SS SPDR N Ice HY Muni ETFHYMBETF
13F holders, Q4 2024 (December 31)396holders +36
38new positions
22sold out
2famous investors
$25.88avg. 13F price*
At the end of Q4 2024, 396 institutions reported holding SS SPDR N Ice HY Muni ETF (HYMB) in their 13F filings, up 36 from Q3 2024. 38 opened new positions and 22 sold out. The largest holders were FMR LLC ($334.4M), Wells Fargo & Company ($155.1M) and Raymond James Financial Inc. ($143.1M). 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 (Q4 2024)
- CUSIP
- 78464A284
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $25.5M |
| Exits | 22 | $19.4M |
All 13F filers, Q3 2024 → Q4 2024: 8,215,088 shares bought and 5,093,198 shares sold, net +3,121,890 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| FMR LLC | 0.02% | Reduce -13.6% | 13,071,999 | $334.4M |
| Wells Fargo & Company | 0.04% | Add +19.6% | 6,064,754 | $155.1M |
| Raymond James Financial Inc. | 0.05% | — | 5,593,808 | $143.1M |
| Sei Investments Co. | 0.18% | Reduce -2.9% | 5,540,002 | $141.7M |
| Goldman Sachs Group Inc. | 0.03% | Add +9.4% | 5,362,113 | $137.2M |
| Bank of America Corp. | 0.01% | Add +26.1% | 5,140,597 | $131.5M |
| LPL Financial LLC | 0.03% | Add +13.1% | 2,681,977 | $68.6M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 1.78% | Add +4.2% | 2,411,751 | $61.7M |
| Morgan Stanley | 0.00% | Add +19.2% | 2,326,383 | $59.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +2.5% | 2,291,391 | $58.6M |
| HighTower Advisors, LLC | 0.07% | Add +35.9% | 2,113,470 | $54.1M |
| Avantax Planning Partners, Inc. | 1.85% | Reduce -1.3% | 2,004,704 | $51.3M |
| Wealth Management Nebraska | 6.86% | — | 612,065 | $42.2M |
| Ocean Park Asset Management, LLC | 1.39% | Add +33.7% | 1,597,300 | $40.9M |
| United Capital Financial Advisors, LLC | 0.28% | Reduce -1.4% | 1,311,377 | $33.5M |
| Revolve Wealth Partners, LLC | 4.12% | Add +4.8% | 1,097,107 | $28.1M |
| Ameriprise Financial Inc. | 0.01% | Add +11.5% | 1,073,676 | $27.5M |
| UBS Group AG | 0.00% | Add +18.9% | 816,233 | $20.9M |
| Mercer Global Advisors Inc. | 0.05% | Add +3.4% | 727,536 | $18.6M |
| Bank of New York Mellon Corp | 0.00% | Add +17.7% | 662,561 | $16.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.41% | Add +4.8% | 586,856 | $15.0M |
| Mather Group, Llc. | 0.18% | Add +7.3% | 555,554 | $14.2M |
| Capital Asset Advisory Services LLC | 0.65% | Add +8.5% | 518,235 | $13.3M |
| Parkside Investments, LLC | 1.93% | Add +5.5% | 502,900 | $12.9M |
| Axxcess Wealth Management, LLC | 0.32% | Add +6.9% | 498,977 | $12.8M |
| M&T Bank Corp | 0.04% | New | 481,700 | $12.3M |
| Avidian Wealth Enterprises, LLC | 0.55% | Add +0.8% | 480,928 | $12.3M |
| Exchange Traded Concepts, LLC | 0.25% | Reduce -10.1% | 479,480 | $12.3M |
| Focus Partners Advisor Solutions, LLC | 0.21% | Add +957.1% | 475,952 | $12.2M |
| Betterment LLC | 0.03% | Add +4.4% | 460,793 | $11.8M |
| JPMorgan Chase & Co. | 0.00% | Add +14.7% | 458,158 | $11.7M |
| Mariner, LLC | 0.02% | Add +5.3% | 449,835 | $11.5M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -50.7% | 443,772 | $11.4M |
| Meeder Advisory Services, Inc. | 0.67% | Add +8.6% | 422,237 | $10.8M |
| Brady Martz Wealth Solutions, LLC | 2.61% | — | 428,570 | $10.8M |
| Syntegra Private Wealth Group, LLC | 1.20% | Add +9.3% | 416,364 | $10.7M |
| Cercano Management LLC | 0.27% | No change | 414,300 | $10.6M |
| WCG Wealth Advisors LLC | 0.69% | Add +13.0% | 406,051 | $10.4M |
