SS SPDR N Ice HY Muni ETFHYMBETF

13F holders, Q2 2024 (June 30)
351holders
32new positions
35sold out
1famous investor
$25.44avg. 13F price*

At the end of Q2 2024, 351 institutions reported holding SS SPDR N Ice HY Muni ETF (HYMB) in their 13F filings, unchanged from Q1 2024. 32 opened new positions and 35 sold out. The largest holders were FMR LLC ($353.7M), Sei Investments Co. ($179.9M) and Bank of America Corp. ($158.3M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR N Ice HY Muni ETF
Filed as
SPDR SER TR (Q2 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 → Q2 2024

InstitutionsTotal Value
New Positions32$48.0M
Exits35$26.8M

All 13F filers, Q1 2024 → Q2 2024: 12,276,150 shares bought and 5,237,254 shares sold, net +7,038,896 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 351 holders

FMR LLC 0.02% Add +35.8% 13,904,556 $353.7M
Sei Investments Co. 0.25% Reduce -3.0% 7,070,092 $179.9M
Bank of America Corp. 0.02% Add +56.8% 6,223,108 $158.3M
Goldman Sachs Group Inc. 0.03% Add +3.0% 6,032,613 $153.5M
Wells Fargo & Company 0.03% Add +12.2% 5,018,742 $127.7M
Raymond James & Associates 0.08% Reduce -0.4% 4,896,909 $124.6M
Avantax Planning Partners, Inc. 2.22% Reduce -3.7% 2,709,612 $68.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.73% Add +2.3% 2,267,344 $57.7M
LPL Financial LLC 0.03% Add +4.7% 2,224,218 $56.6M
Envestnet Asset Management Inc. 0.02% Add +8.2% 2,180,313 $55.5M
Morgan Stanley 0.00% Add +8.2% 1,711,956 $43.6M
HighTower Advisors, LLC 0.06% Add +136.7% 1,457,156 $37.1M
United Capital Financial Advisors, LLC 0.29% Add +1.2% 1,334,810 $34.0M
Jane Street Group, LLC 0.03% New 1,095,129 $27.9M
Revolve Wealth Partners, LLC 4.14% Add +6.3% 985,958 $25.1M
Ameriprise Financial Inc. 0.01% Reduce -0.5% 957,289 $24.4M
Ocean Park Asset Management, LLC 1.00% Add +19.6% 830,200 $21.1M
UBS Group AG 0.01% Add +0.1% 718,942 $18.3M
Tradewinds Capital Management, LLC 5.28% Add +1737.4% 703,085 $17.9M
Mercer Global Advisors Inc. 0.05% Add +16.9% 657,360 $16.7M
Exchange Traded Concepts, LLC 0.40% Reduce -81.1% 616,005 $15.7M
M&T Bank Corp 0.05% No change 597,700 $15.2M
Private Ocean, LLC 1.31% Reduce -6.8% 583,026 $14.8M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -6.9% 566,174 $14.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.41% Add +0.6% 533,459 $13.6M
Bank of New York Mellon Corp 0.00% Add +29.5% 485,507 $12.4M
Avidian Wealth Enterprises, LLC 0.56% Add +6.2% 458,766 $11.7M
Stifel Financial Corp. 0.01% Add +1.0% 448,431 $11.4M
Capital Asset Advisory Services LLC 0.61% Add +0.7% 434,689 $11.2M
Axxcess Wealth Management, LLC 0.29% Reduce -0.7% 417,034 $10.6M
Parkside Investments, LLC 1.64% Add +31.6% 409,075 $10.4M
WCG Wealth Advisors LLC 0.75% Add +25.5% 400,376 $10.2M
Betterment LLC 0.03% Add +8.8% 389,927 $9.9M
Jordan Park Group LLC 0.75% Reduce -0.5% 384,739 $9.8M
Capital Analysts, LLC 0.43% Add +2.7% 378,007 $9.6M
Meeder Advisory Services, Inc. 0.62% Add +1059.9% 344,130 $8.8M
