State Street MY2030 CorporatMYCJETF
13F holders, Q1 2025 (March 31)5holders +1
2new positions
1sold out
1famous investor
$24.62avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding State Street MY2030 Corporat (MYCJ) in their 13F filings, up 1 from Q4 2024. 2 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.2M), Exchange Capital Management, Inc. ($1.2M) and Citadel Advisors ($989K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2030 Corporat
- Filed as
- SSGA ACTIVE TR (Q1 2025)
- CUSIP
- 78470P770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $8.9M |
| Exits | 1 | $3.3M |
All 13F filers, Q4 2024 → Q1 2025: 389,552 shares bought and 135,923 shares sold, net +253,629 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Heartwood Wealth Advisors LLC | 0.94% | New | 333,487 | $8.2M |
| Exchange Capital Management, Inc. | 0.19% | Add +133.6% | 47,763 | $1.2M |
| Citadel Advisors | 0.00% | Add +2.6% | 40,164 | $989K |
| Masso Torrence Wealth Management Inc. | 0.36% | New | 27,720 | $682K |
| Global Financial Private Client, LLC | 0.21% | Reduce -1.3% | 22,324 | $550K |
"% of holder's portfolio" is MYCJ's weight in each manager's 13F, not the share of State Street MY2030 Corporat the manager owns.