Who Owns State Street My2027 Corporate Bond ETF (MYCG)?Hedge Fund & Institutional Holders

$24.94-0.01 (-0.06%)Financial ServicesNASDAQ

Institutional Holders

18

as of Q4 2025

Total Institutional Value

$5.000301824661999e+50T

% of Float Held

—

QoQ Change in Holders

+8 / -3

Price History

$24.61$24.74$24.87$25.00$25.13Sep 24Jun 25Mar 26

MYCG — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Sanctuary Advisors, LLCNew Position+292K+$7.3M
Lido Advisors, LLCNew Position+110K+$2.0M
WOODMONT INVESTMENT COUNSEL LLCNew Position+55K+$1.4M
Fourth Dimension Wealth, LLCNew Position+29K+$716K
Hobbs Group Advisors, LLCNew Position+23K+$574K
Blossom Wealth ManagementNew Position+19K+$468K
Oldfather Financial Services, LLCNew Position+10K+$250K
Global Financial Private Client, LLCNew Position+8K+$204K
Private Advisor Group, LLCIncreased+3K+$-215.5M
Gradient Investments LLCIncreased+87K+$-829.4M
L2 Asset Management, LLCIncreased+4K+$-1.5B
LPL Financial LLCIncreased+24K+$-5.2B

MYCG — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
CITADEL ADVISORS LLCDecreased-10K-$1.3B
JANE STREET GROUP, LLCDecreased-3K-$808.3M
JPMORGAN CHASE & COClosed Position-26K-$660.6M
MARATHON CAPITAL MANAGEMENTDecreased-632-$607.4M
BEACON FINANCIAL GROUPClosed Position-9K-$220.8M
UBS Group AGClosed Position-110-$2.8M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1LPL Financial LLC230,565$5.0M0.00%Share
2Gradient Investments LLC120,534$3.0M0.05%Share
3Sanctuary Advisors, LLC98,501$2.5M0.01%Share
4Lido Advisors, LLC110,274$2.0M0.01%Share
5Sanctuary Advisors, LLC71,984$1.8M0.01%Share
6Sanctuary Advisors, LLC60,800$1.5M0.01%Share
7Sanctuary Advisors, LLC60,800$1.5M0.01%Share
8WOODMONT INVESTMENT COUNSEL LLC54,855$1.4M0.09%Share
9CITADEL ADVISORS LLC41,428$1.0M0.00%Share
10L2 Asset Management, LLC63,603$1.0M0.13%Share
11Fourth Dimension Wealth, LLC28,609$716K0.26%Share
12MARATHON CAPITAL MANAGEMENT23,595$590K0.13%Share
13Hobbs Group Advisors, LLC22,954$574K0.17%Share
14Blossom Wealth Management18,690$468K0.77%Share
15Oldfather Financial Services, LLC10,000$250K0.07%Share
16Global Financial Private Client, LLC8,162$204K0.07%Share
17Private Advisor Group, LLC11,475$00.00%Share
18JANE STREET GROUP, LLC28,946$00.00%Share

MYCG Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202515$23.5M+5
Q3 202510$11.3B-2
Q2 202512$13.9B+3
Q1 20259$5.3B+1
Q4 20248$1.1T+6
Q3 20242$5.0T—

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As of Q4 2025, 18 institutional investors hold MYCG (State Street My2027 Corporate Bond ETF). The largest holder is LPL Financial LLC with $5.0M in shares. This quarter, 8 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own MYCG?

As of Q4 2025, 18 institutional investors report holding MYCG (State Street My2027 Corporate Bond ETF) in their 13F filings.

Who is the largest institutional holder of MYCG?

The largest institutional holder of MYCG is LPL Financial LLC with $5.0M in shares.

Is institutional ownership of MYCG increasing or decreasing?

This quarter, 8 institutions opened new positions in MYCG and 3 closed their positions.