State Street MY2028 CorporatMYCHETF
13F holders, Q1 2025 (March 31)7holders +3
4new positions
1sold out
$24.87avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding State Street MY2028 Corporat (MYCH) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.1M), Exchange Capital Management, Inc. ($3.5M) and Jane Street Group, LLC ($770K).
- Company
- State Street MY2028 Corporat
- Filed as
- SSGA ACTIVE TR (Q1 2025)
- CUSIP
- 78470P796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $9.5M |
| Exits | 1 | $2K |
All 13F filers, Q4 2024 → Q1 2025: 490,363 shares bought and 133,453 shares sold, net +356,910 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Heartwood Wealth Advisors LLC | 0.92% | New | 325,647 | $8.1M |
| Exchange Capital Management, Inc. | 0.57% | Add +327.0% | 141,320 | $3.5M |
| Jane Street Group, LLC | 0.00% | Reduce -81.2% | 30,965 | $770K |
| Masso Torrence Wealth Management Inc. | 0.38% | New | 28,371 | $706K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 24,207 | $602K |
| Equitable Holdings, Inc. | 0.00% | New | 15,766 | $390K |
| Sanctuary Advisors, LLC | 0.00% | New | 12,357 | $307K |
"% of holder's portfolio" is MYCH's weight in each manager's 13F, not the share of State Street MY2028 Corporat the manager owns.