| Capital Analysts, LLC | 0.41% | Add +5.2% | 400,950 | $10.3M |
| Jordan Park Group LLC | 0.69% | Reduce -3.1% | 366,581 | $9.4M |
| Collaborative Wealth Managment Inc. | 3.76% | Add +3.9% | 323,655 | $8.3M |
| Steward Partners Investment Advisory, LLC | 0.07% | Add +607.4% | 313,208 | $8.0M |
| Stifel Financial Corp. | 0.01% | Reduce -3.7% | 311,235 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Add +0.5% | 295,934 | $7.6M |
| Cetera Investment Advisers | 0.01% | Add +35.6% | 279,693 | $7.2M |
| Capital Insight Partners, LLC | 1.16% | Add +5.2% | 261,892 | $6.7M |
| Old National Bancorp | 0.16% | Add +4.8% | 257,835 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -14.2% | 256,410 | $6.6M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -7.0% | 248,532 | $6.4M |
| Prentice Wealth Management LLC | 1.82% | Add +5.9% | 246,451 | $6.3M |
| Vishria Bird Financial Group, LLC | 2.01% | Reduce -0.8% | 223,886 | $5.7M |
| Sagespring Wealth Partners, LLC | 0.15% | — | 219,618 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.08% | Reduce -24.3% | 214,157 | $5.5M |
| Elequin Capital, LP | 0.78% | Add +268.3% | 196,601 | $5.0M |
| High Net Worth Advisory Group LLC | 1.39% | Add +0.1% | 194,758 | $5.0M |
| CGN Advisors LLC | 0.48% | Add +9.4% | 191,989 | $4.9M |
| HTLF Bank | 0.55% | Reduce -4.3% | 191,411 | $4.9M |
| CX Institutional | 0.19% | Reduce -0.8% | 189,283 | $4.8M |
| Prime Capital Investment Advisors, LLC | 0.07% | Reduce -1.7% | 186,087 | $4.8M |
| RFG Advisory, LLC | 0.13% | Add +0.8% | 183,835 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +24.1% | 174,327 | $4.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +108.2% | 171,416 | $4.4M |
| Benjamin Edwards Inc. | 0.06% | Add +4.1% | 166,842 | $4.3M |
| Old Mission Capital LLC | 0.10% | Add +61.8% | 165,517 | $4.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +32.7% | 163,282 | $4.2M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -18.2% | 160,222 | $4.1M |
| Rockefeller Capital Management L.P. | 0.01% | Add +13.6% | 158,727 | $4.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +4.0% | 151,594 | $3.9M |
| Renaissance Technologies | 0.01% | Reduce -78.8% | 149,300 | $3.8M |
| Farther Finance Advisors, LLC | 0.14% | Add +72.5% | 147,942 | $3.8M |
| Confluence Investment Management LLC | 0.05% | Reduce -5.6% | 146,177 | $3.7M |
| Harbor Group, Inc. | 0.84% | Add +0.9% | 145,857 | $3.7M |
| NewEdge Advisors, LLC | 0.02% | Add +30.1% | 144,052 | $3.7M |
| Erickson Financial Group, LLC | 2.60% | Reduce -12.0% | 142,906 | $3.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -0.2% | 142,818 | $3.7M |
| Chemistry Wealth Management LLC | 0.85% | Add +4.2% | 141,341 | $3.6M |
| Riversedge Advisors, LLC | 0.75% | Reduce -0.1% | 129,527 | $3.3M |
| Cerity Partners LLC | 0.01% | Add +141.5% | 129,190 | $3.3M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -1.3% | 117,661 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -4.3% | 115,113 | $2.9M |
| Apollon Wealth Management, LLC | 0.07% | Add +10.2% | 113,107 | $2.9M |
| Baird Financial Group, Inc. | 0.01% | Add +42.2% | 112,762 | $2.9M |
| Legacy Financial Advisors, Inc. | 0.47% | Reduce -4.5% | 111,262 | $2.8M |
| Perigon Wealth Management, LLC | 0.07% | Reduce -18.2% | 110,502 | $2.8M |
| Pineridge Advisors LLC | 0.99% | Add +6.7% | 102,855 | $2.6M |
| FourThought Financial Partners, LLC | 0.26% | Reduce -4.0% | 99,590 | $2.5M |
