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HHM Wealth Advisors’s State Street STT Stock Holding History

HHM Wealth 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 		$19.3K Hold
114
– – ﹤0.01% 537
2026
Q1 		$14.4K Hold
114
– – ﹤0.01% 568
2025
Q4 		$14.7K Hold
114
– – ﹤0.01% 547
2025
Q3 		$13.2K Hold
114
– – ﹤0.01% 588
2025
Q2 		$12.1K Sell
114
-1
-0.9% -$92 ﹤0.01% 581
2025
Q1 		$10.3K Sell
115
-1
-0.9% -$96 ﹤0.01% 585
2024
Q4 		$11.4K Buy
116
+2
+2% +$189 ﹤0.01% 572
2024
Q3 		$10.1K Hold
114
– – ﹤0.01% 561
2024
Q2 		$8.44K Hold
114
– – ﹤0.01% 575
2024
Q1 		$8.81K Hold
114
– – ﹤0.01% 541
2023
Q4 		$8.83K Hold
114
– – ﹤0.01% 536
2023
Q3 		$7.63K Hold
114
– – ﹤0.01% 555
2023
Q2 		$8.34K Hold
114
– – ﹤0.01% 569
2023
Q1 		$8.63K Buy
+114
New +$9.6K ﹤0.01% 549

Other funds holding STT

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
CNAM
Campbell Newman Asset Management Milwaukee, Wisconsin $1.35B AUM 38.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

HHM Wealth Advisors's STT Position: Q2 2026 in Review

HHM Wealth Advisors held its State Street (STT) position steady in Q2 2026 at 114 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #537.

HHM Wealth Advisors first reported a position in STT in Q1 2023 and has held it in 14 quarters since. 244 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • HHM Wealth Advisors held 114 shares of State Street worth $19.3K as of Q2 2026.
  • HHM Wealth Advisors left its State Street share count unchanged in Q2 2026.
  • State Street made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #537 holding.
  • HHM Wealth Advisors first reported a position in State Street in Q1 2023 and has held it in 14 quarters since.
  • 244 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.