State Street MY2031 MunicipaMYMKETF

13F holders, Q2 2026 (June 30)
5holders +1
1new positions
0sold out
$25.09avg. 13F price*

At the end of Q2 2026, 5 institutions reported holding State Street MY2031 Municipa (MYMK) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($7.6M), Lido Advisors, LLC ($1.4M) and Jane Street Group, LLC ($890K).

Company
State Street MY2031 Municipa
Filed as
SSGA ACTIVE TR (Q2 2026)
CUSIP
78470P598
Latest filing quarter
Q2 2026

History

Number of 13F holders

012345 Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 4Q1 2026Q2 2026: 5Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions1$636K
Exits0$0

All 13F filers, Q1 2026 → Q2 2026: 68,004 shares bought and 5,535 shares sold, net +62,469 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 5 holders

Heartwood Wealth Advisors LLC 0.59% Add +13.8% 301,746 $7.6M
Lido Advisors, LLC 0.01% Add +11.4% 57,709 $1.4M
Jane Street Group, LLC 0.00% Reduce -13.5% 35,457 $890K
Moneco Advisors, LLC 0.04% New 25,622 $636K
Fifth Third Bancorp 0.00% No change 6,860 $172K

"% of holder's portfolio" is MYMK's weight in each manager's 13F, not the share of State Street MY2031 Municipa the manager owns.