State Street MY2029 MunicipaMYMIETF
13F holders, Q1 2025 (March 31)4holders +2
2new positions
0sold out
$24.45avg. 13F price*
At the end of Q1 2025, 4 institutions reported holding State Street MY2029 Municipa (MYMI) in their 13F filings, up 2 from Q4 2024. 2 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($5.6M), Jane Street Group, LLC ($1.0M) and Exchange Capital Management, Inc. ($292K).
- Company
- State Street MY2029 Municipa
- Filed as
- SPDR SSGA MY2029 MUNICIPAL BOND ETF (Q1 2025)
- CUSIP
- 78470P689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $5.9M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 240,420 shares bought and 120,558 shares sold, net +119,862 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Heartwood Wealth Advisors LLC | 0.64% | New | 228,490 | $5.6M |
| Jane Street Group, LLC | 0.00% | Reduce -74.3% | 41,527 | $1.0M |
| Exchange Capital Management, Inc. | 0.05% | New | 11,930 | $292K |
| Global Financial Private Client, LLC | 0.06% | Reduce -9.5% | 5,947 | $145K |
"% of holder's portfolio" is MYMI's weight in each manager's 13F, not the share of State Street MY2029 Municipa the manager owns.