State Street MY2030 CorporatMYCJETF
13F holders, Q2 2025 (June 30)8holders +3
3new positions
0sold out
1famous investor
$24.89avg. 13F price*
At the end of Q2 2025, 8 institutions reported holding State Street MY2030 Corporat (MYCJ) in their 13F filings, up 3 from Q1 2025. 3 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.3M), Exchange Capital Management, Inc. ($3.4M) and Citadel Advisors ($906K). 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 2025)
- CUSIP
- 78470P770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $640K |
| Exits | 0 | $0 |
All 13F filers, Q1 2025 → Q2 2025: 132,975 shares bought and 3,748 shares sold, net +129,227 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Heartwood Wealth Advisors LLC | 0.87% | Add +0.6% | 335,356 | $8.3M |
| Exchange Capital Management, Inc. | 0.50% | Add +184.2% | 135,739 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -9.3% | 36,416 | $906K |
| Global Financial Private Client, LLC | 0.34% | Add +61.1% | 35,960 | $895K |
| Masso Torrence Wealth Management Inc. | 0.36% | Add +13.6% | 31,488 | $784K |
| LPL Financial LLC | 0.00% | New | 15,130 | $377K |
| Susquehanna International Group, LLP | 0.00% | New | 10,594 | $264K |
| UBS Group AG | 0.00% | New | 2 | $50 |
"% of holder's portfolio" is MYCJ's weight in each manager's 13F, not the share of State Street MY2030 Corporat the manager owns.