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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROTUOC
Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Lido Advisors's STT Position: Q1 2026 in Review

Lido Advisors reduced its State Street (STT) stake by 23% in Q1 2026, selling an estimated $474K and leaving 12,101 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Lido Advisors first reported a position in STT in Q4 2016 and has held it in 25 quarters since. The position peaked at $2.08M in Q4 2022. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Lido Advisors held 12,101 shares of State Street worth $1.53M as of Q1 2026.
  • Lido Advisors sold 3,709 State Street shares in Q1 2026, an estimated $474K.
  • State Street made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #790 holding.
  • Lido Advisors first reported a position in State Street in Q4 2016 and has held it in 25 quarters since.
  • Lido Advisors's State Street position peaked at $2.08M in Q4 2022.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.