SS SPDR N Ice HY Muni ETFHYMBETF

13F holders, Q1 2025 (March 31)
386holders −10
39new positions
46sold out
1famous investor
$25.22avg. 13F price*

At the end of Q1 2025, 386 institutions reported holding SS SPDR N Ice HY Muni ETF (HYMB) in their 13F filings, down 10 from Q4 2024. 39 opened new positions and 46 sold out. The largest holders were FMR LLC ($258.8M), Raymond James Financial Inc. ($144.6M) and Sei Investments Co. ($134.4M). 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 (Q1 2025)
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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions39$14.6M
Exits46$75.5M

All 13F filers, Q4 2024 → Q1 2025: 8,313,072 shares bought and 11,336,776 shares sold, net −3,023,704 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 386 holders

FMR LLC 0.02% Reduce -21.5% 10,260,063 $258.8M
Raymond James Financial Inc. 0.05% Add +2.5% 5,734,646 $144.6M
Sei Investments Co. 0.17% Reduce -3.8% 5,330,610 $134.4M
Wells Fargo & Company 0.03% Reduce -13.9% 5,223,681 $131.7M
Goldman Sachs Group Inc. 0.02% Reduce -7.2% 4,974,203 $125.4M
Bank of America Corp. 0.01% Reduce -12.1% 4,519,183 $114.0M
LPL Financial LLC 0.03% Add +11.3% 2,985,429 $75.3M
Morgan Stanley 0.00% Add +0.7% 2,342,020 $59.1M
Ocean Park Asset Management, LLC 2.04% Add +42.8% 2,281,100 $57.5M
Avantax Planning Partners, Inc. 2.00% Add +12.0% 2,244,942 $56.6M
Envestnet Asset Management Inc. 0.02% Reduce -2.8% 2,226,989 $56.2M
Cliftonlarsonallen Wealth Advisors, LLC 0.93% Add +3137.7% 1,982,348 $50.0M
HighTower Advisors, LLC 0.06% Reduce -17.6% 1,741,482 $43.9M
Cercano Management LLC 1.03% Add +235.0% 1,387,825 $35.0M
United Capital Financial Advisors, LLC 0.28% Reduce -1.8% 1,287,685 $32.5M
Revolve Wealth Partners, LLC 4.48% Add +11.9% 1,227,999 $31.0M
Ameriprise Financial Inc. 0.01% Add +9.1% 1,171,029 $29.5M
UBS Group AG 0.00% Add +5.1% 857,702 $21.6M
Jane Street Group, LLC 0.04% Add +9184.0% 770,295 $19.4M
Mercer Global Advisors Inc. 0.04% Add +5.5% 767,476 $19.4M
Bank of New York Mellon Corp 0.00% Add +12.6% 746,061 $18.8M
Mather Group, Llc. 0.17% Add +7.3% 596,240 $15.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.38% Reduce -1.4% 578,953 $14.6M
Parkside Investments, LLC 2.14% Add +14.5% 575,600 $14.5M
JPMorgan Chase & Co. 0.00% Add +15.9% 530,977 $13.4M
Mariner, LLC 0.02% Add +16.6% 524,352 $13.2M
Capital Asset Advisory Services LLC 0.64% Reduce -4.0% 497,647 $12.6M
Focus Partners Advisor Solutions, LLC 0.19% Add +1.6% 483,606 $12.2M
Axxcess Wealth Management, LLC 0.33% Reduce -3.6% 481,005 $12.1M
Tradewinds Capital Management, LLC 3.23% Add +656.8% 477,758 $12.0M
Betterment LLC 0.03% Reduce -2.5% 449,365 $11.3M
Meeder Advisory Services, Inc. 0.66% Add +4.1% 439,406 $11.1M
