Crewe Advisors’s State Street STT Stock Holding History

Crewe 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
2026 Q2	–	Sell	-30	Closed	-$3.8K	–	1193
2026 Q1	$3.8K	Hold	30	–	–	﹤0.01%	821
2025 Q4	$3.87K	Hold	30	–	–	﹤0.01%	768
2025 Q3	$3.48K	Buy	+30	New	+$3.35K	﹤0.01%	772
2024 Q4	–	Sell	-56	Closed	-$4.96K	–	787
2024 Q3	$4.96K	Hold	56	–	–	﹤0.01%	584
2024 Q2	$4.14K	Sell	56 -39	-41%	-$2.91K	﹤0.01%	828
2024 Q1	$7.35K	Buy	+95	New	+$7.05K	﹤0.01%	667
2023 Q3	–	Sell	-13	Closed	-$952	–	872
2023 Q2	$952	Buy	+13	New	+$935	﹤0.01%	588
2022 Q4	–	Sell	-130	Closed	-$8K	–	1249
2022 Q3	$8K	Buy	130 +57	+78%	+$3.9K	﹤0.01%	734
2022 Q2	$5K	Buy	+73	New	+$5.16K	﹤0.01%	775
2021 Q3	–	Sell	-96	Closed	-$8K	–	457
2021 Q2	$8K	Hold	96	–	–	﹤0.01%	299
2021 Q1	$8K	Hold	96	–	–	﹤0.01%	322
2020 Q4	$7K	Sell	96 -58	-38%	-$3.94K	﹤0.01%	311
2020 Q3	$9K	Buy	+154	New	+$10K	﹤0.01%	267

Other funds holding STT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $4.36B AUM 33.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Crewe Advisors's STT Position: Q2 2026 in Review

Crewe Advisors sold out of State Street (STT) in Q2 2026, closing a stake of 30 shares — an estimated $3.8K sold.

Crewe Advisors first reported a position in STT in Q3 2020 and held it in 13 quarters. The position peaked at $9K in Q3 2020. 1,260 funds tracked by Wall St. Rank hold STT as of Q2 2026.

Crewe Advisors reported no remaining State Street position as of Q2 2026 after selling out during the quarter.
Crewe Advisors sold 30 State Street shares in Q2 2026, an estimated $3.8K.
Crewe Advisors first reported a position in State Street in Q3 2020 and held it in 13 quarters.
Crewe Advisors's State Street position peaked at $9K in Q3 2020.
1,260 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.