SS SPDR N Ice HY Muni ETFHYMBETF

13F holders, Q1 2024 (March 31)
351holders
2famous investors
$25.68avg. 13F price*

At the end of Q1 2024, 351 institutions reported holding SS SPDR N Ice HY Muni ETF (HYMB) in their 13F filings. The largest holders were FMR LLC ($263.1M), Sei Investments Co. ($187.3M) and Goldman Sachs Group Inc. ($150.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR N Ice HY Muni ETF
Filed as
SPDR SER TR (Q1 2024)
CUSIP
78464A284
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 351Q1 2024Q2 2024: 351Q2 2024Q3 2024: 360Q3 2024Q4 2024: 396Q4 2024Q1 2025: 386Q1 2025Q2 2025: 391Q2 2025Q3 2025: 387Q3 2025Q4 2025: 414Q4 2025Q1 2026: 403Q1 2026Q2 2026: 423Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions45$26.8M
Exits24$11.1M

Ownership 351 holders

FMR LLC 0.02% Add +18.5% 10,241,381 $263.1M
Sei Investments Co. 0.27% Reduce -3.4% 7,288,880 $187.3M
Goldman Sachs Group Inc. 0.03% Reduce -32.8% 5,854,085 $150.4M
Raymond James & Associates 0.09% Reduce -1.0% 4,915,589 $126.3M
Wells Fargo & Company 0.03% Reduce -8.9% 4,471,353 $114.9M
Bank of America Corp. 0.01% Reduce -26.6% 3,968,368 $101.9M
Exchange Traded Concepts, LLC 2.17% Add +44.6% 3,258,311 $83.7M
Avantax Planning Partners, Inc. 2.34% Reduce -2.8% 2,813,687 $72.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.75% Reduce -1.3% 2,216,797 $56.9M
LPL Financial LLC 0.03% Reduce -21.8% 2,123,502 $54.6M
Envestnet Asset Management Inc. 0.02% Reduce -28.5% 2,014,592 $51.8M
Morgan Stanley 0.00% Reduce -11.7% 1,581,858 $40.6M
United Capital Financial Advisors, LLC 0.28% Add +0.6% 1,319,307 $33.9M
Ameriprise Financial Inc. 0.01% Add +10.8% 961,822 $24.7M
Revolve Wealth Partners, LLC 4.07% Add +17.3% 927,730 $23.8M
UBS Group AG 0.01% Add +3.3% 718,356 $18.5M
Ocean Park Asset Management, LLC 0.84% Add +15.4% 694,400 $17.8M
Private Ocean, LLC 1.70% Reduce -13.1% 625,909 $16.1M
HighTower Advisors, LLC 0.03% Add +102.9% 615,679 $15.8M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -11.0% 608,245 $15.6M
M&T Bank Corp 0.05% Add +153.8% 597,700 $15.4M
Mercer Global Advisors Inc. 0.04% Add +11.8% 562,267 $14.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.42% Add +8.2% 530,080 $13.6M
Stifel Financial Corp. 0.01% Add +14.2% 443,887 $11.4M
Avidian Wealth Enterprises, LLC 0.59% Add +88.5% 431,863 $11.1M
Capital Asset Advisory Services LLC 0.62% Reduce -2.2% 431,641 $10.9M
Axxcess Wealth Management, LLC 0.31% Reduce -2.0% 420,112 $10.8M
Osaic Holdings, Inc. 0.02% Add +10.8% 413,905 $10.6M
Jordan Park Group LLC 0.63% Add +349.9% 386,700 $9.9M
Bank of New York Mellon Corp 0.00% Add +28.2% 374,865 $9.6M
Capital Analysts, LLC 0.44% Add +0.8% 368,095 $9.5M
Betterment LLC 0.02% Reduce -7.9% 358,467 $9.2M
Royal Bank of Canada 0.00% Add +9.1% 353,599 $9.1M
Transform Wealth, LLC 0.84% Add +26.6% 343,695 $8.8M
Renaissance Technologies 0.01% Add +102.2% 326,952 $8.4M
WCG Wealth Advisors LLC 0.69% Reduce -25.2% 319,002 $8.2M
Sage Advisory Services, Ltd.Co. 2.23% Reduce -0.5% 318,465 $8.2M
