Lido Advisors
STT icon

Lido Advisors’s State Street STT Stock Holding History

Lido 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 		$2.78M Buy
16,417
+4,316
+36% +$666K 0.01% 686
2026
Q1 		$1.53M Sell
12,101
-3,709
-23% -$474K ﹤0.01% 790
2025
Q4 		$1.91M Buy
15,810
+39
+0.2% +$4.67K 0.01% 733
2025
Q3 		$1.83M Buy
15,771
+1,647
+12% +$184K 0.01% 711
2025
Q2 		$1.5M Buy
14,124
+2,978
+27% +$275K 0.01% 685
2025
Q1 		$998K Buy
11,146
+33
+0.3% +$3.15K ﹤0.01% 779
2024
Q4 		$1.09M Buy
11,113
+276
+3% +$26.1K 0.01% 733
2024
Q3 		$959K Sell
10,837
-39
-0.4% -$3.22K ﹤0.01% 724
2024
Q2 		$805K Sell
10,876
-473
-4% -$35.3K ﹤0.01% 753
2024
Q1 		$885K Sell
11,349
-112
-1% -$8.31K 0.01% 701
2023
Q4 		$896K Buy
11,461
+163
+1% +$11.4K 0.01% 655
2023
Q3 		$756K Buy
11,298
+178
+2% +$12.6K 0.01% 621
2023
Q2 		$814K Sell
11,120
-592
-5% -$42.6K 0.01% 590
2023
Q1 		$886K Sell
11,712
-15,039
-56% -$1.27M 0.01% 507
2022
Q4 		$2.08M Buy
26,751
+11,235
+72% +$827K 0.03% 290
2022
Q3 		$943K Buy
15,516
+6,864
+79% +$469K 0.01% 379
2022
Q2 		$533K Sell
8,652
-7,989
-48% -$565K 0.01% 522
2022
Q1 		$1.45M Sell
16,641
-387
-2% -$35.8K 0.02% 315
2021
Q4 		$1.58M Buy
17,028
+476
+3% +$44.9K 0.02% 318
2021
Q3 		$1.4M Buy
16,552
+496
+3% +$43.1K 0.02% 330
2021
Q2 		$1.33M Sell
16,056
-423
-3% -$35.7K 0.02% 325
2021
Q1 		$1.39M Buy
16,479
+1,907
+13% +$148K 0.02% 282
2020
Q4 		$1.07M Buy
+14,572
New +$989K 0.02% 301
2017
Q3 		– Sell
-3,513
Closed -$315K – 327
2017
Q2 		$315K Sell
3,513
-102
-3% -$8.48K 0.07% 167
2017
Q1 		$301K Buy
3,615
+137
+4% +$10.9K 0.08% 152
2016
Q4 		$270K Buy
+3,478
New +$262K 0.07% 149

Other funds holding STT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's STT Position: Q2 2026 in Review

Lido Advisors increased its State Street (STT) stake by 36% in Q2 2026, buying an estimated $666K and bringing the position to 16,417 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #686.

Lido Advisors first reported a position in STT in Q4 2016 and has held it in 26 quarters since. 1,257 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Lido Advisors held 16,417 shares of State Street worth $2.78M as of Q2 2026.
  • Lido Advisors bought 4,316 State Street shares in Q2 2026, an estimated $666K.
  • State Street made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #686 holding.
  • Lido Advisors first reported a position in State Street in Q4 2016 and has held it in 26 quarters since.
  • 1,257 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.