SS SPDR N Ice HY Muni ETFHYMBETF
13F holders, Q3 2024 (September 30)360holders +9
39new positions
30sold out
2famous investors
$26.26avg. 13F price*
At the end of Q3 2024, 360 institutions reported holding SS SPDR N Ice HY Muni ETF (HYMB) in their 13F filings, up 9 from Q2 2024. 39 opened new positions and 30 sold out. The largest holders were FMR LLC ($397.4M), Sei Investments Co. ($149.8M) and Wells Fargo & Company ($133.3M). 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 (Q3 2024)
- CUSIP
- 78464A284
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $48.2M |
| Exits | 30 | $35.6M |
All 13F filers, Q2 2024 → Q3 2024: 6,990,823 shares bought and 9,051,065 shares sold, net −2,060,242 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 360 holders
| FMR LLC | 0.02% | Add +8.8% | 15,125,967 | $397.4M |
| Sei Investments Co. | 0.19% | Reduce -19.3% | 5,703,577 | $149.8M |
| Wells Fargo & Company | 0.03% | Add +1.1% | 5,072,840 | $133.3M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -18.8% | 4,901,079 | $128.8M |
| Raymond James & Associates | 0.08% | Reduce -0.9% | 4,851,445 | $127.4M |
| Bank of America Corp. | 0.01% | Reduce -34.5% | 4,076,480 | $107.1M |
| LPL Financial LLC | 0.03% | Add +6.6% | 2,370,479 | $62.3M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.64% | Add +2.0% | 2,313,547 | $60.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.6% | 2,236,114 | $58.7M |
| Avantax Planning Partners, Inc. | 1.91% | Reduce -25.0% | 2,031,553 | $53.4M |
| Morgan Stanley | 0.00% | Add +14.0% | 1,951,612 | $51.3M |
| HighTower Advisors, LLC | 0.06% | Add +6.7% | 1,555,180 | $40.8M |
| United Capital Financial Advisors, LLC | 0.29% | Reduce -0.3% | 1,330,695 | $35.0M |
| Ocean Park Asset Management, LLC | 1.38% | Add +43.9% | 1,194,400 | $31.4M |
| Revolve Wealth Partners, LLC | 4.20% | Add +6.2% | 1,047,298 | $27.5M |
| Ameriprise Financial Inc. | 0.01% | Add +0.6% | 962,698 | $25.3M |
| Wealthspire Advisors, LLC | 0.24% | New | 900,292 | $23.7M |
| Renaissance Technologies | 0.03% | Add +120.7% | 703,200 | $18.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +7.1% | 703,795 | $18.5M |
| UBS Group AG | 0.01% | Reduce -4.5% | 686,500 | $18.0M |
| Bank of New York Mellon Corp | 0.00% | Add +15.9% | 562,885 | $14.8M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.41% | Add +5.0% | 560,119 | $14.7M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Reduce -1.6% | 557,163 | $14.6M |
| Exchange Traded Concepts, LLC | 0.33% | Reduce -13.4% | 533,455 | $14.0M |
| Mather Group, Llc. | 0.17% | Add +82.8% | 517,554 | $13.6M |
| Avidian Wealth Enterprises, LLC | 0.57% | Add +4.0% | 476,920 | $12.5M |
| Parkside Investments, LLC | 1.89% | Add +16.5% | 476,750 | $12.5M |
| Capital Asset Advisory Services LLC | 0.62% | Add +9.9% | 477,702 | $12.5M |
| Axxcess Wealth Management, LLC | 0.31% | Add +11.9% | 466,815 | $12.3M |
| Betterment LLC | 0.03% | Add +13.2% | 441,544 | $11.6M |
| Mariner, LLC | 0.02% | Add +30.3% | 427,356 | $11.2M |
| Cercano Management LLC | 0.26% | Add +107.2% | 414,300 | $10.9M |
| JPMorgan Chase & Co. | 0.00% | Add +91.7% | 399,571 | $10.5M |
| Meeder Advisory Services, Inc. | 0.66% | Add +13.0% | 388,851 | $10.2M |