Parkside Investments, LLC 1.27% Reduce -25.0% 310,975 $8.0M
Stratos Wealth Partners, LTD. 0.13% Reduce -3.9% 299,580 $7.7M
Mariner, LLC 0.02% Add +0.5% 294,686 $7.6M
Collaborative Wealth Managment Inc. 3.68% Add +8.7% 285,532 $7.3M
Confluence Investment Management LLC 0.09% Add +49.5% 265,304 $6.8M
Flow Traders U.S. LLC 0.35% New 254,670 $6.5M
Capital Insight Partners, LLC 1.18% Add +5.2% 244,876 $6.3M
Mather Group, Llc. 0.10% Reduce -0.2% 243,266 $6.2M
Prime Capital Investment Advisors, LLC 0.08% Add +42.9% 235,604 $6.1M
Syntegra Private Wealth Group, LLC 0.77% Add +5.9% 232,265 $6.0M
Vishria Bird Financial Group, LLC 2.48% Add +0.3% 225,771 $5.8M
CIBC Private Wealth Group LLC 0.01% Add +3.5% 215,015 $5.5M
JPMorgan Chase & Co. 0.00% Add +13.6% 210,317 $5.4M
Integrated Wealth Concepts LLC 0.08% Add +3.6% 205,675 $5.3M
Cercano Management LLC 0.14% New 200,000 $5.1M
Benjamin F. Edwards & Company, Inc. 0.09% Add +59.1% 199,016 $5.1M
Cetera Investment Advisers 0.01% Add +162.2% 198,959 $5.1M
Washington Trust Bank 0.48% Reduce -64.5% 197,165 $5.1M
High Net Worth Advisory Group LLC 1.58% Add +0.0% 194,922 $5.0M
HTLF Bank 0.54% Add +1.4% 183,938 $4.7M
CX Institutional 0.23% Reduce -0.2% 182,885 $4.7M
RFG Advisory, LLC 0.16% Add +1.0% 178,680 $4.6M
Old National Bancorp 0.11% Add +50.6% 178,360 $4.6M
CGN Advisors LLC 0.53% Add +2.5% 163,411 $4.2M
Erickson Financial Group, LLC 3.25% Reduce -8.2% 161,210 $4.1M
Harbor Group, Inc. 0.98% Reduce -2.5% 144,499 $3.7M
Thrivent Financial for Lutherans 0.01% Reduce -5.0% 139,721 $3.6M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -32.4% 138,403 $3.6M
Riversedge Advisors, LLC 0.86% Reduce -1.6% 135,596 $3.5M
Perigon Wealth Management, LLC 0.10% Add +19.8% 133,139 $3.4M
Chemistry Wealth Management LLC 0.92% Add +0.7% 133,109 $3.4M
Schonfeld Strategic Advisors LLC 0.03% Add +25.7% 126,031 $3.2M
Commonwealth Equity Services, LLC 0.01% Reduce -42.9% 124,325 $3.2M
Apollon Wealth Management, LLC 0.10% Reduce -3.6% 124,087 $3.2M
Lido Advisors, LLC 0.03% Reduce -11.4% 123,994 $3.2M
Old Mission Capital LLC 0.08% Add +8.1% 120,962 $3.1M
Legacy Financial Advisors, Inc. 0.55% Reduce -8.2% 119,267 $3.1M
Kestra Private Wealth Services, LLC 0.07% Add +6.6% 119,121 $3.1M
Prentice Wealth Management LLC 1.04% Add +82.4% 117,120 $3.0M
Beacon Pointe Advisors, LLC 0.03% Add +13.4% 112,178 $2.9M
Executive Wealth Management, LLC 0.25% Add +3.5% 110,427 $2.8M
MML Investors Services, LLC 0.01% Reduce -30.2% 98,164 $2.5M
FourThought Financial Partners, LLC 0.28% New 96,279 $2.5M
Traveka Wealth, LLC 1.13% Reduce -3.1% 95,098 $2.4M
Kwmg, LLC 0.26% Add +13.8% 92,938 $2.4M
Orcam Financial Group 2.60% Add +0.8% 92,271 $2.4M
Blair William & Co. 0.01% Add +63.4% 90,105 $2.3M
Pineridge Advisors LLC 0.80% Reduce -19.5% 88,823 $2.3M
Rockefeller Capital Management L.P. 0.01% Add +9.7% 88,234 $2.3M
McAdam, LLC 0.14% Add +7.7% 87,997 $2.3M
Oakwell Private Wealth Management, LLC 0.68% Add +6.6% 86,992 $2.2M
