Purchases and Sales Made in Q1 2025 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q1 2025. The information is specifically focused on institutions that hold shares of STATE STREET CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-1- 1.12% |
$84.5 - $102
|
88
$9.41K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-1- 0.86% |
$84.5 - $102
|
115
$12.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.08% |
$84.5 - $102
|
1.31K
$140K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-1- 0.04% |
$84.5 - $102
|
2.49K
$266K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1- 0.03% |
$84.5 - $102
|
2.9K
$310K
|
|
|
Apr 11, 2025
Q1 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-2- 33.33% |
$169 - $204
|
4
$428
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-2- 0.01% |
$169 - $204
|
14.9K
$1.59M
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-3- 11.54% |
$253 - $307
|
23
$2.46K
|
|
|
Apr 28, 2025
Q1 2025
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-5- 0.02% |
$422 - $511
|
23K
$2.46M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-9- 0.84% |
$760 - $920
|
1.06K
$113K
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
SELL
|
- |
-10- 0.6% |
$845 - $1.02K
|
1.67K
$178K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-10- 0.15% |
$845 - $1.02K
|
6.48K
$693K
|
|
|
Apr 10, 2025
Q1 2025
|
Riverview Trust CO
|
SELL
|
- |
-10- 0.83% |
$845 - $1.02K
|
1.2K
$128K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-10- 71.43% |
$845 - $1.02K
|
4
$428
|
|
|
May 02, 2025
Q1 2025
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-11- 0.27% |
$929 - $1.12K
|
4.03K
$431K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-14- 26.92% |
$1.18K - $1.43K
|
38
$4.06K
|
|
|
Apr 09, 2025
Q1 2025
|
Woodstock Corp
|
SELL
|
- |
-14- 0.01% |
$1.18K - $1.43K
|
100K
$10.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Clean Yield Group
|
SELL
|
- |
-16- 6.5% |
$1.35K - $1.64K
|
230
$24.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-20- 37.74% |
$1.69K - $2.04K
|
33
$3.53K
|
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-22- 0.56% |
$1.86K - $2.25K
|
3.9K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-22- 0.22% |
$1.86K - $2.25K
|
10.2K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-23- 0.75% |
$1.94K - $2.35K
|
3.04K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-23- 0.37% |
$1.94K - $2.35K
|
6.21K
$664K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-25- 0.51% |
$2.11K - $2.56K
|
4.89K
$523K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-25- 0.15% |
$2.11K - $2.56K
|
16.7K
$1.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-25- 0.15% |
$2.11K - $2.56K
|
17.1K
$1.83M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-26- 4.0% |
$2.2K - $2.66K
|
624
$66.7K
|
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
SELL
|
- |
-30- 0.77% |
$2.53K - $3.07K
|
3.87K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-32- 8.53% |
$2.7K - $3.27K
|
343
$36.7K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-34- 0.01% |
$2.87K - $3.48K
|
228K
$24.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Smith Group Asset Management, LLC
Dallas, TX |
SELL
|
- |
-35- 0.65% |
$2.96K - $3.58K
|
5.33K
$570K
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-35- 1.12% |
$2.96K - $3.58K
|
3.08K
$329K
|
|
|
May 05, 2025
Q1 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-36- 0.45% |
$3.04K - $3.68K
|
7.96K
$852K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-39- 0.4% |
$3.29K - $3.99K
|
9.72K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-40- 0.53% |
$3.38K - $4.09K
|
7.5K
$802K
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-45- 2.16% |
$3.8K - $4.6K
|
2.04K
$219K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-45- 1.86% |
$3.8K - $4.6K
|
2.38K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
SELL
|
- |
-47- 0.76% |
$3.97K - $4.8K
|
6.11K
$654K
|
|
|
Apr 14, 2025
Q1 2025
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-50- 0.94% |
$4.22K - $5.11K
|
5.27K
$563K
|
|
|
Apr 28, 2025
Q1 2025
|
Davidson Trust CO
|
SELL
|
- |
-50- 1.92% |
$4.22K - $5.11K
|
2.56K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-50- 2.13% |
$4.22K - $5.11K
|
2.3K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-57- 1.32% |
$4.81K - $5.83K
|
4.26K
$456K
|
|
|
Apr 21, 2025
Q1 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-64- 1.83% |
$5.41K - $6.54K
|
3.43K
$367K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-65- 0.99% |
$5.49K - $6.64K
|
6.51K
$696K
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
SELL
|
- |
-65- 3.01% |
$5.49K - $6.64K
|
2.1K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Cypress Capital Group
|
SELL
|
- |
-65- 0.43% |
$5.49K - $6.64K
|
15.1K
$1.62M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-66- 2.06% |
$5.58K - $6.75K
|
3.14K
$336K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-67- 18.36% |
$5.66K - $6.85K
|
298
$31.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-77- 3.18% |
$6.5K - $7.87K
|
2.34K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-81- 17.42% |
$6.84K - $8.28K
|
384
$41.1K
|