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Simplicity Wealth,LLC → STT-PG
Simplicity Wealth,LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
192
Latest value
$387K
Q3 2026
Peak value
$40.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $247K |
| Q3 2025 | $510K |
| Q3 2025 | $4M |
| Q3 2025 | $465K |
| Q3 2025 | $10.6M |
| Q3 2025 | $480K |
| Q3 2025 | $546K |
| Q3 2025 | $2.9M |
| Q3 2025 | $247K |
| Q3 2025 | $3M |
| Q3 2025 | $9.5M |
| Q3 2025 | $2.5M |
| Q3 2025 | $1.4M |
| Q3 2025 | $1.4M |
| Q3 2025 | $2.1M |
| Q3 2025 | $24.2M |
| Q3 2025 | $356K |
| Q3 2025 | $402K |
| Q3 2025 | $5.8M |
| Q3 2025 | $1.4M |
| Q3 2025 | $940K |
| Q3 2025 | $439K |
| Q3 2025 | $283K |
| Q3 2025 | $1.4M |
| Q3 2025 | $2.6M |
| Q3 2025 | $8M |
| Q3 2025 | $349K |
| Q3 2025 | $786K |
| Q3 2025 | $1.7M |
| Q3 2025 | $1.6M |
| Q3 2025 | $712K |
| Q3 2025 | $2.8M |
| Q3 2025 | $879K |
| Q3 2025 | $4.6M |
| Q3 2025 | $3.9M |
| Q3 2025 | $1.3M |
| Q4 2025 | $255K |
| Q4 2025 | $526K |
| Q4 2025 | $4.7M |
| Q4 2025 | $493K |
| Q4 2025 | $9.2M |
| Q4 2025 | $453K |
| Q4 2025 | $606K |
| Q4 2025 | $2.7M |
| Q4 2025 | $244K |
| Q4 2025 | $3.2M |
| Q4 2025 | $10.6M |
| Q4 2025 | $2.7M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.5M |
| Q4 2025 | $2.7M |
| Q4 2025 | $27.1M |
| Q4 2025 | $312K |
| Q4 2025 | $2.4M |
| Q4 2025 | $1.4M |
| Q4 2025 | $1.1M |
| Q4 2025 | $453K |
| Q4 2025 | $735K |
| Q4 2025 | $485K |
| Q4 2025 | $2.5M |
| Q4 2025 | $8.1M |
| Q4 2025 | $365K |
| Q4 2025 | $844K |
| Q4 2025 | $1.8M |
| Q4 2025 | $1M |
| Q4 2025 | $547K |
| Q4 2025 | $3.5M |
| Q4 2025 | $575K |
| Q4 2025 | $4.5M |
| Q4 2025 | $4.1M |
| Q4 2025 | $2.1M |
| Q1 2026 | $262K |
| Q1 2026 | $486K |
| Q1 2026 | $5.9M |
| Q1 2026 | $510K |
| Q1 2026 | $11.5M |
| Q1 2026 | $479K |
| Q1 2026 | $743K |
| Q1 2026 | $2.5M |
| Q1 2026 | $246K |
| Q1 2026 | $2.7M |
| Q1 2026 | $13.6M |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.4M |
| Q1 2026 | $1.8M |
| Q1 2026 | $3.2M |
| Q1 2026 | $31.7M |
| Q1 2026 | $302K |
| Q1 2026 | $2.3M |
| Q1 2026 | $1.4M |
| Q1 2026 | $224K |
| Q1 2026 | $1.6M |
| Q1 2026 | $449K |
| Q1 2026 | $1.9M |
| Q1 2026 | $733K |
| Q1 2026 | $2.7M |
| Q1 2026 | $8.1M |
