State Street MY2029 CorporatMYCIETF
13F holders, Q2 2026 (June 30)13holders −3
1new positions
3sold out
$24.77avg. 13F price*
At the end of Q2 2026, 13 institutions reported holding State Street MY2029 Corporat (MYCI) in their 13F filings, down 3 from Q1 2026. 1 opened new positions and 3 sold out. The largest holders were Heartwood Wealth Advisors LLC ($9.9M), Lido Advisors, LLC ($6.2M) and Equitable Holdings, Inc. ($3.5M).
- Company
- State Street MY2029 Corporat
- Filed as
- SSGA ACTIVE TR (Q2 2026)
- CUSIP
- 78470P788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $275K |
| Exits | 3 | $2.2M |
All 13F filers, Q1 2026 → Q2 2026: 37,025 shares bought and 110,880 shares sold, net −73,855 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Heartwood Wealth Advisors LLC | 0.77% | Add +1.7% | 400,188 | $9.9M |
| Lido Advisors, LLC | 0.02% | Add +0.9% | 249,112 | $6.2M |
| Equitable Holdings, Inc. | 0.02% | Add +5.9% | 140,457 | $3.5M |
| L2 Asset Management, LLC | 0.18% | Add +3.1% | 69,930 | $1.7M |
| LPL Financial LLC | 0.00% | Add +3.0% | 61,768 | $1.5M |
| Global Financial Private Client, LLC | 0.19% | Reduce -1.3% | 28,205 | $699K |
| Private Advisor Group, LLC | 0.00% | Add +31.0% | 22,080 | $547K |
| Jane Street Group, LLC | 0.00% | Reduce -51.9% | 16,993 | $421K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.8% | 14,408 | $357K |
| Beacon Financial Group | 0.03% | New | 11,097 | $275K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -1.3% | 9,981 | $247K |
| Integrity Wealth Solutions LLC | 0.08% | Add +1.1% | 8,332 | $206K |
| AE Wealth Management LLC | 0.00% | No change | 901 | $22K |
"% of holder's portfolio" is MYCI's weight in each manager's 13F, not the share of State Street MY2029 Corporat the manager owns.