STATE STREET MY2029 CORPORATE BOND ETF ETF is a security (CUSIP 78470P788) tracked across SEC portfolio filings. 20 institutional managers reported $34.1M on Form 13F as of 2026-06-30.
Showing 15 of 20 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Heartwood Wealth Advisors LLC | RICHMOND, VA | $9.9M | 400,188 |
| Lido Advisors, LLC | Los Angeles, CA | $6.1M | 246,913 |
| Exchange Capital Management, Inc. | Ann Arbor, MI | $5.3M | 213,531 |
| Equitable Holdings, Inc. | NEW YORK, NY | $3.3M | 132,648 |
| L2 Asset Management, LLC | Wayland, MA | $1.7M | 67,823 |
| LPL Financial LLC | FORT MILL, SC | $1.5M | 59,994 |
| CITADEL ADVISORS LLC | MIAMI, FL | $1.2M | 48,547 |
| JANE STREET GROUP, LLC | NEW YORK, NY | $879K | 35,316 |
| Masso Torrence Wealth Management Inc. | MARLTON, NJ | $792K | 31,562 |
| Global Financial Private Client, LLC | Sarasota, FL | $699K | 28,205 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | BALA CYNWYD, PA | $636K | 25,555 |
| Private Advisor Group, LLC | MORRISTOWN, NJ | $547K | 22,080 |
| Farther Finance Advisors, LLC | SAN FRANCISCO, CA | $357K | 14,408 |
| MONECO Advisors, LLC | FAIRFIELD, CT | $309K | 12,406 |
| BEACON FINANCIAL GROUP | DALLAS, TX | $275K | 11,097 |