STT State Street Corporation
XNYS
173.41
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
STT
$173.41
—
Key stats
$173.41
- 52-Week Range
- $111.63 – $195.93
- YTD
- +34.35%
- IV Rank (30D)
- 14.2
- Straddle Price
- $8.25
- P/C Vol Ratio
- 1.07
- Market Cap
- $46.2B
- Open
- $173.28
- Day Range
- $169.10 – $174.14
- Volume
- 1,537,803
- Prev Close
- $169.71
Fair Value
MODEL: LONG
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 4.91% |
| Beta vs SPY | 1.10 |
| Cost of Equity (CAPM) | 10.97% (VRP-adj) |
| WACC | 9.03% |
| Volatility Risk Premium | +53.9pp (IV − HV30), ERP adj +50bps |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | +5.4% |
| DCF Horizon | 5 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.05 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $-3.7B |
| Return on Equity (TTM) | 12.0% |
| Book / Price | 58.7% — banking bias active (P/B is primary) |
| Bank Quality Adj | ×0.89 (target ROE vs peer median) |
| Gross Margin (TTM) | 66.6% |
| FCF Margin (TTM) | -16.0% |
| Debt / Equity | 0.88 |
| Quality Score | 1/6 — cyclical/struggling (5y DCF) |
| SMA 50 | $179.01 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $170.31 |
| Bollinger Width / SMA20 | 4.4% (drives anchor stability) |
| Net Debt | $20.3B |
| Market Cap | $49B |
Peers used for multiples: BAC, BNY, C, COF, GS, JPM, MS, WFC
60-Day Conviction
56%
20-Day Fair Value
≈ by Dec 4, 2026
$176.43
α +1.7%
rank 2%
conviction
92%
40-Day Fair Value
≈ by Jan 4, 2027
$178.51
α +2.9%
rank 4%
conviction
86%
60-Day Fair Value
≈ by Feb 2, 2027
$176.11
α +1.6%
rank 4%
conviction
56%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | n/a | 0% | |
| DDM (Gordon) | $60.55 | 0% | |
| Peer P/E | $143.44 | 8% | median 12.5× · 8 peers |
| Peer EV/EBITDA | n/a | 0% | median 16.5× · 8 peers |
| Peer P/B | $180.72 | 12% | median 1.8× · 8 peers |
| Peer P/S | $148.73 | 4% | median 1.9× · 8 peers |
| Market Anchor (SMA50) | $179.01 | 56% | stability 100% (BB-width) |
| Options Expected (B-L 30d) | $174.67 | 19% | 14 strikes · skew +1.33 |
As of 2026-11-05 · updated
Related
About
- Industry (SIC)
- STATE COMMERCIAL BANKS (6022) · industry map
- Exchange
- XNYS
- Market Cap
- $46.2B
- Employees
- 51,000
- List Date
- 1975-02-18
- CIK
- 0000093751
- Headquarters
- Boston, MA
- Homepage
- https://www.statestreet.com
State Street is a leading provider of financial services, including investment servicing, investment management, and investment research and trading. With approximately $54 trillion in assets under custody and administration, and $5.7 trillion in assets under management, as of Dec. 31, 2025, State Street operates globally in more than 100 geographic markets and employs about 51,500 worldwide.
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -3.11% | 0.05% | 16.49% | -4.99% | 3.75% | 1.39% | 2.26% |
| Feb | 3.59% | -11.58% | -3.90% | 0.66% | 1.08% | -2.99% | -2.19% |
| Mar | 9.47% | 7.70% | -15.44% | 4.70% | -7.68% | -2.24% | -0.58% |
| Apr | -1.18% | -21.96% | -4.24% | -6.16% | -0.81% | 19.17% | -2.53% |
| May | 2.72% | 5.70% | -4.91% | 3.39% | 8.51% | 2.39% | 2.97% |
| Jun | -6.48% | -11.87% | 5.25% | -1.77% | 10.51% | 6.14% | 0.30% |
| Jul | 3.96% | 12.09% | -2.56% | 15.51% | 4.48% | 8.22% | 6.95% |
| Aug | 6.78% | -2.86% | -4.70% | 4.15% | 5.88% | 4.20% | 2.24% |
| Sep | -7.78% | -11.34% | -4.14% | 2.90% | 2.43% | -7.03% | -4.16% |
| Oct | 14.05% | 17.26% | -2.36% | 7.10% | 2.01% | -2.78% | 5.88% |
| Nov | -10.43% | 7.08% | 12.48% | 6.15% | 2.00% | 2.42%* | 3.28% |
| Dec | 4.94% | -1.46% | 4.79% | 0.12% | 9.22% | -- | 3.52% |
| Total | 14.47% | -17.27% | -7.06% | 34.46% | 48.29% | 30.00% | 17.15% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $170.31
SMA 50: $179.01
SMA 200: $159.53
Current: $173.41
EMA 12: $170.89
EMA 26: $172.69
MACD: -1.8033 | Signal: 0.8772
BEARISH
ADX (14): 30.59
TREND
+DI: 22.12
−DI: 26.39
Momentum Oscillators
RSI (14): 51.33
NEUTRAL
Stoch %K: 67.82
Stoch %D: 68.01
Williams %R: -17.75
Volume & Volatility
BB Upper: $176.73
BB Lower: $163.89
NEUTRAL
OBV: 140,156,554
Vol SMA 20: 2,171,632
Vol ROC: -22.95%
ATR: $4.07
True Range: $5.04
HV 20: 22.2%
HV 30: 19.5%
HV 60: 20.7%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-06T00:00:00 – 2026-11-04T00:00:00
AI Analysis
LLM Stock Analysis Report
SYMBOL: STT
Executive Summary: BULLISH (Confidence Level: 7/10) Key drivers: Positive news sentiment, rising momentum signals, and bullish technical indicators. Primary risks: High volatility, potential for a pullback to the upper Bollinger Band.
