Back to STT-PG
XY Planning Network, Inc. → STT-PG
XY Planning Network, Inc. STT-PG Position History
State Street Corporation
Quarters held
87
Latest value
$311K
Q3 2026
Peak value
$11.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $552K |
| Q3 2025 | $292K |
| Q3 2025 | $220K |
| Q3 2025 | $707K |
| Q3 2025 | $780K |
| Q3 2025 | $4.5M |
| Q3 2025 | $814K |
| Q3 2025 | $384K |
| Q3 2025 | $607K |
| Q3 2025 | $825K |
| Q4 2025 | $203K |
| Q4 2025 | $1.2M |
| Q4 2025 | $657K |
| Q4 2025 | $210K |
| Q4 2025 | $294K |
| Q4 2025 | $3.5M |
| Q4 2025 | $5.4M |
| Q4 2025 | $282K |
| Q4 2025 | $830K |
| Q4 2025 | $9.7M |
| Q4 2025 | $3.4M |
| Q4 2025 | $557K |
| Q4 2025 | $519K |
| Q4 2025 | $709K |
| Q4 2025 | $265K |
| Q4 2025 | $826K |
| Q1 2026 | $275K |
| Q1 2026 | $1.2M |
| Q1 2026 | $809K |
| Q1 2026 | $213K |
| Q1 2026 | $303K |
| Q1 2026 | $275K |
| Q1 2026 | $3.4M |
| Q1 2026 | $6.5M |
| Q1 2026 | $300K |
| Q1 2026 | $872K |
| Q1 2026 | $10.7M |
| Q1 2026 | $4.5M |
| Q1 2026 | $639K |
| Q1 2026 | $825K |
| Q1 2026 | $711K |
| Q1 2026 | $308K |
| Q1 2026 | $817K |
| Q1 2026 | $349K |
| Q2 2026 | $251K |
| Q2 2026 | $1.4M |
| Q2 2026 | $1.2M |
| Q2 2026 | $403K |
| Q2 2026 | $431K |
| Q2 2026 | $275K |
| Q2 2026 | $4.4M |
| Q2 2026 | $528K |
| Q2 2026 | $7.2M |
| Q2 2026 | $360K |
| Q2 2026 | $1.1M |
| Q2 2026 | $11.8M |
| Q2 2026 | $10.6M |
| Q2 2026 | $607K |
| Q2 2026 | $838K |
| Q2 2026 | $264K |
| Q2 2026 | $1.1M |
| Q2 2026 | $334K |
| Q2 2026 | $1M |
| Q2 2026 | $359K |
| Q3 2026 | $214K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.2M |
| Q3 2026 | $287K |
| Q3 2026 | $248K |
| Q3 2026 | $326K |
| Q3 2026 | $324K |
| Q3 2026 | $4.6M |
| Q3 2026 | $743K |
| Q3 2026 | $236K |
| Q3 2026 | $8M |
| Q3 2026 | $333K |
| Q3 2026 | $1M |
| Q3 2026 | $10.9M |
| Q3 2026 | $11.7M |
| Q3 2026 | $583K |
| Q3 2026 | $992K |
| Q3 2026 | $298K |
| Q3 2026 | $1.1M |
| Q3 2026 | $330K |
| Q3 2026 | $1.1M |
| Q3 2026 | $215K |
| Q3 2026 | $311K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $311K | 7.9K | — | — |
| Q3 2026 | $215K | 3.5K | — | — |
| Q3 2026 | $1.1M | 6.8K | — | — |
| Q3 2026 | $330K | 7.1K | — | — |
| Q3 2026 | $1.1M | 11.5K | — | — |
| Q3 2026 | $298K | 13.2K | — | — |
| Q3 2026 | $992K | 34.6K | — | — |
| Q3 2026 | $583K | 16.1K | — | — |
| Q3 2026 | $11.7M | 130.6K | — | — |
| Q3 2026 | $10.9M | 173.5K | — | — |
| Q3 2026 | $1M | 9.7K | — | — |
| Q3 2026 | $333K | 3.6K | — | — |
| Q3 2026 | $8M | 292.2K | — | — |
| Q3 2026 | $236K | 9.9K | — | — |
| Q3 2026 | $743K | 12.2K | — | — |
