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MYCJ Institutional Ownership

State Street My2030 Corporate Bond ETF
1W: -0.2% 1M: -1.7% 3M: -3.1% YTD: -3.8% 1Y: -3.5%
$23.87
-0.03 (-0.12%)
 
Weekly Expected Move ±0.5%
$24 $24 $24 $24 $24
ETF NASDAQ · AUM $22.7M

Institutional Ownership — MYCJ

18
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
27M
Total Invested
3
New Positions
8
Increased
5
Reduced
2
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (18 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Heartwood Wealth Advisors LLC 400,902 $10M +6,801 +1.7% 6Q SEC ↗
2 Lido Advisors, LLC 222,917 $5M +19,867 +9.8% 3Q SEC ↗
3 Equitable Holdings, Inc. 163,309 $4M +14,003 +9.4% 3Q SEC ↗
4 L2 Asset Management, LLC 69,991 $2M +2,147 +3.2% 4Q SEC ↗
5 LPL Financial LLC 43,677 $1M +7,035 +19.2% 5Q SEC ↗
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW 34,151 $815K — +0.0% 1Q SEC ↗
7 Global Financial Private Client, LLC 32,193 $768K -426 -1.3% 7Q SEC ↗
8 CITADEL ADVISORS LLC 27,473 $656K -21,938 -44.4% 7Q SEC ↗
9 JANE STREET GROUP, LLC 22,490 $537K +1,470 +7.0% 2Q SEC ↗
10 Farther Finance Advisors, LLC 13,985 $334K -5,585 -28.5% 3Q SEC ↗
11 Private Advisor Group, LLC 13,527 $323K +3,257 +31.7% 3Q SEC ↗
12 BEACON FINANCIAL GROUP NEW 11,130 $266K — +0.0% 1Q SEC ↗
13 FSM Wealth Advisors, LLC 9,526 $227K — +0.0% 2Q SEC ↗
14 Integrity Wealth Solutions LLC 8,348 $199K +93 +1.1% 4Q SEC ↗
15 MONECO ADVISORS, LLC NEW 8,226 $196K — +0.0% 1Q SEC ↗
16 AE Wealth Management LLC 901 $22K — +0.0% 2Q SEC ↗
17 FLOW TRADERS U.S. LLC 0 $0K -12,040 -100.0% 1Q SEC ↗
18 JPMORGAN CHASE & CO 0 $0K -1,162 -100.0% 1Q SEC ↗

Recent Activity

New Positions (3)
HolderSharesValue
SUSQUEHANNA INTERNATIONAL GROUP, LL 34,151 $815K
BEACON FINANCIAL GROUP 11,130 $266K
MONECO ADVISORS, LLC 8,226 $196K
Sold Out (2)
HolderPrev SharesPrev Value
FLOW TRADERS U.S. LLC 12,040 $287K
JPMORGAN CHASE & CO 1,162 $28K
Biggest Increases (8)
HolderAddedChange %Total Shares
Lido Advisors, LLC +19,867 +9.8% 222,917
Equitable Holdings, Inc. +14,003 +9.4% 163,309
LPL Financial LLC +7,035 +19.2% 43,677
Heartwood Wealth Advisors LLC +6,801 +1.7% 400,902
Private Advisor Group, LLC +3,257 +31.7% 13,527
L2 Asset Management, LLC +2,147 +3.2% 69,991
JANE STREET GROUP, LLC +1,470 +7.0% 22,490
Integrity Wealth Solutions LLC +93 +1.1% 8,348
Biggest Decreases (3)
HolderReducedChange %Total Shares
CITADEL ADVISORS LLC -21,938 -44.4% 27,473
Farther Finance Advisors, LLC -5,585 -28.5% 13,985
Global Financial Private Client, LL -426 -1.3% 32,193

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