Dogwood Wealth Management LLC 1.49% Add +70.3% 86,008 $2.2M
Cabana LLC 9.16% Reduce -9.2% 83,907 $2.1M
Quotient Wealth Partners, LLC 0.08% Reduce -35.5% 83,463 $2.1M
Running Point Capital Advisors, LLC 0.96% Reduce -0.2% 83,148 $2.1M
Thrive Wealth Management, LLC 0.44% Reduce -64.3% 82,849 $2.1M
Private Advisor Group, LLC 0.01% Add +23.5% 80,661 $2.1M
Melone Private Wealth, LLC 1.22% Reduce -7.8% 79,025 $2.0M
Equitable Holdings, Inc. 0.02% Reduce -31.9% 77,456 $2.0M
Dravo Bay LLC 1.15% Add +1.3% 75,218 $1.9M
Tennessee Valley Asset Management Partners 0.46% Add +3.1% 74,629 $1.9M
Wedmont Private Capital 0.14% Reduce -6.9% 74,205 $1.9M
Wealth Management Resources, Inc. 0.51% Add +2.9% 70,216 $1.8M
Essex Bank 0.51% No change 69,761 $1.8M
Cape Cod Five Cents Savings Bank 0.17% Reduce -3.0% 66,974 $1.7M
Bragg Financial Advisors, Inc 0.08% Add +0.6% 65,226 $1.7M
Farther Finance Advisors, LLC 0.10% Reduce -39.7% 62,519 $1.6M
Creative Planning 0.00% Add +30.9% 61,446 $1.6M
SevenBridge Financial Group, LLC 0.35% Add +12.9% 61,733 $1.6M
Manhattan West Asset Management, LLC 0.37% Reduce -2.3% 59,424 $1.5M
Hart & Patterson Financial Group LLC 0.75% Reduce -2.4% 58,927 $1.5M
Dohj, LLC 0.39% Add +41.7% 56,906 $1.5M
Clark Capital Management Group, Inc. 0.01% New 54,821 $1.4M
SVB Wealth LLC 0.03% Reduce -23.1% 54,788 $1.4M
Atria Investments, Inc 0.02% Reduce -7.3% 53,749 $1.4M
HSBC Holdings PLC 0.00% Reduce -4.2% 53,742 $1.4M
1900 Wealth Management LLC 0.13% Reduce -42.4% 53,487 $1.4M
Cedar Brook Financial Partners, LLC 0.27% No change 53,444 $1.4M
Cerity Partners LLC 0.00% Add +274.1% 54,259 $1.4M
Baird Financial Group, Inc. 0.00% Reduce -30.0% 53,004 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +129.4% 52,555 $1.4M
Aft, Forsyth & Company, Inc. 0.77% Reduce -8.9% 52,270 $1.3M
Kestra Advisory Services, LLC 0.01% Add +20.2% 51,128 $1.3M
Townsquare Capital LLC 0.02% Reduce -1.9% 49,941 $1.3M
Sebold Capital Management, Inc. 0.85% Add +75.0% 48,926 $1.3M
Foundations Investment Advisors, LLC 0.03% Reduce -1.2% 48,018 $1.2M
Performance Wealth Partners, LLC 0.05% Reduce -7.0% 46,676 $1.2M
Raymond James Trust N.A. 0.03% Add +5.0% 46,284 $1.2M
D.B. Root & Company, LLC 0.40% New 45,822 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -40.9% 44,948 $1.2M
Lincoln National Corp. 0.02% Add +2.6% 44,706 $1.1M
Exencial Wealth Advisors, LLC 0.04% Reduce -10.8% 44,693 $1.1M
Ausdal Financial Partners, Inc. 0.13% Reduce -16.4% 44,305 $1.1M
GYL Financial Synergies, LLC 0.09% Reduce -44.1% 44,131 $1.1M
Breakwater Capital Group 0.28% Add +2.6% 43,853 $1.1M
Burt Wealth Advisors 0.28% Reduce -15.7% 43,052 $1.1M
AE Wealth Management LLC 0.01% Reduce -70.8% 42,022 $1.1M
Financial Advocates Investment Management 0.06% Add +0.2% 41,107 $1.1M
Tortoise Investment Management, LLC 0.13% Reduce -5.3% 41,030 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.2% 40,696 $1.0M
Yeomans Consulting Group, Inc. 0.45% New 40,042 $1.0M
Heritage Wealth Management, Inc. 1.01% Add +17.0% 39,668 $1.0M
