State Street Corporation
MX ˙ BMV ˙ US8574771031
SecurityMX:STT / State Street Corporation
InstitutionAries Wealth Management
Latest Disclosed Ownership4,779 shares
Latest Disclosed Value $ 604,830
Aries Wealth Management ownership in STT / State Street Corporation

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 4,779 shares of State Street Corporation (MX:STT) valued at $604,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 4,779 shares of State Street Corporation. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F STATE STR COM 857477103 4,779 0 0.00 605 -1.95 0.1330
2026-01-30 2025-12-31 13F STATE STR COM 857477103 4,779 0 0.00 617 11.19 0.1365
2025-11-10 2025-09-30 13F STATE STR COM 857477103 4,779 0 0.00 554 9.06 0.1312
2025-07-28 2025-06-30 13F STATE STR COM 857477103 4,779 0 0.00 508 18.97 0.1328
2025-04-17 2025-03-31 13F STATE STR COM 857477103 4,779 -500 -9.47 428 -17.57 0.1162
2025-01-30 2024-12-31 13F STATE STR COM 857477103 5,279 0 0.00 518 10.92 0.1427
2024-10-31 2024-09-30 13F STATE STR COM 857477103 5,279 0 0.00 467 19.74 0.1284
2024-07-25 2024-06-30 13F STATE STR COM 857477103 5,279 0 0.00 391 -4.41 0.1231
2024-05-03 2024-03-31 13F STATE STR COM 857477103 5,279 0 0.00 408 0.00 0.1315
2024-01-10 2023-12-31 13F STATE STR COM 857477103 5,279 0 0.00 409 17.92 0.1458
2023-10-19 2023-09-30 13F STATE STR COM 857477103 5,279 0 0.00 346 -10.36 0.1355
2023-07-14 2023-06-30 13F STATE STR COM 857477103 5,279 0 0.00 386 -3.26 0.1498
2023-04-11 2023-03-31 13F STATE STR COM 857477103 5,279 500 10.46 400 7.84 0.1639
2023-01-19 2022-12-31 13F STATE STR COM 857477103 4,779 0 0.00 371 4.52 0.1598
2022-11-02 2022-09-30 13F STATE STR COM 857477103 4,779 0 0.00 354 20.00 0.1567
2022-07-27 2022-06-30 13F STATE STR COM 857477103 4,779 4,779 295 0.1339
2022-04-23 2022-03-31 13F STATE STR COM 857477103 0 -4,779 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 STATE STR COM 857477103 4,779 -465 -8.87 444 0.00 0.1692
2022-01-18 2021-12-31 13F STATE STR COM 857477103 33,453 28,209 3,111 0.1703
2021-10-13 2021-09-30 13F STATE STR COM 857477103 5,244 558 11.91 444 15.03 0.1878
2021-07-14 2021-06-30 13F STATE STR COM 857477103 4,686 0 0.00 386 -4.93 0.1651
2021-04-20 2021-03-31 13F STATE STR COM 857477103 4,686 0 0.00 406 12.47 0.1824
2021-01-22 2020-12-31 13F STATE STR COM 857477103 4,686 0 0.00 361 29.86 0.1804
2020-10-14 2020-09-30 13F STATE STR COM 857477103 4,686 -100 -2.09 278 -8.55 0.1578
2020-07-09 2020-06-30 13F STATE STR COM 857477103 4,786 -475 -9.03 304 10.14 0.1856
2020-04-09 2020-03-31 13F STATE STR COM 857477103 5,261 685 14.97 276 -25.41 0.2104
2020-01-13 2019-12-31 13F STATE STR COM 857477103 4,576 0 0.00 370 37.55 0.2259
2019-10-22 2019-09-30 13F STATE STR COM 857477103 4,576 0 0.00 269 3.46 0.1789
2019-07-15 2019-06-30 13F STATE STR COM 857477103 4,576 0 0.00 260 -13.62 0.1818
2019-04-09 2019-03-31 13F STATE STR COM 857477103 4,576 0 0.00 301 4.15 0.2251
2019-01-15 2018-12-31 13F STATE STR COM 857477103 4,576 -500 -9.85 289 -32.00 0.3065
2018-11-14 2018-09-30 13F STATE STR COM 857477103 5,076 -115 -2.22 425 -7.21 0.3816
2018-08-07 2018-06-30 13F STATE STR COM 857477103 5,191 -175 -3.26 458 -14.55 0.4234
2018-04-17 2018-03-31 13F STATE STR COM 857477103 5,366 -2,520 -31.96 536 -36.87 0.5193
2018-02-05 2017-12-31 13F STATE STR COM 857477103 7,886 7,886 849 0.7818
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.