Back to STT-PG
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC → STT-PG
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC STT-PG Position History
State Street Corporation
Quarters held
18
Latest value
$7.5M
Q3 2026
Peak value
$46.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $374K |
| Q3 2025 | $599K |
| Q3 2025 | $41M |
| Q4 2025 | $383K |
| Q4 2025 | $574K |
| Q4 2025 | $41.2M |
| Q1 2026 | $398K |
| Q1 2026 | $597K |
| Q1 2026 | $39.5M |
| Q2 2026 | $459K |
| Q2 2026 | $225K |
| Q2 2026 | $602K |
| Q2 2026 | $46.1M |
| Q3 2026 | $430K |
| Q3 2026 | $19.9M |
| Q3 2026 | $579K |
| Q3 2026 | $46.2M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 310.4K | — | — |
| Q3 2026 | $46.2M | 515.1K | — | — |
| Q3 2026 | $579K | 4.0K | — | — |
| Q3 2026 | $19.9M | 617.8K | — | — |
| Q3 2026 | $430K | 4.2K | — | — |
| Q2 2026 | $46.1M | 525.1K | — | — |
| Q2 2026 | $602K | 4.0K | — | — |
| Q2 2026 | $225K | 1.9K | — | — |
| Q2 2026 | $459K | 4.2K | — | — |
| Q1 2026 | $39.5M | 516.7K | — | — |
| Q1 2026 | $597K | 4.1K | — | — |
| Q1 2026 | $398K | 4.2K | — | — |
| Q4 2025 | $41.2M | 513.4K | — | — |
| Q4 2025 | $574K | 4.1K | — | — |
| Q4 2025 | $383K | 4.2K | — | — |
| Q3 2025 | $41M | 523.7K | — | — |
| Q3 2025 | $599K | 4.3K | — | — |
| Q3 2025 | $374K | 4.2K | — | — |