STATE STREET MY2031 MUNICIPAL BOND ETF 13F Institutional Holdings

Institutions

Combined AUM (Q2 2026)

$10.7M

Combined Shares (Q2 2026)

427,394

Overall Trend

Increase

All institutions combined

Basis: holder count and combined value / shares merge all share classes of the same company (e.g. Class A / C); each institution is counted once, and value & shares are the sum across classes.

📥 Inflow (Q1 2026→Q2 2026)

+68,004

3 institutions added · 1 new buys

Est. buy amount ≈ —

📤 Outflow (Q1 2026→Q2 2026)

-5,535

1 institutions reduced · 0 exits

Est. sell amount ≈ —

⚖️ Net Share Change

+62,469

—

Net Buy

💰 Est. Net Value

≈ —

—

est. price —

	Portfolio %	Prev Q %	Rank	Q2 2026 Value	Q2 2026 Shares	Prev Q Value	Prev Q Shares	Shares Change	Action
Heartwood Wealth Advisors LLC	0.59%	0.58%	#1	$7.6M	301,746	$6.6M	265,263	+36,483+13.75%	Add
Lido Advisors, LLC	<0.01%	<0.01%	#3	$1.4M	57,709	$1.3M	51,810	+5,899+11.39%	Add
JANE STREET GROUP, LLC	<0.01%	<0.01%	#5	$890,325	35,457	$1.0M	40,992	-5,535-13.50%	Reduce
MONECO ADVISORS, LLC	0.04%	—	#2	$636,275	25,622	$0	0	+25,622	New Buy
FIFTH THIRD BANCORP	<0.01%	<0.01%	#4	$172,220	6,860	$170,848	6,860	00.00%	Unchanged

STATE STREET MY2031 MUNICIPAL BOND ETF

🧭 Institutional Sector Flow Heatmap