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State Street Corporation shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in State Street Corporation

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

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Quarterly reported holdings in State Street Corporation by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $216k 1.7k 126.53

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Apple (AAPL)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Health Care Select Sector Spdr State Street Hea (XLV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares U.s. Infrastructure Etf Us Infrastruc (IFRA)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
State Street Spdr S&p 500 Etf Tr Unit (SPY)
Technology Select Sector Spdr State Street Tec (XLK)
NVIDIA Corporation (NVDA)

View all positions for Wellspring Financial Advisors

Top funds holding State Street Corporation

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
Franklin Resources
Hotchkis and Wiley Capital Management
LSV Asset Management
Northern Trust
CIBC World Markets

View all funds holding State Street Corporation