Brady Martz Wealth Solutions, LLC 2.47% Add +0.8% 432,044 $10.9M
Syntegra Private Wealth Group, LLC 1.25% Add +1.6% 423,089 $10.7M
Capital Analysts, LLC 0.39% Add +3.6% 415,547 $10.5M
Sanctuary Advisors, LLC 0.07% Add +57.9% 392,443 $9.9M
Wealthspire Advisors, LLC 0.06% Reduce -16.2% 371,939 $9.4M
WCG Wealth Advisors LLC 0.71% Reduce -9.3% 368,425 $9.3M
Jordan Park Group LLC 0.67% Reduce -0.3% 365,553 $9.2M
Collaborative Wealth Managment Inc. 3.84% Add +0.6% 325,517 $8.2M
Osaic Holdings, Inc. 0.02% Add +7.3% 317,638 $8.0M
Stifel Financial Corp. 0.01% Add +1.6% 316,100 $8.0M
Cetera Investment Advisers 0.02% Add +10.2% 308,204 $7.8M
Avidian Wealth Enterprises, LLC 0.34% Reduce -37.2% 301,811 $7.6M
Old National Bancorp 0.20% Add +14.4% 294,871 $7.4M
Steward Partners Investment Advisory, LLC 0.06% Reduce -8.7% 285,890 $7.2M
Capital Insight Partners, LLC 1.21% Add +5.0% 275,088 $6.9M
OneDigital Investment Advisors LLC 0.08% Add +676.0% 271,662 $6.9M
Prentice Wealth Management LLC 1.87% Add +4.2% 256,838 $6.5M
Royal Bank of Canada 0.00% Reduce -0.7% 254,530 $6.4M
Vishria Bird Financial Group, LLC 1.90% Reduce -1.1% 221,521 $5.6M
Prime Capital Investment Advisors, LLC 0.06% Add +16.6% 216,968 $5.5M
Integrated Wealth Concepts LLC 0.06% Add +40.0% 199,924 $5.0M
CGN Advisors LLC 0.48% Add +2.0% 195,777 $4.9M
High Net Worth Advisory Group LLC 1.39% Add +0.0% 194,829 $4.9M
Rockefeller Capital Management L.P. 0.01% Add +22.1% 193,793 $4.9M
Apollon Wealth Management, LLC 0.11% Add +68.8% 190,875 $4.8M
CX Institutional 0.18% Reduce -0.0% 189,223 $4.8M
Commonwealth Equity Services, LLC 0.01% Add +8.1% 188,428 $4.8M
Benjamin Edwards Inc. 0.06% Add +10.2% 183,871 $4.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +11.5% 182,007 $4.6M
Farther Finance Advisors, LLC 0.12% Add +20.8% 178,692 $4.5M
Keystone Financial Group 0.43% Add +519.1% 171,520 $4.2M
Beacon Pointe Advisors, LLC 0.05% Add +38.6% 159,517 $4.0M
Erickson Financial Group, LLC 2.88% Add +7.0% 152,986 $3.9M
CIBC Private Wealth Group LLC 0.01% Reduce -2.0% 157,022 $3.8M
Keystone Global Partners, LLC 2.58% — 145,592 $3.7M
Confluence Investment Management LLC 0.05% Reduce -0.5% 145,414 $3.7M
NewEdge Advisors, LLC 0.02% Add +0.7% 144,986 $3.7M
Chemistry Wealth Management LLC 0.83% Add +0.7% 142,273 $3.6M
Cerity Partners LLC 0.01% Add +5.1% 135,764 $3.4M
Renaissance Technologies 0.01% Reduce -10.8% 133,200 $3.4M
Thrivent Financial for Lutherans 0.01% Reduce -17.1% 125,710 $3.3M
M&T Bank Corp 0.01% Reduce -73.3% 128,650 $3.2M
Harbor Group, Inc. 0.63% Reduce -14.3% 124,966 $3.2M
Kestra Private Wealth Services, LLC 0.05% Add +2.2% 120,206 $3.0M
Sagespring Wealth Partners, LLC 0.08% Reduce -46.0% 118,593 $3.0M
