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State Street Corporation shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in State Street Corporation by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $285k 1.7k 169.60
2015-09-30 $17k 255 66.67
2015-06-30 $19k 255 74.51
2015-03-31 $20k 255 78.43
2014-12-31 $20k 255 78.43

More positions owned by Summit Financial Wealth Advisors

Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Corpo Etf (SPBO)
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)
Proshares Tr S&p 500 Dv Arist (NOBL)
Fidelity Covington Trust Enh Mid Cor Etf (FMDE)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
Cummins (CMI)
First Tr Exchange-traded First Tr Enh New (FTSM)
UnitedHealth (UNH)
Valero Energy Corporation (VLO)
Cisco Systems (CSCO)
3M Company (MMM)

View all positions for Summit Financial Wealth Advisors

Top funds holding State Street Corporation

BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
FMR
State Street Corporation
Regents of the University of California
Geode Capital Management
Invesco
Morgan Stanley
Harris Associates L.P
Victory Capital Management
Jpmorgan Chase & Co
Franklin Resources
LSV Asset Management
Northern Trust

View all funds holding State Street Corporation