| Q1 2026 | $396K |
| Q1 2026 | $1M |
| Q1 2026 | $434K |
| Q1 2026 | $2.1M |
| Q1 2026 | $834K |
| Q1 2026 | $1.4M |
| Q1 2026 | $3.4M |
| Q1 2026 | $1M |
| Q1 2026 | $4.3M |
| Q1 2026 | $3.1M |
| Q1 2026 | $2M |
| Q2 2026 | $270K |
| Q2 2026 | $532K |
| Q2 2026 | $9.6M |
| Q2 2026 | $684K |
| Q2 2026 | $24.2M |
| Q2 2026 | $208K |
| Q2 2026 | $488K |
| Q2 2026 | $2.2M |
| Q2 2026 | $763K |
| Q2 2026 | $20.6M |
| Q2 2026 | $6.7M |
| Q2 2026 | $18.4M |
| Q2 2026 | $13.9M |
| Q2 2026 | $5.1M |
| Q2 2026 | $2.6M |
| Q2 2026 | $2M |
| Q2 2026 | $359K |
| Q2 2026 | $4M |
| Q2 2026 | $40.5M |
| Q2 2026 | $208K |
| Q2 2026 | $378K |
| Q2 2026 | $6.4M |
| Q2 2026 | $1.9M |
| Q2 2026 | $504K |
| Q2 2026 | $205K |
| Q2 2026 | $1.6M |
| Q2 2026 | $546K |
| Q2 2026 | $781K |
| Q2 2026 | $6.5M |
| Q2 2026 | $1.6M |
| Q2 2026 | $5.4M |
| Q2 2026 | $432K |
| Q2 2026 | $1M |
| Q2 2026 | $2.2M |
| Q2 2026 | $5.6M |
| Q2 2026 | $2.8M |
| Q2 2026 | $3M |
| Q2 2026 | $8.4M |
| Q2 2026 | $3.4M |
| Q2 2026 | $15.8M |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.5M |
| Q2 2026 | $4.4M |
| Q2 2026 | $260K |
| Q3 2026 | $274K |
| Q3 2026 | $537K |
| Q3 2026 | $10.3M |
| Q3 2026 | $723K |
| Q3 2026 | $21.5M |
| Q3 2026 | $547K |
| Q3 2026 | $1.5M |
| Q3 2026 | $792K |
| Q3 2026 | $14.8M |
| Q3 2026 | $6.7M |
| Q3 2026 | $13.2M |
| Q3 2026 | $13.9M |
| Q3 2026 | $4.9M |
| Q3 2026 | $2.2M |
| Q3 2026 | $2.1M |
| Q3 2026 | $239K |
| Q3 2026 | $3.9M |
| Q3 2026 | $34.2M |
| Q3 2026 | $396K |
| Q3 2026 | $6.5M |
| Q3 2026 | $3.6M |
| Q3 2026 | $378K |
| Q3 2026 | $1.9M |
| Q3 2026 | $523K |
| Q3 2026 | $6.7M |
| Q3 2026 | $1.7M |
| Q3 2026 | $11.9M |
| Q3 2026 | $428K |
| Q3 2026 | $1M |
| Q3 2026 | $1.6M |
| Q3 2026 | $6M |
| Q3 2026 | $2.3M |
| Q3 2026 | $3.4M |
| Q3 2026 | $6.1M |
| Q3 2026 | $2M |
| Q3 2026 | $14M |
| Q3 2026 | $4.6M |
| Q3 2026 | $1.3M |
| Q3 2026 | $5.1M |
| Q3 2026 | $387K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $387K | 2.2K | — | — |
| Q3 2026 | $5.1M | 128.9K | — | — |
| Q3 2026 | $1.3M | 32.8K | — | — |
| Q3 2026 | $4.6M | 41.8K | — | — |
| Q3 2026 | $14M | 71.5K | — | — |
| Q3 2026 | $2M | 12.2K | — | — |
| Q3 2026 | $6.1M | 114.2K | — | — |
| Q3 2026 | $3.4M | 55.9K | — | — |