| Q3 2026 | $4.6M | 37.4K | — | — |
| Q3 2026 | $324K | 3.2K | — | — |
| Q3 2026 | $326K | 13.9K | — | — |
| Q3 2026 | $248K | 2.3K | — | — |
| Q3 2026 | $287K | 5.7K | — | — |
| Q3 2026 | $1.2M | 22.3K | — | — |
| Q3 2026 | $1.4M | 16.2K | — | — |
| Q3 2026 | $214K | 2.6K | — | — |
| Q2 2026 | $359K | 7.9K | — | — |
| Q2 2026 | $1M | 6.6K | — | — |
| Q2 2026 | $334K | 7.1K | — | — |
| Q2 2026 | $1.1M | 11.5K | — | — |
| Q2 2026 | $264K | 11.2K | — | — |
| Q2 2026 | $838K | 28.9K | — | — |
| Q2 2026 | $607K | 17.6K | — | — |
| Q2 2026 | $10.6M | 120.5K | — | — |
| Q2 2026 | $11.8M | 174.1K | — | — |
| Q2 2026 | $1.1M | 9.7K | — | — |
| Q2 2026 | $360K | 4.0K | — | — |
| Q2 2026 | $7.2M | 252.0K | — | — |
| Q2 2026 | $528K | 8.7K | — | — |
| Q2 2026 | $4.4M | 36.6K | — | — |
| Q2 2026 | $275K | 12.3K | — | — |
| Q2 2026 | $431K | 16.9K | — | — |
| Q2 2026 | $403K | 8.0K | — | — |
| Q2 2026 | $1.2M | 22.9K | — | — |
| Q2 2026 | $1.4M | 16.2K | — | — |
| Q2 2026 | $251K | 3.3K | — | — |
| Q1 2026 | $349K | 7.6K | — | — |
| Q1 2026 | $817K | 5.5K | — | — |
| Q1 2026 | $308K | 6.6K | — | — |
| Q1 2026 | $711K | 7.8K | — | — |
| Q1 2026 | $825K | 28.3K | — | — |
| Q1 2026 | $639K | 17.7K | — | — |
| Q1 2026 | $4.5M | 58.9K | — | — |
| Q1 2026 | $10.7M | 179.3K | — | — |
| Q1 2026 | $872K | 9.0K | — | — |
| Q1 2026 | $300K | 3.8K | — | — |
| Q1 2026 | $6.5M | 227.4K | — | — |
| Q1 2026 | $3.4M | 34.3K | — | — |
| Q1 2026 | $275K | 12.3K | — | — |
| Q1 2026 | $303K | 3.2K | — | — |
| Q1 2026 | $213K | 8.6K | — | — |
| Q1 2026 | $809K | 17.2K | — | — |
| Q1 2026 | $1.2M | 16.2K | — | — |
| Q1 2026 | $275K | 3.3K | — | — |
| Q4 2025 | $826K | 5.3K | — | — |
| Q4 2025 | $265K | 5.6K | — | — |
| Q4 2025 | $709K | 7.8K | — | — |
| Q4 2025 | $519K | 17.7K | — | — |
| Q4 2025 | $557K | 17.7K | — | — |
| Q4 2025 | $3.4M | 41.8K | — | — |
| Q4 2025 | $9.7M | 167.3K | — | — |
| Q4 2025 | $830K | 9.0K | — | — |
| Q4 2025 | $282K | 3.4K | — | — |
| Q4 2025 | $5.4M | 188.8K | — | — |
| Q4 2025 | $3.5M | 32.4K | — | — |
| Q4 2025 | $294K | 3.2K | — | — |
| Q4 2025 | $210K | 8.4K | — | — |
| Q4 2025 | $657K | 14.0K | — | — |
| Q4 2025 | $1.2M | 16.2K | — | — |
| Q4 2025 | $203K | 3.0K | — | — |
| Q3 2025 | $825K | 6.1K | — | — |
| Q3 2025 | $607K | 6.6K | — | — |
| Q3 2025 | $384K | 13.1K | — | — |
| Q3 2025 | $814K | 28.0K | — | — |
| Q3 2025 | $4.5M | 82.6K | — | — |
| Q3 2025 | $780K | 9.0K | — | — |
| Q3 2025 | $707K | 24.6K | — | — |
| Q3 2025 | $220K | 7.3K | — | — |
| Q3 2025 | $292K | 3.7K | — | — |
| Q3 2025 | $552K | 12.9K | — | — |