Back to STT-PG
Selective Wealth Management, Inc. → STT-PG
Selective Wealth Management, Inc. STT-PG Position History
State Street Corporation
Quarters held
23
Latest value
$1.6M
Q3 2026
Peak value
$31.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $521K |
| Q4 2025 | $16.3M |
| Q4 2025 | $757K |
| Q4 2025 | $500K |
| Q4 2025 | $1.6M |
| Q1 2026 | $503K |
| Q1 2026 | $16.9M |
| Q1 2026 | $775K |
| Q1 2026 | $620K |
| Q1 2026 | $1.5M |
| Q2 2026 | $206K |
| Q2 2026 | $522K |
| Q2 2026 | $21.8M |
| Q2 2026 | $776K |
| Q2 2026 | $750K |
| Q2 2026 | $1.7M |
| Q3 2026 | $217K |
| Q3 2026 | $512K |
| Q3 2026 | $31.7M |
| Q3 2026 | $677K |
| Q3 2026 | $207K |
| Q3 2026 | $862K |
| Q3 2026 | $1.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.6M | 8.2K | — | — |
| Q3 2026 | $862K | 12.9K | — | — |
| Q3 2026 | $207K | 3.3K | — | — |
| Q3 2026 | $677K | 14.4K | — | — |
| Q3 2026 | $31.7M | 349.2K | — | — |
| Q3 2026 | $512K | 3.3K | — | — |
| Q3 2026 | $217K | 1.8K | — | — |
| Q2 2026 | $1.7M | 9.5K | — | — |
| Q2 2026 | $750K | 13.0K | — | — |
| Q2 2026 | $776K | 15.7K | — | — |
| Q2 2026 | $21.8M | 248.9K | — | — |
| Q2 2026 | $522K | 3.4K | — | — |
| Q2 2026 | $206K | 1.8K | — | — |
| Q1 2026 | $1.5M | 9.5K | — | — |
| Q1 2026 | $620K | 10.5K | — | — |
| Q1 2026 | $775K | 16.7K | — | — |
| Q1 2026 | $16.9M | 201.2K | — | — |
| Q1 2026 | $503K | 3.4K | — | — |
| Q4 2025 | $1.6M | 11.2K | — | — |
| Q4 2025 | $500K | 10.5K | — | — |
| Q4 2025 | $757K | 16.8K | — | — |
| Q4 2025 | $16.3M | 200.2K | — | — |
| Q4 2025 | $521K | 3.5K | — | — |