| Capital Analysts, LLC | 0.41% | Add +0.8% | 381,231 | $10.0M |
| Syntegra Private Wealth Group, LLC | 1.16% | Add +55.5% | 380,862 | $10.0M |
| Jordan Park Group LLC | 0.68% | Reduce -1.7% | 378,196 | $9.9M |
| WCG Wealth Advisors LLC | 0.64% | Reduce -10.3% | 359,219 | $9.4M |
| Stifel Financial Corp. | 0.01% | Reduce -27.9% | 323,290 | $8.5M |
| Jane Street Group, LLC | 0.01% | Reduce -70.7% | 320,838 | $8.4M |
| Collaborative Wealth Managment Inc. | 3.70% | Add +3.0% | 311,574 | $8.2M |
| Royal Bank of Canada | 0.00% | Add +0.2% | 298,739 | $7.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -3.9% | 294,512 | $7.7M |
| Stratos Wealth Partners, LTD. | 0.11% | Reduce -0.7% | 282,740 | $7.4M |
| Bank of Montreal | 0.00% | New | 282,305 | $7.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +246.2% | 267,213 | $6.9M |
| Capital Insight Partners, LLC | 1.14% | Add +3.4% | 248,903 | $6.5M |
| Old National Bancorp | 0.15% | Add +5.0% | 246,068 | $6.5M |
| Prentice Wealth Management LLC | 1.81% | Add +22.1% | 232,645 | $6.1M |
| Vishria Bird Financial Group, LLC | 2.25% | No change | 225,771 | $5.9M |
| Cetera Investment Advisers | 0.01% | Reduce -2.0% | 206,254 | $5.4M |
| HTLF Bank | 0.57% | Add +11.2% | 200,071 | $5.3M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -9.1% | 195,929 | $5.1M |
| High Net Worth Advisory Group LLC | 1.43% | Reduce -0.2% | 194,621 | $5.1M |
| CX Institutional | 0.22% | Add +1.5% | 190,903 | $5.0M |
| Prime Capital Investment Advisors, LLC | 0.07% | Add +4.7% | 189,312 | $5.0M |
| RFG Advisory, LLC | 0.15% | Add +0.1% | 182,287 | $4.8M |
| Sage Advisory Services, Ltd.Co. | 1.31% | No change | 183,045 | $4.7M |
| CGN Advisors LLC | 0.46% | Add +0.2% | 175,544 | $4.6M |
| Erickson Financial Group, LLC | 3.06% | Reduce -1.8% | 162,358 | $4.3M |
| Benjamin Edwards Inc. | 0.06% | Add +6469.9% | 160,239 | $4.2M |
| Confluence Investment Management LLC | 0.05% | Reduce -43.5% | 154,833 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +0.5% | 145,741 | $3.8M |
| Harbor Group, Inc. | 0.88% | Add +0.0% | 144,614 | $3.8M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.0% | 143,127 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 140,471 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +49.9% | 139,717 | $3.7M |
| Chemistry Wealth Management LLC | 0.85% | Add +0.9% | 135,665 | $3.6M |
| Perigon Wealth Management, LLC | 0.10% | Reduce -1.6% | 135,116 | $3.5M |
| Riversedge Advisors, LLC | 0.77% | Add +0.0% | 129,612 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.9% | 123,079 | $3.2M |
| Tradewinds Capital Management, LLC | 0.85% | Reduce -82.7% | 121,417 | $3.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +2.9% | 120,224 | $3.2M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +1.4% | 119,194 | $3.1M |
| Legacy Financial Advisors, Inc. | 0.51% | Reduce -1.3% | 116,455 | $3.1M |
| NewEdge Advisors, LLC | 0.02% | Add +63.5% | 110,704 | $2.9M |
| FourThought Financial Partners, LLC | 0.32% | Add +10.5% | 103,746 | $2.7M |
| Apollon Wealth Management, LLC | 0.08% | Reduce -19.8% | 102,678 | $2.7M |
| Old Mission Capital LLC | 0.06% | Add +371.1% | 102,300 | $2.7M |