Investment thesis: State Street's (STT) ETF business continues to drive growth, with the company well-positioned to benefit from the ongoing trend towards passive investing. The stock's recent uptrend is likely to continue as long as sentiment remains positive and momentum signals remain bullish.
Recent news sentiment impact: Positive headlines about ETFs and the company's custody services have contributed to the stock's upward momentum.
Technical Analysis: Trend Direction: Short-term (1-4 weeks): Bullish, Medium-term (1-3 months): Bullish, Long-term (3-12 months): Bullish
Support/Resistance Levels: Key price levels: * SMA 20: $183.89 * SMA 50: $174.37 * Upper Bollinger Band: $189.37 * Lower Bollinger Band: $178.41
Momentum Signals: RSI (14): 61.06 (neutral) MACD: Bullish crossover above signal line Bollinger Bands: Price touching upper band = overbought
Volume Analysis: Volume trends: * Volume SMA 20: 2201955.40 * On-Balance Volume (OBV): 179402864.13 * Volume Rate of Change: -12.06%
News & Sentiment Analysis: Recent Headlines Summary: Positive news about ETFs and custody services. Sentiment Assessment: Aggregate sentiment is positive, with most headlines contributing to the bullish tone.
Catalyst Identification: No specific catalysts identified.
Market Narrative: The recent uptrend in STT's stock price aligns with the overall positive news sentiment and momentum signals.
Risk & Volatility Assessment: Beta Interpretation: High risk relative to market (beta >1.2) Volatility Regime: Current volatility is above average. Options Market Signals: * IV Rank: 28.3% (Medium) * Put/Call Volume Ratio: 5.83 (Bearish sentiment)
Downside Protection: Support levels include the SMA 50 and the lower Bollinger Band.
Market Context & Positioning: Sector Performance: Financial sector has been performing well. Institutional Activity: Volume patterns suggest institutional interest. Correlation Analysis: Correlation with market is moderate (R-squared interpretation). Relative Valuation: STT's stock price is relatively high within its trading range.
Key Levels & Action Items: Critical Price Levels: * SMA 20: $183.89 * SMA 50: $174.37 Breakout/Breakdown Levels: * Upper Bollinger Band: $189.37 * Lower Bollinger Band: $178.41
Time-Sensitive Catalysts: No specific catalysts identified.
Risk Management: Stop-loss levels should be set at the SMA 50 and the lower Bollinger Band. Position sizing considerations include reducing exposure if the stock price approaches the upper Bollinger Band.
Data Interpretation: RSI: >70 overbought (potential sell signal) MACD: Crossover above signal line = bullish momentum Bollinger Bands: Price touching upper band = overbought
News Impact Assessment: Positive News: Earnings beats, product launches, partnerships, analyst upgrades. Negative News: Earnings misses, regulatory issues, downgrades, management changes.
Catalyst Timeline: Immediate (1-7 days): No specific catalysts identified. Near-term (1-4 weeks): ETF business growth and custody services. Medium-term (1-3 months): Industry trends and regulatory environment.
Risk Assessment Criteria: High Risk: Beta >1.5, high volatility, negative news sentiment, technical breakdown. Medium Risk: Beta 0.8-1.5, moderate volatility, mixed signals. Low Risk: Beta <0.8, low volatility, positive fundamentals, strong technical support.
Generated
News
All STT news →
The State Street Utilities Select Sector SPDR ETF and utilities stocks offer some recession protection, but the details matter.
Vanguard's ultra-low costs clash with State Street's superior recent returns. Sector tilts and volatility profiles diverge sharply between these two small-cap rivals.
VanEck's concentrated 26-stock portfolio delivered stronger five-year returns and lower volatility, while State Street's 62-holding fund offers broader diversification and lower fees.
The Close brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Morgan Stanley Private Wealth Management Executive Director Katerina Simonetti, State Street Investment Management…
The case for ISCV is lower fees and broader diversification. The case for SLYV is that it only owns companies that are actually making money.
XLRE holds 30 S&P 500 real estate stocks with a 0.08% expense ratio, while GQRE spreads across 201 global holdings and yields 4.4% annually.
XLV concentrates on 61 large-cap S&P 500 names, while FHLC casts a wider net with 365 holdings across mid and small caps. Both charge 0.08% annually.
Which Healthcare ETF Is the Better Buy: State Street’s Pharma XPH or Simplify’s Mission-Driven PINK?
Active management and a philanthropic mission set Simplify apart, though State Street's lower costs and stronger recent returns appeal to passive investors.
State Street’s RWO or iShares’ REET: Which Global Real Estate ETF Should Long-Term Investors Choose?
REET charges just 0.14% annually versus RWO's 0.5%, yet both deliver similar 3.5% yields and share top holdings like Welltower and Prologis.
