STATE STREET MY2029 MUNICIPAL BOND ETF ETF is a security (CUSIP 78470P689) tracked across SEC portfolio filings. 10 institutional managers reported $13.0M on Form 13F as of 2026-06-30.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | RICHMOND, VA | $8.0M | 322,794 |
| Lido Advisors, LLC | Los Angeles, CA | $1.7M | 68,937 |
| OSAIC HOLDINGS, INC. | PHOENIX, AZ | $1.2M | 48,563 |
| Exchange Capital Management, Inc. | Ann Arbor, MI | $590K | 24,170 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $578K | 23,469 |
| Bleakley Financial Group, LLC | PARSIPPANY, NJ | $471K | 19,054 |
| LPL Financial LLC | FORT MILL, SC | $201K | 8,153 |
| FIFTH THIRD BANCORP | CINCINNATI, OH | $174K | 7,027 |
| COMERICA BANK | DALLAS, TX | $148K | 6,021 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |