IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street My2030 Municipa (MYMJ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Heartwood Wealth Advisors LLC
INCREASED
Shares338,482 from 335,562
Change+2,920 (+1%)
Value$8.1M (-$253.3K)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares74,924 from 74,589
Change+335 (+0%)
Value$1.8M (-$63.8K)
Filed 2026-11-04
Global Financial Private Client, LLC
UNCHANGED
Shares9,131 from 9,131
Change0 (0%)
Value$218.3K (-$8.8K)
Filed 2026-10-15
Fifth Third Bancorp
UNCHANGED
Shares6,964 from 6,964
Change0 (0%)
Value$166.5K (-$6.7K)
Filed 2026-11-05
Jane Street Group, LLC
N/A
Shares— from 13,813
Change-13,813 (-100%)
Value—
Status
Heartwood Wealth Advisors LLC
INCREASED338,482335,562+2,920+1%$8.3M$8.1M-$253.3K2026-10-05
Lido Advisors, LLC
INCREASED74,92474,589+335+0%$1.9M$1.8M-$63.8K2026-11-04
Global Financial Private Client, LLC
UNCHANGED9,1319,13100%$227.1K$218.3K-$8.8K2026-10-15
Fifth Third Bancorp
UNCHANGED6,9646,96400%$173.2K$166.5K-$6.7K2026-11-05
Jane Street Group, LLC
N/A—13,813-13,813-100%$343.6K———
Showing 5 of 5 institutions