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State Street My2030 Corporat (MYCJ)

CUSIP: 78470P770 | NYSE | 25 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Heartwood Wealth Advisors LLC409,472
0.8% of portfolio›$9.8M
Lido Advisors, LLC230,379
0.0% of portfolio›$5.5M
LPL Financial LLC64,532
0.0% of portfolio›$1.5M
Moneco Advisors, LLC35,190
0.0% of portfolio›$842.1K
Global Financial Private Client, LLC32,307
0.2% of portfolio›$773.1K
Farther Finance Advisors, LLC11,533
0.0% of portfolio›$276.0K
Beacon Financial Group11,130
0.0% of portfolio›$266.3K
FSM Wealth Advisors, LLC9,526
0.0% of portfolio›$228.4K
StyleTurnoverLocationFiled
Heartwood Wealth Advisors LLC
409,472$9.8M0.8%ETFLowRichmond, VA2026-10-05
Lido Advisors, LLC
230,379$5.5M0.0%GrowthLowLos Angeles, CA2026-11-04
LPL Financial LLC
64,532$1.5M0.0%IndexVery LowFort Mill, SC2026-11-06
Moneco Advisors, LLC
35,190$842.1K0.0%ETFLowFairfield, CT2026-11-05
Global Financial Private Client, LLC
32,307$773.1K0.2%GrowthLowSarasota, FL2026-10-15
Farther Finance Advisors, LLC
11,533$276.0K0.0%IndexLowSan Francisco, CA2026-10-08
Beacon Financial Group
11,130$266.3K0.0%ETFMediumDallas, TX2026-10-19
FSM Wealth Advisors, LLC
9,526$228.4K0.0%ETFLowCleveland, OH2026-10-27