Avantax Advisory Services’s State Street STT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.47M Buy
13,779
+2,002
+17% +$185K 0.01% 951
2025
Q1
$1.05M Buy
11,777
+469
+4% +$44.8K 0.01% 1055
2024
Q4
$1.11M Buy
11,308
+5,897
+109% +$558K 0.01% 991
2024
Q3
$479K Buy
5,411
+1,827
+51% +$151K ﹤0.01% 1439
2024
Q2
$265K Buy
+3,584
New +$267K ﹤0.01% 1777

Other funds holding STT

Avantax Advisory Services's STT Position: Q2 2025 in Review

Avantax Advisory Services increased its State Street (STT) stake by 17% in Q2 2025, buying an estimated $185K and bringing the position to 13,779 shares worth $1.47M. The position accounts for 0.01% of the portfolio, ranked #951.

Avantax Advisory Services first reported a position in STT in Q2 2024 and has held it in 5 quarters since. 993 funds tracked by Wall St. Rank hold STT as of Q2 2025.

  • Avantax Advisory Services held 13,779 shares of State Street worth $1.47M as of Q2 2025.
  • Avantax Advisory Services bought 2,002 State Street shares in Q2 2025, an estimated $185K.
  • State Street made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #951 holding.
  • Avantax Advisory Services first reported a position in State Street in Q2 2024 and has held it in 5 quarters since.
  • 993 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.