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State Street Corporation shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in State Street Corporation by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-09-30 $307k 3.5k 88.47
2024-06-30 $234k 3.2k 74.00

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Global X Fds S&p 500 Covered (XYLD)
Global X Fds Global X Uranium (URA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Juncture Wealth Strategies

Top funds holding State Street Corporation

BlackRock
Dodge & Cox
Harris Associates L.P
Geode Capital Management
Invesco
Jpmorgan Chase & Co
Hotchkis and Wiley Capital Management
Capital Research and Management Company - Division 3
LSV Asset Management
Amundi
Metropolis Capital
Northern Trust
Franklin Resources
Dimensional Fund Advisors
Yacktman Asset Management

View all funds holding State Street Corporation