| Matauro, LLC | 0.53% | — | 95,233 | $2.4M |
| Abound Financial, LLC | 1.22% | — | 93,922 | $2.4M |
| McAdam, LLC | 0.13% | Reduce -7.7% | 92,595 | $2.4M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +6.9% | 92,578 | $2.4M |
| Oakwell Private Wealth Management, LLC | 0.66% | Add +0.5% | 91,998 | $2.4M |
| Thrive Wealth Management, LLC | 0.42% | Reduce -5.0% | 91,145 | $2.3M |
| Blair William & Co. | 0.01% | Add +6.0% | 90,885 | $2.3M |
| Kwmg, LLC | 0.24% | Reduce -3.5% | 90,870 | $2.3M |
| MML Investors Services, LLC | 0.01% | Add +20.8% | 90,804 | $2.3M |
| &partners | 0.03% | Add +27.8% | 90,398 | $2.3M |
| Wealth Management Resources, Inc. | 0.84% | Add +31.1% | 89,175 | $2.3M |
| Bragg Financial Advisors, Inc | 0.09% | Add +10.0% | 88,058 | $2.3M |
| Running Point Capital Advisors, LLC | 0.77% | Add +2.4% | 87,704 | $2.2M |
| Dogwood Wealth Management LLC | 1.14% | Reduce -3.6% | 84,599 | $2.2M |
| Traveka Wealth, LLC | 1.16% | Reduce -6.4% | 82,092 | $2.1M |
| Wedmont Private Capital | 0.11% | Reduce -13.3% | 81,883 | $2.1M |
| Sebold Capital Management, Inc. | 1.37% | Add +1.3% | 79,859 | $2.0M |
| Dohj, LLC | 0.46% | Add +8.7% | 77,586 | $2.0M |
| Tennessee Valley Asset Management Partners | 0.33% | Add +3.5% | 77,444 | $2.0M |
| Orcam Financial Group | 1.90% | Reduce -15.8% | 76,781 | $2.0M |
| Mattern Wealth Management LLC | 0.42% | Add +110.1% | 73,739 | $1.9M |
| AE Wealth Management LLC | 0.02% | Add +9.5% | 69,709 | $1.8M |
| Cape Cod Five Cents Savings Bank | 0.16% | No change | 66,538 | $1.7M |
| Lido Advisors, LLC | 0.01% | Reduce -15.2% | 64,779 | $1.7M |
| Jones Financial Companies LLLP | 0.00% | Add +99.7% | 63,911 | $1.6M |
| Tradewinds Capital Management, LLC | 0.43% | Reduce -48.0% | 63,129 | $1.6M |
| Dravo Bay LLC | 0.78% | Reduce -0.2% | 62,546 | $1.6M |
| MAI Capital Management | 0.01% | New | 62,208 | $1.6M |
| Mason & Associates Inc | 0.37% | Add +23.5% | 62,111 | $1.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.03% | New | 61,228 | $1.6M |
| Clark Capital Management Group, Inc. | 0.01% | Add +3.5% | 58,441 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +441.4% | 58,140 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -37.4% | 57,853 | $1.5M |
| Creative Planning | 0.00% | Reduce -2.0% | 57,147 | $1.5M |
| Melone Private Wealth, LLC | 0.75% | Add +1.1% | 56,514 | $1.4M |
| Breakwater Capital Group | 0.28% | Add +4.0% | 55,896 | $1.4M |
| Quotient Wealth Partners, LLC | 0.05% | Add +0.8% | 55,640 | $1.4M |
| SevenBridge Financial Group, LLC | 0.27% | Reduce -6.0% | 55,203 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +0.1% | 54,494 | $1.4M |
| Shotwell Rutter Baer Inc | 1.17% | Add +5.6% | 54,970 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +30.3% | 54,321 | $1.4M |
| Townsquare Capital LLC | 0.02% | Add +23.1% | 52,302 | $1.3M |
| Manske Wealth Management | 0.53% | — | 51,971 | $1.3M |
| First Horizon Advisors, Inc. | 0.04% | Add +31233.3% | 51,700 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +18.2% | 49,076 | $1.3M |
| Ausdal Financial Partners, Inc. | 0.11% | Reduce -11.2% | 48,940 | $1.3M |
| Private Trust Co. NA | 0.13% | Add +0.5% | 47,731 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +252.8% | 47,686 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Add +35.4% | 47,614 | $1.2M |
| Financial Management Professionals, Inc. | 0.15% | Add +1.0% | 47,562 | $1.2M |
