State Street MY2027 CorporatMYCGETF
13F holders, Q3 2025 (September 30)14holders +2
4new positions
1sold out
1famous investor
$25.10avg. 13F price*
At the end of Q3 2025, 14 institutions reported holding State Street MY2027 Corporat (MYCG) in their 13F filings, up 2 from Q2 2025. 4 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($5.2M), Sanctuary Advisors, LLC ($2.5M) and L2 Asset Management, LLC ($1.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2027 Corporat
- Filed as
- SSGA ACTIVE TR (Q3 2025)
- CUSIP
- 78470P812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.0M |
| Exits | 1 | $593K |
All 13F filers, Q2 2025 → Q3 2025: 142,394 shares bought and 44,746 shares sold, net +97,648 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| LPL Financial LLC | 0.00% | Add +21.0% | 206,325 | $5.2M |
| Sanctuary Advisors, LLC | 0.01% | Add +36.3% | 98,080 | $2.5M |
| L2 Asset Management, LLC | 0.22% | New | 59,793 | $1.5M |
| Woodmont Investment Counsel LLC | 0.09% | No change | 54,855 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -1.6% | 51,096 | $1.3M |
| Gradient Investments LLC | 0.01% | Reduce -14.6% | 33,170 | $832K |
| Jane Street Group, LLC | 0.00% | Reduce -6.8% | 32,206 | $808K |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.1% | 26,322 | $661K |
| Marathon Capital Management | 0.14% | Reduce -4.9% | 24,227 | $608K |
| Fourth Dimension Wealth, LLC | 0.11% | New | 11,195 | $281K |
| Beacon Financial Group | 0.02% | Add +10.0% | 8,798 | $221K |
| Private Advisor Group, LLC | 0.00% | New | 8,585 | $215K |
| Global Financial Private Client, LLC | 0.07% | Reduce -6.8% | 8,298 | $208K |
| UBS Group AG | 0.00% | New | 110 | $3K |
"% of holder's portfolio" is MYCG's weight in each manager's 13F, not the share of State Street MY2027 Corporat the manager owns.