Bellwether Advisors’s State Street STT Stock Holding History

Bellwether 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
2025 Q3	–	Sell	-14	Closed	-$1.49K	–	511
2025 Q2	$1.49K	Hold	14	–	–	﹤0.01%	516
2025 Q1	$1.25K	Hold	14	–	–	﹤0.01%	463
2024 Q4	$1.37K	Buy	+14	New	+$1.33K	﹤0.01%	468
2023 Q2	–	Sell	-14	Closed	-$1.06K	–	394
2023 Q1	$1.06K	Hold	14	–	–	﹤0.01%	369
2022 Q4	$1.08K	Hold	14	–	–	﹤0.01%	380
2022 Q3	$0	Hold	14	–	–	﹤0.01%	521
2022 Q2	$0	Hold	14	–	–	﹤0.01%	558
2022 Q1	$1K	Hold	14	–	–	﹤0.01%	523
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	544
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	526
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	413
2021 Q1	$1K	Buy	+14	New	+$1.08K	﹤0.01%	387

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bellwether Advisors's STT Position: Q3 2025 in Review

Bellwether Advisors sold out of State Street (STT) in Q3 2025, closing a stake of 14 shares — an estimated $1.49K sold.

Bellwether Advisors first reported a position in STT in Q1 2021 and held it in 12 quarters. The position peaked at $1.49K in Q2 2025. 1,027 funds tracked by Wall St. Rank hold STT as of Q3 2025.

Bellwether Advisors reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 14 State Street shares in Q3 2025, an estimated $1.49K.
Bellwether Advisors first reported a position in State Street in Q1 2021 and held it in 12 quarters.
Bellwether Advisors's State Street position peaked at $1.49K in Q2 2025.
1,027 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.