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Whipplewood Advisors’s State Street STT Stock Holding History

Whipplewood Advisors’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 		$34.4K Buy
+272
New +$34.8K 0.02% 315
2025
Q3 		– Sell
-576
Closed -$61.3K – 1043
2025
Q2 		$61.3K Sell
576
-21,427
-97% -$1.98M 0.03% 290
2025
Q1 		$53.8K Buy
22,003
+21,380
+3,432% +$2.04M 0.03% 297
2024
Q4 		$61.1K Buy
+623
New +$59K 0.03% 285

Other funds holding STT

BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Whipplewood Advisors's STT Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in State Street (STT) in Q1 2026: 272 shares worth $34.4K. The stake represents 0.02% of the portfolio and ranks #315 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in STT as recently as Q2 2025.

Whipplewood Advisors first reported a position in STT in Q4 2024 and has held it in 4 quarters since. The position peaked at $61.3K in Q2 2025. 1,129 funds tracked by Wall St. Rank hold STT as of Q1 2026.

  • Whipplewood Advisors held 272 shares of State Street worth $34.4K as of Q1 2026.
  • State Street was a new Whipplewood Advisors position in Q1 2026.
  • State Street made up 0.02% of Whipplewood Advisors's portfolio in Q1 2026, its #315 holding.
  • Whipplewood Advisors first reported a position in State Street in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's State Street position peaked at $61.3K in Q2 2025.
  • 1,129 funds tracked by Wall St. Rank held State Street as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.