State Street MY2029 CorporatMYCIETF
13F holders, Q2 2025 (June 30)8holders
1new positions
1sold out
$24.95avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding State Street MY2029 Corporat (MYCI) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.3M), Exchange Capital Management, Inc. ($5.3M) and Equitable Holdings, Inc. ($2.2M).
- Company
- State Street MY2029 Corporat
- Filed as
- SSGA ACTIVE TR (Q2 2025)
- CUSIP
- 78470P788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $627K |
| Exits | 1 | $994K |
All 13F filers, Q1 2025 → Q2 2025: 121,431 shares bought and 41,787 shares sold, net +79,644 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Heartwood Wealth Advisors LLC | 0.87% | Add +0.6% | 332,173 | $8.3M |
| Exchange Capital Management, Inc. | 0.80% | Add +42.0% | 213,531 | $5.3M |
| Equitable Holdings, Inc. | 0.02% | Add +5.1% | 89,091 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +58.1% | 37,542 | $937K |
| Global Financial Private Client, LLC | 0.29% | Add +42.0% | 31,494 | $786K |
| Masso Torrence Wealth Management Inc. | 0.36% | Add +13.6% | 31,294 | $781K |
| LPL Financial LLC | 0.00% | New | 25,144 | $627K |
| Susquehanna International Group, LLP | 0.00% | Reduce -8.7% | 16,425 | $410K |
"% of holder's portfolio" is MYCI's weight in each manager's 13F, not the share of State Street MY2029 Corporat the manager owns.