Showing 1–10 of 49
Page 1 of 5
Earnings History
13 of 23 under expected move
Avg Expected Move
5.05%
Avg Actual Move
4.62%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-04-16 | Pre-Market | 3.70% | 7.03% | 1.90x | Exceeded |
| 2021-07-16 | Pre-Market | 3.45% | 2.89% | 0.84x | Within |
| 2021-10-18 | Pre-Market | 7.15% | 2.22% | 0.31x | Within |
| 2022-01-19 | Pre-Market | 4.85% | 7.06% | 1.46x | Exceeded |
| 2022-04-14 | Pre-Market | 4.35% | 8.50% | 1.95x | Exceeded |
| 2022-07-15 | Pre-Market | 4.90% | 9.74% | 1.99x | Exceeded |
| 2022-10-18 | Pre-Market | 6.58% | 0.96% | 0.15x | Within |
| 2023-01-20 | Pre-Market | 4.57% | 4.67% | 1.02x | Exceeded |
| 2023-04-17 | Pre-Market | 5.37% | 9.18% | 1.71x | Exceeded |
| 2023-07-14 | Pre-Market | 6.66% | 12.08% | 1.81x | Exceeded |
| 2023-10-18 | Pre-Market | 4.39% | 2.04% | 0.46x | Within |
| 2024-01-19 | Pre-Market | 4.86% | 2.09% | 0.43x | Within |
| 2024-04-12 | Pre-Market | 5.86% | 2.53% | 0.43x | Within |
| 2024-07-16 | Pre-Market | 4.43% | 7.45% | 1.68x | Exceeded |
| 2024-10-15 | Pre-Market | 6.02% | 0.98% | 0.16x | Within |
| 2025-01-17 | Pre-Market | 4.50% | 2.85% | 0.63x | Within |
| 2025-04-17 | Pre-Market | 6.69% | 2.05% | 0.31x | Within |
| 2025-07-15 | Pre-Market | 4.86% | 7.29% | 1.50x | Exceeded |
| 2025-10-17 | Pre-Market | 4.67% | 1.40% | 0.30x | Within |
| 2026-01-16 | Pre-Market | 3.82% | 6.07% | 1.59x | Exceeded |
| 2026-04-17 | Pre-Market | 4.56% | 2.49% | 0.55x | Within |
| 2026-07-16 | Pre-Market | 5.65% | 0.50% | 0.09x | Within |
| 2026-10-14 | Pre-Market | 4.34% | 4.14% | 0.95x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
STT Options Activity & IV Rank
STT IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 26.9%
7-DTE IV: 28.0%
Expected Move: $8.25
7-DTE Move: $8.25
Days to Exp: 16 (2026-11-20)
Options Flow
Call Volume: 193
Put Volume: 206
P/C Volume: 1.067
NEUTRAL
Call OI: 4,773
Put OI: 2,759
P/C OI: 0.578
Total OI: 7,532
ATM Options Pricing
ATM Call: $3.50
ATM Put: $4.75
Call %: 2.0%
Put %: 2.7%
Chain Summary
Chain Volume: 3,634
Chain OI: 32,342
Last Updated: 11/4/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 47th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
47%
vs own history
GEX tilt
+0.23
OI-weighted, today
Vanna tilt
+0.55
δ-sensitivity to IV
Charm tilt
-0.64
δ-decay vs time
Vanna tilt +0.55: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.64: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 59 ATM contracts, 13k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
52%
+6.0
pts
EXTREME
as of Nov 4 · ATM 27.7% / Wing 33.7%
30 DTE / 10d
—
—
pts
EXTREME
as of Nov 4 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)6.3LowNov 4
IV Rank (30 DTE)14.2LowNov 4
Straddle Price (30 DTE)$8.25Nov 4
Beta Analysis
Risk Metrics
Beta: 1.0270
Alpha: 29.22%
Correlation: 0.5466
R-Squared: 29.9%
Stock Volatility: 24.1%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Above average volatility - stock moves with market amplification
Above average volatility - stock moves with market amplification
Beta & Alpha Over Time
Notable investors who own STT
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Point72 Hedge fund Steve Cohen | $137.5M | #119 of 1945 | +82.5% | 13F | |
| Citadel Hedge fund Ken Griffin | $83.6M | #475 of 6285 | -39.8% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $52.1M | #593 of 3716 | -30.0% | 13F | |
| Bridgewater Associates Hedge fund Ray Dalio | $16.9M | #237 of 997 | -39.3% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $4.5M | #1014 of 4729 | +4.4% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
STT Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 281,983,750 (as of 2026-09-30)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
19 filers$166.90M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $71.05M | 42.57% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $27.19M | 16.29% | 2026-06-30 |
| 3 | Jane Street Group, LLC Custodian | $14.79M | 8.86% | 2026-06-30 |
| 4 | UBS Group AG Custodian | $11.02M | 6.61% | 2026-06-30 |
| 5 | Squarepoint Ops LLC | $6.46M | 3.87% | 2026-06-30 |
| 6 | Wolverine Trading, LLC Custodian | $5.28M | 3.16% | 2025-09-30 |
| 7 | Goldman Sachs Group Inc Custodian | $4.75M | 2.85% | 2026-06-30 |
| 8 | Walleye Capital LLC | $4.65M | 2.78% | 2026-06-30 |
| 9 | Walleye Trading LLC | $4.48M | 2.68% | 2026-06-30 |
