State Street MY2029 MunicipaMYMIETF
13F holders, Q2 2025 (June 30)4holders
1new positions
1sold out
$24.41avg. 13F price*
At the end of Q2 2025, 4 institutions reported holding State Street MY2029 Municipa (MYMI) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($5.6M), Jane Street Group, LLC ($709K) and Exchange Capital Management, Inc. ($590K).
- Company
- State Street MY2029 Municipa
- Filed as
- SSGA ACTIVE TR (Q2 2025)
- CUSIP
- 78470P689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $147K |
| Exits | 1 | $145K |
All 13F filers, Q1 2025 → Q2 2025: 18,626 shares bought and 18,409 shares sold, net +217 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Heartwood Wealth Advisors LLC | 0.58% | Add +0.2% | 228,855 | $5.6M |
| Jane Street Group, LLC | 0.00% | Reduce -30.0% | 29,065 | $709K |
| Exchange Capital Management, Inc. | 0.09% | Add +102.6% | 24,170 | $590K |
| Comerica Bank | 0.00% | New | 6,021 | $147K |
"% of holder's portfolio" is MYMI's weight in each manager's 13F, not the share of State Street MY2029 Municipa the manager owns.