DOSSIER · 13F Holders · Q2 2026
MYCI

SPDR SSGA MY2029 CORP BND ETF

17 institutions still hold SPDR SSGA MY2029 CORP BND ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P788·17 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$32M
visible holders
Holders
17
filers reporting
Concentration
30.79%
Heartwood Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

17 institutions reported MYCI in Q2 2026. Heartwood Wealth Advisors LLC leads at 30.8% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Heartwood Wealth Advisors LLC
CIK 0001794935
$10M400K0.77%Q2 2026
02
Lido Advisors, LLC
CIK 0001650150
$6M249K0.02%Q2 2026
03
Exchange Capital Management, Inc.
CIK 0001317733
$5M214K0.80%Q2 2025
04
Equitable Holdings, Inc.
CIK 0001333986
$3M140K0.02%Q2 2026
05
L2 Asset Management, LLC
CIK 0001686988
$2M70K0.18%Q2 2026
06
LPL Financial LLC
CIK 0001403438
$2M62K0.00%Q2 2026
07
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$879K35K0.00%Q1 2026
08
Masso Torrence Wealth Management Inc.
CIK 0001903153
$792K32K0.33%Q3 2025
09
Global Financial Private Client, LLC
CIK 0002023568
$699K28K0.19%Q2 2026
10
Private Advisor Group, LLC
CIK 0001567755
$547K22K0.00%Q2 2026
11
Farther Finance Advisors, LLC
CIK 0001992825
$357K14K0.00%Q2 2026
12
BEACON FINANCIAL GROUP
CIK 0001591379
$275K11K0.03%Q2 2026
13
Sanctuary Advisors, LLC
CIK 0001777271
$247K10K0.00%Q2 2026
14
Integrity Wealth Solutions LLC
CIK 0002006918
$206K8K0.08%Q2 2026
15
AE Wealth Management LLC
CIK 0001697723
$22K9010.00%Q2 2026
16
CWM, LLC
CIK 0001535847
$14K5500.00%Q1 2026
17
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025
Insiders at SPDR SSGA MY2029 CORP BND ETF
Mathis Family Partners Ltd.Bleu Ridge Consultants Inc Profit Sharing Plan & TrustLa Mirage TrustLazzeri Family Trust, Robert Lazzeri, Trustee