| 10 | Delta Accumulation, LLC | $4.46M | 2.67% | 2026-06-30 |
| 11 | Millennium Management LLC Custodian | $4.17M | 2.50% | 2026-06-30 |
| 12 | TUDOR INVESTMENT CORP ET AL | $3.04M | 1.82% | 2026-06-30 |
| 13 | BNP Paribas Financial Markets Custodian | $1.87M | 1.12% | 2026-06-30 |
| 14 | Cubist Systematic Strategies, LLC | $1.61M | 0.97% | 2025-09-30 |
| 15 | D. E. Shaw & Co., Inc. Custodian | $848.00K | 0.51% | 2026-06-30 |
| 16 | Alphadyne Asset Management LP | $814.08K | 0.49% | 2026-06-30 |
| 17 | Point72 Asset Management, L.P. | $220.48K | 0.13% | 2026-06-30 |
| 18 | CAPSTONE INVESTMENT ADVISORS, LLC | $203.52K | 0.12% | 2026-06-30 |
| 19 | Point72 (DIFC) Ltd | $11.60K | <0.01% | 2025-09-30 |
20 filers$112.68M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $43.91M | 38.97% | 2026-06-30 |
| 2 | UBS Group AG Custodian | $19.37M | 17.19% | 2026-06-30 |
| 3 | Citadel Advisors LLC Custodian | $8.14M | 7.22% | 2026-06-30 |
| 4 | Wolverine Trading, LLC Custodian | $7.45M | 6.61% | 2025-09-30 |
| 5 | Delta Accumulation, LLC | $5.92M | 5.25% | 2026-06-30 |
| 6 | Squarepoint Ops LLC | $5.87M | 5.21% | 2026-06-30 |
| 7 | Eisler Capital Management Ltd. | $5.13M | 4.55% | 2025-09-30 |
| 8 | BNP Paribas Financial Markets Custodian | $3.04M | 2.69% | 2026-06-30 |
| 9 | Jane Street Group, LLC Custodian | $2.82M | 2.50% | 2026-06-30 |
| 10 | Walleye Trading LLC | $2.76M | 2.45% | 2026-06-30 |
| 11 | Interval Partners, LP | $2.31M | 2.05% | 2026-06-30 |
| 12 | Alphadyne Asset Management LP | $1.49M | 1.32% | 2026-06-30 |
| 13 | CAPSTONE INVESTMENT ADVISORS, LLC | $1.26M | 1.11% | 2026-06-30 |
| 14 | Walleye Capital LLC | $1.02M | 0.90% | 2026-06-30 |
| 15 | Millennium Management LLC Custodian | $780.16K | 0.69% | 2026-06-30 |
| 16 | TUDOR INVESTMENT CORP ET AL | $508.80K | 0.45% | 2026-06-30 |
| 17 | Raymond James Financial, Inc. Custodian | $400.00K | 0.35% | 2026-06-30 |
| 18 | Cubist Systematic Strategies, LLC | $278.42K | 0.25% | 2025-09-30 |
| 19 | Point72 Asset Management, L.P. | $237.44K | 0.21% | 2026-06-30 |
| 20 | Point72 (DIFC) Ltd | $11.60K | 0.01% | 2025-09-30 |
STT Insider Trading (Form 4)
Latest: 2026-10-28Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-10-28 | W. Bradford Hu | EVP and Chief Risk Officer | Sell (S) | −7,099 | $168.63 | -$1.20M | EDGAR |
| 2026-10-22 | Karl Alexander Vollert | Director | Tax (F) | −118 | $174.96 | -$20.6K | EDGAR |
| 2026-10-22 | Hanley Ronald P O | Chairman, CEO and President | Sell (S) | −14,554 | $164.60 | -$2.40M | EDGAR |
| 2026-10-13 | Karl Alexander Vollert | Director | Award (A) | +784 | — | EDGAR | |
| 2026-09-04 | Michael L Richards | EVP and Chief Admin Officer | Gift (G) | −1,009 | — | EDGAR | |
| 2026-09-02 | Craig Jack Read | EVP, Global Controller and CAO | Award (A) | +9,408 | — | EDGAR | |
| 2026-08-18 | Hanley Ronald P O | Chairman, CEO and President | Mixed | −10,500 | $183.75 | -$405.0K | EDGAR |
| 2026-08-18 | Michael L Richards | EVP and Chief Admin Officer | Tax (F) | −196 | $191.74 | -$37.6K | EDGAR |
| 2026-08-18 | Mostapha Tahiri | EVP and COO | Tax (F) | −54 | $191.74 | -$10.4K | EDGAR |
| 2026-08-04 | Elizabeth Schaefer | SVP, Chief Accounting Officer | Sell (S) | −500 | $181.19 | -$90.6K | EDGAR |
| 2026-07-28 | W. Bradford Hu | EVP and Chief Risk Officer | Sell (S) | −9,758 | $184.52 | -$1.80M | EDGAR |
| 2026-07-23 | Kathryn M Horgan | Executive Vice President | Sell (S) | −5,523 | $184.17 | -$1.02M | EDGAR |
| 2026-07-23 | Hanley Ronald P O | Chairman, CEO and President | Sell (S) | −14,553 | $184.17 | -$2.68M | EDGAR |
| 2016-05-17 | Sean P Newth | SVP, CAO and Controller | Tax (F) | −227 | $59.23 | -$13.4K | EDGAR |
| 2016-05-17 | Hanley Ronald P O | EVP; President and CEO of SSGA | Tax (F) | −2,210 | $59.23 | -$130.9K | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
STT Insider Holdings
8 insiders · @ $173.41
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Hanley Ronald P O | Chairman, CEO and President | 286,232 | $49.64M | -$5.08M | 6 | 2026-10-22 |
| 2 | Kathryn M Horgan | Executive Vice President | 103,171 | $17.89M | -$1.02M | 1 | 2026-07-23 |
| 3 | Mostapha Tahiri | EVP and COO | 64,497 | $11.18M | $0 | 1 | 2026-08-18 |
| 4 | W. Bradford Hu | EVP and Chief Risk Officer | 42,695 | $7.40M | -$3.00M | 2 | 2026-10-28 |
| 5 | Michael L Richards | EVP and Chief Admin Officer | 41,270 | $7.16M | $0 | 2 | 2026-09-04 |
