Who Owns State Street My2028 Corporate Bond ETF (MYCH)?Hedge Fund & Institutional Holders
Institutional Holders
17
as of Q4 2025
Total Institutional Value
$8.521500020001e+42T
% of Float Held
—
QoQ Change in Holders
+9 / -3
Price History
MYCH — Biggest New Institutional Buyers This Quarter
| Fund | Action | Shares Added | Value Added |
|---|---|---|---|
| Lido Advisors, LLC | New Position | +220K | +$5.0M |
| Sanctuary Advisors, LLC | New Position | +74K | +$1.8M |
| Farther Finance Advisors, LLC | New Position | +32K | +$805K |
| Gradient Investments LLC | New Position | +29K | +$728K |
| WOODMONT INVESTMENT COUNSEL LLC | New Position | +24K | +$607K |
| Hobbs Group Advisors, LLC | New Position | +23K | +$574K |
| Global Financial Private Client, LLC | New Position | +16K | +$412K |
| Fourth Dimension Wealth, LLC | New Position | +11K | +$286K |
| UBS Group AG | New Position | +120 | +$3K |
| Private Advisor Group, LLC | Increased | +6K | +$-419.9M |
| L2 Asset Management, LLC | Increased | +4K | +$-1.5B |
| LPL Financial LLC | Increased | +8K | +$-1.6B |
| Heartwood Wealth Advisors LLC | Increased | +4K | +$-8.4B |
MYCH — Institutions Reducing or Closing Positions
| Fund | Action | Shares Sold | Value Sold |
|---|---|---|---|
| Equitable Holdings, Inc. | Decreased | -15K | -$2.8B |
| JANE STREET GROUP, LLC | Closed Position | -27K | -$668.6M |
| CITADEL ADVISORS LLC | Closed Position | -17K | -$430.5M |
| BEACON FINANCIAL GROUP | Closed Position | -9K | -$220.8M |
Top Institutional Holders(Q4 2025)
| # | Fund | Shares | Value | % of Portfolio | Type |
|---|---|---|---|---|---|
| 1 | Heartwood Wealth Advisors LLC | 339,713 | $8.5M | 0.78% | Share |
| 2 | Lido Advisors, LLC | 219,864 | $5.0M | 0.01% | Share |
| 3 | Equitable Holdings, Inc. | 98,496 | $2.0M | 0.01% | Share |
| 4 | LPL Financial LLC | 71,975 | $1.0M | 0.00% | Share |
| 5 | L2 Asset Management, LLC | 63,495 | $1.0M | 0.13% | Share |
| 6 | Farther Finance Advisors, LLC | 32,109 | $805K | 0.01% | Share |
| 7 | Gradient Investments LLC | 29,046 | $728K | 0.01% | Share |
| 8 | Sanctuary Advisors, LLC | 26,899 | $674K | 0.00% | Share |
| 9 | WOODMONT INVESTMENT COUNSEL LLC | 24,207 | $607K | 0.04% | Share |
| 10 | Hobbs Group Advisors, LLC | 22,908 | $574K | 0.17% | Share |
| 11 | Sanctuary Advisors, LLC | 22,404 | $561K | 0.00% | Share |
| 12 | Global Financial Private Client, LLC | 16,459 | $412K | 0.14% | Share |
| 13 | Sanctuary Advisors, LLC | 12,357 | $307K | 0.00% | Share |
| 14 | Sanctuary Advisors, LLC | 12,357 | $307K | 0.00% | Share |
| 15 | Fourth Dimension Wealth, LLC | 11,422 | $286K | 0.10% | Share |
| 16 | UBS Group AG | 120 | $3K | 0.00% | Share |
| 17 | Private Advisor Group, LLC | 22,245 | $0 | 0.00% | Share |
MYCH Institutional Ownership History
| Quarter | Holders | Total Value | Change |
|---|---|---|---|
| Q4 2025 | 14 | $22.8M | +6 |
| Q3 2025 | 8 | $16.1B | -3 |
| Q2 2025 | 11 | $19.4B | +5 |
| Q1 2025 | 6 | $14.1B | +1 |
| Q4 2024 | 5 | $5.4B | +3 |
| Q3 2024 | 2 | $5.0T | — |
Similar Stocks by Institutional Ownership
As of Q4 2025, 17 institutional investors hold MYCH (State Street My2028 Corporate Bond ETF). The largest holder is Heartwood Wealth Advisors LLC with $8.5M in shares. This quarter, 9 institutions opened new positions and 3 closed their positions.
Frequently Asked Questions
How many hedge funds own MYCH?
As of Q4 2025, 17 institutional investors report holding MYCH (State Street My2028 Corporate Bond ETF) in their 13F filings.
Who is the largest institutional holder of MYCH?
The largest institutional holder of MYCH is Heartwood Wealth Advisors LLC with $8.5M in shares.
Is institutional ownership of MYCH increasing or decreasing?
This quarter, 9 institutions opened new positions in MYCH and 3 closed their positions.