State Street MY2028 CorporatMYCHETF
13F holders, Q1 2026 (March 31)26holders +12
13new positions
1sold out
1famous investor
$24.95avg. 13F price*
At the end of Q1 2026, 26 institutions reported holding State Street MY2028 Corporat (MYCH) in their 13F filings, up 12 from Q4 2025. 13 opened new positions and 1 sold out. The largest holders were Lido Advisors, LLC ($306.7M), Heartwood Wealth Advisors LLC ($9.8M) and Susquehanna International Group, LLP ($2.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2028 Corporat
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P796
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $10.2M |
| Exits | 1 | $575K |
All 13F filers, Q4 2025 → Q1 2026: 12,553,726 shares bought and 124,963 shares sold, net +12,428,763 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 26 holders
| Lido Advisors, LLC | 1.21% | Add +5490.7% | 12,291,898 | $306.7M |
| Heartwood Wealth Advisors LLC | 0.85% | Add +15.6% | 392,668 | $9.8M |
| Susquehanna International Group, LLP | 0.00% | New | 86,662 | $2.2M |
| LPL Financial LLC | 0.00% | Add +17.2% | 84,344 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 77,004 | $1.9M |
| Gryphon Financial Partners LLC | 0.20% | New | 76,384 | $1.9M |
| L2 Asset Management, LLC | 0.16% | Add +6.5% | 67,627 | $1.7M |
| Citadel Advisors | 0.00% | New | 46,653 | $1.2M |
| Jane Street Group, LLC | 0.00% | New | 38,374 | $958K |
| Proficio Capital Partners LLC | 0.04% | New | 29,767 | $743K |
| Gradient Investments LLC | 0.01% | Reduce -3.8% | 27,936 | $697K |
| Sanctuary Advisors, LLC | 0.00% | Add +1.4% | 27,286 | $681K |
| Woodmont Investment Counsel LLC | 0.04% | No change | 24,207 | $604K |
| Private Advisor Group, LLC | 0.00% | Add +7.5% | 23,905 | $597K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -35.1% | 20,830 | $518K |
| Belpointe Asset Management LLC | 0.02% | New | 17,868 | $446K |
| Global Financial Private Client, LLC | 0.13% | Reduce -1.6% | 16,204 | $404K |
| Fourth Dimension Wealth, LLC | 0.11% | Add +6.3% | 12,137 | $303K |
| Flow Traders U.S. LLC | 0.01% | New | 10,858 | $271K |
| Moneco Advisors, LLC | 0.02% | New | 10,006 | $250K |
| Equitable Holdings, Inc. | 0.00% | Reduce -90.8% | 9,085 | $228K |
| Blossom Wealth Management | 0.31% | New | 8,370 | $209K |
| JPMorgan Chase & Co. | 0.00% | New | 4,302 | $107K |
| Morgan Stanley | 0.00% | New | 2,354 | $59K |
| Cwm, LLC | 0.00% | New | 625 | $16K |
| UBS Group AG | 0.00% | Add +205.8% | 367 | $9K |
"% of holder's portfolio" is MYCH's weight in each manager's 13F, not the share of State Street MY2028 Corporat the manager owns.