Vault-13

SSGA ACTIVE TR MYCI

STATE STREET MY · ETP · CUSIP 78470P788

13 institutional holders -3 vs Q1 2026
1,033,4521.0m shares reported held*
$25.6mreported value*
1 new 7 added 4 reduced 3 sold out net sold ≈ $1.8m (-73.9k 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 ≈ $24.77.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

01020Q3 24: 2Q4 24: 6Q1 25: 9Q2 25: 9Q3 25: 13Q4 25: 11Q1 26: 16Q2 26: 1313Q3 24Q1 25Q3 25Q1 26Q2 26
Numbers
QuarterHolders
Q3 20242
Q4 20246
Q1 20259
Q2 20259
Q3 202513
Q4 202511
Q1 202616
Q2 202613

Buyers vs sellers

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

Bought or addedCut or sold out
20020Q4 24: 4 bought or addedQ4 24: 1 cut or sold outQ4 24Q1 25: 5 bought or addedQ1 25: 4 cut or sold outQ2 25: 7 bought or addedQ2 25: 2 cut or sold outQ2 25Q3 25: 11 bought or addedQ3 25: 2 cut or sold outQ4 25: 8 bought or addedQ4 25: 6 cut or sold outQ4 25Q1 26: 13 bought or addedQ1 26: 3 cut or sold outQ2 26: 8 bought or addedQ2 26: 7 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q4 202441
Q1 202554
Q2 202572
Q3 2025112
Q4 202586
Q1 2026133
Q2 202687

Biggest buyers

BEACON FINANCIAL GROUP New +11,097+11.1k
Equitable Holdings, Inc. Added +7,809+7.8k
Heartwood Wealth Advisors LLC Added +6,717+6.7k
Private Advisor Group, LLC Added +5,230+5.2k
Lido Advisors, LLC Added +2,199+2.2k
L2 Asset Management, LLC Added +2,107+2.1k
LPL Financial LLC Added +1,774+1.8k
Integrity Wealth Solutions LLC Added +92+92

Biggest sellers

CITADEL ADVISORS LLC Sold out -48,547-48.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -25,555-25.6k
JANE STREET GROUP, LLC Reduced -18,323-18.3k
MONECO ADVISORS, LLC Sold out -12,406-12.4k
Farther Finance Advisors, LLC Reduced -5,551-5.6k
Global Financial Private Client, LLC Reduced -372-372
Sanctuary Advisors, LLC Reduced -126-126

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Heartwood Wealth Advisors LLC 0.77% of their portfolio RICHMOND, VA 400,188400.2k $9.9m $9.9m 0.77% Added +6.7k +6,717
2 Lido Advisors, LLC 0.02% of their portfolio Los Angeles, CA 249,112249.1k $6.2m $6.2m 0.02% Added +2.2k +2,199
3 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 140,457140.5k $3.5m $3.5m 0.02% Added +7.8k +7,809
4 L2 Asset Management, LLC 0.18% of their portfolio Wayland, MA 69,93069.9k $1.7m $1.7m 0.18% Added +2.1k +2,107
5 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 61,76861.8k $1.5m $1.5m 0.00% Added +1.8k +1,774
6 Global Financial Private Client, LLC 0.19% of their portfolio Sarasota, FL 28,20528.2k $698.7k $698.7k 0.19% Reduced -372 -372
7 Private Advisor Group, LLC 0.00% of their portfolio MORRISTOWN, NJ 22,08022.1k $547.0k $547.0k 0.00% Added +5.2k +5,230
8 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 16,99317.0k $421.0k $421.0k 0.00% Reduced -18.3k -18,323
9 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 14,40814.4k $356.9k $356.9k 0.00% Reduced -5.6k -5,551
10 BEACON FINANCIAL GROUP 0.02% of their portfolio DALLAS, TX 11,09711.1k $274.9k $274.9k 0.02% New
11 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,98110.0k $247.3k $247.3k 0.00% Reduced -126 -126
12 Integrity Wealth Solutions LLC 0.08% of their portfolio DENVER, CO 8,3328.3k $206.4k $206.4k 0.08% Added +92 +92
13 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 901901 $22.3k $22.3k 0.00% Unchanged