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Aptus Capital Advisors’s State Street STT Stock Holding History

Aptus Capital Advisors’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
2026
Q1 		$308K Sell
2,433
-856
-26% -$109K ﹤0.01% 868
2025
Q4 		$424K Buy
3,289
+406
+14% +$48.6K ﹤0.01% 784
2025
Q3 		$334K Buy
2,883
+231
+9% +$25.8K ﹤0.01% 814
2025
Q2 		$282K Buy
2,652
+398
+18% +$36.8K ﹤0.01% 842
2025
Q1 		$202K Buy
2,254
+35
+2% +$3.34K ﹤0.01% 895
2024
Q4 		$218K Buy
+2,219
New +$210K ﹤0.01% 872
2019
Q4 		– Sell
-47,200
Closed -$2.79M – 566
2019
Q3 		$2.79M Buy
+47,200
New +$2.62M 0.16% 70

Other funds holding STT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aptus Capital Advisors's STT Position: Q1 2026 in Review

Aptus Capital Advisors reduced its State Street (STT) stake by 26% in Q1 2026, selling an estimated $109K and leaving 2,433 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Aptus Capital Advisors first reported a position in STT in Q3 2019 and has held it in 7 quarters since. The position peaked at $2.79M in Q3 2019. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Aptus Capital Advisors held 2,433 shares of State Street worth $308K as of Q1 2026.
  • Aptus Capital Advisors sold 856 State Street shares in Q1 2026, an estimated $109K.
  • State Street made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #868 holding.
  • Aptus Capital Advisors first reported a position in State Street in Q3 2019 and has held it in 7 quarters since.
  • Aptus Capital Advisors's State Street position peaked at $2.79M in Q3 2019.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.