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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
105+ 0.49% |
$7.91K - $11.2K
|
21.5K
$2.4M
|
|
|
Aug 11, 2025
Q2 2025
|
Traub Capital Management LLC
Needham, MA |
BUY
|
- |
100New |
$7.53K - $10.6K
|
100
$11.1K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
97New |
$7.31K - $10.3K
|
97
$10.8K
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
93+ 0.54% |
$7.01K - $9.89K
|
17.2K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
89+ 2.64% |
$6.7K - $9.46K
|
3.46K
$386K
|
|
|
Aug 13, 2025
Q2 2025
|
Groupe La Francaise
Paris, I0 |
BUY
|
- |
87+ 3.09% |
$6.55K - $9.25K
|
2.9K
$323K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
83+ 41.09% |
$6.25K - $8.83K
|
285
$31.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Bfsg, LLC
|
BUY
|
- |
82+ 2.66% |
$6.18K - $8.72K
|
3.16K
$352K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
77+ 1.73% |
$5.8K - $8.19K
|
4.54K
$506K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
77+ 1.2% |
$5.8K - $8.19K
|
6.49K
$723K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
74+ 3.07% |
$5.57K - $7.87K
|
2.49K
$277K
|
|
|
Jul 30, 2025
Q2 2025
|
Benin Management Corp
|
BUY
|
- |
73+ 0.67% |
$5.5K - $7.76K
|
10.9K
$1.22M
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
70+ 2.23% |
$5.27K - $7.44K
|
3.21K
$358K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
65+ 39.16% |
$4.9K - $6.91K
|
231
$25.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
65New |
$4.9K - $6.91K
|
65
$7.24K
|
|
|
Aug 11, 2025
Q2 2025
|
Empirical Finance, LLC
|
BUY
|
- |
64+ 0.56% |
$4.82K - $6.81K
|
11.4K
$1.27M
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
62New |
$4.67K - $6.59K
|
62
$6.91K
|
|
|
Aug 13, 2025
Q2 2025
|
Icon Advisers Inc
Greenwood Village, CO |
BUY
|
- |
60New |
$4.52K - $6.38K
|
60
$6.69K
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
54+ 67.5% |
$4.07K - $5.74K
|
134
$14.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
52New |
$3.92K - $5.53K
|
52
$5.79K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
52+ 1.15% |
$3.92K - $5.53K
|
4.58K
$510K
|
|
|
Aug 08, 2025
Q2 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
52+ 30.95% |
$3.92K - $5.53K
|
220
$24.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
52+ 0.87% |
$3.92K - $5.53K
|
6.06K
$675K
|
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
49+ 45.37% |
$3.69K - $5.21K
|
157
$17.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
48+ 0.98% |
$3.62K - $5.1K
|
4.94K
$551K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
47+ 1.2% |
$3.54K - $5K
|
3.96K
$441K
|
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
BUY
|
- |
40New |
$3.01K - $4.25K
|
40
$4.46K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
40+ 3.03% |
$3.01K - $4.25K
|
1.36K
$151K
|
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
38+ 0.39% |
$2.86K - $4.04K
|
9.79K
$1.09M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
35+ 0.09% |
$2.64K - $3.72K
|
38.7K
$4.31M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
33+ 300.0% |
$2.49K - $3.51K
|
44
$4.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
32+ 3.63% |
$2.41K - $3.4K
|
914
$102K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
29+ 43.94% |
$2.18K - $3.08K
|
95
$10.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
29+ 1.85% |
$2.18K - $3.08K
|
1.6K
$178K
|
|
|
Aug 13, 2025
Q2 2025
|
Ossiam
Paris, I0 |
BUY
|
- |
29+ 1.58% |
$2.18K - $3.08K
|
1.87K
$208K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
27+ 0.53% |
$2.03K - $2.87K
|
5.08K
$566K
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
27+ 28.42% |
$2.03K - $2.87K
|
122
$13.6K
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
25+ 416.67% |
$1.88K - $2.66K
|
31
$3.45K
|
|
|
Aug 14, 2025
Q2 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
25New |
$1.88K - $2.66K
|
25
$2.79K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
24New |
$1.81K - $2.55K
|
24
$2.67K
|
|
|
Aug 05, 2025
Q2 2025
|
New Square Capital LLC
|
BUY
|
- |
23+ 11.39% |
$1.73K - $2.45K
|
225
$25.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
22+ 0.17% |
$1.66K - $2.34K
|
12.8K
$1.43M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
22+ 0.26% |
$1.66K - $2.34K
|
8.45K
$941K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortis Capital Management LLC
|
BUY
|
- |
21+ 0.4% |
$1.58K - $2.23K
|
5.25K
$585K
|
|
|
Aug 07, 2025
Q2 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
21+ 0.35% |
$1.58K - $2.23K
|
5.94K
$662K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 0.54% |
$1.51K - $2.13K
|
3.73K
$415K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
19+ 146.15% |
$1.43K - $2.02K
|
32
$3.57K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
18+ 5.04% |
$1.36K - $1.91K
|
375
$41.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
18+ 0.62% |
$1.36K - $1.91K
|
2.92K
$325K
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
17New |
$1.28K - $1.81K
|
17
$1.89K
|