Vault-13

SSGA ACTIVE TR MYMK

STATE STREET MY · ETP · CUSIP 78470P598

5 institutional holders +1 vs Q1 2026
427,394427.4k shares reported held*
$10.7mreported value*
1 new 2 added 1 reduced 0 sold out net bought ≈ $1.6m (+62.5k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $25.09.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 25: 1Q4 25: 1Q1 26: 4Q2 26: 55Q3 25Q4 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20251
Q4 20251
Q1 20264
Q2 20265

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
404Q4 25: 1 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 0 cut or sold outQ1 26Q2 26: 3 bought or addedQ2 26: 1 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202511
Q1 202640
Q2 202631

Biggest buyers

Heartwood Wealth Advisors LLC Added +36,483+36.5k
MONECO ADVISORS, LLC New +25,622+25.6k
Lido Advisors, LLC Added +5,899+5.9k

Biggest sellers

JANE STREET GROUP, LLC Reduced -5,535-5.5k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Heartwood Wealth Advisors LLC 0.59% of their portfolio RICHMOND, VA 301,746301.7k $7.6m $7.6m 0.59% Added +36.5k +36,483
2 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 57,70957.7k $1.4m $1.4m 0.01% Added +5.9k +5,899
3 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 35,45735.5k $890.3k $890.3k 0.00% Reduced -5.5k -5,535
4 MONECO ADVISORS, LLC 0.04% of their portfolio FAIRFIELD, CT 25,62225.6k $636.3k $636.3k 0.04% New
5 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,8606.9k $172.2k $172.2k 0.00% Unchanged