MYMI · State Street(R) My2029 Municipal Bond ETF ETF
$24.32
+0.04 (+0.14%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 6
Total Value: $10,887,717
Total Shares: 442,105
Institutional Ownership Trend
7 quarters
Holder Concentration
Across 6 13F filers · Δ vs Dec 31, 2025Top Holder
64.7%
+3.4 pts
Top 5
98.4%
−1.6 pts
Top 10
100.0%
0.0 pts
HHI
4,581
Highly concentrated+326
Quarterly Activity
vs Dec 31, 2025
New
2
Increased
2
Decreased
2
Sold Out
1
Unchanged
0
Holder count:
+1
Institutional value:
+14.3%
Shares held:
+14.2%
Top Buyers
vs Dec 31, 2025| Institution | Added | Now Holds | Open |
|---|---|---|---|
| Small Heartwood Wealth Advisors LLC | +48,887 | 285,956 | |
| Large Lido Advisors, LLC | +23,263 | 68,937 |
Top Sellers
vs Dec 31, 2025| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large OSAIC HOLDINGS, INC. | −17,713 | 48,563 | |
| Mega JANE STREET GROUP, LLC | −8,487 | 23,469 |
Top New Positions
vs Dec 31, 2025| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega LPL Financial LLC | 8,153 | $200,783 | |
| Large FIFTH THIRD BANCORP | 7,027 | $173,053 |
Top Sold-Out Positions
vs Dec 31, 2025| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Large COMERICA BANK | 6,021 | $148,237 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Small Heartwood Wealth Advisors LLC MYMI | $7,042,238 | 64.68% | 285,956 | Shares | 2026-04-07 | |
| Large Lido Advisors, LLC MYMI | $1,697,711 | 15.59% | 68,937 | Shares | 2026-05-13 | |
| Large OSAIC HOLDINGS, INC. MYMI | $1,195,961 | 10.98% | 48,563 | Shares | 2026-05-15 | |
| Mega JANE STREET GROUP, LLC MYMI | $577,971 | 5.31% | 23,469 | Shares | 2026-05-12 | |
| Mega LPL Financial LLC MYMI | $200,783 | 1.84% | 8,153 | Shares | 2026-05-06 | |
| Large FIFTH THIRD BANCORP Bank MYMI | $173,053 | 1.59% | 7,027 | Shares | 2026-05-01 |