Total Clarity Wealth Management’s State Street STT Stock Holding History

Total Clarity Wealth Management’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 Q3	–	Sell	-2,913	Closed	-$310K	–	319
2025 Q2	$310K	Sell	2,913 -3,714	-56%	-$343K	0.09%	218
2025 Q1	$650K	Hold	6,627	–	–	0.21%	120
2024 Q4	$650K	Sell	6,627 -784	-11%	-$74.2K	0.21%	121
2024 Q3	$656K	Buy	7,411 +3,293	+80%	+$272K	0.21%	125
2024 Q2	$305K	Sell	4,118 -825	-17%	-$61.5K	0.11%	185
2024 Q1	$382K	Buy	4,943 +59	+1%	+$4.38K	0.13%	173
2023 Q4	$378K	Sell	4,884 -237	-5%	-$16.5K	0.16%	151
2023 Q3	$343K	Buy	+5,121	New	+$361K	0.17%	147
2022 Q3	–	Sell	-39	Closed	-$2K	–	890
2022 Q2	$2K	Buy	+39	New	+$2.76K	﹤0.01%	943

Other funds holding STT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Total Clarity Wealth Management's STT Position: Q3 2025 in Review

Total Clarity Wealth Management sold out of State Street (STT) in Q3 2025, closing a stake of 2,913 shares — an estimated $310K sold.

Total Clarity Wealth Management first reported a position in STT in Q2 2022 and held it in 9 quarters. The position peaked at $656K in Q3 2024. 1,033 funds tracked by Wall St. Rank hold STT as of Q3 2025.

Total Clarity Wealth Management reported no remaining State Street position as of Q3 2025 after selling out during the quarter.
Total Clarity Wealth Management sold 2,913 State Street shares in Q3 2025, an estimated $310K.
Total Clarity Wealth Management first reported a position in State Street in Q2 2022 and held it in 9 quarters.
Total Clarity Wealth Management's State Street position peaked at $656K in Q3 2024.
1,033 funds tracked by Wall St. Rank held State Street as of Q3 2025.

Based on Total Clarity Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.