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Adero Partners’s State Street STT Stock Holding History

Adero Partners’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$260K Sell
2,899
-1
-0% -$96 0.02% 202
2024
Q4 		$285K Buy
2,900
+100
+4% +$9.47K 0.02% 177
2024
Q3 		$248K Buy
+2,800
New +$231K 0.02% 192

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Adero Partners's STT Position: Q1 2025 in Review

Adero Partners reduced its State Street (STT) stake by 0.03% in Q1 2025, selling an estimated $96 and leaving 2,899 shares worth $260K. The position accounts for 0.02% of the portfolio, ranked #202.

Adero Partners first reported a position in STT in Q3 2024 and has held it in 3 quarters since. The position peaked at $285K in Q4 2024. 987 funds tracked by Wall St. Rank hold STT as of Q1 2025.

  • Adero Partners held 2,899 shares of State Street worth $260K as of Q1 2025.
  • Adero Partners sold 1 State Street share in Q1 2025, an estimated $96.
  • State Street made up 0.02% of Adero Partners's portfolio in Q1 2025, its #202 holding.
  • Adero Partners first reported a position in State Street in Q3 2024 and has held it in 3 quarters since.
  • Adero Partners's State Street position peaked at $285K in Q4 2024.
  • 987 funds tracked by Wall St. Rank held State Street as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.