State Street MY2030 CorporatMYCJETF
13F holders, Q3 2025 (September 30)11holders +3
6new positions
2sold out
1famous investor
$25.06avg. 13F price*
At the end of Q3 2025, 11 institutions reported holding State Street MY2030 Corporat (MYCJ) in their 13F filings, up 3 from Q2 2025. 6 opened new positions and 2 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.6M), L2 Asset Management, LLC ($1.5M) and Global Financial Private Client, LLC ($849K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2030 Corporat
- Filed as
- SSGA ACTIVE TR (Q3 2025)
- CUSIP
- 78470P770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.2M |
| Exits | 2 | $264K |
All 13F filers, Q2 2025 → Q3 2025: 138,722 shares bought and 18,650 shares sold, net +120,072 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 11 holders
| Heartwood Wealth Advisors LLC | 0.80% | Add +1.9% | 341,762 | $8.6M |
| L2 Asset Management, LLC | 0.22% | New | 59,879 | $1.5M |
| Global Financial Private Client, LLC | 0.30% | Reduce -5.8% | 33,869 | $849K |
| Masso Torrence Wealth Management Inc. | 0.33% | Add +0.8% | 31,755 | $796K |
| Citadel Advisors | 0.00% | Reduce -16.4% | 30,453 | $763K |
| Jane Street Group, LLC | 0.00% | New | 27,459 | $688K |
| Virtu Financial LLC | 0.03% | New | 22,242 | $557K |
| LPL Financial LLC | 0.00% | Add +35.7% | 20,538 | $515K |
| PFG Private Wealth Management, LLC | 0.09% | New | 8,069 | $202K |
| Integrity Wealth Solutions LLC | 0.09% | New | 8,069 | $202K |
| JPMorgan Chase & Co. | 0.00% | New | 923 | $23K |
"% of holder's portfolio" is MYCJ's weight in each manager's 13F, not the share of State Street MY2030 Corporat the manager owns.