State Street MY2029 CorporatMYCIETF
13F holders, Q4 2025 (December 31)11holders −2
2new positions
3sold out
$25.05avg. 13F price*
At the end of Q4 2025, 11 institutions reported holding State Street MY2029 Corporat (MYCI) in their 13F filings, down 2 from Q3 2025. 2 opened new positions and 3 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.7M), Lido Advisors, LLC ($5.7M) and Equitable Holdings, Inc. ($2.8M).
- Company
- State Street MY2029 Corporat
- Filed as
- SSGA ACTIVE TR (Q4 2025)
- CUSIP
- 78470P788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6.5M |
| Exits | 3 | $465K |
All 13F filers, Q3 2025 → Q4 2025: 284,724 shares bought and 25,043 shares sold, net +259,681 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Heartwood Wealth Advisors LLC | 0.80% | Add +2.1% | 345,676 | $8.7M |
| Lido Advisors, LLC | 0.02% | New | 227,126 | $5.7M |
| Equitable Holdings, Inc. | 0.02% | Add +10.2% | 112,431 | $2.8M |
| L2 Asset Management, LLC | 0.21% | Add +6.3% | 63,659 | $1.6M |
| LPL Financial LLC | 0.00% | Add +8.4% | 45,754 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -3.8% | 38,695 | $969K |
| Farther Finance Advisors, LLC | 0.01% | New | 31,308 | $784K |
| Global Financial Private Client, LLC | 0.26% | Reduce -2.1% | 29,054 | $728K |
| Private Advisor Group, LLC | 0.00% | Add +11.8% | 13,655 | $342K |
| Susquehanna International Group, LLP | 0.00% | Reduce -28.9% | 10,791 | $270K |
| Integrity Wealth Solutions LLC | 0.08% | Add +1.5% | 8,179 | $205K |
"% of holder's portfolio" is MYCI's weight in each manager's 13F, not the share of State Street MY2029 Corporat the manager owns.