State Street MY2028 CorporatMYCHETF
13F holders, Q2 2026 (June 30)19holders −7
3new positions
9sold out
1famous investor
$24.91avg. 13F price*
At the end of Q2 2026, 19 institutions reported holding State Street MY2028 Corporat (MYCH) in their 13F filings, down 7 from Q1 2026. 3 opened new positions and 9 sold out. The largest holders were Lido Advisors, LLC ($555.4M), Heartwood Wealth Advisors LLC ($9.9M) and Citadel Advisors ($8.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2028 Corporat
- Filed as
- SSGA ACTIVE TR (Q2 2026)
- CUSIP
- 78470P796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $810K |
| Exits | 9 | $6.1M |
All 13F filers, Q1 2026 → Q2 2026: 10,385,021 shares bought and 253,567 shares sold, net +10,131,454 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 19 holders
| Lido Advisors, LLC | 2.00% | Add +81.4% | 22,302,002 | $555.4M |
| Heartwood Wealth Advisors LLC | 0.77% | Add +1.7% | 399,291 | $9.9M |
| Citadel Advisors | 0.00% | Add +598.1% | 325,692 | $8.1M |
| LPL Financial LLC | 0.00% | Add +4.1% | 87,815 | $2.2M |
| Gryphon Financial Partners LLC | 0.17% | No change | 76,384 | $1.9M |
| L2 Asset Management, LLC | 0.18% | Add +3.0% | 69,653 | $1.7M |
| JPMorgan Chase & Co. | 0.00% | Add +1060.3% | 49,917 | $1.2M |
| Proficio Capital Partners LLC | 0.03% | Add +1.0% | 30,072 | $749K |
| Gradient Investments LLC | 0.01% | Add +3.4% | 28,880 | $719K |
| Private Advisor Group, LLC | 0.00% | Add +14.6% | 27,385 | $682K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 27,340 | $681K |
| Woodmont Investment Counsel LLC | 0.03% | No change | 24,207 | $603K |
| HRT Financial LP | 0.00% | New | 23,088 | $575K |
| Global Financial Private Client, LLC | 0.11% | Reduce -1.3% | 15,998 | $398K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -31.2% | 14,322 | $357K |
| Belpointe Asset Management LLC | 0.01% | Reduce -21.1% | 14,095 | $351K |
| Fourth Dimension Wealth, LLC | 0.10% | Add +7.0% | 12,980 | $323K |
| Royal Bank of Canada | 0.00% | New | 9,389 | $234K |
| BNP Paribas Financial Markets | 0.00% | New | 40 | $996 |
"% of holder's portfolio" is MYCH's weight in each manager's 13F, not the share of State Street MY2028 Corporat the manager owns.