State Street MY2028 CorporatMYCHETF
13F holders, Q2 2025 (June 30)11holders +4
5new positions
1sold out
1famous investor
$25.04avg. 13F price*
At the end of Q2 2025, 11 institutions reported holding State Street MY2028 Corporat (MYCH) in their 13F filings, up 4 from Q1 2025. 5 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.2M), Exchange Capital Management, Inc. ($5.0M) and Equitable Holdings, Inc. ($2.4M). 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 2025)
- CUSIP
- 78470P796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $2.7M |
| Exits | 1 | $770K |
All 13F filers, Q1 2025 → Q2 2025: 264,365 shares bought and 30,965 shares sold, net +233,400 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Heartwood Wealth Advisors LLC | 0.86% | Add +1.1% | 329,189 | $8.2M |
| Exchange Capital Management, Inc. | 0.74% | Add +40.8% | 199,036 | $5.0M |
| Equitable Holdings, Inc. | 0.02% | Add +517.2% | 97,311 | $2.4M |
| LPL Financial LLC | 0.00% | New | 40,760 | $1.0M |
| Masso Torrence Wealth Management Inc. | 0.37% | Add +13.1% | 32,093 | $804K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 24,207 | $606K |
| Sanctuary Advisors, LLC | 0.00% | Add +81.3% | 22,404 | $561K |
| Citadel Advisors | 0.00% | New | 21,387 | $536K |
| Global Financial Private Client, LLC | 0.17% | New | 17,784 | $445K |
| Private Advisor Group, LLC | 0.00% | New | 14,435 | $362K |
| Virtu Financial LLC | 0.02% | New | 13,427 | $336K |
"% of holder's portfolio" is MYCH's weight in each manager's 13F, not the share of State Street MY2028 Corporat the manager owns.