Vault-13

SSGA ACTIVE TR MYMJ

SPDR SSGA MY2030 · ETP · CUSIP 78470P671

5 institutional holders -1 vs Q1 2026
440,059440.1k shares reported held*
$10.9mreported value*
0 new 1 added 2 reduced 1 sold out net bought ≈ $467.7k (+18.8k 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 ≈ $24.88.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0258Q3 24: 2Q4 24: 5Q1 25: 6Q2 25: 7Q3 25: 5Q4 25: 5Q1 26: 6Q2 26: 55Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 20245
Q1 20256
Q2 20257
Q3 20255
Q4 20255
Q1 20266
Q2 20265

Buyers vs sellers

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

Bought or addedCut or sold out
404Q4 24: 3 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 3 cut or sold outQ2 25: 4 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 3 bought or addedQ3 25: 1 cut or sold outQ4 25: 3 bought or addedQ4 25: 1 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 1 cut or sold outQ2 26: 1 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202431
Q1 202523
Q2 202542
Q3 202531
Q4 202531
Q1 202641
Q2 202613

Biggest buyers

Heartwood Wealth Advisors LLC Added +40,667+40.7k

Biggest sellers

HighPoint Advisor Group LLC Sold out -15,688-15.7k
JANE STREET GROUP, LLC Reduced -5,155-5.2k
Lido Advisors, LLC Reduced -1,022-1.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Heartwood Wealth Advisors LLC 0.65% of their portfolio RICHMOND, VA 335,562335.6k $8.3m $8.3m 0.65% Added +40.7k +40,667
2 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 74,58974.6k $1.9m $1.9m 0.01% Reduced -1.0k -1,022
3 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 13,81313.8k $343.6k $343.6k 0.00% Reduced -5.2k -5,155
4 Global Financial Private Client, LLC 0.06% of their portfolio Sarasota, FL 9,1319.1k $227.1k $227.1k 0.06% Unchanged
5 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 6,9647.0k $173.2k $173.2k 0.00% Unchanged