State Street MY2029 MunicipaMYMIETF
13F holders, Q1 2026 (March 31)6holders +1
2new positions
0sold out
$24.63avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding State Street MY2029 Municipa (MYMI) in their 13F filings, up 1 from Q4 2025. 2 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($7.0M), Lido Advisors, LLC ($1.7M) and Osaic Holdings, Inc. ($1.2M).
- Company
- State Street MY2029 Municipa
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P689
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $374K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 87,330 shares bought and 26,200 shares sold, net +61,130 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Heartwood Wealth Advisors LLC | 0.61% | Add +20.6% | 285,956 | $7.0M |
| Lido Advisors, LLC | 0.01% | Add +50.9% | 68,937 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Reduce -26.7% | 48,563 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -26.6% | 23,469 | $578K |
| LPL Financial LLC | 0.00% | New | 8,153 | $201K |
| Fifth Third Bancorp | 0.00% | New | 7,027 | $173K |
"% of holder's portfolio" is MYMI's weight in each manager's 13F, not the share of State Street MY2029 Municipa the manager owns.