State Street My2029 Corporat (MYCI)

CUSIP: 78470P788 | NYSE | 24 institutional holders

Institutional Holders — Q3 2026

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0.8% of portfolio$9.9M

0.0% of portfolio$6.2M

0.0% of portfolio$1.8M

0.1% of portfolio$879.7K

0.2% of portfolio$687.6K

0.0% of portfolio$282.5K

0.0% of portfolio$269.3K

				Style	Turnover	Location	Filed
Heartwood Wealth Advisors LLC	408,509	$9.9M	0.8%	ETF	Low	Richmond, VA	2026-10-05
Lido Advisors, LLC	254,717	$6.2M	0.0%	Growth	Low	Los Angeles, CA	2026-11-04
LPL Financial LLC	75,453	$1.8M	0.0%	Index	Very Low	Fort Mill, SC	2026-11-06
Moneco Advisors, LLC	36,243	$879.7K	0.1%	ETF	Low	Fairfield, CT	2026-11-05
Global Financial Private Client, LLC	28,328	$687.6K	0.2%	Core	Low	Sarasota, FL	2026-10-15
Farther Finance Advisors, LLC	11,638	$282.5K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Beacon Financial Group	11,097	$269.3K	0.0%	ETF	Medium	Dallas, TX	2026-10-19