Aptus Capital Advisors’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q4
Sell
-47,200
Closed -$2.79M 567
2019
Q3
$2.79M Buy
+47,200
New +$2.62M 0.16% 71

Other funds holding STT

Aptus Capital Advisors's STT Position: Q2 2026 in Review

Aptus Capital Advisors increased its State Street (STT) stake by 16% in Q2 2026, buying an estimated $60K and bringing the position to 2,822 shares worth $479K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Aptus Capital Advisors first reported a position in STT in Q3 2019 and has held it in 8 quarters since. The position peaked at $2.79M in Q3 2019. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Aptus Capital Advisors held 2,822 shares of State Street worth $479K as of Q2 2026.
  • Aptus Capital Advisors bought 389 State Street shares in Q2 2026, an estimated $60K.
  • State Street made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #801 holding.
  • Aptus Capital Advisors first reported a position in State Street in Q3 2019 and has held it in 8 quarters since.
  • Aptus Capital Advisors's State Street position peaked at $2.79M in Q3 2019.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.