State Street MY2030 CorporatMYCJETF
13F holders, Q1 2026 (March 31)15holders +5
5new positions
0sold out
1famous investor
$24.80avg. 13F price*
At the end of Q1 2026, 15 institutions reported holding State Street MY2030 Corporat (MYCJ) in their 13F filings, up 5 from Q4 2025. 5 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($9.8M), Lido Advisors, LLC ($5.0M) and Equitable Holdings, Inc. ($3.7M). 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 2026)
- CUSIP
- 78470P770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.1M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 279,584 shares bought and 12,474 shares sold, net +267,110 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Heartwood Wealth Advisors LLC | 0.85% | Add +13.1% | 394,101 | $9.8M |
| Lido Advisors, LLC | 0.02% | Add +15.7% | 203,050 | $5.0M |
| Equitable Holdings, Inc. | 0.02% | Add +249.1% | 149,306 | $3.7M |
| L2 Asset Management, LLC | 0.16% | Add +6.5% | 67,844 | $1.7M |
| Citadel Advisors | 0.00% | Add +305.2% | 49,411 | $1.2M |
| LPL Financial LLC | 0.00% | Add +47.4% | 36,642 | $909K |
| Global Financial Private Client, LLC | 0.26% | Reduce -1.6% | 32,619 | $809K |
| Jane Street Group, LLC | 0.00% | New | 21,020 | $521K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -37.9% | 19,570 | $483K |
| Flow Traders U.S. LLC | 0.01% | New | 12,040 | $299K |
| Private Advisor Group, LLC | 0.00% | Add +25.0% | 10,270 | $255K |
| FSM Wealth Advisors, LLC | 0.03% | New | 9,526 | $236K |
| Integrity Wealth Solutions LLC | 0.08% | Add +0.7% | 8,255 | $205K |
| JPMorgan Chase & Co. | 0.00% | New | 1,162 | $29K |
| AE Wealth Management LLC | 0.00% | New | 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.