Adero Partners’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$260K Sell
2,899
-1
-0% -$90 0.02% 202
2024
Q4
$285K Buy
2,900
+100
+4% +$9.82K 0.02% 177
2024
Q3
$248K Buy
+2,800
New +$248K 0.02% 192