SW
STT icon

SteelPeak Wealth’s State Street STT Stock Holding History

SteelPeak Wealth’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
Q2 		– Sell
-23,304
Closed -$2.09M – 651
2025
Q1 		$2.09M Buy
+23,304
New +$2.23M 0.09% 179
2024
Q4 		– Sell
-39,267
Closed -$3.47M – 626
2024
Q3 		$3.47M Buy
+39,267
New +$3.24M 0.15% 113
2023
Q1 		– Sell
-3,778
Closed -$295K – 460
2022
Q4 		$295K Hold
3,778
– – 0.02% 310
2022
Q3 		$230K Hold
3,778
– – 0.02% 357
2022
Q2 		$233K Buy
+3,778
New +$267K 0.02% 357

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

SteelPeak Wealth's STT Position: Q2 2025 in Review

SteelPeak Wealth sold out of State Street (STT) in Q2 2025, closing a stake of 23,304 shares — an estimated $2.09M sold.

SteelPeak Wealth first reported a position in STT in Q2 2022 and held it in 5 quarters. The position peaked at $3.47M in Q3 2024. 992 funds tracked by Wall St. Rank hold STT as of Q2 2025.

  • SteelPeak Wealth reported no remaining State Street position as of Q2 2025 after selling out during the quarter.
  • SteelPeak Wealth sold 23,304 State Street shares in Q2 2025, an estimated $2.09M.
  • SteelPeak Wealth first reported a position in State Street in Q2 2022 and held it in 5 quarters.
  • SteelPeak Wealth's State Street position peaked at $3.47M in Q3 2024.
  • 992 funds tracked by Wall St. Rank held State Street as of Q2 2025.

Based on SteelPeak Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.