Brown Wealth Management, LLC 0.42% Reduce -16.0% 39,125 $1.0M
Private Trust Co. NA 0.11% Reduce -1.4% 39,077 $1.0M
Regal Investment Advisors LLC 0.07% Reduce -5.0% 38,277 $983K
Tradewinds Capital Management, LLC 0.27% Reduce -9.0% 38,265 $983K
Beta Wealth Group, Inc. 0.47% Reduce -9.9% 37,422 $961K
Mirae Asset Global Investments Co., Ltd. 0.00% No change 37,179 $955K
Wealthcare Advisory Partners LLC 0.03% Add +26.7% 36,906 $948K
Heartwood Wealth Advisors LLC 0.12% No change 36,714 $943K
ACT Advisors, LLC. 0.52% Reduce -1.7% 36,681 $942K
Kraematon Investment Advisors, Inc. 0.92% Add +0.1% 35,401 $909K
Flagship Harbor Advisors, LLC 0.06% Add +25.7% 34,658 $890K
OneAscent Financial Services LLC 0.10% Reduce -1.2% 33,489 $860K
Ameritas Investment Partners, Inc. 0.03% Add +13.3% 33,368 $857K
Legacy Financial Strategies, LLC 0.22% Reduce -6.7% 32,708 $840K
Great Valley Advisor Group, Inc. 0.03% Reduce -20.5% 32,640 $839K
Inspire Advisors, LLC 0.12% Add +6.7% 32,437 $833K
Pallas Capital Advisors LLC 0.03% Reduce 0.0% 31,773 $816K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -81.4% 31,764 $816K
WBH Advisory Inc. 0.08% Reduce -2.0% 30,445 $782K
Orion Porfolio Solutions, LLC 0.01% Add +1.4% 30,361 $780K
Orion Portfolio Solutions, LLC 0.01% Add +1.4% 30,361 $780K
Meeder Advisory Services, Inc. 0.08% No change 29,668 $762K
Modera Wealth Management, LLC 0.01% Add +11.1% 29,456 $757K
First Interstate Bank 0.05% New 29,331 $754K
Park Avenue Securities LLC 0.01% New 27,653 $710K
Avantax Advisory Services, Inc. 0.01% Add +9.8% 27,356 $703K
James J. Burns & Company, LLC 0.24% Reduce -63.9% 27,077 $688K
Family Asset Management, LLC 0.43% Reduce -1.9% 26,469 $680K
Droms Strauss Advisors Inc. /Mo/ 0.25% Reduce -35.7% 26,176 $672K
Levy Wealth Management Group, LLC 0.19% No change 26,450 $669K
Strategic Financial Partners, Ltd. 0.37% Add +1.5% 25,966 $667K
Accurate Wealth Management, LLC 0.19% Reduce -3.1% 26,192 $663K
Cliftonlarsonallen Wealth Advisors, LLC 0.02% Reduce -60.4% 25,801 $663K
VanderPol Investments L.L.C. 1.89% Add +96.9% 25,688 $660K
Roberts Financial Services LLC 0.13% Reduce -24.7% 25,601 $658K
Journey Strategic Wealth LLC 0.03% Reduce -37.2% 25,575 $657K
Alta Wealth Advisors LLC 0.33% Add +0.0% 25,456 $654K
MBL Wealth, LLC 0.07% Add +11.2% 25,256 $649K
Syverson Strege & Co 0.23% Reduce -2.8% 24,998 $642K
Cahill Financial Advisors Inc. 0.09% Reduce -4.7% 24,936 $641K
Prudential Financial Inc. 0.00% New 24,824 $638K
Howard Capital Management, LLC 0.07% New 24,230 $622K
MIdWestOne Financial Group, Inc. 0.11% Reduce -19.6% 24,117 $620K
Integrity Wealth Solutions LLC 0.38% Add +0.7% 22,911 $589K
Saxon Interests, Inc. 0.28% Reduce -11.7% 22,755 $585K
FC Advisory LLC 0.22% Reduce -0.2% 22,743 $584K
World Investment Advisors 0.08% Add +0.4% 22,394 $575K
Everhart Financial Group, Inc. 0.17% No change 22,194 $570K
Stablepoint Partners, LLC 0.11% Reduce -4.5% 20,993 $539K
Trust Point Inc. 0.04% Reduce -76.2% 20,980 $539K
