State Street MY2030 MunicipaMYMJETF
13F holders, Q1 2026 (March 31)6holders +1
2new positions
0sold out
$24.75avg. 13F price*
At the end of Q1 2026, 6 institutions reported holding State Street MY2030 Municipa (MYMJ) 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 ($7.3M), Lido Advisors, LLC ($1.9M) and Jane Street Group, LLC ($469K).
- Company
- State Street MY2030 Municipa
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P671
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $561K |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 102,270 shares bought and 31,794 shares sold, net +70,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Heartwood Wealth Advisors LLC | 0.64% | Add +24.7% | 294,895 | $7.3M |
| Lido Advisors, LLC | 0.01% | Add +39.1% | 75,611 | $1.9M |
| Jane Street Group, LLC | 0.00% | Reduce -62.6% | 18,968 | $469K |
| HighPoint Advisor Group LLC | 0.02% | New | 15,688 | $388K |
| Global Financial Private Client, LLC | 0.07% | No change | 9,131 | $226K |
| Fifth Third Bancorp | 0.00% | New | 6,964 | $172K |
"% of holder's portfolio" is MYMJ's weight in each manager's 13F, not the share of State Street MY2030 Municipa the manager owns.