State Street Global Markets, LLC

Broker-DealerFINRA MemberEst. 2017

Total AUM

—

Advisory reps

119

Avg account

$0

Firm details

Headquarters: Boston, Massachusetts
CRD number: 285852
Registered since: March 16, 2017
Website: www.statestreet.com

Firm profile

FINTRX

Overview

State Street Global Markets, LLC is organized as a limited liability company and registered with the SEC in 2017. The FINTRX snapshot classifies the entity as unclassified rather than a traditional registered investment adviser or capital allocator. The firm is not identified as an active ESG investor, not a pension consultant, and is not flagged as a multi-state or newly formed adviser. Several adviser-type fields are blank or unspecified in the source data, and the firm has not provided narrative detail about its activities or affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

1 of 1

Colleen Haddad
ContractorCRD 2294148

Contacts

3 of 118

Joseph Charland
Senior Vice PresidentCRD 5183891
Jonathan Galan
Vice President, Relationship ManagerCRD 4409873
Jonathan Kline
Vice President, ComplianceCRD 4454398

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 134

Active vs passive

$22.8B in ETFs

Passive

92%

$21B

Active

2%

$1.7B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO LONG TERM TREASURY ETF (SPTL)	State Street	Passive	Long Government	$2B	77,418,976	8.91%

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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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