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State Street My2028 Corporat (MYCH)

CUSIP: 78470P796 | NYSE | 37 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Lido Advisors, LLC32,521,079
2.0% of portfolio›$800.5M
Heartwood Wealth Advisors LLC407,257
0.8% of portfolio›$10.0M
Gryphon Financial Partners LLC51,744
0.1% of portfolio›$1.3M
Gradient Investments LLC37,004
0.0% of portfolio›$910.9K
Moneco Advisors, LLC32,569
0.0% of portfolio›$801.7K
Woodmont Investment Counsel LLC24,207
0.0% of portfolio›$595.9K
Global Financial Private Client, LLC16,047
0.1% of portfolio›$395.0K
Farther Finance Advisors, LLC11,567
0.0% of portfolio›$284.7K
Blossom Wealth Management8,610
0.3% of portfolio›$211.9K
Paladin Wealth, LLC8,326
0.1% of portfolio›$204.9K
Ashton Thomas Private Wealth, LLC2,978
0.0% of portfolio›$73.3K
StyleTurnoverLocationFiled
Lido Advisors, LLC
32,521,079$800.5M2.0%GrowthLowLos Angeles, CA2026-11-04
Heartwood Wealth Advisors LLC
407,257$10.0M0.8%ETFLowRichmond, VA2026-10-05
Gryphon Financial Partners LLC
51,744$1.3M0.1%IndexLowColumbus, OH2026-11-04
Gradient Investments LLC
37,004$910.9K0.0%CoreMediumArden Hills, MN2026-10-08
Moneco Advisors, LLC
32,569$801.7K0.0%ETFLowFairfield, CT2026-11-05
Woodmont Investment Counsel LLC
24,207$595.9K0.0%GARPVery LowNashville, TN2026-10-29
Global Financial Private Client, LLC
16,047$395.0K0.1%GrowthLowSarasota, FL2026-10-15
Farther Finance Advisors, LLC
11,567$284.7K0.0%IndexLowSan Francisco, CA2026-10-08
Blossom Wealth Management
8,610$211.9K0.3%GrowthLowSan Ramon, Ca, CA2026-11-03
Paladin Wealth, LLC
8,326$204.9K0.1%CoreLowArden Hills, MN2026-10-23
Ashton Thomas Private Wealth, LLC
2,978$73.3K0.0%CoreMediumScottsdale, AZ2026-11-03