Checchi Capital Advisers’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $597K | Buy |
4,718
+589
| +14% | +$75.3K | 0.03% | 318 |
|
|
2025
Q4 | $533K | Sell |
4,129
-22
| -0.5% | -$2.63K | 0.03% | 307 |
|
|
2025
Q3 | $482K | Sell |
4,151
-218
| -5% | -$24.3K | 0.03% | 334 |
|
|
2025
Q2 | $465K | Sell |
4,369
-275
| -6% | -$25.4K | 0.03% | 355 |
|
|
2025
Q1 | $416K | Buy |
4,644
+302
| +7% | +$28.8K | 0.02% | 374 |
|
|
2024
Q4 | $426K | Buy |
4,342
+21
| +0.5% | +$1.99K | 0.02% | 354 |
|
|
2024
Q3 | $382K | Sell |
4,321
-26
| -0.6% | -$2.14K | 0.02% | 390 |
|
|
2024
Q2 | $322K | Buy |
4,347
+105
| +2% | +$7.83K | 0.02% | 414 |
|
|
2024
Q1 | $328K | Buy |
4,242
+34
| +0.8% | +$2.52K | 0.03% | 422 |
|
|
2023
Q4 | $326K | Buy |
4,208
+730
| +21% | +$50.9K | 0.03% | 406 |
|
|
2023
Q3 | $233K | Sell |
3,478
-109
| -3% | -$7.69K | 0.02% | 466 |
|
|
2023
Q2 | $262K | Sell |
3,587
-170
| -5% | -$12.2K | 0.02% | 468 |
|
|
2023
Q1 | $284K | Sell |
3,757
-179
| -5% | -$15.1K | 0.03% | 430 |
|
|
2022
Q4 | $305K | Sell |
3,936
-48
| -1% | -$3.54K | 0.03% | 391 |
|
|
2022
Q3 | $242K | Sell |
3,984
-9
| -0.2% | -$615 | 0.02% | 450 |
|
|
2022
Q2 | $284K | Sell |
3,993
-72
| -2% | -$5.09K | 0.02% | 435 |
|
|
2022
Q1 | $354K | Buy |
4,065
+201
| +5% | +$18.6K | 0.03% | 356 |
|
|
2021
Q4 | $359K | Buy |
3,864
+145
| +4% | +$13.7K | 0.03% | 348 |
|
|
2021
Q3 | $315K | Buy |
3,719
+213
| +6% | +$18.5K | 0.03% | 354 |
|
|
2021
Q2 | $288K | Buy |
3,506
+139
| +4% | +$11.7K | 0.03% | 385 |
|
|
2021
Q1 | $283K | Buy |
3,367
+87
| +3% | +$6.74K | 0.03% | 381 |
|
|
2020
Q4 | $239K | Sell |
3,280
-253
| -7% | -$17.2K | 0.02% | 409 |
|
|
2020
Q3 | $210K | Buy |
3,533
+141
| +4% | +$9.15K | 0.02% | 397 |
|
|
2020
Q2 | $216K | Sell |
3,392
-392
| -10% | -$23.7K | 0.03% | 393 |
|
|
2020
Q1 | $202K | Buy |
3,784
+540
| +17% | +$37.5K | 0.02% | 343 |
|
|
2019
Q4 | $257K | Buy |
+3,244
| New | +$228K | 0.03% | 344 |
|
|
2019
Q2 | – | Sell |
-3,577
| Closed | -$235K | – | 444 |
|
|
2019
Q1 | $235K | Sell |
3,577
-103
| -3% | -$7.14K | 0.03% | 349 |
|
|
2018
Q4 | $232K | Sell |
3,680
-572
| -13% | -$41K | 0.03% | 313 |
|
|
2018
Q3 | $356K | Buy |
4,252
+192
| +5% | +$16.9K | 0.04% | 280 |
|
|
2018
Q2 | $378K | Buy |
4,060
+222
| +6% | +$22K | 0.05% | 249 |
|
|
2018
Q1 | $383K | Buy |
3,838
+100
| +3% | +$10.5K | 0.05% | 238 |
|
|
2017
Q4 | $365K | Sell |
3,738
-204
| -5% | -$19.5K | 0.05% | 259 |
|
|
2017
Q3 | $377K | Buy |
3,942
+207
| +6% | +$19.3K | 0.04% | 228 |
|
|
2017
Q2 | $335K | Sell |
3,735
-93
| -2% | -$7.74K | 0.04% | 253 |
|
|
2017
Q1 | $305K | Sell |
3,828
-354
| -8% | -$28.1K | 0.04% | 276 |
|
|
2016
Q4 | $325K | Buy |
4,182
+238
| +6% | +$17.9K | 0.04% | 245 |
|
|
2016
Q3 | $275K | Sell |
3,944
-20
| -0.5% | -$1.31K | 0.03% | 279 |
|
|
2016
Q2 | $214K | Sell |
3,964
-326
| -8% | -$19.5K | 0.02% | 328 |
|
|
2016
Q1 | $251K | Sell |
4,290
-105
| -2% | -$5.96K | 0.06% | 277 |
|
|
2015
Q4 | $292K | Sell |
4,395
-312
| -7% | -$21.7K | 0.07% | 246 |
|
|
2015
Q3 | $316K | Buy |
4,707
+303
| +7% | +$22.5K | 0.09% | 202 |
|
|
2015
Q2 | $339K | Sell |
4,404
-565
| -11% | -$44K | 0.09% | 206 |
|
|
2015
Q1 | $365K | Buy |
4,969
+123
| +3% | +$9.21K | 0.11% | 183 |
|
|
2014
Q4 | $380K | Buy |
4,846
+830
| +21% | +$62.3K | 0.14% | 157 |
|
|
2014
Q3 | $296K | Buy |
4,016
+504
| +14% | +$35.9K | 0.12% | 175 |
|
|
2014
Q2 | $236K | Buy |
3,512
+349
| +11% | +$23K | 0.11% | 196 |
|
|
2014
Q1 | $220K | Buy |
3,163
+386
| +14% | +$26.7K | 0.14% | 154 |
|
|
2013
Q4 | $204K | Buy |
+2,777
| New | +$195K | 0.16% | 140 |
|
Other funds holding STT
VCM
VPM
ROTUOC
Checchi Capital Advisers's STT Position: Q1 2026 in Review
Checchi Capital Advisers increased its State Street (STT) stake by 14% in Q1 2026, buying an estimated $75.3K and bringing the position to 4,718 shares worth $597K. The position accounts for 0.03% of the portfolio, ranked #318.
Checchi Capital Advisers first reported a position in STT in Q4 2013 and has held it in 48 quarters since. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.
- Checchi Capital Advisers held 4,718 shares of State Street worth $597K as of Q1 2026.
- Checchi Capital Advisers bought 589 State Street shares in Q1 2026, an estimated $75.3K.
- State Street made up 0.03% of Checchi Capital Advisers's portfolio in Q1 2026, its #318 holding.
- Checchi Capital Advisers first reported a position in State Street in Q4 2013 and has held it in 48 quarters since.
- 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.
Based on Checchi Capital Advisers's 13F filing for Q1 2026, filed 4 May 2026.