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MYMJ Institutional Ownership

State Street My2030 Municipal Bond ETF
1W: +0.1% 1M: -1.8% 3M: -3.1% YTD: -2.8% 1Y: -2.0%
$23.91
-0.09 (-0.38%)
 
Weekly Expected Move ±0.5%
$24 $24 $24 $24 $24
ETF NASDAQ · AUM $12.0M

Institutional Ownership — MYMJ

6
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
0
New Positions
1
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (6 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Heartwood Wealth Advisors LLC 335,562 8M +40,667 +13.8% 6Q SEC ↗
2 Lido Advisors, LLC 74,589 2M -1,022 -1.4% 3Q SEC ↗
3 JANE STREET GROUP, LLC 13,813 330K -5,155 -27.2% 8Q SEC ↗
4 Global Financial Private Client, LLC 9,131 218K — +0.0% 7Q SEC ↗
5 FIFTH THIRD BANCORP 6,964 167K — +0.0% 2Q SEC ↗
6 HighPoint Advisor Group LLC 0 0K -15,688 -100.0% 1Q SEC ↗

Recent Activity

New Positions (0)

No new positions this quarter.

Sold Out (1)
HolderPrev SharesPrev Value
HighPoint Advisor Group LLC 15,688 375K
Biggest Increases (1)
HolderAddedChange %Total Shares
Heartwood Wealth Advisors LLC +40,667 +13.8% 335,562
Biggest Decreases (2)
HolderReducedChange %Total Shares
JANE STREET GROUP, LLC -5,155 -27.2% 13,813
Lido Advisors, LLC -1,022 -1.4% 74,589

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