What smart money is saying about State Street Corporation
No fund has written a full thesis on State Street Corporation in our archive, but 6 fund letters report a position in it, most recently Oakmark Equity and Income Fund in September 2026.
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Fund signal · last 12 months
6 lettersToo few moves on State Street Corporation yet for a clear signal
Moves described in fund letters in our archive. A sentence published word for word by several funds of one house in the same quarter counts once.
Position history
Between Q2 2026 and Q3 2026, 6 fund letters reported a position in State Street Corporation, with 1 buy (opened or added) and 3 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 3 | 1 | 1 | 0 |
| Q2 2026 | 3 | 0 | 2 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 6 positions · 5 moves
- September 2026
Listed in Oakmark Equity and Income Fund’s reported holdings.
State Street Corporation - September 2026
“In financials, we initiated positions in Stifel Financial, MetLife, and State Street and added to PNC Financial Services Group.”
State Street Corporation - July 2026
“State Street (+33%), our holding in the custody bank sector, was one of the strongest performers as several earnings drivers improved simultaneously.”
State Street Corporation - June 2026
“Initiations There were no initiations. Eliminations Stanley Black & Decker (SWK) was eliminated to make room for better opportunities. State Street (STT) reached its price target and was eliminated.”
State Street Corporation - June 2026
“Kraft Heinz (KHC) was eliminated to make room for better opportunities. State Street (STT) reached its price target and was eliminated.”
State Street Corporation - June 2026
“Acuity (AYI) and State Street (STT) reached their price targets and were eliminated.”
State Street Corporation
Also mentioned · 3
These funds discuss State Street Corporation as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedJAG Capital ManagementSeptember 2026
“The flip side of expensive oil is that one company's cost is another's revenue. Energy was the best performing sector in the S&P 500 this quarter. The State Street Energy Select Sector SPDR (XLE) returned almost 16%, and FactSet expects the Energy sector's third-quarter earnings to more than double from a year ago.”
State Street Corporation - September 2026
“The flip side of expensive oil is that one company's cost is another's revenue. Energy was the best performing sector in the S&P 500 this quarter. The State Street Energy Select Sector SPDR (XLE) returned almost 16%, and FactSet expects the Energy sector's third-quarter earnings to more than double from a year ago.”
State Street Corporation - MentionedCDT CapitalJune 2026
“However, this month, with our fiduciary duty to our partners front of mind, we have decided to bolster our hedging strategy by taking out a modest insurance policy against the technology group of the S&P 500 Index. This sector of the market represents nearly 40% of the total value of the index (a record not seen since the Dot Com era of 1998-2000) and we believe has structural weaknesses that are likely to buckle in the coming days, months or quarters. By purchasing put options or contracts that grant us the right to sell shares of an ETF, the State Street Technology Select Sector SPDR ETF (XLK) at predetermined*Source: Seeking Alpha, Federal Reserve, CDT -1.10% Risk is Expensive 29-May-26 12-Jun-26 26-Jun-26 10yr.”
State Street Corporation
Read the letters behind these State Street Corporation positions
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