Mariner, LLC 0.02% Add +11.3% 328,070 $8.3M
Renaissance Technologies 0.01% Reduce -2.6% 318,572 $8.1M
Flow Traders U.S. LLC 0.39% Add +22.5% 311,943 $7.9M
Osaic Holdings, Inc. 0.02% Reduce -26.0% 306,302 $7.8M
Collaborative Wealth Managment Inc. 3.76% Add +6.0% 302,571 $7.7M
Royal Bank of Canada 0.00% Reduce -15.7% 298,169 $7.6M
Mather Group, Llc. 0.09% Add +16.4% 283,056 $7.3M
Stratos Wealth Partners, LTD. 0.12% Reduce -4.9% 284,838 $7.2M
Confluence Investment Management LLC 0.10% Add +3.2% 273,868 $7.0M
Syntegra Private Wealth Group, LLC 0.79% Add +5.5% 244,948 $6.2M
Capital Insight Partners, LLC 1.16% Reduce -1.7% 240,723 $6.1M
Old National Bancorp 0.14% Add +31.4% 234,460 $6.0M
Vishria Bird Financial Group, LLC 2.41% No change 225,771 $5.7M
CIBC Private Wealth Group LLC 0.01% Add +0.3% 215,644 $5.5M
Cetera Investment Advisers 0.01% Add +5.8% 210,508 $5.4M
JPMorgan Chase & Co. 0.00% Reduce -0.9% 208,392 $5.3M
Cercano Management LLC 0.14% No change 200,000 $5.1M
Benjamin F. Edwards & Company, Inc. 0.09% Reduce -0.7% 197,557 $5.0M
High Net Worth Advisory Group LLC 1.50% Add +0.1% 195,023 $5.0M
Prentice Wealth Management LLC 1.58% Add +62.7% 190,530 $4.8M
CX Institutional 0.22% Add +2.8% 188,071 $4.8M
Sage Advisory Services, Ltd.Co. 1.31% Reduce -42.5% 183,045 $4.7M
RFG Advisory, LLC 0.15% Add +1.9% 182,064 $4.6M
Susquehanna International Group, LLP 0.01% New 180,773 $4.6M
Prime Capital Investment Advisors, LLC 0.07% Reduce -23.3% 180,772 $4.6M
HTLF Bank 0.52% Reduce -2.2% 179,945 $4.6M
CGN Advisors LLC 0.52% Add +7.3% 175,254 $4.5M
Erickson Financial Group, LLC 3.21% Add +2.5% 165,284 $4.2M
Thrivent Financial for Lutherans 0.01% Add +3.8% 145,091 $3.7M
Harbor Group, Inc. 0.94% Add +0.1% 144,576 $3.7M
Integrated Wealth Concepts LLC 0.05% Reduce -30.4% 143,069 $3.6M
Commonwealth Equity Services, LLC 0.01% Add +11.5% 138,606 $3.5M
Perigon Wealth Management, LLC 0.10% Add +3.1% 137,332 $3.5M
Chemistry Wealth Management LLC 0.88% Add +1.0% 134,382 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -4.5% 132,158 $3.4M
Riversedge Advisors, LLC 0.80% Reduce -4.4% 129,600 $3.3M
Apollon Wealth Management, LLC 0.10% Add +3.1% 127,990 $3.3M
Legacy Financial Advisors, Inc. 0.53% Reduce -1.1% 117,960 $3.0M
Kestra Private Wealth Services, LLC 0.06% Reduce -1.3% 117,575 $3.0M
Beacon Pointe Advisors, LLC 0.04% Add +4.1% 116,827 $3.0M
Lido Advisors, LLC 0.02% Reduce -6.8% 115,537 $2.9M
Elequin Capital, LP 1.94% New 111,758 $2.8M
Blair William & Co. 0.01% Add +15.2% 103,760 $2.6M
Pineridge Advisors LLC 0.86% Add +11.9% 99,423 $2.5M
Kwmg, LLC 0.26% Add +1.3% 94,120 $2.4M
FourThought Financial Partners, LLC 0.31% Reduce -2.5% 93,917 $2.4M
Oakwell Private Wealth Management, LLC 0.67% Add +7.8% 93,784 $2.4M
Rockefeller Capital Management L.P. 0.01% Add +5.6% 93,186 $2.4M
Traveka Wealth, LLC 1.15% Reduce -2.8% 92,465 $2.4M
McAdam, LLC 0.14% Add +4.5% 92,005 $2.3M
Orcam Financial Group 2.46% Reduce -2.2% 90,282 $2.3M
Thrive Wealth Management, LLC 0.44% Add +7.8% 89,289 $2.3M