| 6 | Craig Jack Read | EVP, Global Controller and CAO | 9,408 | $1.63M | $0 | 1 | 2026-09-02 |
| 7 | Elizabeth Schaefer | SVP, Chief Accounting Officer | 8,073 | $1.40M | -$90.6K | 1 | 2026-08-04 |
| 8 | Karl Alexander Vollert | Director | 666 | $115.5K | $0 | 2 | 2026-10-22 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
STT Board & Officers
As of SEC filings through Oct 28, 2026Directors 14
- Amelia C. Fawcett · since Dec 21, 2006
- William C Freda · since Dec 11, 2014
- Sean O'Sullivan · since May 17, 2017
- Sara Mathew · since Mar 29, 2018
- William L Meaney · since Mar 29, 2018
- Hanley Ronald P O · listed since Feb 2019
- Marie A Chandoha · since Sep 19, 2019
- John B Rhea · since Mar 5, 2021
- Julio A Portalatin · since Mar 5, 2021
- Donna DeMaio · since Mar 28, 2022
- Patricia Halliday · since Nov 8, 2024
- Brian J. Porter · since Sep 15, 2025
- Susan M. Gordon · since Mar 19, 2026
- Karl Alexander Vollert · since Oct 9, 2026
Officers 13
- Yie-Hsin Hung · EVP; President and CEO of SSGA · since Dec 5, 2022
- Hanley Ronald P O · Chairman, CEO and President · listed since Feb 2024
- Kathryn M Horgan · Executive Vice President · since Feb 13, 2017
- Joerg Ambrosius · Executive Vice President · since Jul 8, 2019
- John Plansky · Executive Vice President · listed since Jan 2023
- Ann Fogarty · Executive Vice President · since Jan 1, 2024
- Anthony Bisegna · Executive Vice President · since Jan 1, 2024
- John F Woods · EVP and CFO · since Aug 25, 2025
- Mostapha Tahiri · EVP and COO · listed since Jan 2024
- W. Bradford Hu · EVP and Chief Risk Officer · listed since Mar 2022
- Michael L Richards · EVP and Chief Admin Officer · listed since Apr 2026
- Mark Shelton · EVP; Gen Counsel and Secretary · since Jan 1, 2024
- Craig Jack Read · EVP, Global Controller and CAO · since Aug 10, 2026
Changes in the last 10 years (66)
| Oct 9, 2026 | Karl Alexander Vollert became a director |
| Aug 10, 2026 | Craig Jack Read became EVP, Global Controller and CAO |
| Apr 24, 2026 | Michael L Richards listed as EVP and Chief Admin Officer (previously EVP and Senior Advisor) in SEC filings |
| Mar 27, 2026 | The company announced the departure of Elizabeth Schaefer as SVP, Chief Accounting Officer in an SEC filing |
| Mar 19, 2026 | Susan M. Gordon became a director |
| Sep 15, 2025 | Brian J. Porter became a director |
| Aug 25, 2025 | John F Woods became EVP and CFO |
| Apr 24, 2025 | The company announced the departure of Mark R Keating as Interim CFO in an SEC filing |
| Mar 20, 2025 | Michael L Richards listed as EVP and Senior Advisor (previously EVP and Chief Admin Officer) in SEC filings |
| Feb 14, 2025 | Mark R Keating became Interim CFO |
| Nov 8, 2024 | Patricia Halliday became a director |
| Oct 10, 2024 | The company announced the departure of Eric W. Aboaf as Vice Chairman and CFO in an SEC filing |
| Jun 12, 2024 | Elizabeth Schaefer listed as SVP, Chief Accounting Officer (previously SVP, CAO and Deputy Controller) in SEC filings |
| Mar 19, 2024 | The company announced the departure of Ian Appleyard as EVP, CAO and Global Controller in an SEC filing |
| Feb 20, 2024 | Hanley Ronald P O listed as Chairman, CEO and President (previously Chairman and CEO) in SEC filings |
| Jan 9, 2024 | Mostapha Tahiri listed as EVP and COO (previously Executive Vice President) in SEC filings |
| Jan 1, 2024 | Sarah Timby became EVP and Chief Admin Officer |
| Jan 1, 2024 | Mark Shelton became EVP; Gen Counsel and Secretary |
| Jan 1, 2024 | Anthony Bisegna became Executive Vice President |
| Jan 1, 2024 | Ann Fogarty became Executive Vice President |
| Oct 26, 2023 | The company announced the departure of Louis D Maiuri as President and COO in an SEC filing |
| Feb 17, 2023 | Louis D Maiuri listed as President and COO (previously EVP & Chief Operating Officer) in SEC filings |
| Feb 17, 2023 | Eric W. Aboaf listed as Vice Chairman and CFO (previously EVP and CFO) in SEC filings |
| Jan 12, 2023 | John Plansky listed as Executive Vice President (previously EVP; CEO Charles River Develop) in SEC filings |
| Dec 5, 2022 | Yie-Hsin Hung became EVP; President and CEO of SSGA |
| May 17, 2022 | Hanley Ronald P O listed as Chairman and CEO (previously Chairman, President and CEO) in SEC filings |
| Mar 28, 2022 | Donna DeMaio became a director |
| Mar 1, 2022 | W. Bradford Hu listed as EVP and Chief Risk Officer (previously Executive Vice President) in SEC filings |
