Back to STT-PG

Melone Private Wealth, LLC → STT-PG

Melone Private Wealth, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
33
Latest value
$290K
Q3 2026
Peak value
$14.6M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$8.1M
Q4 2025$4.9M
Q4 2025$2.3M
Q4 2025$1.8M
Q4 2025$10.9M
Q4 2025$6.5M
Q4 2025$14.5M
Q4 2025$223K
Q4 2025$562K
Q1 2026$8.9M
Q1 2026$4.9M
Q1 2026$3.3M
Q1 2026$1.8M
Q1 2026$10M
Q1 2026$6.3M
Q1 2026$14.6M
Q1 2026$605K
Q2 2026$8.5M
Q2 2026$4.9M
Q2 2026$3.1M
Q2 2026$2M
Q2 2026$11.9M
Q2 2026$6.2M
Q2 2026$14.6M
Q2 2026$282K
Q3 2026$9.1M
Q3 2026$4.7M
Q3 2026$2.9M
Q3 2026$1.9M
Q3 2026$12.5M
Q3 2026$5.9M
Q3 2026$14.1M
Q3 2026$290K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$290K1.5K——
Q3 2026$14.1M516.2K——
Q3 2026$5.9M244.1K——
Q3 2026$12.5M101.5K——
Q3 2026$1.9M18.6K——
Q3 2026$2.9M125.7K——
Q3 2026$4.7M171.7K——
Q3 2026$9.1M176.7K——
Q2 2026$282K1.5K——
Q2 2026$14.6M512.8K——
Q2 2026$6.2M243.9K——
Q2 2026$11.9M100.3K——
Q2 2026$2M18.5K——
Q2 2026$3.1M120.6K——
Q2 2026$4.9M169.6K——
Q2 2026$8.5M164.4K——
Q1 2026$605K13.2K——
Q1 2026$14.6M510.1K——
Q1 2026$6.3M247.3K——
Q1 2026$10M102.4K——
Q1 2026$1.8M18.5K——
Q1 2026$3.3M133.1K——
Q1 2026$4.9M167.8K——
Q1 2026$8.9M189.0K——
Q4 2025$562K13.2K——
Q4 2025$223K1.6K——
Q4 2025$14.5M501.4K——
Q4 2025$6.5M250.8K——
Q4 2025$10.9M102.3K——
Q4 2025$1.8M20.3K——
Q4 2025$2.3M92.9K——
Q4 2025$4.9M167.7K——
Q4 2025$8.1M173.9K——

Other funds holding STT-PG

Other Melone Private Wealth, LLC positions

BTCW

WISDOMTREE TR

$21.6M
BTCW

WISDOMTREE TR

$21.4M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$18.2M
COF-PN

CAPITAL GROUP DIVIDEND VALUE

$18M
ETHA

ISHARES TR

$16.9M
BTCW

WISDOMTREE TR

$16.7M
BTCW

WISDOMTREE TR

$16.5M
ETHA

ISHARES TR

$15.9M