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Clear Point Advisors Inc. → STT-PG

Clear Point Advisors Inc. STT-PG Position History

State Street Corporation • Banking

Quarters held
8
Latest value
$1.5M
Q3 2026
Peak value
$11.2M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$537K
Q4 2025$1.4M
Q1 2026$11.2M
Q2 2026$652K
Q2 2026$1.5M
Q3 2026$202K
Q3 2026$608K
Q3 2026$1.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.5M17.2K——
Q3 2026$608K5.8K——
Q3 2026$202K1.6K——
Q2 2026$1.5M17.2K——
Q2 2026$652K5.8K——
Q1 2026$11.2M38.3K——
Q4 2025$1.4M17.1K——
Q4 2025$537K5.8K——

Other funds holding STT-PG

Other Clear Point Advisors Inc. positions

SCHW-PJ

SCHWAB STRATEGIC TR

$12.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$12.3M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
JPM-PM

JPMORGAN CHASE & CO

$8.2M
VGES

VANGUARD WORLD FD

$6.8M
QQQ

INVESCO QQQ TR

$6.5M
QQQ

INVESCO QQQ TR

$6.5M
Clear Point Advisors Inc. STT-PG Holdings: 13F Position History | Track13F