Back to STT-PG
Cypress Wealth Services, LLC → STT-PG
Cypress Wealth Services, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
53
Latest value
$455K
Q3 2026
Peak value
$54M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $331K |
| Q4 2025 | $10.2M |
| Q4 2025 | $322K |
| Q4 2025 | $201K |
| Q4 2025 | $29.5M |
| Q4 2025 | $878K |
| Q4 2025 | $235K |
| Q4 2025 | $347K |
| Q4 2025 | $315K |
| Q4 2025 | $651K |
| Q4 2025 | $411K |
| Q4 2025 | $274K |
| Q4 2025 | $467K |
| Q1 2026 | $319K |
| Q1 2026 | $6.4M |
| Q1 2026 | $338K |
| Q1 2026 | $27.4M |
| Q1 2026 | $891K |
| Q1 2026 | $222K |
| Q1 2026 | $317K |
| Q1 2026 | $512K |
| Q1 2026 | $588K |
| Q1 2026 | $428K |
| Q1 2026 | $288K |
| Q1 2026 | $503K |
| Q2 2026 | $352K |
| Q2 2026 | $5.2M |
| Q2 2026 | $349K |
| Q2 2026 | $47.1M |
| Q2 2026 | $217K |
| Q2 2026 | $726K |
| Q2 2026 | $227K |
| Q2 2026 | $312K |
| Q2 2026 | $444K |
| Q2 2026 | $629K |
| Q2 2026 | $32K |
| Q2 2026 | $400K |
| Q2 2026 | $413K |
| Q2 2026 | $491K |
| Q3 2026 | $342K |
| Q3 2026 | $5.4M |
| Q3 2026 | $341K |
| Q3 2026 | $54M |
| Q3 2026 | $344K |
| Q3 2026 | $708K |
| Q3 2026 | $239K |
| Q3 2026 | $298K |
| Q3 2026 | $519K |
| Q3 2026 | $634K |
| Q3 2026 | $32K |
| Q3 2026 | $354K |
| Q3 2026 | $437K |
| Q3 2026 | $455K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $455K | 11.1K | — | — |
| Q3 2026 | $437K | 2.2K | — | — |
| Q3 2026 | $354K | 2.1K | — | — |
| Q3 2026 | $32K | 600 | — | — |
| Q3 2026 | $634K | 11.7K | — | — |
| Q3 2026 | $519K | 8.1K | — | — |
| Q3 2026 | $298K | 2.7K | — | — |
| Q3 2026 | $239K | 1.4K | — | — |
| Q3 2026 | $708K | 4.0K | — | — |
| Q3 2026 | $344K | 3.8K | — | — |
| Q3 2026 | $54M | 589.0K | — | — |
| Q3 2026 | $341K | 2.3K | — | — |
| Q3 2026 | $5.4M | 102.0K | — | — |
| Q3 2026 | $342K | 5.1K | — | — |
| Q2 2026 | $491K | 10.8K | — | — |
| Q2 2026 | $413K | 2.2K | — | — |
| Q2 2026 | $400K | 2.2K | — | — |
| Q2 2026 | $32K | 600 | — | — |
| Q2 2026 | $629K | 11.7K | — | — |
| Q2 2026 | $444K | 8.4K | — | — |
| Q2 2026 | $312K | 2.7K | — | — |
| Q2 2026 | $227K | 1.4K | — | — |
| Q2 2026 | $726K | 4.0K | — | — |
| Q2 2026 | $217K | 2.4K | — | — |
| Q2 2026 | $47.1M | 535.6K | — | — |
| Q2 2026 | $349K | 2.3K | — | — |
| Q2 2026 | $5.2M | 101.3K | — | — |
| Q2 2026 | $352K | 5.1K | — | — |
| Q1 2026 | $503K | 11.0K | — | — |
| Q1 2026 | $288K | 2.2K | — | — |
| Q1 2026 | $428K | 2.6K | — | — |
| Q1 2026 | $588K | 11.9K | — | — |
| Q1 2026 | $512K | 8.4K | — | — |
| Q1 2026 | $317K | 2.9K | — | — |
| Q1 2026 | $222K | 1.5K | — | — |
| Q1 2026 | $891K | 5.0K | — | — |
| Q1 2026 | $27.4M | 357.7K | — | — |
| Q1 2026 | $338K | 2.3K | — | — |
| Q1 2026 | $6.4M | 136.9K | — | — |
| Q1 2026 | $319K | 5.1K | — | — |
| Q4 2025 | $467K | 10.9K | — | — |
| Q4 2025 | $274K | 1.9K | — | — |
| Q4 2025 | $411K | 2.6K | — | — |
| Q4 2025 | $651K | 11.9K | — | — |
| Q4 2025 | $315K | 7.0K | — | — |
| Q4 2025 | $347K | 2.9K | — | — |
| Q4 2025 | $235K | 1.5K | — | — |
| Q4 2025 | $878K | 5.0K | — | — |
| Q4 2025 | $29.5M | 367.3K | — | — |
| Q4 2025 | $201K | 2.4K | — | — |
| Q4 2025 | $322K | 2.3K | — | — |
| Q4 2025 | $10.2M | 218.6K | — | — |
| Q4 2025 | $331K | 5.1K | — | — |
Other funds holding STT-PG
$7.7B
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$6.6B
$5.7B
$5.5B
$5.3B