| McAdam, LLC | 0.15% | Add +9.1% | 100,349 | $2.6M |
| Pineridge Advisors LLC | 0.96% | Reduce -3.1% | 96,381 | $2.5M |
| Thrive Wealth Management, LLC | 0.46% | Add +7.4% | 95,891 | $2.5M |
| Kwmg, LLC | 0.25% | Add +0.0% | 94,128 | $2.5M |
| Wedmont Private Capital | 0.14% | Add +26.9% | 94,397 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Add +25.5% | 92,380 | $2.4M |
| Oakwell Private Wealth Management, LLC | 0.69% | Reduce -2.3% | 91,588 | $2.4M |
| Orcam Financial Group | 2.32% | Add +1.0% | 91,210 | $2.4M |
| Dogwood Wealth Management LLC | 1.33% | Add +0.7% | 87,752 | $2.3M |
| Traveka Wealth, LLC | 1.17% | Reduce -5.1% | 87,744 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +129.4% | 86,603 | $2.3M |
| Blair William & Co. | 0.01% | Reduce -17.4% | 85,755 | $2.3M |
| Farther Finance Advisors, LLC | 0.08% | Add +63.5% | 85,749 | $2.3M |
| Running Point Capital Advisors, LLC | 0.87% | Reduce -0.2% | 85,633 | $2.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +49.1% | 82,328 | $2.2M |
| Redwood Investment Management, LLC | 0.19% | No change | 82,200 | $2.2M |
| Bragg Financial Advisors, Inc | 0.09% | Add +4.9% | 80,020 | $2.1M |
| Baird Financial Group, Inc. | 0.00% | Add +8.7% | 79,319 | $2.1M |
| Sebold Capital Management, Inc. | 1.36% | Add +2.2% | 78,813 | $2.1M |
| Lido Advisors, LLC | 0.02% | Reduce -33.9% | 76,381 | $2.0M |
| MML Investors Services, LLC | 0.01% | Reduce -10.0% | 75,178 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.33% | Add +1.7% | 74,827 | $2.0M |
| Dohj, LLC | 0.44% | Add +17.6% | 71,402 | $1.9M |
| &partners | 0.04% | New | 70,710 | $1.9M |
| Wealth Management Resources, Inc. | 0.72% | Reduce -11.5% | 67,997 | $1.8M |
| Cape Cod Five Cents Savings Bank | 0.16% | Reduce -0.7% | 66,538 | $1.7M |
| Citadel Advisors | 0.00% | New | 64,105 | $1.7M |
| AE Wealth Management LLC | 0.02% | Add +9.6% | 63,645 | $1.7M |
| Dravo Bay LLC | 0.85% | Reduce -15.7% | 62,685 | $1.6M |
| Creative Planning | 0.00% | Add +8.9% | 58,345 | $1.5M |
| SevenBridge Financial Group, LLC | 0.29% | Reduce -4.9% | 58,715 | $1.5M |
| Clark Capital Management Group, Inc. | 0.01% | Add +2.9% | 56,451 | $1.5M |
| Melone Private Wealth, LLC | 0.78% | Reduce -7.9% | 55,879 | $1.5M |
| Quotient Wealth Partners, LLC | 0.05% | Reduce -2.1% | 55,175 | $1.4M |
| Ausdal Financial Partners, Inc. | 0.15% | Add +5.6% | 55,133 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +2.3% | 54,442 | $1.4M |
| Breakwater Capital Group | 0.28% | Add +14.0% | 53,761 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +0.3% | 53,489 | $1.4M |
| Elequin Capital, LP | 3.14% | Reduce -52.2% | 53,377 | $1.4M |
| SimpliFi, Inc. | 0.61% | No change | 52,016 | $1.4M |
| Shotwell Rutter Baer Inc | 1.12% | Add +2.0% | 52,069 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +54.3% | 51,503 | $1.4M |
| Mason & Associates Inc | 0.33% | New | 50,292 | $1.3M |
| Raymond James Trust N.A. | 0.03% | Add +6.7% | 50,040 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +7.3% | 47,481 | $1.2M |
| Financial Management Professionals, Inc. | 0.15% | New | 47,096 | $1.2M |