| Regal Investment Advisors LLC | 0.09% | Add +17.1% | 47,520 | $1.2M |
| Heritage Wealth Management, Inc. | 1.01% | Add +2.6% | 46,153 | $1.2M |
| Tortoise Investment Management, LLC | 0.12% | Add +10.2% | 45,782 | $1.2M |
| First Interstate Bank | 0.07% | Add +21.0% | 44,977 | $1.2M |
| Friday Financial | 0.79% | — | 44,541 | $1.1M |
| Keybank National Association | 0.00% | Add +37.7% | 44,504 | $1.1M |
| Manhattan West Asset Management, LLC | 0.31% | Reduce -1.1% | 44,222 | $1.1M |
| Hart & Patterson Financial Group LLC | 0.55% | Reduce -1.2% | 43,963 | $1.1M |
| Goodman Advisory Group, LLC | 0.32% | Add +13.5% | 43,058 | $1.1M |
| Burt Wealth Advisors | 0.28% | Reduce -0.4% | 42,978 | $1.1M |
| Yeomans Consulting Group, Inc. | 0.41% | Add +1.6% | 42,672 | $1.1M |
| SimpliFi, Inc. | 0.50% | Reduce -18.5% | 42,382 | $1.1M |
| Brown Wealth Management, LLC | 0.38% | Add +32.2% | 41,936 | $1.1M |
| MIdWestOne Financial Group, Inc. | 0.15% | Add +18.7% | 41,842 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +9.7% | 41,758 | $1.1M |
| Able Wealth Management LLC | 0.70% | Reduce -6.5% | 41,644 | $1.1M |
| HB Wealth Management, LLC | 0.01% | Reduce -6.6% | 41,465 | $1.1M |
| BridgePort Financial Solutions, LLC | 0.47% | — | 39,599 | $1.0M |
| SVB Wealth LLC | 0.02% | New | 39,659 | $1.0M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.2% | 39,427 | $1.0M |
| Asio Capital, LLC | 0.19% | No change | 39,404 | $1.0M |
| Missouri Trust & Investment Co | 0.33% | Add +10.7% | 37,300 | $954K |
| HSBC Holdings PLC | 0.00% | Add +2.6% | 37,299 | $954K |
| Natixis Advisors, LLC | 0.00% | Reduce -3.9% | 37,305 | $954K |
| Heartwood Wealth Advisors LLC | 0.11% | No change | 36,714 | $939K |
| Stark Wealth Management LLC | 0.69% | — | 36,646 | $937K |
| ACT Advisors, LLC. | 0.50% | No change | 36,096 | $923K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.0% | 35,907 | $919K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.0% | 35,907 | $919K |
| Inspire Advisors, LLC | 0.11% | Add +3.5% | 35,582 | $910K |
| Larson Financial Group LLC | 0.05% | Add +119.9% | 35,232 | $901K |
| OneDigital Investment Advisors LLC | 0.01% | Add +24.9% | 35,010 | $896K |
| Compound Planning, Inc. | 0.05% | Add +32.8% | 34,982 | $895K |
| Trust Point Inc. | 0.06% | Add +64.1% | 34,423 | $881K |
| DecisionMap Wealth Management, LLC | 0.70% | — | 34,349 | $879K |
| OneAscent Financial Services LLC | 0.07% | New | 33,883 | $867K |
| US Bancorp \de | 0.00% | Add +23.1% | 33,579 | $859K |
| Modera Wealth Management, LLC | 0.01% | Add +7.5% | 33,328 | $853K |
| K2 Financial Inc. | 0.84% | — | 33,362 | $843K |
| Alliancebernstein L.P. | 0.00% | New | 32,826 | $840K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -11.8% | 32,445 | $830K |
| James J. Burns & Company, LLC | 0.14% | Reduce -31.0% | 32,372 | $828K |
| Hobbs Group Advisors, LLC | 0.31% | Add +6.0% | 32,082 | $821K |
| Secure Asset Management, LLC | 0.12% | Add +10.9% | 31,542 | $807K |
| Beta Wealth Group, Inc. | 0.35% | Reduce -0.5% | 31,099 | $796K |
| FC Advisory LLC | 0.26% | Add +15.9% | 30,859 | $789K |
| Exencial Wealth Advisors, LLC | 0.03% | Reduce -15.0% | 30,686 | $785K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +59.0% | 30,632 | $784K |
| Kraematon Investment Advisors, Inc. | 0.77% | Reduce -1.6% | 30,597 | $783K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -41.0% | 30,394 | $777K |
| Legacy Financial Strategies, LLC | 0.17% | Reduce -1.6% | 30,185 | $773K |
