Institutional Ownership State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT). We have compiled data on the 1,112 institutions that hold shares in the stock, with a total of 247 Million shares, which have been reported (via 13F filing form) to have a value of $24.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
59
shares
|
$5,878
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
59
shares
|
$5,878
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
57
shares
|
$5,679
0.0% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
56
shares
|
$5,579
0.0% of portfolio
|
Q4 2022
Reduced 74.31%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
53
shares
|
$5,280
0.0% of portfolio
|
Q4 2024
Added 60.61%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
52
shares
|
$5,181
0.0% of portfolio
|
Q4 2024
Reduced 13.33%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
51
shares
|
$5,081
0.0% of portfolio
|
Q4 2024
Added 18.6%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
50
shares
|
$4,982
0.0% of portfolio
|
Q4 2024
Reduced 30.56%
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2025 Q4 2024 |
50
shares
|
$4,982
0.0% of portfolio
|
Q2 2024
Added 25.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
50
shares
|
$4,982
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
46
shares
|
$4,583
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
45
shares
|
$4,483
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
43
shares
|
$4,284
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
40
shares
|
$3,985
0.0% of portfolio
|
Q2 2023
Reduced 79.49%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
40
shares
|
$3,985
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
39
shares
|
$3,885
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
35
shares
|
$3,487
0.0% of portfolio
|
Q4 2024
Reduced 56.79%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
33
shares
|
$3,288
0.0% of portfolio
|
Q3 2024
Added 43.48%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
33
shares
|
$3,288
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
32
shares
|
$3,188
0.0% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
First Financial Corp
|
Jan 13, 2025 Q4 2024 |
30
shares
|
$2,989
0.0% of portfolio
|
Q3 2024
Reduced 40.0%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
30
shares
|
$2,989
0.0% of portfolio
|
Q1 2024
Reduced 86.11%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
30
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
30
shares
|
$2,989
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
29
shares
|
$2,889
0.0% of portfolio
|
Q4 2024
New holding
|