| James J. Burns & Company, LLC | 0.22% | Reduce -13.7% | 46,890 | $1.2M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 45,025 | $1.2M |
| Heritage Wealth Management, Inc. | 1.07% | Add +8.5% | 44,978 | $1.2M |
| Manhattan West Asset Management, LLC | 0.30% | Reduce -8.0% | 44,700 | $1.2M |
| Prudential Financial Inc. | 0.00% | Add +29.7% | 44,658 | $1.2M |
| Able Wealth Management LLC | 0.89% | Add +14.8% | 44,545 | $1.2M |
| Hart & Patterson Financial Group LLC | 0.55% | Reduce -16.2% | 44,507 | $1.2M |
| HB Wealth Management, LLC | 0.01% | New | 44,377 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +21.8% | 44,279 | $1.2M |
| Burt Wealth Advisors | 0.28% | Add +5.8% | 43,138 | $1.1M |
| 1900 Wealth Management LLC | 0.10% | Reduce -5.0% | 42,981 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +3.5% | 42,477 | $1.1M |
| GYL Financial Synergies, LLC | 0.08% | Reduce -0.9% | 42,459 | $1.1M |
| Yeomans Consulting Group, Inc. | 0.41% | Add +2.0% | 42,002 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -20.9% | 41,705 | $1.1M |
| Tortoise Investment Management, LLC | 0.11% | Add +1.2% | 41,535 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +15.9% | 41,513 | $1.1M |
| Signature Estate & Investment Advisors LLC | 0.03% | No change | 41,432 | $1.1M |
| Regal Investment Advisors LLC | 0.07% | Add +3.9% | 40,598 | $1.1M |
| Asio Capital, LLC | 0.20% | New | 39,404 | $1.0M |
| Natixis Advisors, LLC | 0.00% | Reduce -2.1% | 38,834 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +4.0% | 38,595 | $1.0M |
| Park Avenue Securities LLC | 0.01% | Add +9.8% | 38,054 | $1.0M |
| Goodman Advisory Group, LLC | 0.28% | Add +83.3% | 37,951 | $997K |
| Private Advisor Group, LLC | 0.01% | Reduce -31.9% | 37,242 | $978K |
| First Interstate Bank | 0.06% | No change | 37,159 | $976K |
| Avantax Advisory Services, Inc. | 0.01% | Add +29.5% | 36,766 | $966K |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 36,714 | $964K |
| HSBC Holdings PLC | 0.00% | Reduce -3.9% | 36,356 | $955K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -13.0% | 36,114 | $949K |
| ACT Advisors, LLC. | 0.45% | Reduce -1.7% | 36,096 | $948K |
| MIdWestOne Financial Group, Inc. | 0.13% | Add +9.1% | 35,250 | $926K |
| Kestra Advisory Services, LLC | 0.01% | Reduce -27.4% | 35,177 | $924K |
| Brown Advisory Inc. | 0.00% | New | 35,126 | $923K |
| Mattern Wealth Management LLC | 0.20% | Add +256.7% | 35,090 | $922K |
| Inspire Advisors, LLC | 0.11% | Add +5.4% | 34,386 | $903K |
| Aft, Forsyth & Company, Inc. | 0.44% | Reduce -34.5% | 34,225 | $899K |
| Flagship Harbor Advisors, LLC | 0.05% | Reduce -2.8% | 33,916 | $891K |
| Missouri Trust & Investment Co | 0.31% | Add +71.9% | 33,700 | $885K |
| Orion Porfolio Solutions, LLC | 0.01% | No change | 33,545 | $881K |
| Orion Portfolio Solutions, LLC | 0.01% | No change | 33,545 | $881K |
| Keybank National Association | 0.00% | New | 32,310 | $849K |
| Washington Trust Bank | 0.08% | Reduce -52.6% | 32,250 | $847K |
| Jones Financial Companies LLLP | 0.00% | Add +189.7% | 32,008 | $839K |
| Brown Wealth Management, LLC | 0.30% | Reduce -9.8% | 31,723 | $833K |
| Beta Wealth Group, Inc. | 0.37% | Reduce -7.0% | 31,253 | $821K |