| Private Advisor Group, LLC | 0.00% | Reduce -18.8% | 30,227 | $773K |
| Principal Securities, Inc. | 0.02% | Add +37.5% | 29,854 | $764K |
| Droms Strauss Advisors Inc. /Mo/ | 0.25% | Add +28.7% | 29,810 | $763K |
| Flagship Harbor Advisors, LLC | 0.04% | Reduce -12.6% | 29,661 | $759K |
| Advisory Resource Group | 0.16% | Add +15.5% | 29,196 | $747K |
| Aft, Forsyth & Company, Inc. | 0.36% | Reduce -15.8% | 28,825 | $737K |
| Pallas Capital Advisors LLC | 0.03% | No change | 28,689 | $734K |
| Captrust Financial Advisors | 0.00% | Add +62.9% | 28,394 | $726K |
| VanderPol Investments L.L.C. | 1.57% | Add +17.2% | 27,994 | $716K |
| Keystone Financial Group | 0.07% | Add +3.0% | 27,705 | $709K |
| WBH Advisory Inc. | 0.06% | Reduce -2.0% | 27,307 | $699K |
| SigFig Wealth Management, LLC | 0.02% | Add +40.5% | 26,825 | $687K |
| Kuhn & Co Investment Counsel | 0.58% | Add +14.8% | 26,839 | $687K |
| Williams & Novak, LLC | 0.64% | Reduce -3.7% | 26,050 | $666K |
| Syverson Strege & Co | 0.22% | Add +1.9% | 25,450 | $651K |
| Financial Advocates Investment Management | 0.04% | Reduce -5.2% | 25,390 | $649K |
| Ariadne Wealth Management, LP | 0.29% | Reduce -19.8% | 24,800 | $641K |
| PFS Partners, LLC | 0.33% | New | 23,889 | $611K |
| Washington Trust Bank | 0.06% | Reduce -26.0% | 23,863 | $610K |
| Accurate Wealth Management, LLC | 0.12% | Reduce -0.6% | 23,908 | $606K |
| Howard Capital Management, LLC | 0.01% | Reduce -1.3% | 23,650 | $605K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.8% | 23,515 | $602K |
| Aptus Capital Advisors, LLC | 0.01% | New | 22,711 | $581K |
| Strategic Financial Partners, Ltd. | 0.29% | Reduce -14.3% | 22,576 | $578K |
| Global Retirement Partners, LLC | 0.02% | Add +4.9% | 22,502 | $576K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.3% | 21,561 | $552K |
| Roberts Financial Services LLC | 0.10% | No change | 20,943 | $536K |
| Stablepoint Partners, LLC | 0.10% | Reduce -3.7% | 20,925 | $535K |
| Rede Wealth, LLC | 0.20% | Add +6.1% | 20,733 | $530K |
| Cahill Financial Advisors Inc. | 0.07% | Reduce -2.0% | 20,657 | $528K |
| Integrity Wealth Solutions LLC | 0.29% | Add +5.1% | 20,347 | $520K |
| Advisory Services Network, LLC | 0.01% | No change | 20,313 | $520K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -1.3% | 20,086 | $514K |
| Atria Wealth Solutions, Inc. | 0.01% | New | 20,052 | $513K |
| Saxon Interests, Inc. | 0.22% | Reduce -1.2% | 19,956 | $510K |
| Weitzel Financial Services, Inc. | 0.24% | Add +6.9% | 19,837 | $508K |
| Acorn Wealth Advisors, LLC | 0.21% | Add +24.0% | 19,808 | $507K |
| Cwm, LLC | 0.00% | Add +113.8% | 19,749 | $505K |
| Joel Adams & Associates, Inc. | 0.46% | — | 19,701 | $504K |
| MBL Wealth, LLC | 0.05% | Add +1.3% | 19,238 | $492K |
| Forefront Wealth Partners, LLC | 0.36% | — | 18,893 | $483K |
| Integral Investment Advisors, Inc. | 0.15% | No change | 18,550 | $475K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -9.6% | 18,500 | $473K |
| TrinityPoint Wealth, LLC | 0.07% | Add +62.2% | 18,208 | $466K |
| Truist Financial Corp. | 0.00% | Add +1.0% | 17,615 | $462K |
| Xcel Wealth Management, LLC | 0.13% | No change | 18,000 | $460K |
| Insight Wealth Strategies, LLC | 0.06% | Add +0.8% | 17,957 | $459K |
| Curtis Advisory Group, LLC | 0.12% | No change | 17,889 | $458K |
| Traphagen Investment Advisors LLC | 0.05% | Reduce -12.2% | 17,723 | $453K |
