State Street SPDR Global Dow ETF shares in Q1 2024, an estimated $4.29K.
HM Payson & Co first reported a position in State Street SPDR Global Dow ETF in Q2 2019 and held it in 19 quarters.
HM Payson & Co's State Street SPDR Global Dow ETF position peaked at $4.29K in Q4 2023.
51 funds tracked by Wall St. Rank held State Street SPDR Global Dow ETF as of Q1 2024.

Based on HM Payson & Co's 13F filing for Q1 2024, filed 20 Jun 2024.