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State Street Corporation shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

All positions including State Street Corporation held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in State Street Corporation by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $399k 3.2k 126.56
2025-12-31 $240k 1.9k 129.01

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Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds State Street Spd (SPDW)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr Core S&p Scp Etf (IJR)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Axxcess Wealth Management

Top funds holding State Street Corporation

Vanguard Group
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
State Street Corporation
FMR
Regents of the University of California
Invesco
Geode Capital Management
Harris Associates L.P
Morgan Stanley
Dodge & Cox
Victory Capital Management
Franklin Resources
Hotchkis and Wiley Capital Management

View all funds holding State Street Corporation