DFX Intelligence

Allocator Intelligence

State Street Global Advisors Trust

unclassified
unclassified

25 more Schedule C rows and 35 more dated events

Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

Advisory clients on the tape
0
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
Not disclosed
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
Not disclosed
Item 5.F

Advisory clients

No advisory client relationship on the tape.

Other roles

2 allocators

Schedule C rows

28 rows, $1.3M direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
Nextera Energy, Inc. Employee Pension Plan202428 51NONE$52,045
Retirement Plan for Employees of Phoebe Putney Health System, Inc.202428 50 51NONE$37,120
Staff Retirement Plan of the Washington Education Association202428 51NONE$31,912

+25 more Schedule C rows

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.

What changed

  • Sep 30, 2025Holding endedinferenceST. Louis Teamster Brewery Workers Pension Plan
    ST. Louis Teamster Brewery Workers Pension Plan no longer reports Msci Acwi Ex USA Nl Fund (State Street Global Advisors Trust) (last held $23M at 2024-09-30; absent from the 2025-09-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Aug 31, 2025Holding endedinferenceThe Maryland State Education Association Pension Plan and Trust
    The Maryland State Education Association Pension Plan and Trust no longer reports State Street U.S. Long Credit Bond (State Street Global Advisors Trust) (last held $30M at 2024-08-31; absent from the 2025-08-31 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding startedWellesley Coll Pension Pln for Classified Ofc and Svc Ees
    Wellesley Coll Pension Pln for Classified Ofc and Svc Ees first reports an interest in State Street 20 Year U.S. Treasury (State Street Global Advisors Trust): $3M at 2025-06-30
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceBuilding Service 32bj Pension Fund
    Building Service 32bj Pension Fund no longer reports State Street Msci Eafe 100 Hedged (State Street Global Advisors Trust) (last held $147M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov
  • Jun 30, 2025Holding endedinferenceBoston Medical Center Pension Plan
    Boston Medical Center Pension Plan no longer reports Ssga US Long Gvt Bd Idx Lend I (State Street Global Advisors Trust) (last held $63M at 2024-06-30; absent from the 2025-06-30 filing)
    with State Street Global Advisors Trustaskebsa.dol.gov

+35 more dated events

Every name, record and relationship behind this count, with the source on each.

Includes 3 days of DFX Intelligence. Then $199/month unless canceled.