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State Street

834 hedge funds and large institutions have $18.3B invested in State Street in 2023 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 250 increasing their positions, 335 reducing their positions, and 67 closing their positions.

Holders
834
Holders Change
-3
Holders Change %
-0.36%
% of All Funds
13.3%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
75
Increased
250
Reduced
335
Closed
67
Calls
$141M
Puts
$193M
Net Calls
-$52.1M
Net Calls Change
+$39.3M
Name Holding Trade Value Shares
Change
Shares
Change %
CFGS
801
Concourse Financial Group Securities
Alabama
$3.58K +$68 +1 +2%
RA
802
Rise Advisors
New York
$3.36K +$3.36K +50 New
GWSG
803
GPS Wealth Strategies Group
Colorado
$3.35K
FMP
804
Financial Management Professionals
Texas
$3K -$519 -9 -15%
AWM
805
Abound Wealth Management
Tennessee
$2.96K -$672 -10 -19%
ACA
806
Atlas Capital Advisors
Wyoming
$2.68K
FGA
807
Fortis Group Advisors
New Jersey
$2.61K +$2.61K +39 New
AIC
808
Archer Investment Corporation
Indiana
$2.34K
AWM
809
Atticus Wealth Management
Florida
$2.01K
KFP
810
KB Financial Partners
New Jersey
$2K
PVH
811
Psagot Value Holdings
Israel
$2K
HFS
812
Hantz Financial Services
Michigan
$2K
IPW
813
Impact Partnership Wealth
Georgia
$1.88K -$304K -4,546 -99%
SIC
814
SJS Investment Consulting
Ohio
$1.74K -$335 -5 -16%
PPC
815
Park Place Capital
Alabama
$1.41K
WPA
816
West Paces Advisors
Georgia
$1.34K
CWC
817
Carolinas Wealth Consulting
North Carolina
$1.16K
VNA
818
Valley National Advisers
Pennsylvania
$1K -$1.56K -25 -61%
SIA
819
SkyView Investment Advisors
New Jersey
$1K -$1.14K -16 -53%
AW
820
Avion Wealth
Texas
$1K +$364 +8 +57%
BCMLT
821
Beacon Capital Management LLC (Tennessee)
Tennessee
$951
LF
822
Lee Financial
Texas
$880
CTA
823
Colonial Trust Advisors
South Carolina
$804 +$134 +2 +20%
ECM
824
Everence Capital Management
Indiana
$762 +$64 +960 +9%
SWA
825
SOA Wealth Advisors
New York
$741