State Street Corporation shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in State Street Corporation
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Quarterly reported holdings in State Street Corporation by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $383k | 3.3k | 116.01 |
| 2025-06-30 | $351k | 3.3k | 106.34 |
| 2025-03-31 | $295k | 3.3k | 89.53 |
| 2024-12-31 | $295k | 3.0k | 98.15 |
| 2024-09-30 | $273k | 3.1k | 88.47 |
| 2024-06-30 | $229k | 3.1k | 74.00 |
| 2024-03-31 | $262k | 3.4k | 77.32 |
| 2023-12-31 | $231k | 3.0k | 77.46 |
| 2023-09-30 | $200k | 3.0k | 66.96 |
| 2023-06-30 | $219k | 3.0k | 73.18 |
| 2023-03-31 | $226k | 3.0k | 75.69 |
| 2022-12-31 | $232k | 3.0k | 77.64 |
| 2022-03-31 | $253k | 2.9k | 87.24 |
| 2021-12-31 | $270k | 2.9k | 93.10 |
| 2021-09-30 | $246k | 2.9k | 84.83 |
| 2021-06-30 | $239k | 2.9k | 82.41 |
| 2021-03-31 | $244k | 2.9k | 84.14 |
| 2020-12-31 | $211k | 2.9k | 72.76 |
| 2020-09-30 | $172k | 2.9k | 59.31 |
| 2020-06-30 | $184k | 2.9k | 63.45 |
| 2020-03-31 | $154k | 2.9k | 53.10 |
| 2019-12-31 | $233k | 3.0k | 78.98 |
| 2019-09-30 | $184k | 3.1k | 59.13 |
| 2019-06-30 | $174k | 3.1k | 55.91 |
| 2019-03-31 | $205k | 3.1k | 65.87 |
| 2018-12-31 | $196k | 3.1k | 62.98 |
| 2018-09-30 | $261k | 3.1k | 83.87 |
| 2018-06-30 | $290k | 3.1k | 93.19 |
| 2018-03-31 | $310k | 3.1k | 99.61 |
| 2017-12-31 | $304k | 3.1k | 97.69 |
| 2017-09-30 | $297k | 3.1k | 95.44 |
| 2017-03-31 | $287k | 3.6k | 79.72 |
| 2016-12-31 | $280k | 3.6k | 77.78 |
| 2016-09-30 | $250k | 3.6k | 69.44 |
| 2016-06-30 | $194k | 3.6k | 53.89 |
| 2016-03-31 | $4.0k | 3.6k | 1.11 |
| 2015-12-31 | $238k | 3.6k | 66.11 |
| 2015-09-30 | $24k | 3.6k | 6.67 |
| 2015-06-30 | $277k | 3.6k | 76.94 |
| 2015-03-31 | $265k | 3.6k | 73.53 |
| 2014-12-31 | $283k | 3.6k | 78.61 |