Summit Trail Advisors’s State Street STT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.05M	Buy	+9,866	New	+$1.05M	0.02%	459
2018 Q1	–	Sell	-1,679	Closed	-$186K	–	1502
2017 Q4	$186K	Buy	+1,679	New	+$186K	0.02%	443