Back to STT-PG

STAPP WEALTH MANAGEMENT, PLLC → STT-PG

STAPP WEALTH MANAGEMENT, PLLC STT-PG Position History

State Street Corporation • Banking

Quarters held
23
Latest value
$1.3M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$8.4M
Q3 2025$316K
Q3 2025$1.8M
Q3 2025$2M
Q4 2025$7.6M
Q4 2025$316K
Q4 2025$2.1M
Q4 2025$1.8M
Q1 2026$316K
Q1 2026$4.1M
Q1 2026$1.7M
Q1 2026$1.6M
Q2 2026$316K
Q2 2026$3.6M
Q2 2026$1.8M
Q2 2026$1.8M
Q2 2026$1.7M
Q2 2026$1.5M
Q3 2026$4.2M
Q3 2026$1.7M
Q3 2026$1.6M
Q3 2026$1.7M
Q3 2026$1.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.3M34.0K——
Q3 2026$1.7M32.5K——
Q3 2026$1.6M9.6K——
Q3 2026$1.7M34.5K——
Q3 2026$4.2M23.5K——
Q2 2026$1.5M13.6K——
Q2 2026$1.7M8.7K——
Q2 2026$1.8M33.0K——
Q2 2026$1.8M34.6K——
Q2 2026$3.6M23.4K——
Q2 2026$316K3.2K——
Q1 2026$1.6M33.1K——
Q1 2026$1.7M34.5K——
Q1 2026$4.1M22.7K——
Q1 2026$316K3.2K——
Q4 2025$1.8M33.1K——
Q4 2025$2.1M46.1K——
Q4 2025$316K3.2K——
Q4 2025$7.6M188.1K——
Q3 2025$2M17.3K——
Q3 2025$1.8M32.9K——
Q3 2025$316K3.2K——
Q3 2025$8.4M207.1K——

Other funds holding STT-PG

Other STAPP WEALTH MANAGEMENT, PLLC positions

AGX

GLOBAL X FDS

$10.9M
AGX

GLOBAL X FDS

$10.6M
BTCW

WISDOMTREE TR

$8.4M
BTCW

WISDOMTREE TR

$8M
BTCW

WISDOMTREE TR

$7.9M
BTCW

WISDOMTREE TR

$7.6M
BTCW

WISDOMTREE TR

$7.6M
GLD

WORLD GOLD TR

$7.4M