State Street MY2027 CorporatMYCGETF

13F holders, Q2 2025 (June 30)
12holders +2
3new positions
1sold out
1famous investor
$25.01avg. 13F price*

At the end of Q2 2025, 12 institutions reported holding State Street MY2027 Corporat (MYCG) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($4.3M), Exchange Capital Management, Inc. ($2.6M) and Sanctuary Advisors, LLC ($1.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street MY2027 Corporat
Filed as
SSGA ACTIVE TR (Q2 2025)
CUSIP
78470P812
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q3 2024: 1Q3 2024Q4 2024: 8Q4 2024Q1 2025: 10Q1 2025Q2 2025: 12Q2 2025Q3 2025: 14Q3 2025Q4 2025: 15Q4 2025Q1 2026: 17Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions3$5.4M
Exits1$256K

All 13F filers, Q1 2025 → Q2 2025: 354,643 shares bought and 10,284 shares sold, net +344,359 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 12 holders

LPL Financial LLC 0.00% New 170,508 $4.3M
Exchange Capital Management, Inc. 0.39% Add +257.9% 104,012 $2.6M
Sanctuary Advisors, LLC 0.01% Add +18.4% 71,984 $1.8M
Woodmont Investment Counsel LLC 0.09% No change 54,855 $1.4M
Citadel Advisors 0.00% Add +28.2% 51,951 $1.3M
Gradient Investments LLC 0.02% Add +0.2% 38,821 $971K
JPMorgan Chase & Co. 0.00% New 36,628 $916K
Jane Street Group, LLC 0.00% Add +102.4% 34,575 $865K
Marathon Capital Management 0.16% Add +107.3% 25,471 $637K
Susquehanna International Group, LLP 0.00% Add +79.9% 23,716 $593K
Global Financial Private Client, LLC 0.08% Add +7.8% 8,903 $223K
Beacon Financial Group 0.02% New 8,000 $200K

"% of holder's portfolio" is MYCG's weight in each manager's 13F, not the share of State Street MY2027 Corporat the manager owns.