| Kraematon Investment Advisors, Inc. | 0.80% | Reduce -6.0% | 31,109 | $817K |
| Modera Wealth Management, LLC | 0.01% | Add +3.1% | 31,018 | $815K |
| Legacy Financial Strategies, LLC | 0.18% | Reduce -2.9% | 30,663 | $806K |
| Hobbs Group Advisors, LLC | 0.28% | Add +1.1% | 30,261 | $795K |
| Ariadne Wealth Management, LP | 0.43% | Add +24.0% | 30,923 | $791K |
| Secure Asset Management, LLC | 0.13% | New | 28,449 | $747K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -1.9% | 28,689 | $740K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -8.2% | 28,036 | $737K |
| WBH Advisory Inc. | 0.07% | No change | 27,871 | $732K |
| US Bancorp \de | 0.00% | Add +1143.3% | 27,279 | $717K |
| HRT Financial LP | 0.00% | New | 27,285 | $716K |
| Williams & Novak, LLC | 0.66% | Add +49.9% | 27,050 | $711K |
| Keystone Financial Group | 0.09% | New | 26,903 | $707K |
| Financial Advocates Investment Management | 0.04% | Reduce -1.3% | 26,792 | $704K |
| FC Advisory LLC | 0.24% | Add +13.6% | 26,620 | $699K |
| Strategic Financial Partners, Ltd. | 0.35% | Reduce -0.2% | 26,358 | $692K |
| Compound Planning, Inc. | 0.04% | Add +16.9% | 26,341 | $692K |
| Performance Wealth Partners, LLC | 0.02% | Reduce -8.8% | 25,845 | $679K |
| Advisory Resource Group | 0.14% | Add +27.1% | 25,279 | $664K |
| Syverson Strege & Co | 0.22% | Add +0.1% | 24,982 | $656K |
| Geneos Wealth Management Inc. | 0.02% | Add +1492.8% | 24,688 | $649K |
| Howard Capital Management, LLC | 0.01% | Reduce -0.9% | 23,959 | $629K |
| Accurate Wealth Management, LLC | 0.13% | Reduce -8.2% | 24,055 | $629K |
| VanderPol Investments L.L.C. | 1.40% | Reduce -4.9% | 23,882 | $627K |
| Kuhn & Co Investment Counsel | 0.52% | Add +3.6% | 23,377 | $614K |
| Droms Strauss Advisors Inc. /Mo/ | 0.22% | Reduce -6.4% | 23,168 | $609K |
| World Investment Advisors | 0.02% | Reduce -0.2% | 21,847 | $574K |
| Stablepoint Partners, LLC | 0.10% | No change | 21,730 | $571K |
| Principal Securities, Inc. | 0.01% | Add +9.5% | 21,719 | $571K |
| EP Wealth Advisors, LLC | 0.00% | Add +99.9% | 21,626 | $568K |
| Global Retirement Partners, LLC | 0.02% | Add +4.0% | 21,447 | $563K |
| Revisor Wealth Management LLC | 0.35% | New | 21,345 | $561K |
| Cahill Financial Advisors Inc. | 0.08% | Reduce -14.0% | 21,077 | $554K |
| Trust Point Inc. | 0.04% | No change | 20,980 | $551K |
| Roberts Financial Services LLC | 0.10% | No change | 20,943 | $550K |
| Family Asset Management, LLC | 0.33% | Reduce -5.7% | 20,898 | $549K |
| Coldstream Capital Management Inc. | 0.01% | No change | 20,470 | $538K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -0.1% | 20,348 | $535K |
| Saxon Interests, Inc. | 0.24% | Reduce -5.5% | 20,192 | $530K |
| Traphagen Investment Advisors LLC | 0.05% | Add +0.5% | 20,183 | $530K |
| Advisory Services Network, LLC | 0.01% | No change | 20,313 | $517K |
| Rede Wealth, LLC | 0.20% | Add +24.8% | 19,533 | $513K |
| Alta Wealth Advisors LLC | 0.23% | Reduce -23.0% | 19,432 | $510K |
| Integrity Wealth Solutions LLC | 0.30% | Reduce -19.5% | 19,360 | $509K |
| Robertson Stephens Wealth Management, LLC | 0.02% | New | 19,264 | $506K |