Dogwood Wealth Management LLC 1.37% Add +1.3% 87,136 $2.2M
Running Point Capital Advisors, LLC 0.90% Add +3.2% 85,828 $2.2M
MML Investors Services, LLC 0.01% Reduce -14.9% 83,567 $2.1M
Redwood Investment Management, LLC 0.18% New 82,200 $2.1M
Sebold Capital Management, Inc. 1.35% Add +57.6% 77,126 $2.0M
Wealth Management Resources, Inc. 0.84% Add +9.5% 76,865 $2.0M
Bragg Financial Advisors, Inc 0.09% Add +17.0% 76,303 $1.9M
Sanctuary Advisors, LLC 0.01% — 77,190 $1.9M
Wedmont Private Capital 0.12% Add +0.3% 74,406 $1.9M
Dravo Bay LLC 1.05% Reduce -1.2% 74,320 $1.9M
Equitable Holdings, Inc. 0.02% Reduce -4.9% 73,628 $1.9M
Tennessee Valley Asset Management Partners 0.35% Reduce -1.4% 73,590 $1.9M
Baird Financial Group, Inc. 0.00% Add +37.7% 72,968 $1.9M
Manning & Napier Advisors LLC 0.02% — 71,369 $1.8M
Washington Trust Bank 0.17% Reduce -65.5% 68,091 $1.7M
NewEdge Advisors, LLC 0.01% Add +251.1% 67,700 $1.7M
Cape Cod Five Cents Savings Bank 0.16% No change 66,974 $1.7M
SevenBridge Financial Group, LLC 0.35% No change 61,733 $1.6M
Dohj, LLC 0.39% Add +6.7% 60,704 $1.5M
Melone Private Wealth, LLC 0.91% Reduce -23.2% 60,688 $1.5M
AE Wealth Management LLC 0.01% Add +38.2% 58,066 $1.5M
Quotient Wealth Partners, LLC 0.05% Reduce -32.5% 56,353 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +5.1% 55,222 $1.4M
Clark Capital Management Group, Inc. 0.01% Add +0.1% 54,867 $1.4M
Private Advisor Group, LLC 0.01% Reduce -32.1% 54,727 $1.4M
James J. Burns & Company, LLC 0.27% Add +100.6% 54,310 $1.4M
Creative Planning 0.00% Reduce -12.8% 53,579 $1.4M
Cerity Partners LLC 0.00% Reduce -1.7% 53,329 $1.4M
Atria Investments, Inc 0.02% Reduce -1.0% 53,203 $1.4M
Hart & Patterson Financial Group LLC 0.67% Reduce -9.9% 53,119 $1.4M
Janney Montgomery Scott LLC 0.00% Add +17.3% 52,725 $1.3M
Farther Finance Advisors, LLC 0.06% Reduce -16.1% 52,461 $1.3M
Aft, Forsyth & Company, Inc. 0.65% No change 52,270 $1.3M
Ausdal Financial Partners, Inc. 0.14% Add +17.9% 52,219 $1.3M
SimpliFi, Inc. 0.61% New 52,016 $1.3M
Shotwell Rutter Baer Inc 1.16% New 51,026 $1.3M
Schonfeld Strategic Advisors LLC 0.01% Reduce -60.8% 49,417 $1.3M
Manhattan West Asset Management, LLC 0.33% Reduce -18.3% 48,569 $1.2M
Kestra Advisory Services, LLC 0.01% Reduce -5.3% 48,440 $1.2M
Breakwater Capital Group 0.27% Add +7.5% 47,151 $1.2M
Raymond James Trust N.A. 0.03% Add +1.4% 46,919 $1.2M
SVB Wealth LLC 0.03% Reduce -17.3% 45,305 $1.2M
1900 Wealth Management LLC 0.11% Reduce -15.5% 45,220 $1.2M
Private Trust Co. NA 0.12% Add +13.2% 44,249 $1.1M
GYL Financial Synergies, LLC 0.08% Reduce -2.9% 42,834 $1.1M
Exencial Wealth Advisors, LLC 0.04% Reduce -7.1% 41,520 $1.1M
Heritage Wealth Management, Inc. 1.02% Add +4.5% 41,460 $1.1M
Signature Estate & Investment Advisors LLC 0.03% New 41,432 $1.1M
Yeomans Consulting Group, Inc. 0.40% Add +2.8% 41,176 $1.0M
Townsquare Capital LLC 0.01% Reduce -17.8% 41,061 $1.0M
Tortoise Investment Management, LLC 0.12% No change 41,030 $1.0M
