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Equibles

Clearstead Advisors, LLC

Position in STT — State Street Corp

CIK 842775 CLEVELAND, OH
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Aug 6, 2026
Position Value
$8,449,101
+$1,807,919 QoQ
Shares Held
121,826
+9.1% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Clearstead Advisors, LLC holds $98,762,513 across 106 Asset Management names. STT ranks #3 (8.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BX
Blackstone Inc.
 214,818 $25,277,634
2 IVZ
Invesco Ltd.
 1,644,129 $20,248,048
3 STT
State Street Corp
This page 		121,826 $8,449,101
4 ARCC
Ares Capital Corp
 402,294 $7,454,507
5 BLK
BlackRock, Inc.
 5,461 $5,251,079
6 PHYS
Sprott Physical Gold Trust
 147,094 $4,437,825
7 RMT
Royce Micro-Cap Trust, Inc.
 195,743 $2,865,677
8 CSQ
Calamos Strategic Total Return Fund
 133,571 $2,746,219

All Filings in STT

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,804,505 16,536
2026-03-31 $1,853,724 14,647
2025-12-31 $2,012,685 15,601
2025-09-30 $1,769,732 15,255
2025-06-30 $1,616,474 15,201
2025-03-31 $1,340,890 14,977
2024-12-31 $1,543,310 15,724
2024-09-30 $1,396,233 15,782
2024-06-30 $1,325,266 17,909
2024-03-31 $1,384,723 17,909
2023-12-31 $1,387,463 17,912
2023-09-30 $1,293,332 19,315
2023-06-30 $1,414,569 19,330
2023-03-31 $1,462,482 19,322
2022-12-31 $1,480,888 19,091
2022-09-30 $1,150,586 18,921
2022-06-30 $1,326,646 21,519
2022-03-31 $1,871,337 21,480
2021-12-31 $1,999,314 21,498
2021-09-30 $1,818,345 21,463
2021-06-30 $1,760,792 21,400
2021-03-31 $1,775,803 21,138
2020-12-31 $1,391,262 19,116
2020-09-30 $983,454 16,576
2020-06-30 $1,052,959 16,569
2020-03-31 $809,490 15,196