| SigFig Wealth Management, LLC | 0.02% | Add +63.0% | 19,088 | $500K |
| MBL Wealth, LLC | 0.05% | Add +0.2% | 18,991 | $499K |
| Integral Investment Advisors, Inc. | 0.13% | Reduce -11.7% | 18,550 | $487K |
| Weitzel Financial Services, Inc. | 0.23% | Add +2.2% | 18,549 | $487K |
| BCS Wealth Management | 0.21% | Add +9.5% | 18,479 | $485K |
| Smith Anglin Financial, LLC | 0.05% | Reduce -8.4% | 18,379 | $483K |
| Xcel Wealth Management, LLC | 0.14% | No change | 18,000 | $473K |
| Curtis Advisory Group, LLC | 0.13% | No change | 17,889 | $470K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.6% | 17,816 | $468K |
| Comerica Bank | 0.00% | Add +53.8% | 17,588 | $462K |
| Truist Financial Corp. | 0.00% | Add +54.6% | 17,439 | $458K |
| Captrust Financial Advisors | 0.00% | Add +1.5% | 17,432 | $458K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +31.7% | 17,040 | $448K |
| Csenge Advisory Group | 0.02% | Reduce -8.1% | 16,628 | $434K |
| Warther Private Wealth, LLC | 0.15% | No change | 16,302 | $428K |
| Everhart Financial Group, Inc. | 0.09% | Reduce -26.8% | 16,169 | $425K |
| Citigroup Inc. | 0.00% | Reduce -18.7% | 16,113 | $423K |
| Larson Financial Group LLC | 0.02% | Add +48.7% | 16,022 | $421K |
| Acorn Wealth Advisors, LLC | 0.18% | Add +15.8% | 15,974 | $420K |
| Diversified, LLC | 0.05% | Reduce -6.7% | 15,921 | $418K |
| Diversified Enterprises, LLC | 0.05% | — | 15,921 | $418K |
| Bar Harbor Wealth Management | 0.03% | No change | 15,248 | $401K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -24.0% | 15,064 | $396K |
| Platform Technology Partners | 0.12% | New | 14,820 | $389K |
| Caldwell Trust Co | 0.04% | Reduce -16.8% | 14,812 | $389K |
| Jacobi Capital Management LLC | 0.03% | No change | 14,200 | $373K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +12.2% | 14,068 | $370K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 13,933 | $366K |
| Fort Point Capital Partners LLC | 0.05% | No change | 13,688 | $360K |
| IHT Wealth Management, LLC | 0.01% | Add +54.0% | 13,515 | $355K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.8% | 12,945 | $340K |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.4% | 12,788 | $336K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -82.2% | 12,687 | $333K |
| Veery Capital, LLC | 0.12% | Reduce -15.1% | 12,538 | $329K |
| Wealthfront Advisers LLC | 0.00% | Add +0.4% | 12,537 | $329K |
| Naples Global Advisors, LLC | 0.03% | Add +1.9% | 12,494 | $328K |
| All Season Financial Advisors, Inc. | 0.28% | Add +2.5% | 12,428 | $326K |
| Steele Capital Management, Inc. | 0.02% | Add +19.2% | 12,407 | $326K |
| IMA Advisory Services, Inc. | 0.07% | Add +4.5% | 12,380 | $325K |
| Sowell Financial Services LLC | 0.02% | Add +19.0% | 12,334 | $324K |
| Diversify Advisory Services, LLC | 0.02% | Add +6.8% | 12,369 | $321K |
| Intrua Financial, LLC | 0.05% | No change | 12,113 | $318K |
| Eagle Wealth Strategies LLC | 0.23% | No change | 11,990 | $315K |
| Clifford Group, LLC | 0.24% | Reduce -0.5% | 11,872 | $312K |
| Strategic Financial Planning, Inc. | 0.21% | Add +3.5% | 11,845 | $311K |
| Principal Financial Group Inc. | 0.00% | No change | 11,672 | $307K |