| Nov 8, 2021 | W. Bradford Hu became Executive Vice President |
| Mar 5, 2021 | Julio A Portalatin became a director |
| Mar 5, 2021 | John B Rhea became a director |
| Oct 20, 2020 | Francisco Aristeguieta listed as EVP and CEO of Inst. Services (previously EVP; CEO State Street Int'l) in SEC filings |
| Aug 26, 2020 | Mostapha Tahiri became Executive Vice President |
| Aug 18, 2020 | David C Phelan listed as EVP; Gen Counsel and Secretary (previously EVP and General Counsel) in SEC filings |
| Jun 30, 2020 | Julia McCarthy became Executive Vice President |
| Apr 1, 2020 | Michael L Richards became EVP and Chief Admin Officer |
| Feb 19, 2020 | Hanley Ronald P O listed as Chairman, President and CEO (previously President and CEO) in SEC filings |
| Jan 20, 2020 | Brian J Franz became Executive Vice President |
| Sep 19, 2019 | Marie A Chandoha became a director |
| Sep 3, 2019 | John Lehner became Executive Vice President |
| Sep 3, 2019 | Aunoy Banerjee became Executive Vice President |
| Jul 15, 2019 | Francisco Aristeguieta became EVP; CEO State Street Int'l |
| Jul 8, 2019 | Nadine Chakar became Executive Vice President |
| Jul 8, 2019 | John Plansky became EVP; CEO Charles River Develop |
| Jul 8, 2019 | Joerg Ambrosius became Executive Vice President |
| Jul 8, 2019 | Ian P Martin became Executive Vice President |
| May 17, 2019 | Tracy A Atkinson became Executive Vice President |
| Mar 4, 2019 | Louis D Maiuri listed as EVP & Chief Operating Officer (previously Executive Vice President) in SEC filings |
| Feb 20, 2019 | Joseph L Hooley no longer listed as Chairman and CEO in SEC filings |
| Feb 20, 2019 | Hanley Ronald P O listed as President and CEO (previously President and COO) in SEC filings |
| Feb 20, 2019 | Hanley Ronald P O first listed as a director in an SEC filing |
| Dec 3, 2018 | Donna M Milrod became Executive Vice President |
| May 9, 2018 | Ian Appleyard became EVP, CAO and Global Controller |
| Mar 29, 2018 | William L Meaney became a director |
| Mar 29, 2018 | Sara Mathew became a director |
| Feb 20, 2018 | Hanley Ronald P O listed as President and COO (previously Vice Chair; President CEO SSGA) in SEC filings |
| Nov 7, 2017 | Elizabeth Nolan became Executive Vice President |
| Nov 7, 2017 | Cyrus Taraporevala became EVP; President and CEO of SSGA |
| Sep 1, 2017 | Elizabeth Schaefer became SVP, CAO and Deputy Controller |
| May 17, 2017 | Sean O'Sullivan became a director |
| May 3, 2017 | Hannah M Grove became Executive Vice President |
| Mar 1, 2017 | Eric W. Aboaf listed as EVP and CFO (previously Executive Vice President) in SEC filings |
| Feb 17, 2017 | Hanley Ronald P O listed as Vice Chair; President CEO SSGA (previously EVP; President and CEO of SSGA) in SEC filings |
| Feb 13, 2017 | Kathryn M Horgan became Executive Vice President |
| Jan 23, 2017 | James S Phalen reported in an SEC filing no longer being Vice Chairman |
| Dec 19, 2016 | Eric W. Aboaf became Executive Vice President |
Not reported recently (33)
- Patrick de Saint-Aignan · Last reported as a director in an SEC filing dated Mar 4, 2025
- Gregory L Summe · Last reported as a director in an SEC filing dated Feb 19, 2025
- Donna M Milrod · Last reported as Executive Vice President in an SEC filing dated Feb 19, 2025
- Brian J Franz · Last reported as Executive Vice President in an SEC filing dated Feb 19, 2025
- Sarah Timby · Last reported as EVP and Chief Admin Officer in an SEC filing dated Feb 19, 2025
- David C Phelan · Last reported as EVP; Gen Counsel and Secretary in an SEC filing dated Nov 17, 2023
- Andrew Erickson · Last reported as Executive Vice President in an SEC filing dated Feb 28, 2023
- Richard P Sergel · Last reported as a director in an SEC filing dated May 20, 2022
- Cyrus Taraporevala · Last reported as EVP; President and CEO of SSGA in an SEC filing dated Mar 1, 2022
- Francisco Aristeguieta · Last reported as EVP and CEO of Inst. Services in an SEC filing dated Mar 1, 2022
- Andrew P Kuritzkes · Last reported as EVP and Chief Risk Officer in an SEC filing dated Mar 2, 2021
- Hannah M Grove · Last reported as Executive Vice President in an SEC filing dated Aug 18, 2020
- John Lehner · Last reported as Executive Vice President in an SEC filing dated Aug 18, 2020
- Aunoy Banerjee · Last reported as Executive Vice President in an SEC filing dated Aug 18, 2020
