State Street Corporation
MX ˙ BMV ˙ US8574771031
SecurityMX:STT / State Street Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership1,419 shares
Latest Disclosed Value $ 179,589
IFP Advisors, Inc reports 15.74% increase in ownership of STT / State Street Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 1,419 shares of State Street Corporation (MX:STT) valued at $179,589 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,226 shares of State Street Corporation. This represents a change in shares of 15.74% 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)
2026-04-13 2026-03-31 13F STATE STR cs 857477103 1,419 193 15.74 180 13.29 0.0037
2026-02-06 2025-12-31 13F STATE STR cs 857477103 1,226 400 48.43 158 66.32 0.0036
2026-02-06 2025-09-30 13F/A-1 STATE STR cs 857477103 826 563 214.07 96 -20.83 0.0025
2025-12-02 2025-09-30 13F STATE STR cs 857477103 605 342 122 0.0031
2025-07-24 2025-06-30 13F STATE STR cs 857477103 263 -361 -57.85 121 118.18 0.0034
2025-05-05 2025-03-31 13F STATE STR cs 857477103 624 -26 -4.00 56 -12.70 0.0017
2025-02-04 2024-12-31 13F STATE STR cs 857477103 650 -63 -8.84 64 0.00 0.0021
2025-02-04 2024-09-30 13F STATE STR cs 857477103 713 27 3.94 63 26.00 0.0023
2024-07-30 2024-06-30 13F STATE STR cs 857477103 686 213 45.03 51 38.89 0.0020
2024-07-30 2024-03-31 13F STATE STR cs 857477103 473 18 3.96 37 2.86 0.0016
2024-01-09 2023-12-31 13F STATE STR cs 857477103 455 -321 -41.37 35 -31.37 0.0017
2023-10-12 2023-09-30 13F STATE STR cs 857477103 776 43 5.87 52 -3.77 0.0023
2023-08-14 2023-06-30 13F/A-1 STATE STR cs 857477103 733 146 24.87 54 -8.62 0.0022
2023-08-04 2023-06-30 13F STATE STR cs 857477103 733 146 72 0.0033
2023-04-18 2023-03-31 13F STATE STR cs 857477103 587 -1,310 -69.06 59 0.0026
2023-02-07 2022-12-31 13F STATE STR cs 857477103 1,897 -215 -10.18 0 -100.00 0.0050
2022-11-08 2022-09-30 13F STATE STR cs 857477103 2,112 604 40.05 210 35.48 0.0055
2022-09-06 2022-06-30 13F/A-1 STATE STR cs 857477103 1,508 0 0.00 155 0.00 0.0050
2022-09-06 2022-03-31 13F/A-1 STATE STR cs 857477103 1,508 1,237 456.46 155 453.57 0.0050
2022-08-08 2022-03-31 13F STATE STR CORP COM Stock 857477103 417 146 42 0.0009
2022-01-12 2021-12-31 13F STATE STR CORP COM Stock 857477103 271 -67 -19.82 28 -3.45 0.0005
2021-10-06 2021-09-30 13F STATE STR CORP COM Stock 857477103 338 17 5.30 29 16.00 0.0006
2021-07-13 2021-06-30 13F STATE STR CORP COM Stock 857477103 321 -69 -17.69 25 -24.24 0.0005
2021-04-30 2021-03-31 13F STATE STR CORP COM Stock 857477103 390 -295 -43.07 33 -29.79 0.0006
2021-01-25 2020-12-31 13F STATE STR CORP COM Stock 857477103 685 14 2.09 47 17.50 0.0019
2020-10-29 2020-09-30 13F STATE STR CORP COM Stock 857477103 671 81 13.73 40 8.11 0.0024
