MYMI Institutional Ownership
State Street My2029 Municipal Bond ETF
1W: +0.4%
1M: -1.9%
3M: -3.4%
YTD: -2.8%
1Y: -2.4%
$23.84
-0.20 (-0.85%)
Weekly Expected Move ±0.6%
$24
$24
$24
$24
$24
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MYMI
7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
1
New Positions
1
Increased
3
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (7 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 322,794 | 8M | +36,838 | +12.9% | 6Q | SEC ↗ |
| 2 | Lido Advisors, LLC | 66,341 | 2M | -2,596 | -3.8% | 3Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 48,563 | 1M | — | +0.0% | 4Q | SEC ↗ |
| 4 | Bleakley Financial Group, LLC NEW | 19,054 | 454K | — | +0.0% | 1Q | SEC ↗ |
| 5 | FIFTH THIRD BANCORP | 7,027 | 168K | — | +0.0% | 2Q | SEC ↗ |
| 6 | LPL Financial LLC | 0 | 0K | -8,153 | -100.0% | 1Q | SEC ↗ |
| 7 | JANE STREET GROUP, LLC | 0 | 0K | -23,469 | -100.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| Bleakley Financial Group, LLC | 19,054 | 454K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 23,469 | 560K |
| LPL Financial LLC | 8,153 | 194K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | +36,838 | +12.9% | 322,794 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Lido Advisors, LLC | -2,596 | -3.8% | 66,341 |