- Julia McCarthy · Last reported as Executive Vice President in an SEC filing dated Aug 18, 2020
- Lynn A Dugle · Last reported as a director in an SEC filing dated May 22, 2020
- Nadine Chakar · Last reported as Executive Vice President in an SEC filing dated May 19, 2020
- Jeffrey N Carp · Last reported as EVP, CLO and Secretary in an SEC filing dated Mar 2, 2020
- Elizabeth Nolan · Last reported as Executive Vice President in an SEC filing dated Mar 2, 2020
- Tracy A Atkinson · Last reported as Executive Vice President in an SEC filing dated Mar 2, 2020
- Ian P Martin · Last reported as Executive Vice President in an SEC filing dated Mar 2, 2020
- Joseph L Hooley · Last reported as a director in an SEC filing dated Dec 30, 2019
- Karen C Keenan · Last reported as EVP and Chief Admin. Officer in an SEC filing dated Nov 26, 2019
- Kennett F Burnes · Last reported as a director in an SEC filing dated May 17, 2019
- Antoine Shagoury · Last reported as Executive Vice President in an SEC filing dated May 17, 2019
- Jeff D Conway · Last reported as Executive Vice President in an SEC filing dated Mar 4, 2019
- George E Sullivan · Last reported as Executive Vice President in an SEC filing dated Nov 19, 2018
- Linda A Hill · Last reported as a director in an SEC filing dated May 18, 2018
- Wai-Kwong Seck · Last reported as Executive Vice President in an SEC filing dated Feb 28, 2018
- Sean P Newth · Last reported as SVP, CAO and Controller in an SEC filing dated Aug 17, 2017
- Michael F Rogers · Last reported as President and COO in an SEC filing dated May 17, 2017
- Michael W Bell · Last reported as EVP and CFO in an SEC filing dated Mar 1, 2017
- Alison A. Quirk · Last reported as Executive Vice President in an SEC filing dated Feb 17, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
STT Proposed Insider Sales (Form 144)
Latest: 2026-10-26
? Form 144 Guide
Last 30d:
2 filings
· $3.6M notice value
· Last 90d:
3 filings
· $3.7M notice value
· 3 unique filers
· 67% under 10b5-1 plans
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
O HANLEY RONALD P (1, $2.4M) · Hu W. Bradford (1, $1.2M) · Schaefer Elizabeth (1, $96K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-10-26 | Hu W. Bradford | Officer | 7,099 | $1.20M | 2026-10-26 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-10-20 | O HANLEY RONALD P | Officer, Director | 14,554 | $2.40M | 2026-10-20 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-08-31 | Schaefer Elizabeth | Former Officer | 500 | $96.1K | 2026-08-31 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-08-03 | Schaefer Elizabeth | Officer | 500 | $90.6K | 2026-08-03 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-07-24 | Hu W. Bradford | Officer | 9,758 | $1.80M | 2026-07-24 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-21 | Horgan Kathryn M | Officer | 5,523 | $1.02M | 2026-07-21 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-07-21 | O HANLEY RONALD P | Officer, Director | 14,553 | $2.68M | 2026-07-21 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-11 | Horgan Kathryn M | Officer | 5,500 | $895.3K | 2026-06-11 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
| 2026-06-08 | RICHARDS MICHAEL L | Officer | 1,500 | $243.2K | 2026-06-08 | Fidelity Brokerage Services LLC | — | EDGAR |
| 2026-05-26 | O HANLEY RONALD P | Officer, Director | 14,553 | $2.26M | 2026-05-26 | Fidelity Brokerage Services LLC | 10b5-1 | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
Recent SEC Filings
Latest: 2026-05-26
Current reports — material events the company must disclose within 4 business days (earnings releases, M&A, executive changes, etc.).
| Filing Date | Accession | Link |
|---|---|---|
| 2026-05-26 | 0000093751-26-000365 | EDGAR |
| 2026-04-24 | 0001193125-26-177253 | EDGAR |
| 2026-04-17 | 0000093751-26-000184 | EDGAR |
| 2026-03-31 | 0000093751-26-000173 | EDGAR |
| 2026-03-23 | 0000093751-26-000166 | EDGAR |
| 2026-01-16 | 0000093751-26-000008 | EDGAR |
| 2025-10-29 | 0000093751-25-000568 | EDGAR |
| 2025-10-23 | 0001193125-25-248752 | EDGAR |
| 2025-10-17 | 0000093751-25-000560 | EDGAR |
| 2025-09-17 | 0000093751-25-000552 | EDGAR |
Annual report — audited financial statements, MD&A, risk factors. Filed 60–90 days after fiscal year-end.
Quarterly report — unaudited financials and MD&A. Filed 40–45 days after each of the first three fiscal quarters.