| Hilltop Partners LLC | 0.10% | Add +0.6% | 11,361 | $298K |
| TrinityPoint Wealth, LLC | 0.04% | Add +23.0% | 11,226 | $295K |
| IFP Advisors, Inc | 0.01% | No change | 11,122 | $292K |
| Strategies Wealth Advisors, LLC | 0.04% | Add +32.5% | 11,051 | $290K |
| Focus Partners Wealth | 0.00% | Reduce -27.8% | 10,738 | $282K |
| WealthShield Partners, LLC | 0.04% | Add +0.4% | 10,730 | $282K |
| Foster & Motley Inc. | 0.02% | Reduce -1.9% | 10,425 | $274K |
| Martel Wealth Advisors LLC | 0.06% | No change | 10,339 | $270K |
| Gill Capital Partners, LLC | 0.10% | No change | 10,158 | $267K |
| HCR Wealth Advisors | 0.03% | No change | 10,050 | $264K |
| Dakota Wealth Management | 0.01% | Add +2.8% | 10,048 | $264K |
| Bernardo Wealth Planning LLC | 0.06% | Reduce -19.6% | 10,037 | $263K |
| Avior Wealth Management, LLC | 0.01% | Add +31.8% | 9,974 | $262K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 9,871 | $259K |
| Canvas Wealth Advisors, LLC | 0.07% | Add +11.2% | 9,793 | $257K |
| Global Financial Private Client, LLC | 0.10% | Reduce -2.5% | 9,767 | $257K |
| New Insight Wealth Advisors | 0.13% | Add +15.1% | 9,656 | $254K |
| Pennsylvania Capital Management Inc. | 0.09% | New | 9,475 | $249K |
| Kovack Advisors, Inc. | 0.03% | Add +11.8% | 9,440 | $248K |
| Sigma Planning Corp | 0.01% | Reduce -6.9% | 9,428 | $248K |
| Tritonpoint Wealth, LLC | 0.02% | No change | 9,442 | $247K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 9,408 | $247K |
| Black Diamond Financial, LLC | 0.04% | No change | 9,320 | $245K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 9,268 | $243K |
| Advisory Alpha, LLC | 0.01% | Reduce -3.4% | 9,265 | $243K |
| Cwm, LLC | 0.00% | Add +31.1% | 9,235 | $243K |
| Private Client Services, LLC | 0.13% | New | 9,197 | $242K |
| Flagstar Securities, Inc. | 0.06% | Add +1.1% | 9,175 | $241K |
| Weaver Consulting Group | 0.08% | No change | 9,078 | $238K |
| Retirement Investment Advisors, Inc. | 0.02% | Reduce -18.5% | 8,653 | $227K |
| Fairhaven Wealth Management, LLC | 0.07% | Add +7.9% | 8,645 | $227K |
| Carmichael Hill & Associates, Inc. | 0.08% | Reduce -9.8% | 8,525 | $224K |
| AlphaStar Capital Management, LLC | 0.02% | New | 8,248 | $217K |
| TCP Asset Management, LLC | 0.05% | No change | 8,016 | $211K |
| Marcum Wealth, LLC | 0.02% | New | 8,010 | $210K |
| Sheets Smith Wealth Management | 0.03% | Add +0.3% | 7,952 | $209K |
| Fiducient Advisors LLC | 0.02% | New | 7,941 | $209K |
| Cypress Wealth Services, LLC | 0.04% | Reduce -0.9% | 7,922 | $208K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -2.3% | 7,935 | $208K |
| Omega Financial Group, LLC | 0.08% | No change | 7,912 | $208K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,912 | $208K |
| Founders Financial Alliance, LLC | 0.05% | Add +19.9% | 6,944 | $182K |
| Macroview Investment Management LLC | 0.12% | Add +0.2% | 4,684 | $123K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 4,299 | $113K |
| Allworth Financial LP | 0.00% | Add +39.0% | 4,221 | $111K |
| GeoWealth Management, LLC | 0.00% | New | 4,049 | $106K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,000 | $105K |
| Clean Yield Group | 0.03% | No change | 3,593 | $94K |
