Global Financial Private Client, LLC MYCI β€” SPDR SSGA MY2029 CORPORATE BOND ETF

Ownership history in Global Financial Private Client, LLC  Β·  6 quarters on record

AI Ownership Summary

Global Financial Private Client, LLC reported SPDR SSGA MY2029 CORPORATE BOND ETF (MYCI) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.29% in 2025 Q2. The latest visible filing shows MYCI at 0.23% 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 MYCI 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 MY2029 CORPORATE 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
2026 Q1

MYCI was reported at 0.23% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q2

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 2026 Q1

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 MYCI β€” position size vs. price
% of Fund (quarterly)    MYCI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 28,577 -477 -1.6% 0.23% $711K 2026-04-20 $24.95
2025 Q4 REDUCED β€” β€” β€” 29,054 -614 -2.1% 0.26% $728K 2026-01-27 $24.81
2025 Q3 REDUCED 5.8% +1.3% ❌ 29,668 -1,826 -5.8% 0.27% $744K 2025-10-21 $24.60
2025 Q2 ADDED β€” β€” β€” 31,494 +9,311 +42.0% 0.29% $786K 2025-07-10 $23.98
2025 Q1 REDUCED β€” β€” β€” 22,183 -299 -1.3% 0.21% $549K 2025-04-08 $23.31
2024 Q4 INITIATED β€” β€” β€” 22,482 β€” β€” 0.21% $548K 2025-01-14 $22.84

🏒 Other funds also holding MYCI

As of 2026 Q1 β€” sorted by position size

Heartwood Wealth Advisors LLC 3Y 0.85% Farther Finance Advisors, LLC 0.0% Private Advisor Group, LLC 3Y 7Y 0.0%

FAQ About Global Financial Private Client, LLC and MYCI

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 MYCI?

Global Financial Private Client, LLC reported MYCI across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

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

The largest reported portfolio weight for MYCI was 0.29% in 2025 Q2.

What is the latest reported MYCI position on this page?

The most recent filing on this page is 2026 Q1, when Global Financial Private Client, LLC reported 28,577 shares, equal to 0.23% of portfolio, with an estimated market value of $711K.

What does the chart on this MYCI ownership page compare?

The chart compares Global Financial Private Client, LLC's quarterly MYCI 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.

How well did Global Financial Private Client, LLC time their MYCI position?

Based on 13F filing dates vs. subsequent MYCI price moves, Global Financial Private Client, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on MYCI relative to SPY over the holding period was -9.3%.

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