IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

State Street My2029 Municipa (MYMI)

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
Shares325,722 from 322,794
Change+2,928 (+1%)
Value$7.8M (-$215.8K)
Filed 2026-10-05
Lido Advisors, LLC
INCREASED
Shares66,646 from 66,341
Change+305 (+0%)
Value$1.6M (-$51.4K)
Filed 2026-11-04
Fifth Third Bancorp
UNCHANGED
Shares7,027 from 7,027
Change0 (0%)
Value$167.6K (-$6.2K)
Filed 2026-11-05
Osaic Holdings, Inc.
N/A
Shares— from 48,563
Change-48,563 (-100%)
Value—
Bleakley Financial Group, LLC
N/A
Shares— from 19,054
Change-19,054 (-100%)
Value—
Status
Heartwood Wealth Advisors LLC
INCREASED325,722322,794+2,928+1%$8.0M$7.8M-$215.8K2026-10-05
Lido Advisors, LLC
INCREASED66,64666,341+305+0%$1.6M$1.6M-$51.4K2026-11-04
Fifth Third Bancorp
UNCHANGED7,0277,02700%$173.8K$167.6K-$6.2K2026-11-05
Osaic Holdings, Inc.
N/A—48,563-48,563-100%$1.2M———
Bleakley Financial Group, LLC
N/A—19,054-19,054-100%$471.3K———
Showing 5 of 5 institutions