Baird Financial Group, Inc. 0.01% Add +0.1% 112,838 $2.8M
Perigon Wealth Management, LLC 0.07% Reduce -1.5% 108,840 $2.7M
Legacy Financial Advisors, Inc. 0.45% Reduce -3.9% 106,921 $2.7M
Wealthcare Advisory Partners LLC 0.07% Add +12.7% 104,293 $2.6M
Jones Financial Companies LLLP 0.00% Add +61.9% 103,457 $2.6M
Pineridge Advisors LLC 1.01% Reduce -0.1% 102,712 $2.6M
IHT Wealth Management, LLC 0.08% Add +112.2% 101,204 $2.6M
Riversedge Advisors, LLC 0.56% Reduce -23.5% 99,030 $2.5M
FourThought Financial Partners, LLC 0.26% Reduce -2.5% 97,104 $2.4M
Matauro, LLC 0.50% Add +1.9% 97,063 $2.4M
Bragg Financial Advisors, Inc 0.10% Add +8.7% 95,725 $2.4M
Thrive Wealth Management, LLC 0.46% Add +4.3% 95,052 $2.4M
MML Investors Services, LLC 0.01% Add +4.1% 94,518 $2.4M
Abound Financial, LLC 1.19% Reduce -0.9% 93,038 $2.3M
&partners 0.02% Add +2.9% 92,998 $2.3M
Blair William & Co. 0.01% Add +2.0% 92,680 $2.3M
Oakwell Private Wealth Management, LLC 0.65% Add +0.7% 92,665 $2.3M
Wealth Management Resources, Inc. 0.84% Add +3.2% 92,056 $2.3M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -46.4% 91,970 $2.3M
Running Point Capital Advisors, LLC 0.70% Add +0.1% 87,830 $2.2M
Wedmont Private Capital 0.11% Add +8.1% 88,546 $2.1M
Kwmg, LLC 0.22% Reduce -6.6% 84,849 $2.1M
Dohj, LLC 0.49% Add +8.7% 84,313 $2.1M
Dogwood Wealth Management LLC 1.11% Reduce -0.9% 83,820 $2.1M
Merit Financial Group, LLC 0.03% New 81,159 $2.0M
Traveka Wealth, LLC 1.13% Reduce -2.9% 79,725 $2.0M
Tennessee Valley Asset Management Partners 0.33% Add +2.1% 79,064 $2.0M
Sebold Capital Management, Inc. 1.31% Reduce -1.2% 78,921 $2.0M
Orcam Financial Group 1.79% Reduce -1.2% 75,876 $1.9M
AE Wealth Management LLC 0.02% Add +7.9% 75,191 $1.9M
Mattern Wealth Management LLC 0.41% Reduce -0.1% 73,631 $1.9M
Park Avenue Securities LLC 0.02% Add +73.2% 72,310 $1.8M
Susquehanna International Group, LLP 0.00% New 72,255 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 66,538 $1.7M
Compound Planning, Inc. 0.08% Add +94.8% 68,126 $1.7M
Able Wealth Management LLC 0.99% Add +58.6% 66,049 $1.7M
Elequin Capital, LP 0.43% Reduce -67.0% 64,986 $1.6M
Breakwater Capital Group 0.29% Add +15.1% 64,338 $1.6M
MAI Capital Management 0.01% Add +0.5% 62,535 $1.6M
Equitable Holdings, Inc. 0.01% Add +7.4% 62,156 $1.6M
Melone Private Wealth, LLC 0.82% Add +9.9% 62,100 $1.6M
Creative Planning 0.00% Add +8.1% 61,788 $1.6M
Kestra Advisory Services, LLC 0.01% Add +29.1% 61,487 $1.6M
Flow Traders U.S. LLC 0.06% New 57,462 $1.4M
Townsquare Capital LLC 0.02% Add +8.7% 56,857 $1.4M
Quotient Wealth Partners, LLC 0.05% Add +2.0% 56,780 $1.4M
Focus Partners Wealth 0.00% Reduce -2.4% 56,776 $1.4M
Dravo Bay LLC 0.74% Reduce -11.6% 55,323 $1.4M