Integral Investment Advisors, Inc. 0.22% No change 21,000 $539K
Citigroup Inc. 0.00% Reduce -2.1% 20,813 $535K
OneDigital Investment Advisors LLC 0.01% Add +41.5% 20,689 $532K
HRT Financial LP 0.00% New 20,571 $528K
Coldstream Capital Management Inc. 0.01% Reduce -31.4% 20,470 $526K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.2% 20,394 $524K
Advisory Services Network, LLC 0.01% Reduce -0.3% 20,313 $522K
Traphagen Investment Advisors LLC 0.06% Reduce -18.2% 20,119 $517K
Clear Rock Advisors, LLC 0.22% No change 19,680 $506K
Kuhn & Co Investment Counsel 0.47% Add +6.4% 19,603 $504K
Weitzel Financial Services, Inc. 0.25% Reduce -7.3% 19,522 $498K
NewEdge Advisors, LLC 0.00% Add +246.6% 19,285 $495K
Caldwell Trust Co 0.05% Reduce -2.8% 18,322 $471K
Xcel Wealth Management, LLC 0.15% New 18,000 $462K
Principal Securities, Inc. 0.01% New 17,870 $459K
Curtis Advisory Group, LLC 0.18% Reduce -2.8% 17,838 $458K
Aspect Partners, LLC 0.36% Reduce -2.7% 17,668 $454K
Insight Wealth Strategies, LLC 0.07% Add +0.4% 17,609 $452K
IMA Advisory Services, Inc. 0.21% Add +23.1% 17,050 $438K
Truist Financial Corp. 0.00% Add +5.2% 16,984 $436K
LifePro Asset Management 0.29% No change 16,800 $432K
Compound Planning, Inc. 0.04% Add +38.4% 16,697 $429K
BCS Wealth Management 0.14% Reduce -1.4% 16,455 $423K
Advisory Resource Group 0.10% Add +16.9% 16,288 $418K
Missouri Trust & Investment Co 0.16% No change 16,250 $417K
Qube Research & Technologies Ltd 0.00% Reduce -9.5% 15,770 $405K
Mutual Advisors, LLC 0.01% Add +3.2% 15,286 $393K
Bar Harbor Wealth Management 0.03% No change 15,248 $392K
Veery Capital, LLC 0.16% Reduce -49.2% 15,138 $389K
Crescent Grove Advisors, LLC 0.04% Reduce -7.0% 15,076 $387K
Cedrus LLC 0.21% No change 14,801 $380K
IHT Wealth Management, LLC 0.01% Reduce -5.7% 14,557 $374K
Comerica Bank 0.00% Add +6.6% 14,440 $371K
Jacobi Capital Management LLC 0.03% No change 14,200 $365K
Hennion & Walsh Asset Management, Inc. 0.02% Reduce -64.5% 13,897 $357K
Teamwork Financial Advisors, LLC 0.05% Add +22.4% 13,871 $356K
Concurrent Investment Advisors, LLC 0.01% Add +2.0% 13,860 $356K
Fort Point Capital Partners LLC 0.05% No change 13,688 $352K
Csenge Advisory Group 0.02% Add +4.6% 13,558 $348K
Diversify Advisory Services, LLC 0.02% — 13,650 $348K
Wealthfront Advisers LLC 0.00% Add +6.8% 13,493 $347K
Kingsview Wealth Management, LLC 0.01% Add +0.1% 13,296 $342K
Northern Trust Corp. 0.00% No change 13,148 $338K
Schmidt P J Investment Management Inc. 0.06% New 12,740 $327K
Advisory Alpha, LLC 0.01% Reduce -58.7% 12,548 $322K
Moneta Group Investment Advisors LLC 0.01% Reduce -4.0% 12,543 $322K
TrinityPoint Wealth, LLC 0.05% New 12,340 $317K
Naples Global Advisors, LLC 0.03% No change 12,264 $315K
Intrua Financial, LLC 0.05% Add +2.9% 12,105 $311K
Eagle Wealth Strategies LLC 0.25% Reduce -43.0% 11,990 $306K
Principal Financial Group Inc. 0.00% No change 11,672 $300K
Envestnet Portfolio Solutions, Inc. 0.00% New 11,602 $298K
Able Wealth Management LLC 0.25% New 11,290 $290K