Burt Wealth Advisors 0.27% Reduce -5.3% 40,766 $1.0M
Natixis Advisors, LLC 0.00% New 39,668 $1.0M
Regal Investment Advisors LLC 0.07% Add +2.1% 39,064 $994K
Able Wealth Management LLC 0.81% Add +243.8% 38,812 $987K
HSBC Holdings PLC 0.00% Reduce -29.6% 37,826 $962K
Wealthcare Advisory Partners LLC 0.03% Add +2.3% 37,746 $960K
First Interstate Bank 0.06% Add +26.7% 37,159 $945K
Great Valley Advisor Group, Inc. 0.03% Add +13.8% 37,128 $945K
ACT Advisors, LLC. 0.49% Add +0.1% 36,729 $934K
Heartwood Wealth Advisors LLC 0.11% No change 36,714 $934K
Steward Partners Investment Advisory, LLC 0.01% Reduce -10.7% 36,344 $925K
Ameritas Investment Partners, Inc. 0.03% Add +7.3% 35,814 $911K
Brown Wealth Management, LLC 0.36% Reduce -10.1% 35,162 $895K
Flagship Harbor Advisors, LLC 0.05% Add +0.7% 34,905 $888K
Park Avenue Securities LLC 0.01% Add +25.3% 34,648 $881K
Prudential Financial Inc. 0.00% Add +38.7% 34,425 $876K
Beta Wealth Group, Inc. 0.41% Reduce -10.2% 33,619 $855K
Orion Porfolio Solutions, LLC 0.01% Add +10.5% 33,545 $853K
Orion Portfolio Solutions, LLC 0.01% Add +10.5% 33,545 $853K
Cambridge Investment Research Advisors, Inc. 0.00% Add +5.1% 33,378 $849K
Kraematon Investment Advisors, Inc. 0.85% Reduce -6.6% 33,080 $842K
OneAscent Financial Services LLC 0.12% Reduce -2.1% 32,795 $834K
Inspire Advisors, LLC 0.11% Add +0.6% 32,625 $830K
MIdWestOne Financial Group, Inc. 0.15% Add +34.0% 32,317 $822K
Legacy Financial Strategies, LLC 0.19% Reduce -3.5% 31,574 $810K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -16.5% 31,049 $794K
OneDigital Investment Advisors LLC 0.01% Add +47.7% 30,550 $777K
Modera Wealth Management, LLC 0.01% Add +2.2% 30,093 $766K
Hobbs Group Advisors, LLC 0.29% — 29,943 $762K
Pallas Capital Advisors LLC 0.03% Reduce -8.0% 29,245 $756K
Avantax Advisory Services, Inc. 0.01% Add +3.8% 28,390 $722K
Performance Wealth Partners, LLC 0.03% Reduce -39.3% 28,345 $721K
WBH Advisory Inc. 0.07% Reduce -8.4% 27,871 $709K
Financial Advocates Investment Management 0.04% Reduce -34.0% 27,146 $691K
Accurate Wealth Management, LLC 0.16% No change 26,192 $675K
Levy Wealth Management Group, LLC 0.17% No change 26,450 $673K
Strategic Financial Partners, Ltd. 0.37% Add +1.7% 26,411 $672K
Alta Wealth Advisors LLC 0.32% Reduce -0.9% 25,223 $642K
VanderPol Investments L.L.C. 1.94% Reduce -2.2% 25,122 $639K
Syverson Strege & Co 0.22% Reduce -0.2% 24,946 $635K
Ariadne Wealth Management, LP 0.50% — 24,940 $634K
Droms Strauss Advisors Inc. /Mo/ 0.23% Reduce -5.5% 24,748 $630K
Cahill Financial Advisors Inc. 0.09% Reduce -1.8% 24,496 $623K
Howard Capital Management, LLC 0.06% Reduce -0.2% 24,172 $615K
Integrity Wealth Solutions LLC 0.40% Add +4.9% 24,041 $612K
FC Advisory LLC 0.22% Add +3.0% 23,436 $596K
Kuhn & Co Investment Counsel 0.52% Add +15.1% 22,564 $574K
Compound Planning, Inc. 0.04% Add +34.9% 22,529 $573K
Family Asset Management, LLC 0.36% Reduce -16.3% 22,164 $564K
Stablepoint Partners, LLC 0.11% Add +3.5% 21,730 $562K