2020-08-05 2020-06-30 13F STATE STR CORP COM Stock 857477103 590 -100 -14.49 37 15.63 0.0029
2020-05-12 2020-03-31 13F STATE STR CORP COM Stock 857477103 690 290 72.50 32 3.23 0.0032
2020-01-17 2019-12-31 13F STATE STR CORP COM Stock 857477103 400 -315 -44.06 31 -24.39 0.0023
2019-11-07 2019-09-30 13F STATE STR CORP COM Stock 857477103 715 465 186.00 41 583.33 0.0027
2019-05-15 2019-03-31 13F STATE STREET CORPNON CUML PERPETUAL PFDSER C 5.25 Convertible Preferred 857477509 250 -3,765 -93.77 6 -97.65 0.0008
2019-05-15 2019-03-31 13F STATE STREET Stock 857477103 697 -3,318 45 0.0061
2019-06-03 2018-12-31 13F/A-10 STATE STR CORP COM Stock 857477103 4,015 -1,075 -21.12 255 -40.14 0.0155
2019-01-23 2018-12-31 13F STATE STR CORP COM Stock 857477103 4,015 -1,075 255 0.0155
2019-06-03 2018-09-30 13F/A-9 STATE STR CORP COM Stock 857477103 5,090 890 21.19 426 8.95 0.0174
2018-10-25 2018-09-30 13F STATE STR CORP COM Stock 857477103 5,090 890 426 0.0174
2019-06-03 2018-06-30 13F/A-8 STATE STR CORP COM Stock 857477103 4,200 1,328 46.24 391 39.64 0.0164
2018-08-07 2018-06-30 13F STATE STR CORP COM Stock 857477103 4,200 635 391
2019-06-03 2018-03-31 13F/A-7 STATE STR CORP COM Stock 857477103 2,872 0 0.00 280 0.00 0.0127
2018-05-09 2018-03-31 13F STATE STR CORP COM Stock 857477103 3,565 693 356
2019-06-03 2017-12-31 13F/A-6 STATE STR CORP COM Stock 857477103 2,872 215 8.09 280 10.24 0.0127
2018-01-24 2017-12-31 13F STATE STR CORP COM Stock 857477103 2,872 215 280
2017-10-30 2017-09-30 13F STATE STR CORP COM Stock 857477103 2,657 77 2.98 254 9.48 0.0101
2019-06-03 2017-06-30 13F/A-5 STATE STR CORP COM Stock 857477103 2,580 207 8.72 232 22.75 0.0098
2017-07-31 2017-06-30 13F STATE STR CORP COM Stock 857477103 2,580 207 232
2019-06-03 2017-03-31 13F/A-4 STATE STR CORP COM Stock 857477103 2,373 678 40.00 189 43.18 0.0082
2017-04-26 2017-03-31 13F STATE STR CORP COM Stock 857477103 2,373 678 189
2019-06-03 2016-12-31 13F/A-3 STATE STR CORP COM Stock 857477103 1,695 -511 -23.16 132 -14.29 0.0064
2017-02-14 2016-12-31 13F STATE STR CORP COM Stock 857477103 1,695 -511 132
2016-11-04 2016-09-30 13F STATE STR CORP COM Stock 857477103 2,206 -2,760 -55.58 154 -42.54 0.0080
2019-06-03 2016-06-30 13F/A-2 STATE STR CORP COM Stock 857477103 4,966 4,716 1,886.40 268 4,366.67 0.0150
2016-08-22 2016-06-30 13F STATE STR CORP COM Stock 857477103 4,966 4,716 268
2019-06-03 2016-03-31 13F/A-1 STATE STREET CORPNON CUML PERPETUAL PFDSER C 5.25 Convertible Preferred 857477509 250 -4,802 -95.05 6 -98.21 0.0008
2019-06-03 2016-03-31 13F/A-1 STATE STREET Stock 857477103 697 -4,355 45 0.0061
2016-05-02 2016-03-31 13F STATE STR CORP COM Stock 857477103 5,015 -37 293
2016-02-11 2015-12-31 13F STATE STR CORP COM Stock 857477103 5,052 5,052 335 0.0225
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.