| Q3 2026 | $2.3M | 20.8K | — | — |
| Q3 2026 | $6M | 35.4K | — | — |
| Q3 2026 | $1.6M | 32.8K | — | — |
| Q3 2026 | $1M | 57.5K | — | — |
| Q3 2026 | $428K | 10.0K | — | — |
| Q3 2026 | $11.9M | 129.9K | — | — |
| Q3 2026 | $1.7M | 18.3K | — | — |
| Q3 2026 | $6.7M | 298.7K | — | — |
| Q3 2026 | $523K | 18.1K | — | — |
| Q3 2026 | $1.9M | 47.4K | — | — |
| Q3 2026 | $378K | 12.2K | — | — |
| Q3 2026 | $3.6M | 127.3K | — | — |
| Q3 2026 | $6.5M | 160.0K | — | — |
| Q3 2026 | $396K | 2.5K | — | — |
| Q3 2026 | $34.2M | 381.4K | — | — |
| Q3 2026 | $3.9M | 61.4K | — | — |
| Q3 2026 | $239K | 2.6K | — | — |
| Q3 2026 | $2.1M | 14.1K | — | — |
| Q3 2026 | $2.2M | 79.3K | — | — |
| Q3 2026 | $4.9M | 204.7K | — | — |
| Q3 2026 | $13.9M | 570.1K | — | — |
| Q3 2026 | $13.2M | 216.7K | — | — |
| Q3 2026 | $6.7M | 226.8K | — | — |
| Q3 2026 | $14.8M | 120.3K | — | — |
| Q3 2026 | $792K | 38.4K | — | — |
| Q3 2026 | $1.5M | 68.6K | — | — |
| Q3 2026 | $547K | 16.9K | — | — |
| Q3 2026 | $21.5M | 427.9K | — | — |
| Q3 2026 | $723K | 17.9K | — | — |
| Q3 2026 | $10.3M | 198.1K | — | — |
| Q3 2026 | $537K | 6.6K | — | — |
| Q3 2026 | $274K | 2.8K | — | — |
| Q2 2026 | $260K | 1.5K | — | — |
| Q2 2026 | $4.4M | 96.9K | — | — |
| Q2 2026 | $1.5M | 35.1K | — | — |
| Q2 2026 | $4.1M | 38.2K | — | — |
| Q2 2026 | $15.8M | 83.1K | — | — |
| Q2 2026 | $3.4M | 18.2K | — | — |
| Q2 2026 | $8.4M | 157.5K | — | — |
| Q2 2026 | $3M | 55.6K | — | — |
| Q2 2026 | $2.8M | 23.5K | — | — |
| Q2 2026 | $5.6M | 35.1K | — | — |
| Q2 2026 | $2.2M | 43.4K | — | — |
| Q2 2026 | $1M | 53.2K | — | — |
| Q2 2026 | $432K | 9.4K | — | — |
| Q2 2026 | $5.4M | 59.1K | — | — |
| Q2 2026 | $1.6M | 16.8K | — | — |
| Q2 2026 | $6.5M | 278.8K | — | — |
| Q2 2026 | $781K | 7.9K | — | — |
| Q2 2026 | $546K | 18.2K | — | — |
| Q2 2026 | $1.6M | 46.5K | — | — |
| Q2 2026 | $205K | 8.2K | — | — |
| Q2 2026 | $504K | 16.3K | — | — |
| Q2 2026 | $1.9M | 65.8K | — | — |
| Q2 2026 | $6.4M | 159.2K | — | — |
| Q2 2026 | $378K | 2.4K | — | — |
| Q2 2026 | $208K | 333 | — | — |
| Q2 2026 | $40.5M | 461.0K | — | — |
| Q2 2026 | $4M | 59.6K | — | — |
| Q2 2026 | $359K | 4.0K | — | — |
| Q2 2026 | $2M | 12.8K | — | — |
| Q2 2026 | $2.6M | 90.6K | — | — |
