| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ROOSEVELT INVESTMENT GROUP LLC | 11 | 11 | 0.02% | 0.07% | 0.11% | Q2 2016 | Q4 2018 | 11 |
| CSM Advisors, LLC | 11 | 11 | 0.04% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
| ATLAS CAPITAL ADVISORS LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
| CS MCKEE LP | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q4 2019 | 8 |
| Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
| PNC FINANCIAL SERVICES GROUP, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 6 |
| GLENMEDE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
| Intellectus Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
| AMERIPRISE FINANCIAL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
| FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2018 | Q1 2019 | 2 |
| ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
| MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
| Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own STATE STREET CORP or have owned STATE STREET CORP in the past.