State Street MY2027 CorporatMYCGETF
13F holders, Q4 2025 (December 31)15holders +1
4new positions
3sold out
1famous investor
$25.04avg. 13F price*
At the end of Q4 2025, 15 institutions reported holding State Street MY2027 Corporat (MYCG) in their 13F filings, up 1 from Q3 2025. 4 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($5.8M), Gradient Investments LLC ($3.0M) and Lido Advisors, LLC ($2.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2027 Corporat
- Filed as
- SSGA ACTIVE TR (Q4 2025)
- CUSIP
- 78470P812
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.1M |
| Exits | 3 | $884K |
All 13F filers, Q3 2025 → Q4 2025: 298,057 shares bought and 48,926 shares sold, net +249,131 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| LPL Financial LLC | 0.00% | Add +11.8% | 230,565 | $5.8M |
| Gradient Investments LLC | 0.05% | Add +263.4% | 120,534 | $3.0M |
| Lido Advisors, LLC | 0.01% | New | 110,274 | $2.8M |
| Sanctuary Advisors, LLC | 0.01% | Add +0.4% | 98,501 | $2.5M |
| L2 Asset Management, LLC | 0.21% | Add +6.4% | 63,603 | $1.6M |
| Woodmont Investment Counsel LLC | 0.09% | No change | 54,855 | $1.4M |
| Citadel Advisors | 0.00% | Reduce -18.9% | 41,428 | $1.0M |
| Jane Street Group, LLC | 0.00% | Reduce -10.1% | 28,946 | $725K |
| Fourth Dimension Wealth, LLC | 0.26% | Add +155.6% | 28,609 | $716K |
| Marathon Capital Management | 0.13% | Reduce -2.6% | 23,595 | $591K |
| Hobbs Group Advisors, LLC | 0.17% | New | 22,954 | $575K |
| Blossom Wealth Management | 0.77% | New | 18,690 | $468K |
| Private Advisor Group, LLC | 0.00% | Add +33.7% | 11,475 | $287K |
| Oldfather Financial Services, LLC | 0.07% | New | 10,000 | $250K |
| Global Financial Private Client, LLC | 0.07% | Reduce -1.6% | 8,162 | $204K |
"% of holder's portfolio" is MYCG's weight in each manager's 13F, not the share of State Street MY2027 Corporat the manager owns.