Vault-13

SSGA ACTIVE TR MYCJ

STATE STR MY2030 · ETP · CUSIP 78470P770

9 institutional holders +3 vs Q1 2025
600,685600.7k shares reported held*
$15.0mreported value*
3 new 4 added 1 reduced 0 sold out net bought ≈ $3.2m (+129.2k 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 ≈ $24.89.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0510Q3 24: 2Q4 24: 5Q1 25: 6Q2 25: 99Q3 24Q4 24Q1 25Q2 25
Numbers
QuarterHolders
Q3 20242
Q4 20245
Q1 20256
Q2 20259

Buyers vs sellers

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

Bought or addedCut or sold out
10010Q4 24: 3 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 2 cut or sold outQ1 25Q2 25: 7 bought or addedQ2 25: 1 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q4 202431
Q1 202542
Q2 202571

Biggest buyers

Exchange Capital Management, Inc. Added +87,976+88.0k
LPL Financial LLC New +15,130+15.1k
Global Financial Private Client, LLC Added +13,636+13.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +10,594+10.6k
Masso Torrence Wealth Management Inc. Added +3,768+3.8k
Heartwood Wealth Advisors LLC Added +1,869+1.9k
UBS Group AG New +2+2

Biggest sellers

CITADEL ADVISORS LLC Reduced -3,748-3.7k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Heartwood Wealth Advisors LLC 0.87% of their portfolio RICHMOND, VA 335,356335.4k $8.3m $8.3m 0.87% Added +1.9k +1,869
2 Exchange Capital Management, Inc. 0.50% of their portfolio Ann Arbor, MI 135,739135.7k $3.4m $3.4m 0.50% Added +88.0k +87,976
3 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 36,41636.4k $906.5k $906.5k 0.00% Reduced -3.7k -3,748
4 Global Financial Private Client, LLC 0.34% of their portfolio Sarasota, FL 35,96036.0k $895.1k $895.1k 0.34% Added +13.6k +13,636
5 Masso Torrence Wealth Management Inc. 0.36% of their portfolio MARLTON, NJ 31,48831.5k $783.8k $783.8k 0.36% Added +3.8k +3,768
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 15,13015.1k $376.6k $376.6k 0.00% New
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 10,59410.6k $263.7k $263.7k 0.00% New
8 UBS Group AG 0.00% of their portfolio ZURICH, V8 22 $50 $50 0.00% New
9 CONCOURSE FINANCIAL GROUP SECURITIES, INC. — of their portfolio BIRMINGHAM, AL 00 $0 $0 — Unchanged