Observatory · observe first

State Street Corporation

STT · United States · Asset Management & Custody Banks · matched S&P 500 member. Follow its market-weight contribution.

Historical time machine
Historical observation
20182026
Universe weight
0.070%
12M weight contribution
-0.020 pp
3M weight contribution
+0.014 pp
12M price return
+4.2%

Share of matched S&P 500 members

Monthly observations through Aug 2023

0.00.10.2201820192020202120222023

Company price index

A separate dimension from market allocation

507498201820192020202120222023

Historical observations

Most recent 24 observations at or before the selected month

MonthMarket capUniverse weight12M weight change12M returnAbove 6M weight average
Aug 2023$21.9bn0.070%-0.020 pp+4.2%Yes
Jul 2023$23.1bn0.050%-0.039 pp+5.6%No
Jun 2023$24.5bn0.057%-0.031 pp+23.0%No
May 2023$22.7bn0.056%-0.040 pp-2.8%No
Apr 2023$24.2bn0.082%-0.007 pp+11.8%No
Mar 2023$26.1bn0.089%-0.018 pp-10.0%No
Feb 2023$30.5bn0.107%-0.001 pp+7.5%Yes
Jan 2023$33.5bn0.115%-0.002 pp-0.1%Yes
Dec 2022$28.5bn0.103%-0.006 pp-13.8%Yes
Nov 2022$29.2bn0.099%-0.011 pp-7.6%Yes
Oct 2022$27.2bn0.096%-0.024 pp-22.5%Yes
Sep 2022$22.4bn0.088%-0.014 pp-25.9%No
Aug 2022$25.1bn0.090%-0.017 pp-24.4%No
Jul 2022$26.1bn0.090%-0.013 pp-16.2%No
Jun 2022$22.6bn0.088%-0.013 pp-23.0%No
May 2022$26.6bn0.096%-0.013 pp-14.5%No
Apr 2022$24.6bn0.089%-0.017 pp-18.2%No
Mar 2022$31.9bn0.107%+0.050 pp+6.4%No
Feb 2022$31.2bn0.108%+0.057 pp+20.2%No
Jan 2022$34.6bn0.116%+0.057 pp+38.4%Yes
Dec 2021$34.0bn0.109%+0.005 pp+31.0%Yes
Nov 2021$32.5bn0.110%+0.004 pp+29.6%Yes
Oct 2021$36.0bn0.120%+0.022 pp+71.8%Yes
Sep 2021$29.1bn0.102%+0.102 pp+46.6%No

Its weight is estimated market cap divided by the total estimated market cap of matched S&P 500 members for the month. This is not an official float-adjusted S&P index weight.