State Street MY2029 MunicipaMYMIETF
13F holders, Q2 2026 (June 30)5holders −1
1new positions
2sold out
$24.73avg. 13F price*
At the end of Q2 2026, 5 institutions reported holding State Street MY2029 Municipa (MYMI) in their 13F filings, down 1 from Q1 2026. 1 opened new positions and 2 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.0M), Lido Advisors, LLC ($1.6M) and Osaic Holdings, Inc. ($1.2M).
- Company
- State Street MY2029 Municipa
- Filed as
- SSGA ACTIVE TR (Q2 2026)
- CUSIP
- 78470P689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $471K |
| Exits | 2 | $779K |
All 13F filers, Q1 2026 → Q2 2026: 55,892 shares bought and 34,218 shares sold, net +21,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Heartwood Wealth Advisors LLC | 0.62% | Add +12.9% | 322,794 | $8.0M |
| Lido Advisors, LLC | 0.01% | Reduce -3.8% | 66,341 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | No change | 48,563 | $1.2M |
| Bleakley Financial Group, LLC | 0.01% | New | 19,054 | $471K |
| Fifth Third Bancorp | 0.00% | No change | 7,027 | $174K |
"% of holder's portfolio" is MYMI's weight in each manager's 13F, not the share of State Street MY2029 Municipa the manager owns.