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State Street

837 hedge funds and large institutions have $21.1B invested in State Street in 2023 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 239 increasing their positions, 381 reducing their positions, and 113 closing their positions.

Holders
837
Holders Change
-58
Holders Change %
-6.48%
% of All Funds
13.2%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
58
Increased
239
Reduced
381
Closed
113
Calls
$96.9M
Puts
$188M
Net Calls
-$91.4M
Net Calls Change
-$98.6M
Name Holding Trade Value Shares
Change
Shares
Change %
JFA
701
JNBA Financial Advisors
Minnesota
$73.6K
BONH
702
Bank of New Hampshire
New Hampshire
$72.4K
DMBA
703
Deseret Mutual Benefit Administrators
Utah
$67.8K
MCM
704
MV Capital Management
Maryland
$67K +$47K +642 +234%
TF
705
TimeScale Financial
Massachusetts
$66.5K +$512 +7 +0.8%
BWP
706
Baldwin Wealth Partners
Massachusetts
$63.9K
WP
707
WealthPLAN Partners
Nebraska
$63.6K
SL
708
Savior LLC
Massachusetts
$62.2K +$512 +7 +0.8%
SS
709
Sunbelt Securities
Texas
$61.3K -$7.32K -100 -11%
BFEC
710
Benjamin F. Edwards & Company
Missouri
$60K -$33.3K -457 -36%
CB
711
Community Bank
New York
$58.5K -$45K -615 -43%
IRC
712
Investors Research Corp
Georgia
$58.5K
CFFP
713
Center for Financial Planning
Michigan
$58.5K
CFO
714
CVA Family Office
Colorado
$56.7K -$2.93K -40 -5%
PO
715
Private Ocean
California
$55.4K
IA
716
IFP Advisors
Florida
$53.6K +$10.7K +146 +25%
PFBT
717
Parkside Financial Bank & Trust
Missouri
$48.3K -$220 -3 -0.5%
QC
718
Quent Capital
New York
$47.7K -$9.51K -130 -17%
WBC
719
West Branch Capital
Massachusetts
$47.6K
SOW
720
State of Wyoming
Wyoming
$45.3K +$15.4K +210 +51%
ADL
721
Asset Dedication LLC
California
$45K
GFPC
722
Global Financial Private Client
Florida
$44.6K -$6.91K -93 -13%
Loomis, Sayles & Company
723
Loomis, Sayles & Company
Massachusetts
$44K +$28.1K +385 +177%
SAM
724
S.A. Mason
Michigan
$41.6K
SCM
725
Silvant Capital Management
Georgia
$40.4K