ETF Holders
357 ETFs hold STT
25 shown · $8.03B total exposure · 0.11% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.06% | $1.4B | — | 2026-09-30 |
| 2 | VOO Vanguard S&P 500 ETF | Vanguard | 0.07% | $1.3B | — | 2026-09-30 |
| 3 | VO Vanguard Morningstar Mid-Cap ETF | Vanguard | 0.45% | $975.6M | — | 2026-09-30 |
| 4 | IVV iShares Core S&P 500 ETF | iShares (BlackRock) | 0.07% | $623.6M | $886.8B | 2026-11-03 |
| 5 | SPY State Street® SPDR® S&P 500® ETF Trust | SPDR (State Street) | 0.07% | $573.3M | $804.8B | 2026-11-03 |
| 6 | VTV Vanguard Morningstar Value ETF | Vanguard | 0.17% | $434.0M | — | 2026-09-30 |
| 7 | XLF State Street® Financial Select Sector SPDR® ETF | SPDR (State Street) | 0.58% | $311.3M | $53.8B | 2026-11-03 |
| 8 | VOE Vanguard Morningstar Mid-Cap Value ETF | Vanguard | 0.78% | $284.5M | — | 2026-09-30 |
| 9 | VIG Vanguard Dividend Appreciation ETF | Vanguard | 0.21% | $271.3M | — | 2026-09-30 |
| 10 | KBWB Invesco KBW Bank ETF | Invesco | 3.78% | $254.0M | — | 2026-11-03 |
| 11 | IWR iShares Russell Mid-Cap ETF | iShares (BlackRock) | 0.33% | $192.8M | $58.8B | 2026-11-03 |
| 12 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.20% | $190.0M | — | 2026-09-30 |
| 13 | RSP Invesco S&P 500 Equal Weight ETF | Invesco | 0.17% | $175.6M | — | 2026-11-03 |
| 14 | RDVY First Trust Rising Dividend Achievers ETF | First Trust | 0.62% | $159.1M | $25.6B | 2026-11-03 |
| 15 | SPYM State Street® SPDR® Portfolio S&P 500® ETF | SPDR (State Street) | 0.07% | $129.7M | $181.7B | 2026-11-03 |
| 16 | IWD iShares Russell 1000 Value ETF | iShares (BlackRock) | 0.12% | $99.8M | $85.3B | 2026-11-03 |
| 17 | VFH Vanguard Financials ETF | Vanguard | 0.57% | $79.8M | — | 2026-09-30 |
| 18 | DGRO iShares Core Dividend Growth ETF | iShares (BlackRock) | 0.17% | $78.6M | $46.1B | 2026-11-03 |
| 19 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.09% | $78.0M | — | 2026-11-03 |
| 20 | IVE iShares S&P 500 Value ETF | iShares (BlackRock) | 0.15% | $77.9M | $50.6B | 2026-11-03 |
| 21 | SPMO Invesco S&P 500 Momentum ETF | Invesco | 0.34% | $70.2M | — | 2026-11-03 |
| 22 | MTUM iShares MSCI USA Momentum Factor ETF | iShares (BlackRock) | 0.40% | $70.1M | $17.0B | 2026-11-03 |
| 23 | FMDE Fidelity Enhanced Mid Cap Core ETF | Fidelity | 0.76% | $66.0M | $8.7B | 2026-11-03 |
| 24 | IWS iShares Russell Mid-Cap Value ETF | iShares (BlackRock) | 0.44% | $65.1M | $14.9B | 2026-11-03 |
| 25 | ITOT iShares Core S&P Total U.S. Stock Market ETF | iShares (BlackRock) | 0.06% | $60.6M | $97.0B | 2026-11-03 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
14.16
TTM Diluted EPS
$12.25
TTM Revenue
$23.31B
TTM Net Income
$3.45B
TTM Op. Cash Flow
$-2.18B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q3 '26 | 2026-09-30 | $6.06B | $1.03B | $3.69 | $2.25B |
| Q1 '26 | 2026-03-31 | $5.61B | $705.00M | $2.49 | $-12.14B |
| Q4 '25 | 2025-12-31 | $5.61B | $688.00M | $2.42 | $10.04B |
| Q3 '25 | 2025-09-30 | $5.75B | $802.00M | $2.78 | $7.90B |
| Q2 '25 | 2025-06-30 | $3.45B | $630.00M | $2.17 | $-8.44B |
| Q1 '25 | 2025-03-31 | $5.49B | $597.00M | $2.04 | $2.40B |
| Q4 '24 | 2024-12-31 | $5.67B | $728.00M | $2.44 | $-7.43B |
| Q3 '24 | 2024-09-30 | $5.62B | $682.00M | $2.26 | $2.71B |
| Q2 '24 | 2024-06-30 | $3.19B | $655.00M | $2.15 | $-7.64B |
| Q1 '24 | 2024-03-31 | $5.31B | $418.00M | $1.37 | $-844.00M |
| Q4 '23 | 2023-12-31 | $4.96B | $172.00M | $0.61 | $4.18B |
| Q3 '23 | 2023-09-30 | $4.39B | $398.00M | $1.25 | $222.00M |
Q3 2026 • period ending 2026-09-30 • filed 2026-10-28
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
17.59
P/B
1.80
P/S
2.44
EV/EBITDA
17.69
EV/Sales
3.36
ROE
10.2%
ROA
0.7%
Div Yield
2.53%
FCF Yield
-5.29%
Debt/Equity
0.91
Current Ratio
—
Market Cap
$49.88B
as of 2026-11-04
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
6.19M
SI % of Float
2.47%
Days to Cover
2.52
Short Vol Ratio
50.5%
Free Float
250.42M
Float %
91.2%
Short interest 2026-10-15 • Short volume 2026-11-04 • Float 2026-09-23