MYMJ β€” SPDR SSGA MY2030 MUNICIPAL BOND ETF

Ownership history in Global Financial Private Client, LLC  Β·  5 quarters on record

AI Ownership Summary

Global Financial Private Client, LLC reported SPDR SSGA MY2030 MUNICIPAL BOND ETF (MYMJ) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.08% in 2025 Q3. The latest visible filing shows MYMJ at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MYMJ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Financial Private Client, LLC's position in SPDR SSGA MY2030 MUNICIPAL BOND ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MYMJ was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Global Financial Private Client, LLC held MYMJ β€” position size vs. price
% of Fund (quarterly)    MYMJ price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 9,131 β€” 0% 0.08% $227K 2026-02-14 (Est.) $24.97
2025 Q3 ADDED 9,131 +440 +5.1% 0.08% $226K 2025-10-21 $24.52
2025 Q2 ADDED 8,691 +2,748 +46.2% 0.08% $213K 2025-07-10 $23.91
2025 Q1 REDUCED 5,943 -626 -9.5% 0.06% $146K 2025-04-08 $23.37
2024 Q4 INITIATED 6,569 β€” β€” 0.06% $162K 2025-01-14 $23.55

🏒 Other funds also holding MYMJ

As of 2025 Q4 β€” sorted by position size

Heartwood Wealth Advisors LLC 3Y 0.54% Lido Advisors, LLC 3Y 7Y 0.0% JANE STREET GROUP, LLC 3Y 7Y 0.0%

FAQ About Global Financial Private Client, LLC and MYMJ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Global Financial Private Client, LLC reported owning MYMJ?

Global Financial Private Client, LLC reported MYMJ across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported MYMJ position in Global Financial Private Client, LLC's portfolio?

The largest reported portfolio weight for MYMJ was 0.08% in 2025 Q3.

What is the latest reported MYMJ position on this page?

The most recent filing on this page is 2025 Q4, when Global Financial Private Client, LLC reported 9,131 shares, equal to 0.08% of portfolio, with an estimated market value of $227K.

What does the chart on this MYMJ ownership page compare?

The chart compares Global Financial Private Client, LLC's quarterly MYMJ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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