State Street MY2030 MunicipaMYMJETF
13F holders, Q1 2025 (March 31)5holders +1
1new positions
0sold out
1famous investor
$24.52avg. 13F price*
At the end of Q1 2025, 5 institutions reported holding State Street MY2030 Municipa (MYMJ) in their 13F filings, up 1 from Q4 2024. 1 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($5.6M), Citadel Advisors ($844K) and Jane Street Group, LLC ($611K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- State Street MY2030 Municipa
- Filed as
- SSGA ACTIVE TR (Q1 2025)
- CUSIP
- 78470P671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $5.6M |
| Exits | 0 | $0 |
All 13F filers, Q4 2024 → Q1 2025: 232,279 shares bought and 164,846 shares sold, net +67,433 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Heartwood Wealth Advisors LLC | 0.64% | New | 227,994 | $5.6M |
| Citadel Advisors | 0.00% | Reduce -3.6% | 34,442 | $844K |
| Jane Street Group, LLC | 0.00% | Reduce -86.7% | 24,907 | $611K |
| Exchange Capital Management, Inc. | 0.09% | Add +23.4% | 22,640 | $555K |
| Global Financial Private Client, LLC | 0.06% | Reduce -9.5% | 5,943 | $146K |
"% of holder's portfolio" is MYMJ's weight in each manager's 13F, not the share of State Street MY2030 Municipa the manager owns.