State Street MY2029 CorporatMYCIETF
13F holders, Q1 2025 (March 31)8holders +3
4new positions
1sold out
1famous investor
$24.71avg. 13F price*
At the end of Q1 2025, 8 institutions reported holding State Street MY2029 Corporat (MYCI) in their 13F filings, up 3 from Q4 2024. 4 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.2M), Exchange Capital Management, Inc. ($3.7M) and Equitable Holdings, Inc. ($2.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2029 Corporat
- Filed as
- SSGA ACTIVE TR (Q1 2025)
- CUSIP
- 78470P788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $11.9M |
| Exits | 1 | $3K |
All 13F filers, Q4 2024 → Q1 2025: 600,489 shares bought and 136,052 shares sold, net +464,437 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Heartwood Wealth Advisors LLC | 0.93% | New | 330,272 | $8.2M |
| Exchange Capital Management, Inc. | 0.60% | Add +360.8% | 150,332 | $3.7M |
| Equitable Holdings, Inc. | 0.02% | New | 84,753 | $2.1M |
| Citadel Advisors | 0.00% | New | 40,213 | $994K |
| Masso Torrence Wealth Management Inc. | 0.36% | New | 27,547 | $681K |
| Jane Street Group, LLC | 0.00% | Reduce -83.6% | 23,751 | $587K |
| Global Financial Private Client, LLC | 0.21% | Reduce -1.3% | 22,183 | $549K |
| Susquehanna International Group, LLP | 0.00% | Reduce -44.7% | 17,999 | $445K |
"% of holder's portfolio" is MYCI's weight in each manager's 13F, not the share of State Street MY2029 Corporat the manager owns.