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State Street My2030 Corporate Bond ETF

8 hedge funds and large institutions have $15M invested in State Street My2030 Corporate Bond ETF in 2025 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 1

60% more funds holding

Funds holding: 58 (+3)

29% more capital invested

Capital invested by funds: $11.6M → $15M (+$3.35M)

0.09% more ownership

Funds ownership: 85.72%85.81% (+0.09%)

Holders
8
Holders Change
+3
Holders Change %
+60%
% of All Funds
0.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
1
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1
Heartwood Wealth Advisors
Virginia
$8.35M +$45.8K +1,869 +0.6%
ECM
2
Exchange Capital Management
Michigan
$3.38M +$2.16M +87,976 +184%
Citadel Advisors
3
Citadel Advisors
Florida
$906K -$91.9K -3,748 -9%
GFPC
4
Global Financial Private Client
Florida
$895K +$334K +13,636 +61%
MTWM
5
Masso Torrence Wealth Management
New Jersey
$784K +$92.4K +3,768 +14%
LPL Financial
6
LPL Financial
California
$377K +$371K +15,130 New
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$264K +$260K +10,594 New
UBS Group
8
UBS Group
Switzerland
$50 +$49 +2 New