American Institute for Advanced Investment Management, LLP
Position in STT — State Street Corp
CIK 1805824
Scottsdale, AZ
Position in STT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,530,994
+$86,527 QoQ
Shares Held
28,558
-2.4% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.87%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in STT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026American Institute for Advanced Investment Management, LLP holds $4,193,458 across 6 Asset Management names. STT ranks #1 (36.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
This page
|
28,558 | $1,530,994 | |
| 2 | BUI |
BlackRock Utilities, Infrastructure & Power Opportunities Trust
|
38,140 | $1,106,441 | |
| 3 | IVZ |
Invesco Ltd.
|
16,441 | $641,806 | |
| 4 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
28,770 | $428,097 | |
| 5 | TY |
TRI-CONTINENTAL Corp
|
10,326 | $355,420 | |
| 6 | NVG |
Nuveen AMT-Free Municipal Credit Income Fund
|
10,211 | $130,700 |
No Holdings History
No holdings records found for this institution in STT.