Back to STT-PG
Investment Planning Advisors, Inc. → STT-PG
Investment Planning Advisors, Inc. STT-PG Position History
State Street Corporation • Banking
Quarters held
55
Latest value
$337K
Q3 2026
Peak value
$56.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q3 2025 | $305K |
| Q3 2025 | $3.7M |
| Q3 2025 | $635K |
| Q3 2025 | $40.5M |
| Q3 2025 | $376K |
| Q3 2025 | $333K |
| Q3 2025 | $232K |
| Q3 2025 | $324K |
| Q3 2025 | $276K |
| Q4 2025 | $3.2M |
| Q4 2025 | $333K |
| Q4 2025 | $4M |
| Q4 2025 | $623K |
| Q4 2025 | $42M |
| Q4 2025 | $382K |
| Q4 2025 | $238K |
| Q4 2025 | $228K |
| Q4 2025 | $411K |
| Q4 2025 | $316K |
| Q1 2026 | $5.2M |
| Q1 2026 | $319K |
| Q1 2026 | $3.9M |
| Q1 2026 | $635K |
| Q1 2026 | $44.3M |
| Q1 2026 | $396K |
| Q1 2026 | $5.2M |
| Q1 2026 | $275K |
| Q1 2026 | $232K |
| Q1 2026 | $453K |
| Q1 2026 | $216K |
| Q1 2026 | $338K |
| Q2 2026 | $6.2M |
| Q2 2026 | $295K |
| Q2 2026 | $4.4M |
| Q2 2026 | $728K |
| Q2 2026 | $53.2M |
| Q2 2026 | $445K |
| Q2 2026 | $220K |
| Q2 2026 | $236K |
| Q2 2026 | $307K |
| Q2 2026 | $213K |
| Q2 2026 | $345K |
| Q3 2026 | $6.6M |
| Q3 2026 | $279K |
| Q3 2026 | $4.6M |
| Q3 2026 | $714K |
| Q3 2026 | $56.6M |
| Q3 2026 | $449K |
| Q3 2026 | $224K |
| Q3 2026 | $227K |
| Q3 2026 | $247K |
| Q3 2026 | $233K |
| Q3 2026 | $359K |
| Q3 2026 | $337K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $337K | 1.7K | — | — |
| Q3 2026 | $359K | 2.1K | — | — |
| Q3 2026 | $233K | 2.1K | — | — |
| Q3 2026 | $247K | 1.5K | — | — |
| Q3 2026 | $227K | 1.3K | — | — |
| Q3 2026 | $224K | 5.2K | — | — |
| Q3 2026 | $449K | 11.1K | — | — |
| Q3 2026 | $56.6M | 630.4K | — | — |
| Q3 2026 | $714K | 11.3K | — | — |
| Q3 2026 | $4.6M | 49.9K | — | — |
| Q3 2026 | $279K | 11.5K | — | — |
| Q3 2026 | $6.6M | 76.8K | — | — |
| Q2 2026 | $345K | 1.8K | — | — |
| Q2 2026 | $213K | 4.0K | — | — |
| Q2 2026 | $307K | 1.9K | — | — |
| Q2 2026 | $236K | 1.3K | — | — |
| Q2 2026 | $220K | 4.8K | — | — |
| Q2 2026 | $445K | 11.1K | — | — |
| Q2 2026 | $53.2M | 604.9K | — | — |
| Q2 2026 | $728K | 10.8K | — | — |
| Q2 2026 | $4.4M | 48.3K | — | — |
| Q2 2026 | $295K | 11.5K | — | — |
| Q2 2026 | $6.2M | 72.9K | — | — |
| Q1 2026 | $338K | 2.5K | — | — |
| Q1 2026 | $216K | 3.5K | — | — |
| Q1 2026 | $453K | 3.1K | — | — |
| Q1 2026 | $232K | 1.3K | — | — |
| Q1 2026 | $275K | 6.1K | — | — |
| Q1 2026 | $5.2M | 28.4K | — | — |
| Q1 2026 | $396K | 9.9K | — | — |
| Q1 2026 | $44.3M | 578.2K | — | — |
| Q1 2026 | $635K | 10.7K | — | — |
| Q1 2026 | $3.9M | 49.1K | — | — |
| Q1 2026 | $319K | 12.5K | — | — |
| Q1 2026 | $5.2M | 68.8K | — | — |
| Q4 2025 | $316K | 2.2K | — | — |
| Q4 2025 | $411K | 2.7K | — | — |
| Q4 2025 | $228K | 1.3K | — | — |
| Q4 2025 | $238K | 5.2K | — | — |
| Q4 2025 | $382K | 9.3K | — | — |
| Q4 2025 | $42M | 524.1K | — | — |
| Q4 2025 | $623K | 10.8K | — | — |
| Q4 2025 | $4M | 48.3K | — | — |
| Q4 2025 | $333K | 12.9K | — | — |
| Q4 2025 | $3.2M | 42.3K | — | — |
| Q3 2025 | $276K | 979 | — | — |
| Q3 2025 | $324K | 2.3K | — | — |
| Q3 2025 | $232K | 1.3K | — | — |
| Q3 2025 | $333K | 7.3K | — | — |
| Q3 2025 | $376K | 9.0K | — | — |
| Q3 2025 | $40.5M | 517.1K | — | — |
| Q3 2025 | $635K | 11.1K | — | — |
| Q3 2025 | $3.7M | 45.9K | — | — |
| Q3 2025 | $305K | 11.8K | — | — |
| Q3 2025 | $3.1M | 41.0K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B