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Spire Wealth Management’s State Street STT Stock Holding History

Spire Wealth Management’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 		$3.73K Hold
22
– – ﹤0.01% 1880
2026
Q1 		$2.79K Sell
22
-290
-93% -$37.1K ﹤0.01% 1974
2025
Q4 		$40.3K Sell
312
-869
-74% -$104K ﹤0.01% 1246
2025
Q3 		$137K Hold
1,181
– – ﹤0.01% 895
2025
Q2 		$126K Sell
1,181
-131
-10% -$12.1K ﹤0.01% 897
2025
Q1 		$117K Sell
1,312
-1
-0.1% -$96 ﹤0.01% 982
2024
Q4 		$129K Sell
1,313
-19
-1% -$1.8K ﹤0.01% 950
2024
Q3 		$118K Sell
1,332
-26
-2% -$2.14K ﹤0.01% 869
2024
Q2 		$100K Sell
1,358
-417
-23% -$31.1K ﹤0.01% 892
2024
Q1 		$137K Buy
1,775
+9
+0.5% +$668 ﹤0.01% 897
2023
Q4 		$134K Buy
1,766
+60
+4% +$4.18K ﹤0.01% 903
2023
Q3 		$114K Buy
1,706
+1,211
+245% +$85.4K ﹤0.01% 909
2023
Q2 		$36.2K Sell
495
-25
-5% -$1.8K ﹤0.01% 1345
2023
Q1 		$39.3K Sell
520
-130
-20% -$10.9K ﹤0.01% 1300
2022
Q4 		$50K Buy
650
+79
+14% +$5.82K ﹤0.01% 993
2022
Q3 		$35K Sell
571
-276
-33% -$18.9K ﹤0.01% 1089
2022
Q2 		$52K Sell
847
-367
-30% -$26K ﹤0.01% 1279
2022
Q1 		$106K Sell
1,214
-171
-12% -$15.8K ﹤0.01% 1144
2021
Q4 		$129K Sell
1,385
-164
-11% -$15.5K ﹤0.01% 1301
2021
Q3 		$131K Buy
1,549
+389
+34% +$33.8K ﹤0.01% 1093
2021
Q2 		$95K Buy
1,160
+261
+29% +$22K ﹤0.01% 1198
2021
Q1 		$76K Buy
+899
New +$69.6K ﹤0.01% 1517

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

Spire Wealth Management's STT Position: Q2 2026 in Review

Spire Wealth Management held its State Street (STT) position steady in Q2 2026 at 22 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #1880.

Spire Wealth Management first reported a position in STT in Q1 2021 and has held it in 22 quarters since. The position peaked at $137K in Q1 2024. 239 funds tracked by Wall St. Rank hold STT as of Q2 2026.

  • Spire Wealth Management held 22 shares of State Street worth $3.73K as of Q2 2026.
  • Spire Wealth Management left its State Street share count unchanged in Q2 2026.
  • State Street made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1880 holding.
  • Spire Wealth Management first reported a position in State Street in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's State Street position peaked at $137K in Q1 2024.
  • 239 funds tracked by Wall St. Rank held State Street as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.