Wealthspire Advisors (New York)’s State Street STT Stock Holding History

Wealthspire Advisors (New York)’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
2026 Q1	–	Sell	-3,248	Closed	-$419K	–	1085
2025 Q4	$419K	Sell	3,248 -8	-0.2%	-$958	﹤0.01%	669
2025 Q3	$378K	Buy	+3,256	New	+$363K	﹤0.01%	605
2021 Q2	–	Sell	-3,123	Closed	-$262K	–	622
2021 Q1	$262K	Buy	3,123 +311	+11%	+$24.1K	0.01%	595
2020 Q4	$205K	Buy	+2,812	New	+$191K	0.01%	549
2020 Q2	–	Sell	-4,054	Closed	-$216K	–	496
2020 Q1	$216K	Buy	+4,054	New	+$282K	0.01%	466
2019 Q1	–	Sell	-376	Closed	-$24K	–	686
2018 Q4	$24K	Buy	+376	New	+$26.9K	﹤0.01%	309

Other funds holding STT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

ROTUOC

Regents of the University of California Oakland, California $3.01B AUM 11.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s STT Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of State Street (STT) in Q1 2026, closing a stake of 3,248 shares — an estimated $419K sold.

Wealthspire Advisors (New York) first reported a position in STT in Q4 2018 and held it in 6 quarters. The position peaked at $419K in Q4 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining State Street position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 3,248 State Street shares in Q1 2026, an estimated $419K.
Wealthspire Advisors (New York) first reported a position in State Street in Q4 2018 and held it in 6 quarters.
Wealthspire Advisors (New York)'s State Street position peaked at $419K in Q4 2025.
1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.