State Street Corporation shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of State Street Corporation (STT) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in State Street Corporation
Tip: Access up to 7 years of quarterly data
All positions including State Street Corporation held by Summit Wealth & Retirement Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in State Street Corporation by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $537k | 4.2k | 129.01 |
| 2025-09-30 | $498k | 4.3k | 116.01 |
| 2025-06-30 | $457k | 4.3k | 106.34 |
| 2025-03-31 | $360k | 4.0k | 89.53 |
| 2024-12-31 | $395k | 4.0k | 98.15 |
| 2024-09-30 | $356k | 4.0k | 88.47 |
| 2024-06-30 | $298k | 4.0k | 74.00 |
| 2024-03-31 | $311k | 4.0k | 77.32 |
| 2021-03-31 | $807k | 9.6k | 84.02 |
| 2020-12-31 | $699k | 9.6k | 72.77 |
| 2020-09-30 | $570k | 9.6k | 59.34 |
| 2020-06-30 | $610k | 9.6k | 63.51 |
| 2020-03-31 | $512k | 9.6k | 53.31 |
| 2019-12-31 | $760k | 9.6k | 79.13 |
| 2019-09-30 | $569k | 9.6k | 59.24 |
| 2019-06-30 | $538k | 9.6k | 56.01 |
| 2019-03-31 | $632k | 9.6k | 65.80 |
| 2018-12-31 | $607k | 9.6k | 63.07 |
More positions owned by Summit Wealth & Retirement Planning
View all positions for Summit Wealth & Retirement Planning