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Equibles

CREATIVE FINANCIAL DESIGNS INC /ADV

Position in STT — State Street Corp

CIK 819864 KOKOMO, IN
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$1,386,742
-$3,120,276 QoQ
Shares Held
25,692
-71.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

CREATIVE FINANCIAL DESIGNS INC /ADV holds $39,750,012 across 70 Asset Management names. STT ranks #4 (3.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 IVZ
Invesco Ltd.
 371,465 $27,524,188
2 OWL
Blue Owl Capital Inc.
 271,113 $2,372,238
3 TROW
Price T Rowe Group Inc
 18,664 $2,121,910
4 STT
State Street Corp
This page 		25,692 $1,386,742
5 CLM
Cornerstone Strategic Investment Fund, Inc.
 132,993 $1,005,427
6 FSCO
FS Credit Opportunities Corp.
 166,680 $831,733
7 FTF
Franklin Ltd Duration Income Trust
 136,845 $792,332
8 CRF
Cornerstone Total Return Fund Inc
 86,397 $620,330

All Filings in STT

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $13,737 81
2026-03-31 $10,251 81
2025-12-31 $10,449 81
2025-09-30 $9,396 81
2025-06-30 $8,613 81
2025-03-31 $6,804 76
2024-12-31 $7,459 76
2024-09-30 $6,723 76
2024-06-30 $5,624 76
2024-03-31 $5,876 76
2023-12-31 $5,886 76
2023-09-30 $5,088 76
2023-06-30 $5,561 76
2023-03-31 $5,752 76
2022-12-31 $5,895 76
2022-09-30 $10,459 172
2022-06-30 $4,685 76
2022-03-31 $6,621 76
2021-12-31 $7,068 76
2021-09-30 $8,895 105
2021-06-30 $8,639 105
2021-03-31 $8,821 105
2020-12-31 $7,641 105
2020-09-30 $6,229 105
2020-06-30 $6,672 105