Everhart Financial Group, Inc. 0.15% Reduce -0.4% 22,099 $562K
World Investment Advisors 0.03% Reduce -2.3% 21,887 $557K
Old Mission Capital LLC 0.01% Reduce -82.0% 21,715 $552K
Saxon Interests, Inc. 0.26% Reduce -6.1% 21,359 $543K
Integral Investment Advisors, Inc. 0.20% No change 21,000 $537K
Trust Point Inc. 0.04% No change 20,980 $534K
Roberts Financial Services LLC 0.11% Reduce -18.2% 20,943 $533K
Goodman Advisory Group, LLC 0.16% New 20,706 $527K
Global Retirement Partners, LLC 0.02% Add +181.3% 20,619 $525K
Coldstream Capital Management Inc. 0.01% No change 20,470 $521K
Stratos Wealth Advisors, LLC 0.03% Reduce -0.1% 20,375 $518K
Advisory Services Network, LLC 0.01% No change 20,313 $517K
Traphagen Investment Advisors LLC 0.06% Reduce -0.2% 20,085 $511K
Smith Anglin Financial, LLC 0.05% Add +93.0% 20,060 $510K
Advisory Resource Group 0.11% Add +22.1% 19,890 $506K
Principal Securities, Inc. 0.01% Add +11.0% 19,838 $505K
Journey Strategic Wealth LLC 0.02% Reduce -22.5% 19,832 $505K
Citigroup Inc. 0.00% Reduce -4.8% 19,813 $504K
Missouri Trust & Investment Co 0.19% Add +20.6% 19,600 $499K
MBL Wealth, LLC 0.05% Reduce -24.9% 18,961 $482K
Weitzel Financial Services, Inc. 0.23% Reduce -7.0% 18,145 $461K
Csenge Advisory Group 0.03% Add +33.4% 18,088 $460K
Williams & Novak, LLC 0.43% New 18,050 $459K
Dynamic Advisor Solutions LLC 0.01% New 18,050 $459K
Xcel Wealth Management, LLC 0.14% No change 18,000 $458K
Curtis Advisory Group, LLC 0.16% Add +0.3% 17,889 $455K
Caldwell Trust Co 0.05% Reduce -2.8% 17,812 $453K
Insight Wealth Strategies, LLC 0.06% Add +0.6% 17,712 $451K
Captrust Financial Advisors 0.00% Add +73.4% 17,175 $437K
Aspect Partners, LLC 0.26% Reduce -2.9% 17,159 $437K
Diversified, LLC 0.05% New 17,055 $434K
BCS Wealth Management 0.21% Add +2.5% 16,869 $429K
Warther Private Wealth, LLC 0.16% New 16,302 $415K
Mutual Advisors, LLC 0.01% Add +2.7% 15,700 $406K
Rede Wealth, LLC 0.37% Add +43.5% 15,646 $398K
Bar Harbor Wealth Management 0.03% No change 15,248 $388K
Focus Partners Wealth 0.00% New 14,878 $378K
Veery Capital, LLC 0.15% Reduce -2.4% 14,768 $376K
Jacobi Capital Management LLC 0.03% No change 14,200 $361K
Acorn Wealth Advisors, LLC 0.17% Add +47.7% 13,799 $351K
Fort Point Capital Partners LLC 0.04% No change 13,688 $348K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.9% 13,602 $346K
Schmidt P J Investment Management Inc. 0.06% Add +1.6% 12,940 $329K
Moneta Group Investment Advisors LLC 0.01% No change 12,543 $319K
Wealthfront Advisers LLC 0.00% Reduce -7.5% 12,486 $318K
Bernardo Wealth Planning LLC 0.09% New 12,482 $318K
Naples Global Advisors, LLC 0.03% No change 12,264 $312K
All Season Financial Advisors, Inc. 0.28% New 12,126 $308K
Intrua Financial, LLC 0.05% Add +0.1% 12,113 $308K
Eagle Wealth Strategies LLC 0.25% No change 11,990 $305K
Clifford Group, LLC 0.24% New 11,927 $303K
IMA Advisory Services, Inc. 0.13% Reduce -30.5% 11,850 $301K
SigFig Wealth Management, LLC 0.01% New 11,714 $298K
