State Street MY2029 MunicipaMYMIETF

13F holders, Q3 2025 (September 30)
5holders +1
2new positions
0sold out
$24.64avg. 13F price*

At the end of Q3 2025, 5 institutions reported holding State Street MY2029 Municipa (MYMI) in their 13F filings, up 1 from Q2 2025. 2 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($5.8M), Osaic Holdings, Inc. ($2.5M) and Virtu Financial LLC ($1.1M).

Company
State Street MY2029 Municipa
Filed as
SSGA ACTIVE TR (Q3 2025)
CUSIP
78470P689
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q3 2024: 1Q3 2024Q4 2024: 2Q4 2024Q1 2025: 4Q1 2025Q2 2025: 4Q2 2025Q3 2025: 5Q3 2025Q4 2025: 5Q4 2025Q1 2026: 6Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions2$3.6M
Exits0$0

All 13F filers, Q2 2025 → Q3 2025: 150,210 shares bought and 9,886 shares sold, net +140,324 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Heartwood Wealth Advisors LLC 0.54% Add +2.5% 234,592 $5.8M
Osaic Holdings, Inc. 0.00% New 99,591 $2.5M
Virtu Financial LLC 0.06% New 44,882 $1.1M
Jane Street Group, LLC 0.00% Reduce -34.0% 19,179 $473K
Comerica Bank 0.00% No change 6,021 $148K

"% of holder's portfolio" is MYMI's weight in each manager's 13F, not the share of State Street MY2029 Municipa the manager owns.