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 $24.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
28
shares
|
$2,812
0.0% of portfolio
|
Q4 2024
Added 21.74%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
27
shares
|
$2,711
0.0% of portfolio
|
Q2 2024
Reduced 12.9%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
26
shares
|
$2,611
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
26
shares
|
$2,611
0.01% of portfolio
|
Q3 2024
Reduced 98.61%
|
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
24
shares
|
$2,410
0.0% of portfolio
|
Q4 2022
Reduced 53.85%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
24
shares
|
$2,410
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
24
shares
|
$2,410
0.0% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
20
shares
|
$2,008
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
20
shares
|
$2,008
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
20
shares
|
$2,008
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
18
shares
|
$1,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
14
shares
|
$1,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
14
shares
|
$1,406
0.0% of portfolio
|
Q4 2024
Reduced 72.55%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
14
shares
|
$1,406
0.0% of portfolio
|
Q4 2024
Reduced 76.27%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
14
shares
|
$1,406
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
13
shares
|
$1,305
0.0% of portfolio
|
Q4 2024
Reduced 38.1%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
13
shares
|
$1,305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
11
shares
|
$1,104
0.0% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
11
shares
|
$1,104
0.0% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
11
shares
|
$1,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
10
shares
|
$1,004
0.0% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Core Alternative Capital
|
Jan 29, 2025 Q4 2024 |
9
shares
|
$903
0.0% of portfolio
|
Q1 2024
Reduced 91.82%
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
9
shares
|
$903
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
9
shares
|
$903
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
7
shares
|
$703
0.0% of portfolio
|
Q4 2024
Reduced 88.52%
|