Lodestar Private Asset Management LLC 0.04% Reduce -1.0% 11,290 $290K
Strategic Financial Planning, Inc. 0.22% Reduce -12.1% 11,287 $290K
Tritonpoint Wealth, LLC 0.03% Reduce -8.0% 10,533 $290K
Blackhawk Capital Partners, LLC 0.18% New 11,207 $288K
Rede Wealth, LLC 0.12% Add +8.2% 10,904 $280K
WealthShield Partners, LLC 0.04% Reduce -24.1% 10,750 $276K
Hilltop Partners LLC 0.10% Add +7.7% 10,686 $275K
Steele Capital Management, Inc. 0.02% No change 10,407 $267K
Smith Anglin Financial, LLC 0.03% Reduce -35.7% 10,391 $267K
Martel Wealth Advisors LLC 0.06% No change 10,339 $266K
Sowell Financial Services LLC 0.01% New 10,246 $263K
Sigma Planning Corp 0.01% New 10,220 $263K
Atlas Private Wealth Management, LLC 0.11% New 10,200 $262K
First Trust Advisors LP 0.00% Add +2.9% 10,120 $260K
HCR Wealth Advisors 0.04% No change 10,050 $258K
Foster & Motley Inc. 0.02% No change 10,005 $257K
Gill Capital Partners, LLC 0.10% No change 10,158 $256K
Captrust Financial Advisors 0.00% Add +16.6% 9,904 $254K
EP Wealth Advisors, LLC 0.00% Reduce -24.8% 9,856 $253K
Global Financial Private Client, LLC 0.11% Add +1.1% 9,906 $253K
Strata Wealth Advisors, LLC 0.09% Reduce -1.9% 9,797 $252K
US Bancorp \de 0.00% Reduce -29.3% 9,732 $250K
Capital Investment Advisors, LLC 0.01% New 9,400 $241K
Acorn Wealth Advisors, LLC 0.13% New 9,345 $240K
Dakota Wealth Management 0.01% New 9,280 $238K
Dorsey & Whitney Trust CO LLC 0.02% Add +4.4% 9,268 $238K
Black Diamond Financial, LLC 0.06% No change 9,320 $236K
Strategies Wealth Advisors, LLC 0.04% Reduce -12.2% 9,007 $231K
White Lighthouse Investment Management Inc. 0.05% No change 9,000 $231K
Flagstar Securities, Inc. 0.06% Add +0.7% 8,982 $231K
Weaver Consulting Group 0.09% Reduce -5.3% 8,978 $231K
First Heartland Consultants, Inc. 0.02% New 8,650 $222K
Canvas Wealth Advisors, LLC 0.07% New 8,587 $217K
Carmichael Hill & Associates, Inc. 0.09% No change 8,322 $214K
Gladstone Institutional Advisory LLC 0.01% New 8,317 $214K
New Insight Wealth Advisors 0.13% Reduce -3.3% 8,119 $209K
Basepoint Wealth LLC 0.16% New 8,103 $208K
TCP Asset Management, LLC 0.05% New 8,055 $207K
Fairhaven Wealth Management, LLC 0.07% No change 8,009 $206K
Legacy Advisory Services, LLC 0.19% Add +0.6% 7,995 $205K
Cypress Wealth Services, LLC 0.05% Add +0.3% 7,975 $205K
Omega Financial Group, LLC 0.08% No change 7,912 $203K
Founders Financial Alliance, LLC 0.06% Add +644.4% 7,444 $191K
Global Retirement Partners, LLC 0.01% Add +5.8% 7,330 $188K
Citadel Advisors 0.00% Reduce -90.8% 7,112 $183K
BTS Asset Management, Inc. 0.15% New 7,036 $181K
Cwm, LLC 0.00% Reduce -25.8% 6,749 $173K
GeoWealth Management, LLC 0.01% Reduce -15.2% 6,711 $172K
Wetzel Investment Advisors, Inc. 0.10% Reduce -6.0% 6,703 $170K
GoalVest Advisory LLC 0.05% New 6,290 $162K
Macroview Investment Management LLC 0.17% Reduce -2.6% 5,954 $153K
Goodwin Investment Advisory 0.07% New 5,897 $151K
Clean Yield Group 0.04% No change 3,593 $92K
Larson Financial Group LLC 0.01% Add +10881.3% 3,514 $90K
