STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES

Lobbying for STATE STREET BANK AND TRUST COMPANY AND ITS AFFILIATES

Filing 1st Quarter - Report

1st Quarter (Jan 1 - Mar 31) 2026 · Massachusetts · House · Senate · $450,000.00 expenses · posted Apr 17, 2026

Lobbying activity 5

Taxation/Internal Revenue Code

Corporate and international tax changes, including Section 899 proposals. Retirement savings incentives. Tax treatment of certain precious metal-backed ETFs.

Financial Institutions/Investments/Securities

Financial services regulatory issues, including regulatory treatment of G-SIBs and custodial banks, cyber issues, exchange-traded funds (ETF) regulation, anti-trust issues related to "common ownership" in asset management, and issues related to passive index investing. Investment advisor stewardship issues including Environmental, Social and Governance (ESG) issues. Digital assets and digital asset custody. Securities and Exchange Commission (SEC) liquidity and safeguarding rules.

Retirement

Retirement savings incentives, including: Retirement Fairness for Charities and Educational Institutions Act of 2025; SECURE 3.0; private markets legislation; litigation reform; One Big Beautiful Bill Act.

Banking

Issues related to systemic risk and resolution of large banks. Anti-money laundering issues. Bank capital and liquidity regulations.

Trade (domestic/foreign)

Trade/market access issues.

Source: federal Lobbying Disclosure Act filing. Bills are parsed from the activity descriptions.