| BCS Wealth Management | 0.11% | Reduce -4.1% | 17,721 | $453K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +2.2% | 17,415 | $445K |
| Wealthfront Advisers LLC | 0.00% | Add +37.4% | 17,230 | $441K |
| Smith Anglin Financial, LLC | 0.04% | Reduce -6.7% | 17,148 | $439K |
| WPG Advisers, LLC | 0.41% | — | 17,048 | $436K |
| Alta Wealth Advisors LLC | 0.19% | Reduce -12.9% | 16,915 | $433K |
| Performance Wealth Partners, LLC | 0.01% | Reduce -35.2% | 16,742 | $428K |
| Csenge Advisory Group | 0.02% | Reduce -1.6% | 16,369 | $419K |
| Warther Private Wealth, LLC | 0.14% | No change | 16,302 | $417K |
| Ballentine Partners, LLC | 0.01% | New | 16,280 | $416K |
| Comerica Bank | 0.00% | Reduce -8.8% | 16,038 | $410K |
| Diversified Enterprises, LLC | 0.04% | Add +0.1% | 15,932 | $408K |
| ShoreHaven Wealth Partners, LLC | 0.19% | New | 15,625 | $400K |
| Everhart Financial Group, Inc. | 0.08% | Reduce -3.7% | 15,573 | $398K |
| World Investment Advisors | 0.01% | Reduce -30.1% | 15,278 | $391K |
| Bar Harbor Wealth Management | 0.03% | No change | 15,248 | $390K |
| Composition Wealth, LLC | 0.01% | New | 14,973 | $383K |
| Caldwell Trust Co | 0.04% | Add +0.3% | 14,858 | $380K |
| Platform Technology Partners | 0.11% | No change | 14,820 | $379K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +3.9% | 14,479 | $370K |
| Hilltop Partners LLC | 0.13% | Add +27.1% | 14,437 | $369K |
| 1900 Wealth Management LLC | 0.03% | Reduce -66.5% | 14,389 | $368K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +1.2% | 14,239 | $364K |
| Jacobi Capital Management LLC | 0.03% | No change | 14,200 | $363K |
| Valmark Advisers, Inc. | 0.01% | New | 14,142 | $362K |
| IMA Advisory Services, Inc. | 0.04% | Add +12.0% | 13,867 | $355K |
| Fort Point Capital Partners LLC | 0.04% | No change | 13,688 | $350K |
| Sincerus Advisory, LLC | 0.37% | — | 13,610 | $348K |
| Clifford Group, LLC | 0.26% | Add +10.9% | 13,163 | $337K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -0.9% | 12,826 | $328K |
| Sowell Financial Services LLC | 0.02% | Add +2.2% | 12,609 | $323K |
| Naples Global Advisors, LLC | 0.03% | No change | 12,494 | $320K |
| Kestra Investment Management, LLC | 0.01% | New | 12,492 | $320K |
| Verdence Capital Advisors LLC | 0.03% | New | 12,423 | $318K |
| Steele Capital Management, Inc. | 0.02% | No change | 12,407 | $317K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -0.2% | 12,347 | $313K |
| Independent Advisor Alliance | 0.00% | New | 12,071 | $309K |
| Blue Oak Capital, LLC | 0.19% | — | 12,064 | $309K |
| Fiducient Advisors LLC | 0.04% | Add +51.8% | 12,055 | $308K |
| Eagle Wealth Strategies LLC | 0.22% | No change | 11,990 | $307K |
| Canvas Wealth Advisors, LLC | 0.08% | Add +22.0% | 11,951 | $306K |
| Principal Financial Group Inc. | 0.00% | No change | 11,672 | $299K |
| Citigroup Inc. | 0.00% | Reduce -28.1% | 11,593 | $297K |
| IFP Advisors, Inc | 0.01% | Add +0.1% | 11,133 | $285K |
| Brown Advisory Inc. | 0.00% | Reduce -68.4% | 11,105 | $284K |
| Strategic Financial Planning, Inc. | 0.19% | Reduce -6.3% | 11,103 | $284K |
| Advisory Alpha, LLC | 0.01% | Add +15.6% | 10,713 | $274K |
| Dakota Wealth Management | 0.01% | Add +4.8% | 10,527 | $269K |
| Capital Investment Advisors, LLC | 0.01% | Add +10.9% | 10,431 | $267K |
| New Insight Wealth Advisors | 0.13% | Add +6.9% | 10,322 | $264K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -19.9% | 10,244 | $262K |
