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Schechter Investment Advisors’s State Street STT Stock Holding History

Schechter Investment 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
2025
Q1 		$582K Buy
6,506
+36
+0.6% +$3.44K 0.05% 333
2024
Q4 		$635K Sell
6,470
-202
-3% -$19.1K 0.05% 336
2024
Q3 		$590K Sell
6,672
-1,076
-14% -$88.7K 0.04% 365
2024
Q2 		$573K Sell
7,748
-39
-0.5% -$2.91K 0.04% 344
2024
Q1 		$602K Buy
7,787
+1,039
+15% +$77.1K 0.05% 346
2023
Q4 		$523K Sell
6,748
-283
-4% -$19.7K 0.05% 345
2023
Q3 		$471K Sell
7,031
-242
-3% -$17.1K 0.05% 358
2023
Q2 		$532K Buy
7,273
+140
+2% +$10.1K 0.05% 374
2023
Q1 		$540K Sell
7,133
-74
-1% -$6.23K 0.05% 392
2022
Q4 		$559K Sell
7,207
-320
-4% -$23.6K 0.05% 474
2022
Q3 		$457K Buy
7,527
+1,001
+15% +$68.4K 0.05% 544
2022
Q2 		$402K Buy
6,526
+3,774
+137% +$267K 0.04% 597
2022
Q1 		$240K Sell
2,752
-138
-5% -$12.8K 0.02% 783
2021
Q4 		$269K Buy
+2,890
New +$272K 0.02% 708

Other funds holding STT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Schechter Investment Advisors's STT Position: Q1 2025 in Review

Schechter Investment Advisors increased its State Street (STT) stake by 0.56% in Q1 2025, buying an estimated $3.44K and bringing the position to 6,506 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #333.

Schechter Investment Advisors first reported a position in STT in Q4 2021 and has held it in 14 quarters since. The position peaked at $635K in Q4 2024. 986 funds tracked by Wall St. Rank hold STT as of Q1 2025.

  • Schechter Investment Advisors held 6,506 shares of State Street worth $582K as of Q1 2025.
  • Schechter Investment Advisors bought 36 State Street shares in Q1 2025, an estimated $3.44K.
  • State Street made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #333 holding.
  • Schechter Investment Advisors first reported a position in State Street in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's State Street position peaked at $635K in Q4 2024.
  • 986 funds tracked by Wall St. Rank held State Street as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.