Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPIA
Steward Partners Investment Advisory’s
Shutterstock
SSTK
Stock Holding History
Steward Partners Investment Advisory’s Portfolio
SSTK Stock Details
SSTK Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-43
Closed
-$897
–
4460
2025
Q3
$897
Hold
43
–
–
﹤0.01%
4061
2025
Q2
$815
Hold
43
–
–
﹤0.01%
3899
2025
Q1
$801
Hold
43
–
–
﹤0.01%
3808
2024
Q4
$1.3K
Sell
43
-189
-81%
-$5.94K
﹤0.01%
3716
2024
Q3
$8.21K
Hold
232
–
–
﹤0.01%
3023
2024
Q2
$8.98K
Sell
232
-1,107
-83%
-$45K
﹤0.01%
2855
2024
Q1
$61.3K
Buy
1,339
+1,107
+477%
+$52.7K
﹤0.01%
2004
2023
Q4
$11.2K
Buy
+232
New
+$9.79K
﹤0.01%
2660
2022
Q3
–
Sell
-15
Closed
-$1K
–
3373
2022
Q2
$1K
Buy
+15
New
+$1K
﹤0.01%
3166
2021
Q2
–
Sell
-261
Closed
-$23.2K
–
7381
2021
Q1
$23.2K
Buy
+261
New
+$20.9K
﹤0.01%
2409
Other funds holding SSTK
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
LSV Asset Management
Chicago, Illinois
$46.4B AUM
27.74%
1-Year Est. Return
AAM
Alpine Associates Management
Palm Beach, Florida
$1.7B AUM
97.55%
1-Year Est. Return
CCM
Callodine Capital Management
Boston, Massachusetts
$1.42B AUM
8.74%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Balyasny Asset Management
Chicago, Illinois
$50.9B AUM
42.89%
1-Year Est. Return
ICM
Invenomic Capital Management
Boston, Massachusetts
$2.17B AUM
0.03%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close