Lido Advisors, LLC 0.01% Reduce -15.0% 55,088 $1.4M
Clark Capital Management Group, Inc. 0.01% Reduce -6.4% 54,708 $1.4M
Shotwell Rutter Baer Inc 1.21% Reduce -1.9% 53,916 $1.4M
Ausdal Financial Partners, Inc. 0.10% Add +10.7% 54,196 $1.4M
Aptus Capital Advisors, LLC 0.02% Add +138.2% 54,095 $1.4M
Ameritas Investment Partners, Inc. 0.05% Add +9.6% 53,795 $1.4M
AlphaStar Capital Management, LLC 0.13% Add +544.2% 53,150 $1.3M
Manske Wealth Management 0.50% Add +0.9% 52,437 $1.3M
First Horizon Advisors, Inc. 0.04% No change 51,700 $1.3M
Regal Investment Advisors LLC 0.10% Add +6.3% 50,525 $1.3M
McAdam, LLC 0.08% Reduce -45.9% 50,121 $1.3M
Heritage Wealth Management, Inc. 1.07% Add +7.2% 49,466 $1.2M
Modera Wealth Management, LLC 0.02% Add +47.8% 49,252 $1.2M
Goodman Advisory Group, LLC 0.38% Add +13.8% 49,009 $1.2M
Friday Financial 0.73% Add +8.6% 48,381 $1.2M
Avantax Advisory Services, Inc. 0.01% Add +45.9% 47,325 $1.2M
Geneos Wealth Management Inc. 0.04% Add +96.8% 46,284 $1.2M
Keybank National Association 0.00% Add +2.6% 45,675 $1.2M
Janney Montgomery Scott LLC 0.00% Reduce -17.4% 44,896 $1.1M
Yeomans Consulting Group, Inc. 0.43% Add +4.3% 44,511 $1.1M
Atria Investments, Inc 0.01% Reduce -18.8% 44,267 $1.1M
Mason & Associates Inc 0.28% Reduce -28.8% 44,199 $1.1M
Tortoise Investment Management, LLC 0.12% Reduce -3.5% 44,167 $1.1M
Burt Wealth Advisors 0.27% Add +1.2% 43,508 $1.1M
Brown Wealth Management, LLC 0.37% Add +3.0% 43,189 $1.1M
Manhattan West Asset Management, LLC 0.28% Reduce -2.4% 43,175 $1.1M
SimpliFi, Inc. 0.49% No change 42,382 $1.1M
Private Trust Co. NA 0.11% Reduce -11.2% 42,364 $1.1M
VanderPol Investments L.L.C. 2.24% Add +50.1% 42,020 $1.1M
SevenBridge Financial Group, LLC 0.21% Reduce -22.1% 43,021 $1.1M
MIdWestOne Financial Group, Inc. 0.15% Reduce -0.2% 41,757 $1.1M
HB Wealth Management, LLC 0.01% No change 41,465 $1.0M
Diversified Enterprises, LLC 0.09% Add +159.3% 41,317 $1.0M
Great Valley Advisor Group, Inc. 0.02% Add +4.2% 41,071 $1.0M
Inspire Advisors, LLC 0.12% Add +15.3% 41,014 $1.0M
Larson Financial Group LLC 0.05% Add +13.8% 40,111 $1.0M
BridgePort Financial Solutions, LLC 0.45% Add +0.2% 39,675 $1.0M
Asio Capital, LLC 0.19% No change 39,404 $994K
Missouri Trust & Investment Co 0.35% Add +4.7% 39,050 $985K
Natixis Advisors, LLC 0.00% Add +0.5% 37,508 $946K
HSBC Holdings PLC 0.00% Reduce -0.9% 36,955 $932K
SigFig Wealth Management, LLC 0.03% Add +37.8% 36,951 $931K
Heartwood Wealth Advisors LLC 0.11% No change 36,714 $926K
Stratos Wealth Partners, LTD. 0.01% Reduce -82.9% 36,646 $924K
ACT Advisors, LLC. 0.49% Reduce -0.3% 35,970 $907K
DecisionMap Wealth Management, LLC 0.65% Reduce -0.9% 34,048 $859K
OneAscent Financial Services LLC 0.06% Reduce -0.2% 33,807 $853K
