State Street MY2031 MunicipaMYMKETF
13F holders, Q1 2026 (March 31)4holders +3
3new positions
0sold out
$24.91avg. 13F price*
At the end of Q1 2026, 4 institutions reported holding State Street MY2031 Municipa (MYMK) in their 13F filings, up 3 from Q4 2025. 3 opened new positions and 0 sold out. The largest holders were Heartwood Wealth Advisors LLC ($6.6M), Lido Advisors, LLC ($1.3M) and Jane Street Group, LLC ($1.0M).
- Company
- State Street MY2031 Municipa
- Filed as
- SSGA ACTIVE TR (Q1 2026)
- CUSIP
- 78470P598
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $7.8M |
| Exits | 0 | $0 |
All 13F filers, Q4 2025 → Q1 2026: 341,800 shares bought, net +341,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 4 holders
| Heartwood Wealth Advisors LLC | 0.58% | New | 265,263 | $6.6M |
| Lido Advisors, LLC | 0.01% | Add +124.0% | 51,810 | $1.3M |
| Jane Street Group, LLC | 0.00% | New | 40,992 | $1.0M |
| Fifth Third Bancorp | 0.00% | New | 6,860 | $171K |
"% of holder's portfolio" is MYMK's weight in each manager's 13F, not the share of State Street MY2031 Municipa the manager owns.