Diversify Advisory Services, LLC 0.02% Reduce -15.1% 11,587 $298K
Oppenheimer & Co. Inc. 0.00% New 11,687 $297K
Principal Financial Group Inc. 0.00% No change 11,672 $297K
Strategic Financial Planning, Inc. 0.21% Add +1.4% 11,446 $291K
Comerica Bank 0.00% Reduce -20.8% 11,438 $291K
Hilltop Partners LLC 0.11% Add +5.6% 11,289 $287K
Truist Financial Corp. 0.00% Reduce -33.6% 11,279 $287K
IFP Advisors, Inc 0.01% Add +3944.4% 11,122 $283K
Jones Financial Companies LLLP 0.00% Add +608.3% 11,049 $281K
EP Wealth Advisors, LLC 0.00% Add +9.8% 10,820 $275K
Larson Financial Group LLC 0.02% Add +206.6% 10,775 $274K
WealthShield Partners, LLC 0.04% Reduce -0.6% 10,690 $272K
Foster & Motley Inc. 0.02% Add +6.3% 10,631 $270K
Retirement Investment Advisors, Inc. 0.03% — 10,613 $270K
Steele Capital Management, Inc. 0.01% No change 10,407 $265K
Sowell Financial Services LLC 0.01% Add +1.1% 10,363 $264K
Martel Wealth Advisors LLC 0.06% No change 10,339 $263K
Gill Capital Partners, LLC 0.10% No change 10,158 $258K
Sigma Planning Corp 0.01% Reduce -0.9% 10,124 $258K
First Trust Advisors LP 0.00% Reduce -0.3% 10,090 $257K
HCR Wealth Advisors 0.04% No change 10,050 $256K
Global Financial Private Client, LLC 0.11% Add +1.1% 10,017 $255K
Mattern Wealth Management LLC 0.06% New 9,838 $250K
Dakota Wealth Management 0.01% Add +5.3% 9,773 $249K
Advisory Alpha, LLC 0.01% Reduce -23.6% 9,587 $244K
Carmichael Hill & Associates, Inc. 0.10% Add +13.6% 9,452 $240K
Tritonpoint Wealth, LLC 0.02% Reduce -10.4% 9,442 $240K
Capital Investment Advisors, LLC 0.01% No change 9,400 $239K
Black Diamond Financial, LLC 0.05% No change 9,320 $237K
Dorsey & Whitney Trust CO LLC 0.02% No change 9,268 $236K
J.W. Cole Advisors, Inc. 0.01% New 9,137 $232K
TrinityPoint Wealth, LLC 0.04% Reduce -26.0% 9,127 $232K
Flagstar Securities, Inc. 0.06% Add +1.1% 9,079 $231K
Weaver Consulting Group 0.08% Add +1.1% 9,078 $231K
White Lighthouse Investment Management Inc. 0.04% No change 9,000 $229K
Canvas Wealth Advisors, LLC 0.07% Add +2.5% 8,806 $228K
IHT Wealth Management, LLC 0.01% Reduce -39.7% 8,774 $223K
Gladstone Institutional Advisory LLC 0.01% Add +3.3% 8,591 $219K
Kovack Advisors, Inc. 0.02% New 8,440 $215K
New Insight Wealth Advisors 0.13% Add +3.4% 8,392 $213K
Formidable Asset Management, LLC 0.03% New 8,362 $213K
Strategies Wealth Advisors, LLC 0.03% Reduce -7.4% 8,337 $212K
Strata Wealth Advisors, LLC 0.07% Reduce -16.3% 8,199 $209K
First Heartland Consultants, Inc. 0.02% Reduce -6.1% 8,120 $207K
Legacy Advisory Services, LLC 0.19% Add +0.9% 8,066 $205K
Cedrus LLC 0.10% Reduce -45.8% 8,028 $204K
TCP Asset Management, LLC 0.05% Reduce -0.5% 8,016 $204K
Fairhaven Wealth Management, LLC 0.07% No change 8,009 $204K
Cypress Wealth Services, LLC 0.05% Add +0.2% 7,994 $203K
Sheets Smith Wealth Management 0.02% New 7,927 $202K
Omega Financial Group, LLC 0.08% No change 7,912 $201K
Avior Wealth Management, LLC 0.01% New 7,569 $193K
Ashton Thomas Private Wealth, LLC 0.01% New 7,360 $187K
Cwm, LLC 0.00% Add +4.4% 7,043 $179K
