State Street MY2030 MunicipaMYMJETF

13F holders, Q2 2025 (June 30)
6holders +1
1new positions
0sold out
1famous investor
$24.48avg. 13F price*

At the end of Q2 2025, 6 institutions reported holding State Street MY2030 Municipa (MYMJ) in their 13F filings, up 1 from Q1 2025. 1 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($5.6M), Citadel Advisors ($799K) and Exchange Capital Management, Inc. ($775K). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
State Street MY2030 Municipa
Filed as
SSGA ACTIVE TR (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions1$147K
Exits0$0

All 13F filers, Q1 2025 → Q2 2025: 18,145 shares bought and 15,948 shares sold, net +2,197 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 6 holders

Heartwood Wealth Advisors LLC 0.58% Add +0.2% 228,359 $5.6M
Citadel Advisors 0.00% Reduce -5.3% 32,622 $799K
Exchange Capital Management, Inc. 0.12% Add +39.9% 31,663 $775K
Jane Street Group, LLC 0.00% Reduce -56.7% 10,779 $264K
Global Financial Private Client, LLC 0.08% Add +46.2% 8,691 $213K
Comerica Bank 0.00% New 6,009 $147K

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