αAlphaSMO
/
MacroRadarBuy/Sell TrendsSector RotationPortfolio UpdatesInstitutionsGuru PortfoliosInsider TradesSmart MoneyForm 144 Pre-Sale13D/13G Ownership8-K EventsWatchlistAboutSettingsLogin
/

Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

MYCH

MYCH 13F Filings: Institutional Buyers & Sellers

State Street My2028 Corporat

+$310.0M

Net Activity

Institutions Holding

26

Popularity Rank

#7631

Avg Weight

0.11%

Total Value

$334.6M

Ownership Trend

26 institutions currently hold MYCH, with 21 net buyers and 5 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

5

Net Buying Institutions

21

Key Holders

Key Holders

Top 5 by Value

LA
Lido Advisors, LLC
$306.7M
HW
Heartwood Wealth Advisors LLC
$9.8M
SI
Susquehanna International Group, LLP
$2.2M
LF
LPL Financial LLC
$2.1M
GS
Goldman Sachs Group INC
$1.9M

Top 5 by Conviction

LA
Lido Advisors, LLC
0.94%
HW
Heartwood Wealth Advisors LLC
0.85%
BW
Blossom Wealth Management
0.31%
GF
Gryphon Financial Partners LLC
0.20%
LA
L2 Asset Management, LLC
0.16%
View all 26 holding institutions

Quarterly Activity

Recent Activity

+$332.1M

Total Buy Value

$5.0M

Total Sell Value

New buy13
Trim4
Add8
Sold out1

21

Net Buyers

5

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding STATE STREET MY2028 CORPORAT (MYCH)?
Major stakeholders currently include Lido Advisors, LLC ($306.7M), Heartwood Wealth Advisors LLC ($9.8M), Susquehanna International Group, LLP ($2.2M). Based on the latest 13F filings, there are a total of 26 tracked investment funds and institutions maintaining positions in MYCH.
What is the overall institutional sentiment toward MYCH recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $310.0M, driven by 21 managers accumulating shares while 5 reduced their exposure.
Which institutions have been selling or reducing their MYCH positions?
In the latest period, 4 funds trimmed their holdings, and 1 managers completely exited their positions. The aggregate reported sell value was $5.0M.
Are there any notable investors adding MYCH to their portfolios?
Yes, buying activity remains notable. 13 institutions opened new positions in {ticker}, and 8 existing holders added to their shares. The total reported buy value for the quarter amounted to $332.1M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail