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XML Financial’s State Street STT Stock Holding History

XML Financial’s Portfolio STT Stock Details STT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,332
Closed -$229K – 382
2024
Q4 		$229K Buy
+2,332
New +$229K 0.02% 321