One Wealth Advisors »

State Street Corporation shares owned by One Wealth Advisors

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

Historical chart of One Wealth Advisors investment in State Street Corporation

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in State Street Corporation by One Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $429k 5.5k 78.01
2023-09-30 $393k 5.9k 66.96
2023-06-30 $285k 3.9k 73.18

More positions owned by One Wealth Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr National Mun Etf (MUB)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Eafe Grwth Etf (EFG)
Blackrock Etf Trust Us Carbon Trans (LCTU)

View all positions for One Wealth Advisors

Top funds holding State Street Corporation

Vanguard Group
BlackRock
Dodge & Cox
Jpmorgan Chase & Co
Geode Capital Management
Harris Associates L.P
LSV Asset Management
Northern Trust
Morgan Stanley
Ameriprise Financial
Metropolis Capital
Amundi
Cooke & Bieler
Yacktman Asset Management
FMR

View all funds holding State Street Corporation