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MYCI Institutional Ownership

State Street My2029 Corporate Bond ETF
1W: +0.0% 1M: -1.3% 3M: -2.1% YTD: -2.5% 1Y: -2.3%
$24.21
-0.00 (-0.00%)
 
Weekly Expected Move ±0.3%
$24 $24 $24 $24 $24
ETF NASDAQ · AUM $34.0M

Institutional Ownership — MYCI

16
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
26M
Total Invested
1
New Positions
7
Increased
7
Reduced
3
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (17 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Heartwood Wealth Advisors LLC 400,188 10M +6,717 +1.7% 6Q SEC ↗
2 Lido Advisors, LLC 249,112 6M +2,199 +0.9% 3Q SEC ↗
3 Equitable Holdings, Inc. 140,457 3M +7,809 +5.9% 6Q SEC ↗
4 L2 Asset Management, LLC 69,930 2M +2,107 +3.1% 4Q SEC ↗
5 LPL Financial LLC 61,768 1M +1,774 +3.0% 5Q SEC ↗
6 Global Financial Private Client, LLC 28,205 683K -372 -1.3% 7Q SEC ↗
7 Private Advisor Group, LLC 22,080 535K +5,230 +31.0% 4Q SEC ↗
8 JANE STREET GROUP, LLC 16,993 411K -18,323 -51.9% 8Q SEC ↗
9 Farther Finance Advisors, LLC 14,408 349K -5,551 -27.8% 3Q SEC ↗
10 BEACON FINANCIAL GROUP NEW 11,097 269K — +0.0% 1Q SEC ↗
11 Sanctuary Advisors, LLC 9,981 242K -126 -1.2% 2Q SEC ↗
12 Integrity Wealth Solutions LLC 8,332 202K +92 +1.1% 4Q SEC ↗
13 AE Wealth Management LLC 901 22K — +0.0% 2Q SEC ↗
14 CWM, LLC NEW 550 13K — +0.0% 1Q SEC ↗
15 CITADEL ADVISORS LLC 0 0K -48,547 -100.0% 1Q SEC ↗
16 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -25,555 -100.0% 6Q SEC ↗
17 MONECO ADVISORS, LLC 0 0K -12,406 -100.0% 1Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
BEACON FINANCIAL GROUP 11,097 269K
CWM, LLC 550 13K
Sold Out (3)
HolderPrev SharesPrev Value
CITADEL ADVISORS LLC 48,547 1M
SUSQUEHANNA INTERNATIONAL GROUP, LL 25,555 619K
MONECO ADVISORS, LLC 12,406 300K
Biggest Increases (7)
HolderAddedChange %Total Shares
Equitable Holdings, Inc. +7,809 +5.9% 140,457
Heartwood Wealth Advisors LLC +6,717 +1.7% 400,188
Private Advisor Group, LLC +5,230 +31.0% 22,080
Lido Advisors, LLC +2,199 +0.9% 249,112
L2 Asset Management, LLC +2,107 +3.1% 69,930
LPL Financial LLC +1,774 +3.0% 61,768
Integrity Wealth Solutions LLC +92 +1.1% 8,332
Biggest Decreases (4)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -18,323 -51.9% 16,993
Farther Finance Advisors, LLC -5,551 -27.8% 14,408
Global Financial Private Client, LL -372 -1.3% 28,205
Sanctuary Advisors, LLC -126 -1.2% 9,981

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms