State Street Global Markets, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
120
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
285852
Registered since
March 16, 2017

Firm profile

FINTRX

Overview

State Street Global Markets, LLC is organized as a limited liability company whose ownership is listed as a combination of domestic entities and individuals. The firm’s internal snapshot characterizes it as unclassified and indicates it does not operate as a capital allocator or an active ESG investor. It also does not identify itself as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. Public holdings data show substantial activity in publicly traded equities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 134

Active vs passive

$22.8B in ETFs

Passive

92%

$21B

Active

2%

$1.7B

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL)State StreetPassiveLong Government$2B77,418,9768.91%

Location

Primary office

Boston, MA

Suffolk

Location

Boston, MA

Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Suffolk
Address
1 Congress St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth