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

Wealthspire Advisors (New York)’s Portfolio STT Stock Details STT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell
2025 Q4	$419K	Sell
2025 Q3	$378K	Buy
2021 Q2	–	Sell
2021 Q1	$262K	Buy
2020 Q4	$205K	Buy
2020 Q2	–	Sell
2020 Q1	$216K	Buy
2019 Q1	–	Sell
2018 Q4	$24K	Buy