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Barry Investment Advisors, LLC → STT-PG

Barry Investment Advisors, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
17
Latest value
$410K
Q3 2026
Peak value
$48.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.9M
Q3 2025$3.7M
Q3 2025$19.2M
Q3 2025$17.1M
Q3 2025$476K
Q4 2025$30.2M
Q4 2025$16.4M
Q4 2025$467K
Q1 2026$29.8M
Q1 2026$396K
Q1 2026$500K
Q2 2026$42.9M
Q2 2026$418K
Q2 2026$475K
Q3 2026$48.4M
Q3 2026$398K
Q3 2026$410K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$410K10.4K——
Q3 2026$398K8.8K——
Q3 2026$48.4M527.8K——
Q2 2026$475K10.5K——
Q2 2026$418K8.8K——
Q2 2026$42.9M468.6K——
Q1 2026$500K10.9K——
Q1 2026$396K8.7K——
Q1 2026$29.8M325.7K——
Q4 2025$467K10.9K——
Q4 2025$16.4M379.3K——
Q4 2025$30.2M330.7K——
Q3 2025$476K5.5K——
Q3 2025$17.1M387.6K——
Q3 2025$19.2M209.7K——
Q3 2025$3.7M91.1K——
Q3 2025$1.9M56.3K——

Other funds holding STT-PG

Other Barry Investment Advisors, LLC positions

SCHW-PJ

SCHWAB STRATEGIC TR

$46.8M
VGES

VANGUARD WHITEHALL FDS

$45.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$43.5M
HODL

VANECK ETF TRUST

$42.4M
VGES

VANGUARD WHITEHALL FDS

$41.8M
VGES

VANGUARD SCOTTSDALE FDS

$41.5M
VGES

VANGUARD SCOTTSDALE FDS

$41.2M
HODL

VANECK ETF TRUST

$40.5M