Clearstead 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.8M | Buy |
16,536
+1,889
| +13% | +$291K | 0.03% | 328 |
|
|
2026
Q1 | $1.85M | Sell |
14,647
-954
| -6% | -$122K | 0.02% | 380 |
|
|
2025
Q4 | $2.01M | Buy |
15,601
+346
| +2% | +$41.4K | 0.03% | 328 |
|
|
2025
Q3 | $1.77M | Buy |
15,255
+54
| +0.4% | +$6.03K | 0.02% | 341 |
|
|
2025
Q2 | $1.62M | Buy |
15,201
+224
| +1% | +$20.7K | 0.02% | 352 |
|
|
2025
Q1 | $1.34M | Sell |
14,977
-747
| -5% | -$71.4K | 0.02% | 357 |
|
|
2024
Q4 | $1.54M | Sell |
15,724
-58
| -0.4% | -$5.49K | 0.02% | 337 |
|
|
2024
Q3 | $1.4M | Sell |
15,782
-2,127
| -12% | -$175K | 0.02% | 355 |
|
|
2024
Q2 | $1.33M | Hold |
17,909
| – | – | 0.02% | 342 |
|
|
2024
Q1 | $1.36M | Sell |
17,909
-3
| -0% | -$223 | 0.07% | 191 |
|
|
2023
Q4 | $1.39M | Sell |
17,912
-23,670
| -57% | -$1.65M | 0.07% | 183 |
|
|
2023
Q3 | $2.78M | Buy |
41,582
+22,252
| +115% | +$1.57M | 0.08% | 172 |
|
|
2023
Q2 | $1.41M | Buy |
19,330
+8
| +0% | +$575 | 0.09% | 167 |
|
|
2023
Q1 | $1.46M | Buy |
19,322
+231
| +1% | +$19.5K | 0.11% | 150 |
|
|
2022
Q4 | $1.48M | Buy |
19,091
+170
| +0.9% | +$12.5K | 0.12% | 141 |
|
|
2022
Q3 | $1.15M | Sell |
18,921
-2,598
| -12% | -$178K | 0.11% | 148 |
|
|
2022
Q2 | $1.33M | Buy |
21,519
+39
| +0.2% | +$2.76K | 0.1% | 149 |
|
|
2022
Q1 | $1.87M | Sell |
21,480
-18
| -0.1% | -$1.67K | 0.13% | 135 |
|
|
2021
Q4 | $2M | Buy |
21,498
+35
| +0.2% | +$3.3K | 0.14% | 124 |
|
|
2021
Q3 | $1.82M | Buy |
21,463
+63
| +0.3% | +$5.48K | 0.14% | 121 |
|
|
2021
Q2 | $1.76M | Buy |
21,400
+262
| +1% | +$22.1K | 0.14% | 120 |
|
|
2021
Q1 | $1.78M | Buy |
21,138
+2,022
| +11% | +$157K | 0.15% | 115 |
|
|
2020
Q4 | $1.39M | Buy |
19,116
+2,540
| +15% | +$172K | 0.13% | 128 |
|
|
2020
Q3 | $983K | Buy |
16,576
+7
| +0% | +$454 | 0.11% | 140 |
|
|
2020
Q2 | $1.05M | Buy |
16,569
+1,373
| +9% | +$82.9K | 0.12% | 129 |
|
|
2020
Q1 | $810K | Buy |
15,196
+5
| +0% | +$347 | 0.12% | 127 |
|
|
2019
Q4 | $1.2M | Buy |
15,191
+551
| +4% | +$38.8K | 0.15% | 114 |
|
|
2019
Q3 | $867K | Sell |
14,640
-974
| -6% | -$54K | 0.12% | 128 |
|
|
2019
Q2 | $875K | Buy |
15,614
+6
| +0% | +$373 | 0.12% | 123 |
|
|
2019
Q1 | $1.03M | Sell |
15,608
-324
| -2% | -$22.5K | 0.14% | 115 |
|
|
2018
Q4 | $1M | Sell |
15,932
-9
| -0.1% | -$645 | 0.16% | 108 |
|
|
2018
Q3 | $1.34M | Buy |
15,941
+3
| +0% | +$264 | 0.18% | 94 |
|
|
2018
Q2 | $1.48M | Buy |
15,938
+348
| +2% | +$34.5K | 0.21% | 79 |
|
|
2018
Q1 | $1.55M | Sell |
15,590
-3,805
| -20% | -$399K | 0.23% | 78 |
|
|
2017
Q4 | $1.89M | Sell |
19,395
-21
| -0.1% | -$2.01K | 0.26% | 68 |
|
|
2017
Q3 | $1.85M | Sell |
19,416
-51
| -0.3% | -$4.75K | 0.24% | 76 |
|
|
2017
Q2 | $1.75M | Sell |
19,467
-1,319
| -6% | -$110K | 0.26% | 75 |
|
|
2017
Q1 | $1.66M | Buy |
20,786
+29
| +0.1% | +$2.3K | 0.24% | 74 |
|
|
2016
Q4 | $1.61M | Buy |
+20,757
| New | +$1.56M | 0.26% | 64 |
|
Other funds holding STT
ROTUOC
Clearstead Advisors's STT Position: Q2 2026 in Review
Clearstead Advisors increased its State Street (STT) stake by 13% in Q2 2026, buying an estimated $291K and bringing the position to 16,536 shares worth $2.8M. The position accounts for 0.03% of the portfolio, ranked #328.
Clearstead Advisors first reported a position in STT in Q4 2016 and has held it in 39 quarters since. 1,250 funds tracked by Wall St. Rank hold STT as of Q2 2026.
- Clearstead Advisors held 16,536 shares of State Street worth $2.8M as of Q2 2026.
- Clearstead Advisors bought 1,889 State Street shares in Q2 2026, an estimated $291K.
- State Street made up 0.03% of Clearstead Advisors's portfolio in Q2 2026, its #328 holding.
- Clearstead Advisors first reported a position in State Street in Q4 2016 and has held it in 39 quarters since.
- 1,250 funds tracked by Wall St. Rank held State Street as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.