Wetzel Investment Advisors, Inc. 0.10% No change 6,703 $172K
Founders Financial Alliance, LLC 0.04% Reduce -22.2% 5,794 $147K
International Assets Investment Management, LLC 0.01% New 5,670 $144K
Macroview Investment Management LLC 0.13% Reduce -21.5% 4,674 $119K
Parallel Advisors, LLC 0.00% Add +78.5% 4,290 $109K
Concourse Financial Group Securities, Inc. 0.01% Add +33.3% 4,000 $102K
Lynx Investment Advisory 0.07% — 3,703 $94K
Clean Yield Group 0.03% No change 3,593 $91K
Allworth Financial LP 0.00% Add +4.4% 3,037 $78K
Blue Trust, Inc. 0.00% No change 2,987 $77K
Friedenthal Financial 0.04% Add +0.0% 2,783 $71K
AdvisorNet Financial, Inc 0.01% Add +3.0% 2,664 $68K
Benjamin Edwards Inc. 0.01% Add +26.6% 2,439 $62K
Nemes Rush Group LLC 0.01% Add +49.5% 2,365 $60K
US Bancorp \de 0.00% Reduce -77.5% 2,194 $56K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 2,008 $51K
O'shaughnessy Asset Management, LLC 0.00% Reduce -40.1% 1,691 $43K
Transcendent Capital Group LLC 0.02% Add +0.7% 1,664 $42K
EverSource Wealth Advisors, LLC 0.00% Add +1.0% 1,567 $41K
FAS Wealth Partners, Inc. 0.00% Add +8.8% 1,566 $40K
Creative Financial Designs Inc. 0.00% Add +1.1% 1,556 $40K
Geneos Wealth Management Inc. 0.00% No change 1,550 $39K
Cardiff Park Advisors, LLC 0.00% No change 1,246 $32K
CoreCap Advisors, LLC 0.00% No change 1,120 $28K
Camelot Portfolios, LLC 0.01% New 1,000 $25K
Capital Investment Advisory Services, LLC 0.00% No change 1,000 $25K
Private Capital Management LLC 0.00% No change 944 $24K
Pinnacle Bancorp, Inc. 0.01% Add +1.0% 917 $23K
Key Financial Inc 0.01% No change 900 $23K
Evergreen Private Wealth LLC 0.01% No change 863 $22K
Ballast Advisors LLC 0.01% Reduce -22.1% 854 $22K
Rise Advisors, LLC 0.01% No change 846 $22K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.9% 776 $20K
CENTRAL TRUST Co 0.00% No change 738 $19K
Harbour Investments, Inc. 0.00% No change 680 $17K
LGT Financial Advisors LLC 0.02% Reduce -86.7% 450 $11K
Financial Network Wealth Advisors LLC 0.01% New 421 $11K
Spire Wealth Management 0.00% No change 345 $9K
Salomon & Ludwin, LLC 0.00% No change 320 $8K
Gradient Investments LLC 0.00% No change 284 $7K
Unique Wealth Strategies, LLC 0.00% New 250 $6K
Triad Wealth Partners, LLC 0.00% New 225 $6K
Paladin Advisory Group, LLC 0.00% Add +301.8% 225 $6K
Continuum Advisory, LLC 0.00% Add +0.6% 170 $4K
First Horizon Advisors, Inc. 0.00% Add +1.2% 163 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 140 $4K
Franklin Resources Inc. 0.00% Add +2.2% 138 $4K
Realta Investment Advisors 0.00% Add +1.6% 129 $3K
Beacon Capital Management, LLC 0.00% No change 97 $2K
Assetmark, Inc. 0.00% New 59 $2K
Signaturefd, LLC 0.00% No change 55 $1K
Howe & Rusling Inc. 0.00% No change 48 $1K
DHJJ Financial Advisors, Ltd. 0.00% Reduce -77.8% 20 $509
Raleigh Capital Management Inc. 0.00% No change 20 $509
Tower Research Capital LLC (TRC) 0.00% Reduce -83.3% 15 $382

"% 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.