State Street MY2030 MunicipaMYMJETF
13F holders, Q4 2025 (December 31)5holders
1new positions
1sold out
$24.84avg. 13F price*
At the end of Q4 2025, 5 institutions reported holding State Street MY2030 Municipa (MYMJ) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holders were Heartwood Wealth Advisors LLC ($5.9M), Lido Advisors, LLC ($1.4M) and Jane Street Group, LLC ($1.3M).
- Company
- State Street MY2030 Municipa
- Filed as
- SSGA ACTIVE TR (Q4 2025)
- CUSIP
- 78470P671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.4M |
| Exits | 1 | $612K |
All 13F filers, Q3 2025 → Q4 2025: 59,346 shares bought and 24,682 shares sold, net +34,664 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 5 holders
| Heartwood Wealth Advisors LLC | 0.54% | Add +1.0% | 236,525 | $5.9M |
| Lido Advisors, LLC | 0.01% | New | 54,363 | $1.4M |
| Jane Street Group, LLC | 0.00% | Add +5.3% | 50,762 | $1.3M |
| Global Financial Private Client, LLC | 0.08% | No change | 9,131 | $227K |
| Comerica Bank | 0.00% | No change | 6,009 | $149K |
"% of holder's portfolio" is MYMJ's weight in each manager's 13F, not the share of State Street MY2030 Municipa the manager owns.