State Street MY2029 CorporatMYCIETF
13F holders, Q3 2025 (September 30)13holders +5
6new positions
0sold out
$25.08avg. 13F price*
At the end of Q3 2025, 13 institutions reported holding State Street MY2029 Corporat (MYCI) in their 13F filings, up 5 from Q2 2025. 6 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.5M), Equitable Holdings, Inc. ($2.6M) and L2 Asset Management, LLC ($1.5M).
- Company
- State Street MY2029 Corporat
- Filed as
- SSGA ACTIVE TR (Q3 2025)
- CUSIP
- 78470P788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.5M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 138,125 shares bought and 3,079 shares sold, net +135,046 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 13 holders
| Heartwood Wealth Advisors LLC | 0.79% | Add +1.9% | 338,657 | $8.5M |
| Equitable Holdings, Inc. | 0.02% | Add +14.5% | 102,045 | $2.6M |
| L2 Asset Management, LLC | 0.22% | New | 59,877 | $1.5M |
| LPL Financial LLC | 0.00% | Add +67.9% | 42,214 | $1.1M |
| Jane Street Group, LLC | 0.00% | Add +7.1% | 40,205 | $1.0M |
| Masso Torrence Wealth Management Inc. | 0.33% | Add +0.9% | 31,562 | $792K |
| Global Financial Private Client, LLC | 0.27% | Reduce -5.8% | 29,668 | $744K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.6% | 15,172 | $381K |
| Private Advisor Group, LLC | 0.00% | New | 12,215 | $306K |
| Virtu Financial LLC | 0.01% | New | 10,368 | $260K |
| PFG Private Wealth Management, LLC | 0.09% | New | 8,056 | $202K |
| Integrity Wealth Solutions LLC | 0.09% | New | 8,056 | $202K |
| JPMorgan Chase & Co. | 0.00% | New | 114 | $3K |
"% of holder's portfolio" is MYCI's weight in each manager's 13F, not the share of State Street MY2029 Corporat the manager owns.