| Clearstead Advisors, LLC | 0.00% | New | 10,231 | $262K |
| Strategies Wealth Advisors, LLC | 0.03% | Reduce -8.6% | 10,105 | $261K |
| TFB Advisors LLC | 0.07% | New | 10,182 | $260K |
| Gill Capital Partners, LLC | 0.09% | No change | 10,158 | $260K |
| Sigma Planning Corp | 0.01% | Add +7.7% | 10,150 | $260K |
| Bernardo Wealth Planning LLC | 0.06% | Add +1.7% | 10,207 | $259K |
| HCR Wealth Advisors | 0.03% | No change | 10,050 | $257K |
| Avior Wealth Management, LLC | 0.01% | No change | 9,974 | $255K |
| Liberty Square Wealth Partners LLC | 0.09% | — | 9,690 | $250K |
| WealthShield Partners, LLC | 0.04% | Reduce -9.0% | 9,765 | $250K |
| Tritonpoint Wealth, LLC | 0.02% | Add +1.9% | 9,622 | $246K |
| First Heartland Consultants, Inc. | 0.03% | Add +21.0% | 9,599 | $246K |
| Engineers Gate Manager LP | 0.00% | New | 9,586 | $245K |
| Ariston Services Group | 0.21% | New | 9,476 | $242K |
| Pennsylvania Capital Management Inc. | 0.08% | No change | 9,475 | $242K |
| Per Stirling Capital Management, LLC. | 0.03% | New | 9,475 | $242K |
| Global Financial Private Client, LLC | 0.09% | Reduce -3.5% | 9,429 | $241K |
| BXM Wealth LLC | 0.34% | — | 9,393 | $240K |
| Black Diamond Financial, LLC | 0.04% | No change | 9,320 | $238K |
| Flagstar Securities, Inc. | 0.06% | Add +1.4% | 9,306 | $238K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 9,268 | $237K |
| Foster & Motley Inc. | 0.02% | Reduce -12.2% | 9,155 | $234K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -8.9% | 8,991 | $230K |
| Weaver Consulting Group | 0.07% | Reduce -1.1% | 8,978 | $230K |
| Legacy Advisory Services, LLC | 0.20% | New | 8,964 | $229K |
| Veery Capital, LLC | 0.09% | Reduce -28.5% | 8,961 | $229K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 1,883 | $229K |
| Kovack Advisors, Inc. | 0.02% | Reduce -6.1% | 8,860 | $227K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 8,827 | $226K |
| Retirement Investment Advisors, Inc. | 0.02% | No change | 8,653 | $221K |
| Citadel Advisors | 0.00% | Reduce -86.5% | 8,637 | $221K |
| Marcum Wealth, LLC | 0.02% | Add +5.2% | 8,430 | $216K |
| Fairhaven Wealth Management, LLC | 0.07% | Reduce -2.6% | 8,420 | $215K |
| Jane Street Group, LLC | 0.00% | Reduce -97.4% | 8,297 | $212K |
| AlphaStar Capital Management, LLC | 0.02% | Add +0.0% | 8,251 | $211K |
| Manning & Napier Advisors LLC | 0.00% | Reduce -35.0% | 8,250 | $211K |
| Trademark Financial Management, LLC | 0.17% | New | 8,248 | $211K |
| Roman Butler Fullerton & Co. | 0.07% | New | 8,150 | $210K |
| Intrua Financial, LLC | 0.03% | Reduce -32.4% | 8,192 | $210K |
| Waverly Advisors, LLC | 0.00% | New | 8,093 | $207K |
| Private Client Services, LLC | 0.11% | Reduce -12.8% | 8,024 | $205K |
| TCP Asset Management, LLC | 0.05% | No change | 8,016 | $205K |
| Omega Financial Group, LLC | 0.08% | No change | 7,912 | $202K |
| Summit Financial, LLC | 0.01% | New | 7,869 | $201K |
| Founders Financial Alliance, LLC | 0.05% | No change | 6,944 | $178K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1725.4% | 6,334 | $162K |
| Allworth Financial LP | 0.00% | Add +28.8% | 5,437 | $140K |
| Medallion Wealth Advisors, LLC | 0.06% | — | 4,938 | $125K |
| Centaurus Financial, Inc. | 0.01% | New | 4,626 | $118K |
| Parallel Advisors, LLC | 0.00% | Reduce -4.4% | 4,108 | $105K |
| Pathway Financial Advisers, LLC | 0.03% | New | 4,026 | $103K |
| Concourse Financial Group Securities, Inc. | 0.01% | No change | 4,000 | $103K |
