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Spectrum Wealth Advisory Group, LLC → STT-PG

Spectrum Wealth Advisory Group, LLC STT-PG Position History

State Street Corporation • Banking

Quarters held
16
Latest value
$7.7M
Q3 2026
Peak value
$7.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.2M
Q3 2025$2.2M
Q4 2025$6.6M
Q4 2025$1.7M
Q1 2026$2.9M
Q1 2026$1.3M
Q2 2026$36K
Q2 2026$894K
Q2 2026$62K
Q2 2026$3K
Q2 2026$6.7M
Q2 2026$12K
Q2 2026$61K
Q2 2026$7K
Q3 2026$755K
Q3 2026$7.7M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.7M283.3K——
Q3 2026$755K37.0K——
Q2 2026$7K136——
Q2 2026$61K896——
Q2 2026$12K81——
Q2 2026$6.7M236.9K——
Q2 2026$3K109——
Q2 2026$62K518——
Q2 2026$894K39.9K——
Q2 2026$36K303——
Q1 2026$1.3M46.4K——
Q1 2026$2.9M129.7K——
Q4 2025$1.7M59.8K——
Q4 2025$6.6M293.5K——
Q3 2025$2.2M75.4K——
Q3 2025$1.2M53.9K——

Other funds holding STT-PG

Other Spectrum Wealth Advisory Group, LLC positions

ETHA

INVESCO NASDAQ

$46.3M
ETHA

INVESCO EXCH TRADED FD TR II

$44.1M
JPM-PM

J P MORGAN EXCHANGE TRADED F

$38.7M
FPF

FIRST TRUST

$37.2M
FPF

FIRST TRUST

$36.3M
JPM-PM

JPMORGAN US

$33.5M
JPM-PM

JPMORGAN US

$32.8M
JPM-PM

JPMORGAN US

$32.5M
Spectrum Wealth Advisory Group, LLC STT-PG Holdings: 13F Position History | Track13F