State Street MY2030 MunicipaMYMJETF

13F holders, Q2 2026 (June 30)
5holders −1
0new positions
1sold out
$24.88avg. 13F price*

At the end of Q2 2026, 5 institutions reported holding State Street MY2030 Municipa (MYMJ) in their 13F filings, down 1 from Q1 2026. 0 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($8.3M), Lido Advisors, LLC ($1.9M) and Jane Street Group, LLC ($344K).

Company
State Street MY2030 Municipa
Filed as
SSGA ACTIVE TR (Q2 2026)
CUSIP
78470P671
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions0$0
Exits1$388K

All 13F filers, Q1 2026 → Q2 2026: 40,667 shares bought and 21,865 shares sold, net +18,802 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Heartwood Wealth Advisors LLC 0.65% Add +13.8% 335,562 $8.3M
Lido Advisors, LLC 0.01% Reduce -1.4% 74,589 $1.9M
Jane Street Group, LLC 0.00% Reduce -27.2% 13,813 $344K
Global Financial Private Client, LLC 0.06% No change 9,131 $227K
Fifth Third Bancorp 0.00% No change 6,964 $173K

"% of holder's portfolio" is MYMJ's weight in each manager's 13F, not the share of State Street MY2030 Municipa the manager owns.