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Johnson & White Wealth Management, LLC → STT-PG

Johnson & White Wealth Management, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
16
Latest value
$1.9M
Q3 2026
Peak value
$4.5M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.2M
Q4 2025$4.5M
Q4 2025$669K
Q4 2025$1.8M
Q1 2026$3.9M
Q1 2026$4.4M
Q1 2026$595K
Q1 2026$1.9M
Q2 2026$4M
Q2 2026$4.5M
Q2 2026$641K
Q2 2026$2M
Q3 2026$4M
Q3 2026$4.3M
Q3 2026$646K
Q3 2026$1.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.9M12.4K——
Q3 2026$646K12.3K——
Q3 2026$4.3M29.3K——
Q3 2026$4M41.3K——
Q2 2026$2M12.6K——
Q2 2026$641K12.1K——
Q2 2026$4.5M29.6K——
Q2 2026$4M41.5K——
Q1 2026$1.9M13.6K——
Q1 2026$595K12.0K——
Q1 2026$4.4M30.3K——
Q1 2026$3.9M42.0K——
Q4 2025$1.8M13.6K——
Q4 2025$669K13.5K——
Q4 2025$4.5M32.1K——
Q4 2025$4.2M46.0K——

Other funds holding STT-PG

Other Johnson & White Wealth Management, LLC positions

PDI

PIMCO ETF TR

$14M
PDI

PIMCO ETF TR

$12.3M
ETHA

ISHARES TR

$12.3M
ETHA

ISHARES TR

$11.7M
ETHA

ISHARES TR

$11.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$11.1M
PDI

PIMCO ETF TR

$10.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$10.6M
Johnson & White Wealth Management, LLC STT-PG Holdings: 13F Position History | Track13F