Purchases and Sales Made in Q2 2025 in State Street Corp (STT)
This table provides information about the institutional ownership of State Street Corp (STT) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
415+ 0.43% |
$31.3K - $44.1K
|
97.4K
$10.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
414+ 9.6% |
$31.2K - $44K
|
4.73K
$527K
|
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
400+ 21.18% |
$30.1K - $42.5K
|
2.29K
$255K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
398+ 17.66% |
$30K - $42.3K
|
2.65K
$295K
|
|
|
Aug 08, 2025
Q2 2025
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
397+ 6.33% |
$29.9K - $42.2K
|
6.67K
$743K
|
|
|
Jul 29, 2025
Q2 2025
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
395+ 4.23% |
$29.8K - $42K
|
9.72K
$1.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
360+ 2.54% |
$27.1K - $38.3K
|
14.5K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
322+ 4.97% |
$24.3K - $34.2K
|
6.81K
$758K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
304+ 12.97% |
$22.9K - $32.3K
|
2.65K
$295K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
300+ 1.41% |
$22.6K - $31.9K
|
21.6K
$2.41M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
296+ 9.27% |
$22.3K - $31.5K
|
3.49K
$389K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
292+ 9.29% |
$22K - $31.1K
|
3.44K
$383K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
283+ 36.1% |
$21.3K - $30.1K
|
1.07K
$119K
|
|
|
Aug 11, 2025
Q2 2025
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
BUY
|
- |
275+ 1.26% |
$20.7K - $29.2K
|
22.1K
$2.47M
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
274+ 1.46% |
$20.6K - $29.1K
|
19K
$2.12M
|
|
|
Aug 06, 2025
Q2 2025
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
272+ 6.76% |
$20.5K - $28.9K
|
4.29K
$478K
|
|
|
Aug 13, 2025
Q2 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
272+ 1.4% |
$20.5K - $28.9K
|
19.6K
$2.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Mv Capital Management, Inc.
|
BUY
|
- |
265+ 52.37% |
$20K - $28.2K
|
771
$85.9K
|
|
|
Aug 14, 2025
Q2 2025
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
260+ 0.27% |
$19.6K - $27.6K
|
94.8K
$10.6M
|
|
|
Jul 01, 2025
Q2 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
255+ 4.58% |
$19.2K - $27.1K
|
5.82K
$649K
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
249+ 5.34% |
$18.8K - $26.5K
|
4.91K
$548K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
238+ 103.48% |
$17.9K - $25.3K
|
468
$52.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
230+ 2.9% |
$17.3K - $24.5K
|
8.16K
$910K
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
224+ 1.5% |
$16.9K - $23.8K
|
15.2K
$1.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
213+ 1.67% |
$16K - $22.7K
|
13K
$1.44M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
197+ 18.46% |
$14.8K - $20.9K
|
1.26K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
193+ 0.84% |
$14.5K - $20.5K
|
23.2K
$2.59M
|
|
|
Jul 23, 2025
Q2 2025
|
Columbus Macro, LLC
|
BUY
|
- |
192+ 0.81% |
$14.5K - $20.4K
|
23.8K
$2.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
190+ 5.78% |
$14.3K - $20.2K
|
3.48K
$388K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
182New |
$13.7K - $19.4K
|
182
$20.3K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
180+ 6.69% |
$13.6K - $19.1K
|
2.87K
$320K
|
|
|
Jul 31, 2025
Q2 2025
|
Cva Family Office, LLC
|
BUY
|
- |
176+ 45.83% |
$13.3K - $18.7K
|
560
$62.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
175+ 0.83% |
$13.2K - $18.6K
|
21.2K
$2.36M
|
|
|
Aug 01, 2025
Q2 2025
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
173+ 1.05% |
$13K - $18.4K
|
16.7K
$1.86M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
170+ 5.5% |
$12.8K - $18.1K
|
3.26K
$364K
|
|
|
Aug 13, 2025
Q2 2025
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
167+ 6.01% |
$12.6K - $17.8K
|
2.95K
$328K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
159+ 1.84% |
$12K - $16.9K
|
8.79K
$980K
|
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
158+ 3.1% |
$11.9K - $16.8K
|
5.26K
$586K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
157New |
$11.8K - $16.7K
|
157
$17.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
155New |
$11.7K - $16.5K
|
155
$17.3K
|
|
|
Aug 07, 2025
Q2 2025
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
148+ 1.86% |
$11.1K - $15.7K
|
8.11K
$904K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
147+ 2.31% |
$11.1K - $15.6K
|
6.5K
$724K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
146+ 4.75% |
$11K - $15.5K
|
3.22K
$359K
|
|
|
Aug 07, 2025
Q2 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
144+ 2.5% |
$10.8K - $15.3K
|
5.9K
$657K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
133+ 7.37% |
$10K - $14.1K
|
1.94K
$216K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
112New |
$8.44K - $11.9K
|
112
$12.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
111+ 1.7% |
$8.36K - $11.8K
|
6.65K
$741K
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
108New |
$8.14K - $11.5K
|
108
$12K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
106+ 12.34% |
$7.98K - $11.3K
|
965
$108K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
106+ 11.7% |
$7.98K - $11.3K
|
1.01K
$113K
|