Exchange Capital Management’s State Street My2027 Corporate Bond ETF MYCG Stock Holding History

Exchange Capital Management’s Portfolio MYCG Stock Details MYCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.6M	Buy	104,012 +74,954	+258%	+$1.86M	0.39%	74
2025 Q1	$724K	Buy	29,058 +5,299	+22%	+$131K	0.12%	144
2024 Q4	$587K	Buy	+23,759	New	+$589K	0.09%	147

Other funds holding MYCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

WIC

Woodmont Investment Counsel Nashville, Tennessee $1.83B AUM 25.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MCM

Marathon Capital Management Hunt Valley, Maryland $494M AUM 42.6% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

GFPC

Global Financial Private Client Sarasota, Florida $369M AUM 34.4% 1-Year Est. Return

Exchange Capital Management's MYCG Position: Q2 2025 in Review

Exchange Capital Management increased its State Street My2027 Corporate Bond ETF (MYCG) stake by 258% in Q2 2025, buying an estimated $1.86M and bringing the position to 104,012 shares worth $2.6M. The position accounts for 0.39% of the portfolio, ranked #74.

Exchange Capital Management first reported a position in MYCG in Q4 2024 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold MYCG as of Q2 2025.

Exchange Capital Management held 104,012 shares of State Street My2027 Corporate Bond ETF worth $2.6M as of Q2 2025.
Exchange Capital Management bought 74,954 State Street My2027 Corporate Bond ETF shares in Q2 2025, an estimated $1.86M.
State Street My2027 Corporate Bond ETF made up 0.39% of Exchange Capital Management's portfolio in Q2 2025, its #74 holding.
Exchange Capital Management first reported a position in State Street My2027 Corporate Bond ETF in Q4 2024 and has held it in 3 quarters since.
12 funds tracked by Wall St. Rank held State Street My2027 Corporate Bond ETF as of Q2 2025.

Based on Exchange Capital Management's 13F filing for Q2 2025, filed 21 Jul 2025.