State Street MY2029 CorporatMYCIETF
13F holders, Q1 2026 (March 31)16holders +5
5new positions
0sold out
1famous investor
$24.90avg. 13F price*
At the end of Q1 2026, 16 institutions reported holding State Street MY2029 Corporat (MYCI) in their 13F filings, up 5 from Q4 2025. 5 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($9.8M), Lido Advisors, LLC ($6.1M) and Equitable Holdings, Inc. ($3.3M). 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 2026)
- CUSIP
- 78470P788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.8M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 196,734 shares bought and 15,205 shares sold, net +181,529 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Heartwood Wealth Advisors LLC | 0.85% | Add +13.8% | 393,471 | $9.8M |
| Lido Advisors, LLC | 0.02% | Add +8.7% | 246,913 | $6.1M |
| Equitable Holdings, Inc. | 0.02% | Add +18.0% | 132,648 | $3.3M |
| L2 Asset Management, LLC | 0.16% | Add +6.5% | 67,823 | $1.7M |
| LPL Financial LLC | 0.00% | Add +31.1% | 59,994 | $1.5M |
| Citadel Advisors | 0.00% | New | 48,547 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -8.7% | 35,316 | $879K |
| Global Financial Private Client, LLC | 0.23% | Reduce -1.6% | 28,577 | $711K |
| Susquehanna International Group, LLP | 0.00% | Add +136.8% | 25,555 | $636K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -36.3% | 19,959 | $495K |
| Private Advisor Group, LLC | 0.00% | Add +23.4% | 16,850 | $419K |
| Moneco Advisors, LLC | 0.02% | New | 12,406 | $309K |
| Sanctuary Advisors, LLC | 0.00% | New | 10,107 | $251K |
| Integrity Wealth Solutions LLC | 0.08% | Add +0.8% | 8,240 | $205K |
| AE Wealth Management LLC | 0.00% | New | 901 | $22K |
| Cwm, LLC | 0.00% | New | 550 | $14K |
"% of holder's portfolio" is MYCI's weight in each manager's 13F, not the share of State Street MY2029 Corporat the manager owns.