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State Street vs Equitable: how alike they voted, 2024-2025

93.7% When both took a single position, they voted the same way on 93.7% of 59,275 items (55,557 the same, 3,718 different). 6,385 items where at least one of them split its funds are listed separately below. Both voted on 65,660 items in all.

State Street 2024-2025 · Equitable 2024-2025 · Download the item list (CSV)

By who put the item on the ballot. “Same position” = Same / (Same + Differ); split items are not in it. “Fund-level” is a second view over all common items: the chance that a fund of each manager, picked at random, voted the same way, which gives partial credit where a manager split.
	Common items	Same	Differ	Split (not in %)	Same position	Fund-level
All ballot items	65,660	55,557	3,718	6,385	93.7%	90.1%
Board proposals	55,083	46,100	3,256	5,727	93.4%	89.5%
E&S shareholder proposals	259	119	1	139	99.2%	83.7%
Other items	10,318	9,338	461	519	95.3%	93.1%

Where they did not vote alike

Everything Voted differently Split votes

All ballot items Board proposals E&S shareholder proposals Other items

1 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.

Company	Meeting	Proposal	On the ballot from	Board recommended	State Street	Equitable
BJ'S WHOLESALE CLUB HOLDINGS INC.	June 19, 2025	Vote on a shareholder proposal regarding a report on greenhouse gas emissions reduction efforts, if properly presented at the meeting. Environment or Climate	Shareholder (E&S)	Against	FOR 12 funds	AGAINST 9 funds

← All 20 managers, 2024-2025

How items are matched and positions counted: see the comparison table and the methodology. Built October 13, 2026 from SEC Form N-PX filings.