| Q2 2026 | $5.1M | 196.2K | — | — |
| Q2 2026 | $13.9M | 546.0K | — | — |
| Q2 2026 | $18.4M | 301.9K | — | — |
| Q2 2026 | $6.7M | 222.1K | — | — |
| Q2 2026 | $20.6M | 173.1K | — | — |
| Q2 2026 | $763K | 36.5K | — | — |
| Q2 2026 | $2.2M | 100.4K | — | — |
| Q2 2026 | $488K | 14.6K | — | — |
| Q2 2026 | $208K | 7.2K | — | — |
| Q2 2026 | $24.2M | 479.8K | — | — |
| Q2 2026 | $684K | 16.8K | — | — |
| Q2 2026 | $9.6M | 185.8K | — | — |
| Q2 2026 | $532K | 6.7K | — | — |
| Q2 2026 | $270K | 2.8K | — | — |
| Q1 2026 | $2M | 44.3K | — | — |
| Q1 2026 | $3.1M | 27.5K | — | — |
| Q1 2026 | $4.3M | 32.4K | — | — |
| Q1 2026 | $1M | 6.3K | — | — |
| Q1 2026 | $3.4M | 69.5K | — | — |
| Q1 2026 | $1.4M | 23.4K | — | — |
| Q1 2026 | $834K | 7.7K | — | — |
| Q1 2026 | $2.1M | 14.1K | — | — |
| Q1 2026 | $434K | 8.7K | — | — |
| Q1 2026 | $1M | 54.4K | — | — |
| Q1 2026 | $396K | 8.7K | — | — |
| Q1 2026 | $8.1M | 88.5K | — | — |
| Q1 2026 | $2.7M | 28.3K | — | — |
| Q1 2026 | $733K | 31.4K | — | — |
| Q1 2026 | $1.9M | 19.5K | — | — |
| Q1 2026 | $449K | 14.8K | — | — |
| Q1 2026 | $1.6M | 45.1K | — | — |
| Q1 2026 | $224K | 7.3K | — | — |
| Q1 2026 | $1.4M | 48.0K | — | — |
| Q1 2026 | $2.3M | 58.2K | — | — |
| Q1 2026 | $302K | 2.4K | — | — |
| Q1 2026 | $31.7M | 414.6K | — | — |
| Q1 2026 | $3.2M | 54.0K | — | — |
| Q1 2026 | $1.8M | 12.0K | — | — |
| Q1 2026 | $1.4M | 48.3K | — | — |
| Q1 2026 | $3.2M | 121.6K | — | — |
| Q1 2026 | $13.6M | 530.9K | — | — |
| Q1 2026 | $2.7M | 47.6K | — | — |
| Q1 2026 | $246K | 8.2K | — | — |
| Q1 2026 | $2.5M | 25.9K | — | — |
| Q1 2026 | $743K | 36.0K | — | — |
| Q1 2026 | $479K | 14.3K | — | — |
| Q1 2026 | $11.5M | 251.4K | — | — |
| Q1 2026 | $510K | 13.9K | — | — |
| Q1 2026 | $5.9M | 125.4K | — | — |
| Q1 2026 | $486K | 6.3K | — | — |
| Q1 2026 | $262K | 2.8K | — | — |
| Q4 2025 | $2.1M | 49.1K | — | — |
| Q4 2025 | $4.1M | 34.4K | — | — |
| Q4 2025 | $4.5M | 31.3K | — | — |
| Q4 2025 | $575K | 3.7K | — | — |
| Q4 2025 | $3.5M | 64.7K | — | — |
| Q4 2025 | $547K | 12.2K | — | — |
| Q4 2025 | $1M | 8.6K | — | — |
| Q4 2025 | $1.8M | 11.7K | — | — |
| Q4 2025 | $844K | 44.3K | — | — |
| Q4 2025 | $365K | 8.0K | — | — |
