Vault-13

SSGA ACTIVE TR MYCJ

STATE STR MY2030 · ETP · CUSIP 78470P770

16 institutional holders +1 vs Q1 2026
1,082,7461.1m shares reported held*
$26.7mreported value*
3 new 8 added 3 reduced 2 sold out net bought ≈ $1.7m (+67.0k 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 ≈ $24.70.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 24: 2Q4 24: 5Q1 25: 6Q2 25: 9Q3 25: 11Q4 25: 10Q1 26: 15Q2 26: 1616Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 20245
Q1 20256
Q2 20259
Q3 202511
Q4 202510
Q1 202615
Q2 202616

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 24: 3 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 4 bought or addedQ1 25: 2 cut or sold outQ2 25: 7 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 9 bought or addedQ3 25: 4 cut or sold outQ4 25: 8 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 2 cut or sold outQ2 26: 11 bought or addedQ2 26: 5 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202431
Q1 202542
Q2 202571
Q3 202594
Q4 202586
Q1 2026132
Q2 2026115

Biggest buyers

SUSQUEHANNA INTERNATIONAL GROUP, LLP New +34,151+34.2k
Lido Advisors, LLC Added +19,867+19.9k
Equitable Holdings, Inc. Added +14,003+14.0k
BEACON FINANCIAL GROUP New +11,130+11.1k
MONECO ADVISORS, LLC New +8,226+8.2k
LPL Financial LLC Added +7,035+7.0k
Heartwood Wealth Advisors LLC Added +6,801+6.8k
Private Advisor Group, LLC Added +3,257+3.3k
L2 Asset Management, LLC Added +2,147+2.1k
JANE STREET GROUP, LLC Added +1,470+1.5k

Biggest sellers

CITADEL ADVISORS LLC Reduced -21,938-21.9k
FLOW TRADERS U.S. LLC Sold out -12,040-12.0k
Farther Finance Advisors, LLC Reduced -5,585-5.6k
JPMORGAN CHASE & CO Sold out -1,162-1.2k
Global Financial Private Client, LLC Reduced -426-426

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Heartwood Wealth Advisors LLC 0.77% of their portfolio RICHMOND, VA 400,902400.9k $9.9m $9.9m 0.77% Added +6.8k +6,801
2 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 222,917222.9k $5.5m $5.5m 0.02% Added +19.9k +19,867
3 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 163,309163.3k $4.0m $4.0m 0.02% Added +14.0k +14,003
4 L2 Asset Management, LLC 0.18% of their portfolio Wayland, MA 69,99170.0k $1.7m $1.7m 0.18% Added +2.1k +2,147
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 43,67743.7k $1.1m $1.1m 0.00% Added +7.0k +7,035
6 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 34,15134.2k $843.4k $843.4k 0.00% New
7 Global Financial Private Client, LLC 0.22% of their portfolio Sarasota, FL 32,19332.2k $795.1k $795.1k 0.22% Reduced -426 -426
8 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 27,47327.5k $678.5k $678.5k 0.00% Reduced -21.9k -21,938
9 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 22,49022.5k $555.4k $555.4k 0.00% Added +1.5k +1,470
10 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 13,98514.0k $345.4k $345.4k 0.00% Reduced -5.6k -5,585
11 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 13,52713.5k $334.1k $334.1k 0.00% Added +3.3k +3,257
12 BEACON FINANCIAL GROUP 0.02% of their portfolio DALLAS, TX 11,13011.1k $274.9k $274.9k 0.02% New
13 FSM Wealth Advisors, LLC 0.03% of their portfolio CLEVELAND, OH 9,5269.5k $235.3k $235.3k 0.03% Unchanged
14 Integrity Wealth Solutions LLC 0.08% of their portfolio DENVER, CO 8,3488.3k $206.2k $206.2k 0.08% Added +93 +93
15 MONECO ADVISORS, LLC 0.01% of their portfolio FAIRFIELD, CT 8,2268.2k $203.2k $203.2k 0.01% New
16 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 901901 $22.3k $22.3k 0.00% Unchanged