Back to STT-PG
Strategic Wealth Investment Group, LLC → STT-PG
Strategic Wealth Investment Group, LLC STT-PG Position History
State Street Corporation • Banking
Quarters held
27
Latest value
$10.2M
Q3 2026
Peak value
$96.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $957K |
| Q3 2025 | $244K |
| Q3 2025 | $47.3M |
| Q3 2025 | $96.3M |
| Q3 2025 | $30.1M |
| Q3 2025 | $10.2M |
| Q4 2025 | $705K |
| Q4 2025 | $242K |
| Q4 2025 | $29.2M |
| Q4 2025 | $63.4M |
| Q4 2025 | $13.6M |
| Q4 2025 | $5.5M |
| Q1 2026 | $573K |
| Q1 2026 | $29.2M |
| Q1 2026 | $63.5M |
| Q1 2026 | $11.8M |
| Q1 2026 | $5.9M |
| Q2 2026 | $651K |
| Q2 2026 | $22.6M |
| Q2 2026 | $64.1M |
| Q2 2026 | $12M |
| Q2 2026 | $11.6M |
| Q3 2026 | $1M |
| Q3 2026 | $20.2M |
| Q3 2026 | $60.4M |
| Q3 2026 | $9.3M |
| Q3 2026 | $10.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.2M | 257.4K | — | — |
| Q3 2026 | $9.3M | 101.0K | — | — |
| Q3 2026 | $60.4M | 2.21M | — | — |
| Q3 2026 | $20.2M | 846.8K | — | — |
| Q3 2026 | $1M | 11.6K | — | — |
| Q2 2026 | $11.6M | 256.7K | — | — |
| Q2 2026 | $12M | 131.2K | — | — |
| Q2 2026 | $64.1M | 2.26M | — | — |
| Q2 2026 | $22.6M | 860.4K | — | — |
| Q2 2026 | $651K | 7.6K | — | — |
| Q1 2026 | $5.9M | 128.2K | — | — |
| Q1 2026 | $11.8M | 128.7K | — | — |
| Q1 2026 | $63.5M | 2.21M | — | — |
| Q1 2026 | $29.2M | 1.11M | — | — |
| Q1 2026 | $573K | 7.6K | — | — |
| Q4 2025 | $5.5M | 129.2K | — | — |
| Q4 2025 | $13.6M | 148.5K | — | — |
| Q4 2025 | $63.4M | 2.20M | — | — |
| Q4 2025 | $29.2M | 1.10M | — | — |
| Q4 2025 | $242K | 9.4K | — | — |
| Q4 2025 | $705K | 9.2K | — | — |
| Q3 2025 | $10.2M | 116.5K | — | — |
| Q3 2025 | $30.1M | 327.8K | — | — |
| Q3 2025 | $96.3M | 3.33M | — | — |
| Q3 2025 | $47.3M | 1.76M | — | — |
| Q3 2025 | $244K | 9.4K | — | — |
| Q3 2025 | $957K | 12.8K | — | — |