Vault-13

SSGA ACTIVE TR MYMI

STATE STR MY2029 · ETP · CUSIP 78470P689

5 institutional holders -1 vs Q1 2026
463,779463.8k shares reported held*
$11.5mreported value*
1 new 1 added 1 reduced 2 sold out net bought ≈ $536.1k (+21.7k 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 ≈ $24.73.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0246Q3 24: 2Q4 24: 3Q1 25: 5Q2 25: 5Q3 25: 5Q4 25: 5Q1 26: 6Q2 26: 55Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 20243
Q1 20255
Q2 20255
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: 1 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 2 bought or addedQ1 25: 2 cut or sold outQ2 25: 3 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: 2 cut or sold outQ4 25Q1 26: 4 bought or addedQ1 26: 2 cut or sold outQ2 26: 2 bought or addedQ2 26: 3 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202411
Q1 202522
Q2 202532
Q3 202531
Q4 202532
Q1 202642
Q2 202623

Biggest buyers

Heartwood Wealth Advisors LLC Added +36,838+36.8k
Bleakley Financial Group, LLC New +19,054+19.1k

Biggest sellers

JANE STREET GROUP, LLC Sold out -23,469-23.5k
LPL Financial LLC Sold out -8,153-8.2k
Lido Advisors, LLC Reduced -2,596-2.6k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Heartwood Wealth Advisors LLC 0.62% of their portfolio RICHMOND, VA 322,794322.8k $8.0m $8.0m 0.62% Added +36.8k +36,838
2 Lido Advisors, LLC 0.01% of their portfolio Los Angeles, CA 66,34166.3k $1.6m $1.6m 0.01% Reduced -2.6k -2,596
3 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 48,56348.6k $1.2m $1.2m 0.00% Unchanged
4 Bleakley Financial Group, LLC 0.01% of their portfolio PARSIPPANY, NJ 19,05419.1k $471.3k $471.3k 0.01% New
5 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 7,0277.0k $173.8k $173.8k 0.00% Unchanged