State Street MY2030 CorporatMYCJETF
13F holders, Q4 2025 (December 31)10holders −1
4new positions
4sold out
1famous investor
$25.01avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding State Street MY2030 Corporat (MYCJ) in their 13F filings, down 1 from Q3 2025. 4 opened new positions and 4 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.7M), Lido Advisors, LLC ($4.4M) and L2 Asset Management, LLC ($1.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2030 Corporat
- Filed as
- SSGA ACTIVE TR (Q4 2025)
- CUSIP
- 78470P770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $6.5M |
| Exits | 4 | $1.5M |
All 13F filers, Q3 2025 → Q4 2025: 273,001 shares bought and 77,657 shares sold, net +195,344 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Heartwood Wealth Advisors LLC | 0.80% | Add +2.0% | 348,594 | $8.7M |
| Lido Advisors, LLC | 0.02% | New | 175,441 | $4.4M |
| L2 Asset Management, LLC | 0.21% | Add +6.3% | 63,680 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | New | 42,769 | $1.1M |
| Global Financial Private Client, LLC | 0.29% | Reduce -2.1% | 33,164 | $829K |
| Farther Finance Advisors, LLC | 0.01% | New | 31,499 | $788K |
| LPL Financial LLC | 0.00% | Add +21.0% | 24,856 | $622K |
| Citadel Advisors | 0.00% | Reduce -60.0% | 12,194 | $305K |
| Private Advisor Group, LLC | 0.00% | New | 8,215 | $205K |
| Integrity Wealth Solutions LLC | 0.08% | Add +1.6% | 8,195 | $205K |
"% of holder's portfolio" is MYCJ's weight in each manager's 13F, not the share of State Street MY2030 Corporat the manager owns.