DOSSIER · 13F Holders · Q2 2026
MYMI

SPDR SSGA My2029 Municipal Bond ETF

9 institutions still hold SPDR SSGA My2029 Municipal Bond ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78470P689·9 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$13M
visible holders
Holders
9
filers reporting
Concentration
62.44%
Heartwood Wealth Advisors LLC #1
top holder share
AI Holders Summary · Q2 2026

9 institutions reported MYMI in Q2 2026. Heartwood Wealth Advisors LLC leads at 62.4% 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
$8M323K0.62%Q2 2026
02
Lido Advisors, LLC
CIK 0001650150
$2M66K0.00%Q2 2026
03
OSAIC HOLDINGS, INC.
CIK 0001677044
$1M49K0.00%Q2 2026
04
Exchange Capital Management, Inc.
CIK 0001317733
$590K24K0.09%Q2 2025
05
JANE STREET GROUP, LLC
CIK 0001595888· Market maker
$578K23K0.00%Q1 2026
06
Bleakley Financial Group, LLC
CIK 0001936953
$471K19K0.01%Q2 2026
07
FIFTH THIRD BANCORP
CIK 0000035527
$174K7K0.00%Q2 2026
08
COMERICA BANK
CIK 0000901541
$148K6K0.00%Q4 2025
09
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
CIK 0000752798
$00Q2 2025