State Street MY2028 CorporatMYCHETF
13F holders, Q4 2025 (December 31)14holders +2
6new positions
3sold out
$25.09avg. 13F price*
At the end of Q4 2025, 14 institutions reported holding State Street MY2028 Corporat (MYCH) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.5M), Lido Advisors, LLC ($5.5M) and Equitable Holdings, Inc. ($2.5M).
- Company
- State Street MY2028 Corporat
- Filed as
- SSGA ACTIVE TR (Q4 2025)
- CUSIP
- 78470P796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $7.9M |
| Exits | 3 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 338,788 shares bought and 67,705 shares sold, net +271,083 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Heartwood Wealth Advisors LLC | 0.79% | Add +1.2% | 339,713 | $8.5M |
| Lido Advisors, LLC | 0.02% | New | 219,864 | $5.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -13.1% | 98,496 | $2.5M |
| LPL Financial LLC | 0.00% | Add +12.7% | 71,975 | $1.8M |
| L2 Asset Management, LLC | 0.21% | Add +6.3% | 63,495 | $1.6M |
| Farther Finance Advisors, LLC | 0.01% | New | 32,109 | $805K |
| Gradient Investments LLC | 0.01% | New | 29,046 | $729K |
| Sanctuary Advisors, LLC | 0.00% | Add +7.5% | 26,899 | $675K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 24,207 | $607K |
| Hobbs Group Advisors, LLC | 0.17% | New | 22,908 | $575K |
| Private Advisor Group, LLC | 0.00% | Add +33.2% | 22,245 | $558K |
| Global Financial Private Client, LLC | 0.14% | Reduce -1.9% | 16,459 | $413K |
| Fourth Dimension Wealth, LLC | 0.10% | New | 11,422 | $287K |
| UBS Group AG | 0.00% | New | 120 | $3K |
"% of holder's portfolio" is MYCH's weight in each manager's 13F, not the share of State Street MY2028 Corporat the manager owns.