Who owns State Street My2029 Corporate Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MYCI from SEC Form 13F filings across 13 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 13 institutions disclosed 1.0M shares of State Street My2029 Corporate Bond ETF worth $25.6M — about 73.5% of shares outstanding; the largest disclosed holder is Heartwood Wealth Advisors LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
13
13F holders
$25.6M
value, 2026 filers
73.5%
of shares outstanding (1.0M sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of MYCI's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 400,188 | $9.9M | 0.8% | 28.5% | +1.7% |
| 2 | Lido Advisors, LLC | 249,112 | $6.2M | 0.0% | 17.7% | +0.9% |
| 3 | Equitable Holdings, Inc. | 140,457 | $3.5M | 0.0% | 10% | +5.9% |
| 4 | L2 Asset Management, LLC | 69,930 | $1.7M | 0.2% | 5% | +3.1% |
| 5 | LPL Financial LLC | 61,768 | $1.5M | 0.0% | 4.4% | +3.0% |
| 6 | Global Financial Private Client, LLC | 28,205 | $698,742 | 0.2% | 2% | -1.3% |
| 7 | Private Advisor Group, LLC | 22,080 | $546,998 | 0.0% | 1.6% | +31.0% |
| 8 | JANE STREET GROUP, LLC | 16,993 | $420,979 | 0.0% | 1.2% | -51.9% |
| 9 | Farther Finance Advisors, LLC | 14,408 | $356,939 | 0.0% | 1% | -27.8% |
| 10 | BEACON FINANCIAL GROUPNEW | 11,097 | $274,914 | 0.0% | 0.8% | new |
| 11 | Sanctuary Advisors, LLC | 9,981 | $247,277 | 0.0% | 0.7% | -1.2% |
| 12 | Integrity Wealth Solutions LLC | 8,332 | $206,418 | 0.1% | 0.6% | +1.1% |
| 13 | AE Wealth Management LLC | 901 | $22,321 | 0.0% | 0.1% | 0.0% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.