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Michels Family Financial, LLC → STT-PG

Michels Family Financial, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
15
Latest value
$544K
Q3 2026
Peak value
$3.2M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$545K
Q3 2025$3M
Q3 2025$272K
Q4 2025$567K
Q4 2025$3.1M
Q4 2025$275K
Q1 2026$574K
Q1 2026$3.1M
Q1 2026$270K
Q2 2026$622K
Q2 2026$3.2M
Q2 2026$439K
Q3 2026$621K
Q3 2026$3.2M
Q3 2026$544K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$544K2.8K——
Q3 2026$3.2M143.3K——
Q3 2026$621K3.3K——
Q2 2026$439K2.3K——
Q2 2026$3.2M136.3K——
Q2 2026$622K3.4K——
Q1 2026$270K2.0K——
Q1 2026$3.1M134.8K——
Q1 2026$574K3.4K——
Q4 2025$275K1.9K——
Q4 2025$3.1M132.0K——
Q4 2025$567K3.4K——
Q3 2025$272K963——
Q3 2025$3M124.3K——
Q3 2025$545K3.4K——

Other funds holding STT-PG

Other Michels Family Financial, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$10.3M
SPY

STATE STR SPDR S&P 500 ETF T

$10.2M
SPY

SPDR S&P 500 ETF TR

$8.9M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.8M
SPY

STATE STR SPDR S&P 500 ETF T

$8.6M
SCHW-PJ

SCHWAB STRATEGIC TR

$8.4M
SPY

SPDR S&P 500 ETF TR

$8.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$7.9M