State Street Portfolio holdings
State Street Corporation, established in 1792 and headquartered in Boston, Massachusetts, is one of the oldest financial institutions in the United States and a major player in the global asset management and custody banking sectors. Primarily known for its custodial services, it safeguards assets for institutional investors, managing trillions of dollars through its State Street Global Advisors (SSGA) division, which is renowned for launching the first U.S. exchange-traded fund (ETF), the SPDR S&P 500 ETF (SPY), in 1993. The company provides a range of services including investment management, research, trading, and data analytics, catering mostly to institutional clients like pension funds, endowments, and mutual funds. With a focus on financial infrastructure and innovation, State Street has positioned itself as a key backbone in the global investment ecosystem.
Top Buys
| 1 |
Verizon
VZ
|
$2.1B |
| 2 |
VER
VEREIT, Inc.
VER
|
$272M |
| 3 |
PBCT
People's United Financial Inc
PBCT
|
$270M |
| 4 |
General Motors
GM
|
$268M |
| 5 |
Cullen/Frost Bankers
CFR
|
$151M |
Top Sells
| 1 |
Apple
AAPL
|
$1.4B |
| 2 |
Microsoft
MSFT
|
$1.33B |
| 3 |
Alphabet (Google) Class C
GOOG
|
$914M |
| 4 |
Johnson & Johnson
JNJ
|
$871M |
| 5 |
IBM
IBM
|
$866M |
Sector Composition
| 1 | Financials | 15.57% |
| 2 | Industrials | 13.22% |
| 3 | Healthcare | 12.79% |
| 4 | Technology | 12.72% |
| 5 | Energy | 9.24% |
