State Street MY2030 CorporatMYCJETF

13F holders, Q2 2026 (June 30)
16holders +1
3new positions
2sold out
1famous investor
$24.70avg. 13F price*

At the end of Q2 2026, 16 institutions reported holding State Street MY2030 Corporat (MYCJ) in their 13F filings, up 1 from Q1 2026. 3 opened new positions and 2 sold out. The largest holders were Heartwood Wealth Advisors LLC ($9.9M), Lido Advisors, LLC ($5.5M) and Equitable Holdings, Inc. ($4.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street MY2030 Corporat
Filed as
SSGA ACTIVE TR (Q2 2026)
CUSIP
78470P770
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q3 2024: 1Q3 2024Q4 2024: 4Q4 2024Q1 2025: 5Q1 2025Q2 2025: 8Q2 2025Q3 2025: 11Q3 2025Q4 2025: 10Q4 2025Q1 2026: 15Q1 2026Q2 2026: 16Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions3$1.3M
Exits2$328K

All 13F filers, Q1 2026 → Q2 2026: 108,180 shares bought and 41,151 shares sold, net +67,029 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 16 holders

Heartwood Wealth Advisors LLC 0.77% Add +1.7% 400,902 $9.9M
Lido Advisors, LLC 0.02% Add +9.8% 222,917 $5.5M
Equitable Holdings, Inc. 0.02% Add +9.4% 163,309 $4.0M
L2 Asset Management, LLC 0.18% Add +3.2% 69,991 $1.7M
LPL Financial LLC 0.00% Add +19.2% 43,677 $1.1M
Susquehanna International Group, LLP 0.00% New 34,151 $843K
Global Financial Private Client, LLC 0.22% Reduce -1.3% 32,193 $795K
Citadel Advisors 0.00% Reduce -44.4% 27,473 $679K
Jane Street Group, LLC 0.00% Add +7.0% 22,490 $555K
Farther Finance Advisors, LLC 0.00% Reduce -28.5% 13,985 $345K
Private Advisor Group, LLC 0.00% Add +31.7% 13,527 $334K
Beacon Financial Group 0.03% New 11,130 $275K
FSM Wealth Advisors, LLC 0.03% No change 9,526 $235K
Integrity Wealth Solutions LLC 0.08% Add +1.1% 8,348 $206K
Moneco Advisors, LLC 0.01% New 8,226 $203K
AE Wealth Management LLC 0.00% No change 901 $22K

"% of holder's portfolio" is MYCJ's weight in each manager's 13F, not the share of State Street MY2030 Corporat the manager owns.