| Q4 2025 | $8.1M | 88.4K | — | — |
| Q4 2025 | $2.5M | 25.7K | — | — |
| Q4 2025 | $485K | 20.5K | — | — |
| Q4 2025 | $735K | 7.4K | — | — |
| Q4 2025 | $453K | 14.9K | — | — |
| Q4 2025 | $1.1M | 38.4K | — | — |
| Q4 2025 | $1.4M | 47.9K | — | — |
| Q4 2025 | $2.4M | 58.8K | — | — |
| Q4 2025 | $312K | 2.6K | — | — |
| Q4 2025 | $27.1M | 337.8K | — | — |
| Q4 2025 | $2.7M | 45.9K | — | — |
| Q4 2025 | $1.5M | 10.6K | — | — |
| Q4 2025 | $1.4M | 48.5K | — | — |
| Q4 2025 | $2.7M | 101.4K | — | — |
| Q4 2025 | $10.6M | 411.6K | — | — |
| Q4 2025 | $3.2M | 56.9K | — | — |
| Q4 2025 | $244K | 8.1K | — | — |
| Q4 2025 | $2.7M | 25.4K | — | — |
| Q4 2025 | $606K | 28.4K | — | — |
| Q4 2025 | $453K | 13.4K | — | — |
| Q4 2025 | $9.2M | 206.3K | — | — |
| Q4 2025 | $493K | 13.7K | — | — |
| Q4 2025 | $4.7M | 101.3K | — | — |
| Q4 2025 | $526K | 7.0K | — | — |
| Q4 2025 | $255K | 2.8K | — | — |
| Q3 2025 | $1.3M | 15.1K | — | — |
| Q3 2025 | $3.9M | 32.7K | — | — |
| Q3 2025 | $4.6M | 16.2K | — | — |
| Q3 2025 | $879K | 5.7K | — | — |
| Q3 2025 | $2.8M | 51.2K | — | — |
| Q3 2025 | $712K | 8.0K | — | — |
| Q3 2025 | $1.6M | 6.9K | — | — |
| Q3 2025 | $1.7M | 11.9K | — | — |
| Q3 2025 | $786K | 40.8K | — | — |
| Q3 2025 | $349K | 7.7K | — | — |
| Q3 2025 | $8M | 87.2K | — | — |
| Q3 2025 | $2.6M | 26.0K | — | — |
| Q3 2025 | $1.4M | 59.6K | — | — |
| Q3 2025 | $283K | 2.8K | — | — |
| Q3 2025 | $439K | 14.3K | — | — |
| Q3 2025 | $940K | 32.8K | — | — |
| Q3 2025 | $1.4M | 47.1K | — | — |
| Q3 2025 | $5.8M | 139.5K | — | — |
| Q3 2025 | $402K | 13.0K | — | — |
| Q3 2025 | $356K | 3.6K | — | — |
| Q3 2025 | $24.2M | 309.2K | — | — |
| Q3 2025 | $2.1M | 37.0K | — | — |
| Q3 2025 | $1.4M | 10.1K | — | — |
| Q3 2025 | $1.4M | 47.0K | — | — |
| Q3 2025 | $2.5M | 92.7K | — | — |
| Q3 2025 | $9.5M | 366.7K | — | — |
| Q3 2025 | $3M | 53.4K | — | — |
| Q3 2025 | $247K | 8.2K | — | — |
| Q3 2025 | $2.9M | 27.7K | — | — |
| Q3 2025 | $546K | 25.6K | — | — |
| Q3 2025 | $480K | 14.2K | — | — |
| Q3 2025 | $10.6M | 247.1K | — | — |
| Q3 2025 | $465K | 13.3K | — | — |
| Q3 2025 | $4M | 85.2K | — | — |
| Q3 2025 | $510K | 7.0K | — | — |
| Q3 2025 | $247K | 2.8K | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B