Stratos Wealth Partners’s State Street STT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $273K | Buy |
2,155
+160
| +8% | +$20.5K | ﹤0.01% | 1379 |
|
|
2025
Q4 | $257K | Buy |
1,995
+9
| +0.5% | +$1.08K | ﹤0.01% | 1373 |
|
|
2025
Q3 | $230K | Sell |
1,986
-243
| -11% | -$27.1K | ﹤0.01% | 1387 |
|
|
2025
Q2 | $237K | Sell |
2,229
-64
| -3% | -$5.92K | ﹤0.01% | 1251 |
|
|
2025
Q1 | $205K | Sell |
2,293
-286
| -11% | -$27.3K | ﹤0.01% | 1263 |
|
|
2024
Q4 | $253K | Buy |
2,579
+57
| +2% | +$5.4K | ﹤0.01% | 1231 |
|
|
2024
Q3 | $223K | Buy |
+2,522
| New | +$208K | ﹤0.01% | 1289 |
|
|
2024
Q2 | – | Sell |
-2,907
| Closed | -$225K | – | 1443 |
|
|
2024
Q1 | $225K | Sell |
2,907
-42
| -1% | -$3.12K | ﹤0.01% | 1234 |
|
|
2023
Q4 | $228K | Sell |
2,949
-51
| -2% | -$3.56K | ﹤0.01% | 1209 |
|
|
2023
Q3 | $201K | Buy |
3,000
+79
| +3% | +$5.57K | ﹤0.01% | 1180 |
|
|
2023
Q2 | $214K | Sell |
2,921
-70
| -2% | -$5.03K | ﹤0.01% | 1083 |
|
|
2023
Q1 | $226K | Buy |
2,991
+83
| +3% | +$6.99K | 0.01% | 990 |
|
|
2022
Q4 | $226K | Buy |
+2,908
| New | +$214K | 0.01% | 1001 |
|
|
2022
Q2 | – | Sell |
-2,426
| Closed | -$211K | – | 1292 |
|
|
2022
Q1 | $211K | Buy |
2,426
+53
| +2% | +$4.91K | ﹤0.01% | 1147 |
|
|
2021
Q4 | $221K | Sell |
2,373
-11
| -0.5% | -$1.04K | ﹤0.01% | 1131 |
|
|
2021
Q3 | $202K | Buy |
+2,384
| New | +$207K | 0.01% | 1105 |
|
|
2020
Q1 | – | Sell |
-3,285
| Closed | -$260K | – | 1034 |
|
|
2019
Q4 | $260K | Buy |
+3,285
| New | +$231K | 0.01% | 806 |
|
|
2019
Q2 | – | Sell |
-5,134
| Closed | -$338K | – | 994 |
|
|
2019
Q1 | $338K | Sell |
5,134
-243
| -5% | -$16.8K | 0.02% | 663 |
|
|
2018
Q4 | $339K | Sell |
5,377
-2,775
| -34% | -$199K | 0.02% | 633 |
|
|
2018
Q3 | $683K | Sell |
8,152
-679
| -8% | -$59.7K | 0.03% | 437 |
|
|
2018
Q2 | $822K | Buy |
8,831
+54
| +0.6% | +$5.36K | 0.04% | 409 |
|
|
2018
Q1 | $875K | Sell |
8,777
-871
| -9% | -$91.3K | 0.04% | 396 |
|
|
2017
Q4 | $942K | Buy |
9,648
+391
| +4% | +$37.4K | 0.04% | 362 |
|
|
2017
Q3 | $884K | Buy |
9,257
+140
| +2% | +$13K | 0.04% | 355 |
|
|
2017
Q2 | $818K | Buy |
9,117
+40
| +0.4% | +$3.33K | 0.04% | 332 |
|
|
2017
Q1 | $723K | Buy |
9,077
+228
| +3% | +$18.1K | 0.04% | 339 |
|
|
2016
Q4 | $688K | Buy |
8,849
+5,375
| +155% | +$405K | 0.04% | 324 |
|
|
2016
Q3 | $242K | Sell |
3,474
-3,721
| -52% | -$243K | 0.02% | 558 |
|
|
2016
Q2 | $388K | Buy |
+7,195
| New | +$430K | 0.03% | 383 |
|
Other funds holding STT
VCM
VPM
ROTUOC
Stratos Wealth Partners's STT Position: Q1 2026 in Review
Stratos Wealth Partners increased its State Street (STT) stake by 8% in Q1 2026, buying an estimated $20.5K and bringing the position to 2,155 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #1379.
Stratos Wealth Partners first reported a position in STT in Q2 2016 and has held it in 29 quarters since. The position peaked at $942K in Q4 2017. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.
- Stratos Wealth Partners held 2,155 shares of State Street worth $273K as of Q1 2026.
- Stratos Wealth Partners bought 160 State Street shares in Q1 2026, an estimated $20.5K.
- State Street made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1379 holding.
- Stratos Wealth Partners first reported a position in State Street in Q2 2016 and has held it in 29 quarters since.
- Stratos Wealth Partners's State Street position peaked at $942K in Q4 2017.
- 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.