| Ascentis Independent Advisors | 0.01% | New | 3,472 | $91K |
| Friedenthal Financial | 0.04% | Add +0.0% | 2,784 | $73K |
| FAS Wealth Partners, Inc. | 0.00% | Add +12.7% | 1,765 | $46K |
| Transcendent Capital Group LLC | 0.02% | Add +1.5% | 1,689 | $44K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -37.4% | 1,667 | $44K |
| Creative Financial Designs Inc. | 0.00% | Add +1.0% | 1,572 | $41K |
| GAMMA Investing LLC | 0.00% | New | 1,560 | $41K |
| Nemes Rush Group LLC | 0.01% | Reduce -33.1% | 1,582 | $41K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -4.3% | 1,499 | $39K |
| EPG Wealth Management LLC | 0.01% | Add +0.0% | 1,421 | $37K |
| Laurel Wealth Advisors LLC | 0.01% | New | 1,272 | $33K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,246 | $33K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,120 | $29K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,000 | $26K |
| Private Capital Management LLC | 0.00% | No change | 944 | $25K |
| Kennebec Savings Bank | 0.02% | — | 938 | $25K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +1.1% | 927 | $24K |
| Key Financial Inc | 0.01% | No change | 900 | $24K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -55.8% | 888 | $23K |
| Evergreen Private Wealth LLC | 0.01% | No change | 863 | $23K |
| Rise Advisors, LLC | 0.01% | No change | 846 | $22K |
| Voisard Asset Management Group, Inc. | 0.01% | New | 844 | $22K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 776 | $20K |
| CENTRAL TRUST Co | 0.00% | No change | 738 | $19K |
| Harbour Investments, Inc. | 0.00% | No change | 680 | $18K |
| Bogart Wealth, LLC | 0.00% | New | 658 | $17K |
| Assetmark, Inc. | 0.00% | Add +932.2% | 609 | $16K |
| Northwest Financial Advisors | 0.01% | New | 561 | $15K |
| LGT Financial Advisors LLC | 0.03% | No change | 450 | $12K |
| Financial Network Wealth Advisors LLC | 0.01% | Add +0.7% | 424 | $11K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -79.5% | 347 | $9K |
| Spire Wealth Management | 0.00% | Reduce -0.9% | 342 | $9K |
| Salomon & Ludwin, LLC | 0.00% | No change | 320 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | New | 271 | $7K |
| Oarsman Capital, Inc. | 0.00% | New | 232 | $6K |
| Paladin Advisory Group, LLC | 0.00% | No change | 225 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | New | 225 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 170 | $4K |
| First Horizon Advisors, Inc. | 0.00% | Add +1.2% | 165 | $4K |
| Franklin Resources Inc. | 0.00% | Add +6.5% | 147 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 140 | $4K |
| Planned Solutions, Inc. | 0.00% | New | 100 | $3K |
| Beacon Capital Management, LLC | 0.00% | Reduce -2.1% | 95 | $2K |
| West Branch Capital LLC | 0.00% | New | 82 | $2K |
| Dunhill Financial, LLC | 0.00% | New | 58 | $2K |
| Howe & Rusling Inc. | 0.00% | No change | 48 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 44 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $526 |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $525 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -60.0% | 6 | $158 |
"% 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.