| Clean Yield Group | 0.03% | No change | 3,593 | $92K |
| GeoWealth Management, LLC | 0.00% | Reduce -12.5% | 3,542 | $91K |
| Nemes Rush Group LLC | 0.01% | Add +117.2% | 3,436 | $88K |
| Friedenthal Financial | 0.04% | Add +0.0% | 2,785 | $71K |
| FAS Wealth Partners, Inc. | 0.01% | Add +30.8% | 2,308 | $59K |
| AdvisorNet Financial, Inc | 0.00% | Add +37.0% | 2,284 | $58K |
| Transcendent Capital Group LLC | 0.02% | Add +0.9% | 1,705 | $44K |
| Creative Financial Designs Inc. | 0.00% | Add +1.5% | 1,595 | $41K |
| GAMMA Investing LLC | 0.00% | No change | 1,560 | $40K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +0.4% | 1,505 | $38K |
| EPG Wealth Management LLC | 0.01% | No change | 1,421 | $36K |
| Private Capital Management LLC | 0.01% | Add +49.3% | 1,409 | $36K |
| Spire Wealth Management | 0.00% | Add +285.1% | 1,317 | $34K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,272 | $33K |
| Cardiff Park Advisors, LLC | 0.00% | No change | 1,246 | $32K |
| Golden State Wealth Management, LLC | 0.00% | — | 1,151 | $29K |
| CoreCap Advisors, LLC | 0.00% | Reduce -9.8% | 1,010 | $26K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,000 | $26K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +1.4% | 940 | $24K |
| Key Financial Inc | 0.01% | No change | 900 | $23K |
| Evergreen Private Wealth LLC | 0.01% | No change | 863 | $22K |
| Rise Advisors, LLC | 0.01% | No change | 846 | $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 | $17K |
| Advantage Trust Co | 0.01% | New | 672 | $17K |
| Lavaca Capital LLC | 0.01% | New | 661 | $17K |
| Bogart Wealth, LLC | 0.00% | No change | 658 | $17K |
| St Germain D J Co. Inc. | 0.00% | New | 648 | $17K |
| New Wave Wealth Advisors LLC | 0.01% | New | 609 | $16K |
| Assetmark, Inc. | 0.00% | No change | 609 | $16K |
| Fourth Dimension Wealth, LLC | 0.01% | — | 604 | $15K |
| Peterson Wealth Services | 0.00% | New | 401 | $10K |
| Salomon & Ludwin, LLC | 0.00% | No change | 320 | $8K |
| Ameriflex Group, Inc. | 0.00% | — | 312 | $8K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 271 | $7K |
| Oarsman Capital, Inc. | 0.00% | Add +1.3% | 235 | $6K |
| Paladin Advisory Group, LLC | 0.00% | No change | 225 | $6K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 225 | $6K |
| Continuum Advisory, LLC | 0.00% | No change | 170 | $4K |
| PNC Financial Services Group, Inc. | 0.00% | New | 168 | $4K |
| Franklin Resources Inc. | 0.00% | Reduce -3.4% | 142 | $4K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 140 | $4K |
| Minot DeBlois Advisors LLC | 0.00% | — | 100 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 95 | $2K |
| Park Square Financial Group, LLC | 0.00% | — | 88 | $2K |
| West Branch Capital LLC | 0.00% | No change | 82 | $2K |
| Dunhill Financial, LLC | 0.00% | No change | 58 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | — | 55 | $1K |
| Howe & Rusling Inc. | 0.00% | No change | 48 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | Reduce -90.3% | 41 | $1K |
| Spurstone Advisory Services, LLC | 0.02% | — | 40 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 40 | $1K |
| Transce3nd, LLC | 0.00% | — | 39 | $998 |
| Horizon Investments, LLC | 0.00% | New | 37 | $943 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 20 | $512 |
| Raleigh Capital Management Inc. | 0.00% | No change | 20 | $512 |
"% 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.