State Street
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State Street’s Clear Secure YOU Stock Holding History

State Street’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$165M Buy
3,407,833
+95,598
+3% +$3.81M 0.01% 1055
2025
Q4 		$116M Buy
3,312,235
+59,067
+2% +$2.01M ﹤0.01% 1267
2025
Q3 		$109M Sell
3,253,168
-179,219
-5% -$5.94M ﹤0.01% 1288
2025
Q2 		$95.3M Sell
3,432,387
-24,723
-0.7% -$630K ﹤0.01% 1333
2025
Q1 		$89.6M Sell
3,457,110
-181,654
-5% -$4.52M ﹤0.01% 1329
2024
Q4 		$96.9M Buy
3,638,764
+277,819
+8% +$8.39M ﹤0.01% 1356
2024
Q3 		$111M Buy
3,360,945
+1,312,419
+64% +$33.9M ﹤0.01% 1268
2024
Q2 		$38.3M Buy
2,048,526
+140,767
+7% +$2.55M ﹤0.01% 1797
2024
Q1 		$41.2M Buy
1,907,759
+49,575
+3% +$986K ﹤0.01% 1821
2023
Q4 		$38.4M Buy
1,858,184
+93,237
+5% +$1.81M ﹤0.01% 1856
2023
Q3 		$33.6M Buy
1,764,947
+107,136
+6% +$2.37M ﹤0.01% 1857
2023
Q2 		$38.4M Buy
1,657,811
+319,580
+24% +$7.9M ﹤0.01% 1830
2023
Q1 		$35M Buy
1,338,231
+117,514
+10% +$3.34M ﹤0.01% 1872
2022
Q4 		$33.5M Buy
1,220,717
+9,876
+0.8% +$272K ﹤0.01% 1904
2022
Q3 		$27.7M Buy
1,210,841
+203,673
+20% +$5M ﹤0.01% 1993
2022
Q2 		$20.1M Buy
1,007,168
+864,515
+606% +$23.3M ﹤0.01% 2229
2022
Q1 		$3.83M Buy
142,653
+13,936
+11% +$346K ﹤0.01% 3311
2021
Q4 		$4.04M Buy
128,717
+87,217
+210% +$3.22M ﹤0.01% 3346
2021
Q3 		$1.7M Buy
+41,500
New +$1.94M ﹤0.01% 3652

Other funds holding YOU

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return