Ray Dalio's STT Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 323,786 shares of State Street Corporation (STT) worth $41.77 M, representing 0.15% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 34 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in STT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2024, adding 402,027 shares. Largest reduction occurred in Q3 2019, reducing 407,662 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's State Street Corporation (STT) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street Corporation (STT) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -129,521 | Reduce 28.57% | 323,786 | $129.01 |
| Q3 2025 | -142,642 | Reduce 23.94% | 453,307 | $116.01 |
| Q2 2025 | -159,743 | Reduce 21.14% | 595,949 | $106.34 |
| Q1 2025 | +155,259 | Add 25.86% | 755,692 | $89.53 |
| Q4 2024 | +402,027 | Add 202.63% | 600,433 | $98.15 |
| Q3 2024 | +5,311 | Add 2.75% | 198,406 | $88.47 |
| Q2 2024 | +53,986 | Add 38.81% | 193,095 | $74.00 |
| Q1 2024 | +139,109 | New Buy | 139,109 | $77.32 |
| Q1 2023 | -153,511 | Sold Out | 0 | $0.00 |
| Q4 2022 | +49,565 | Add 47.68% | 153,511 | $77.57 |
| Q3 2022 | +19,531 | Add 23.14% | 103,946 | $60.81 |
| Q2 2022 | +19,933 | Add 30.91% | 84,415 | $61.65 |
| Q1 2022 | -982 | Reduce 1.50% | 64,482 | $87.13 |
| Q4 2021 | -71,090 | Reduce 52.06% | 65,464 | $93.00 |
| Q3 2021 | +16,551 | Add 13.79% | 136,554 | $84.72 |
| Q2 2021 | +17,896 | Add 17.53% | 120,003 | $82.28 |
| Q1 2021 | +43,112 | Add 73.08% | 102,107 | $84.01 |
| Q4 2020 | +58,995 | New Buy | 58,995 | $72.79 |
| Q1 2020 | -75,155 | Sold Out | 0 | $0.00 |
| Q4 2019 | +75,155 | New Buy | 75,155 | $79.10 |
| Q3 2019 | -407,662 | Sold Out | 0 | $0.00 |
| Q2 2019 | +375,646 | Add 1173.31% | 407,662 | $56.06 |
| Q1 2019 | -83,035 | Reduce 72.17% | 32,016 | $65.81 |
| Q4 2018 | +115,051 | New Buy | 115,051 | $63.07 |
| Q3 2018 | -17,758 | Sold Out | 0 | $0.00 |
| Q2 2018 | +17,758 | New Buy | 17,758 | $93.08 |
| Q1 2017 | -45,400 | Sold Out | 0 | $0.00 |
| Q4 2016 | +27,600 | Add 155.06% | 45,400 | $77.71 |
| Q3 2016 | -43,000 | Reduce 70.72% | 17,800 | $69.61 |
| Q2 2016 | +60,800 | New Buy | 60,800 | $53.91 |
| Q3 2015 | -14,200 | Sold Out | 0 | $0.00 |
| Q2 2015 | +14,200 | New Buy | 14,200 | $76.97 |
| Q2 2014 | -4,200 | Sold Out | 0 | $0.00 |
| Q1 2014 | +4,200 | New Buy | 4,200 | $69.52 |
Ray Dalio's State Street Corporation Investment FAQs
Ray Dalio first purchased State Street Corporation (STT) in Q1 2014, acquiring 4,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held State Street Corporation (STT) for 34 quarters since Q1 2014.
Ray Dalio's largest addition to State Street Corporation (STT) was in Q4 2024, adding 600,433 shares worth $58.93 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 323,786 shares of State Street Corporation (STT), valued at approximately $41.77 M.
As of the Q4 2025 filing, State Street Corporation (STT) represents approximately 0.15% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in State Street Corporation (STT) was 755,692 shares, as reported at the end of Q1 2025.