State Street MY2028 CorporatMYCHETF
13F holders, Q3 2025 (September 30)12holders +1
3new positions
1sold out
1famous investor
$25.14avg. 13F price*
At the end of Q3 2025, 12 institutions reported holding State Street MY2028 Corporat (MYCH) in their 13F filings, up 1 from Q2 2025. 3 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.4M), Equitable Holdings, Inc. ($2.8M) and LPL Financial LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2028 Corporat
- Filed as
- SSGA ACTIVE TR (Q3 2025)
- CUSIP
- 78470P796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $2.4M |
| Exits | 1 | $336K |
All 13F filers, Q2 2025 → Q3 2025: 145,929 shares bought and 18,690 shares sold, net +127,239 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 12 holders
| Heartwood Wealth Advisors LLC | 0.79% | Add +2.0% | 335,718 | $8.4M |
| Equitable Holdings, Inc. | 0.02% | Add +16.5% | 113,368 | $2.8M |
| LPL Financial LLC | 0.00% | Add +56.6% | 63,850 | $1.6M |
| L2 Asset Management, LLC | 0.22% | New | 59,712 | $1.5M |
| Masso Torrence Wealth Management Inc. | 0.34% | Add +0.8% | 32,361 | $813K |
| Jane Street Group, LLC | 0.00% | New | 26,601 | $669K |
| Sanctuary Advisors, LLC | 0.00% | Add +11.7% | 25,023 | $629K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 24,207 | $608K |
| Citadel Advisors | 0.00% | Reduce -19.9% | 17,128 | $431K |
| Global Financial Private Client, LLC | 0.15% | Reduce -5.7% | 16,780 | $422K |
| Private Advisor Group, LLC | 0.00% | Add +15.7% | 16,705 | $420K |
| Beacon Financial Group | 0.02% | New | 8,783 | $221K |
"% of holder's portfolio" is MYCH's weight in each manager's 13F, not the share of State Street MY2028 Corporat the manager owns.