LGT Financial Advisors LLC 0.10% Reduce -11.3% 3,376 $87K
Concourse Financial Group Securities, Inc. 0.01% No change 3,000 $77K
Blue Trust, Inc. 0.00% Reduce -39.5% 2,987 $77K
Allworth Financial LP 0.00% Add +3.6% 2,908 $75K
O'shaughnessy Asset Management, LLC 0.00% Add +1847.6% 2,824 $73K
Friedenthal Financial 0.04% Add +1.3% 2,782 $71K
AdvisorNet Financial, Inc 0.01% Reduce -85.7% 2,586 $66K
Trust Co. of Vermont 0.00% New 2,409 $62K
Parallel Advisors, LLC 0.00% Add +0.3% 2,404 $62K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 2,008 $52K
Benjamin Edwards Inc. 0.01% Add +66.1% 1,927 $50K
Transcendent Capital Group LLC 0.02% Add +4.2% 1,652 $42K
Nemes Rush Group LLC 0.01% New 1,582 $41K
Jones Financial Companies LLLP 0.00% New 1,560 $40K
Geneos Wealth Management Inc. 0.00% No change 1,550 $40K
Creative Financial Designs Inc. 0.00% Reduce -8.3% 1,539 $40K
EverSource Wealth Advisors, LLC 0.00% Reduce -37.7% 1,551 $39K
FAS Wealth Partners, Inc. 0.00% Add +1431.9% 1,440 $37K
EPG Wealth Management LLC 0.01% No change 1,421 $37K
Cardiff Park Advisors, LLC 0.00% No change 1,246 $32K
Naples Money Management LLC 0.03% New 1,155 $30K
CoreCap Advisors, LLC 0.00% New 1,120 $29K
Ballast Advisors LLC 0.01% Add +74.5% 1,096 $28K
Capital Investment Advisory Services, LLC 0.00% New 1,000 $26K
Private Capital Management LLC 0.01% No change 944 $24K
Pinnacle Bancorp, Inc. 0.01% Add +0.8% 908 $23K
Key Financial Inc 0.01% No change 900 $23K
Evergreen Private Wealth LLC 0.01% No change 863 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 861 $22K
Rise Advisors, LLC 0.01% No change 846 $22K
CENTRAL TRUST Co 0.00% No change 738 $19K
Harbour Investments, Inc. 0.00% No change 680 $17K
Spire Wealth Management 0.00% Reduce -36.5% 345 $9K
Salomon & Ludwin, LLC 0.00% No change 320 $8K
Gradient Investments LLC 0.00% No change 284 $7K
IFP Advisors, Inc 0.00% Reduce -68.9% 275 $7K
Glen Eagle Advisors, LLC 0.00% No change 205 $5K
Blue Bell Private Wealth Management, LLC 0.00% Add +470.0% 171 $4K
Continuum Advisory, LLC 0.00% New 169 $4K
First Horizon Advisors, Inc. 0.00% New 161 $4K
JNBA Financial Advisors 0.00% New 144 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 140 $4K
Franklin Resources Inc. 0.00% Reduce -1.5% 135 $3K
Realta Investment Advisors 0.00% New 127 $3K
Aptus Capital Advisors, LLC 0.00% New 109 $3K
Beacon Capital Management, LLC 0.00% No change 97 $2K
DHJJ Financial Advisors, Ltd. 0.00% No change 90 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -10.0% 90 $2K
Paladin Advisory Group, LLC 0.00% No change 56 $1K
Signaturefd, LLC 0.00% New 55 $1K
Retirement Group, LLC 0.00% No change 52 $1K
Howe & Rusling Inc. 0.00% No change 48 $1K
ICA Group Wealth Management, LLC 0.00% Reduce -88.0% 28 $722
BNP Paribas Financial Markets 0.00% New 25 $642
Raleigh Capital Management Inc. 0.00% No change 20 $514

"% of holder's portfolio" is HYMB's weight in each manager's 13F, not the share of SS SPDR N Ice HY Muni ETF the manager owns.