James J. Burns & Company, LLC 0.15% Add +1.1% 32,735 $826K
CarsonAllaria Wealth Management, Ltd. 0.48% New 32,695 $825K
K2 Financial Inc. 0.77% Reduce -3.2% 32,289 $787K
Robertson Stephens Wealth Management, LLC 0.03% No change 30,632 $773K
Exencial Wealth Advisors, LLC 0.03% Reduce -0.2% 30,631 $773K
Caliber Wealth Management, LLC / KS 0.10% — 30,405 $767K
Principal Securities, Inc. 0.02% No change 29,854 $764K
FC Advisory LLC 0.25% Reduce -3.1% 29,905 $754K
Droms Strauss Advisors Inc. /Mo/ 0.26% Add +0.3% 29,894 $754K
Kuhn & Co Investment Counsel 0.63% Add +11.2% 29,850 $753K
US Bancorp \de 0.00% Reduce -12.3% 29,440 $742K
Pallas Capital Advisors LLC 0.03% No change 28,689 $724K
Kraematon Investment Advisors, Inc. 0.73% Reduce -7.5% 28,292 $714K
SVB Wealth LLC 0.03% Reduce -31.7% 27,101 $683K
Advisory Resource Group 0.14% Reduce -8.2% 26,800 $676K
PNC Financial Services Group, Inc. 0.00% Add +15841.1% 26,781 $675K
Clark Asset Management, LLC 0.11% New 26,599 $671K
Legacy Financial Strategies, LLC 0.15% Reduce -11.9% 26,587 $671K
WBH Advisory Inc. 0.06% Reduce -3.4% 26,380 $665K
Flagship Harbor Advisors, LLC 0.03% Reduce -12.4% 25,981 $655K
Rede Wealth, LLC 0.22% Add +21.6% 25,212 $636K
Williams & Novak, LLC 0.62% Reduce -3.8% 25,055 $634K
Revisor Wealth Management LLC 0.28% New 24,939 $629K
Syverson Strege & Co 0.20% Reduce -3.6% 24,533 $619K
First Interstate Bank 0.04% Reduce -45.7% 24,438 $616K
Ariadne Wealth Management, LP 0.32% No change 24,800 $609K
Financial Advocates Investment Management 0.04% Reduce -5.4% 24,023 $606K
Captrust Financial Advisors 0.00% Reduce -15.5% 23,999 $605K
Howard Capital Management, LLC 0.01% No change 23,650 $596K
Accurate Wealth Management, LLC 0.11% No change 23,908 $579K
Argonautica Private Wealth Management, Inc. 0.20% New 22,850 $576K
Strategic Financial Partners, Ltd. 0.29% Reduce -1.7% 22,190 $560K
Savvy Advisors, Inc. 0.06% New 21,964 $554K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -29.0% 21,581 $544K
Advisory Alpha, LLC 0.02% Add +96.0% 21,001 $530K
Aft, Forsyth & Company, Inc. 0.28% Reduce -27.8% 20,825 $525K
Cahill Financial Advisors Inc. 0.07% Reduce -0.5% 20,561 $519K
Advisory Services Network, LLC 0.01% No change 20,313 $512K
Stablepoint Partners, LLC 0.09% Reduce -3.0% 20,301 $512K
Roberts Financial Services LLC 0.10% Reduce -3.4% 20,223 $510K
Cwm, LLC 0.00% Add +2.3% 20,207 $510K
Bokf, NA 0.01% New 20,219 $510K
Saxon Interests, Inc. 0.24% No change 19,956 $503K
Insight Wealth Strategies, LLC 0.07% Add +9.8% 19,711 $497K
Integrity Wealth Solutions LLC 0.27% Reduce -3.3% 19,681 $496K
Weitzel Financial Services, Inc. 0.24% Reduce -1.7% 19,491 $495K
Trust Point Inc. 0.04% Reduce -43.2% 19,554 $493K
Acorn Wealth Advisors, LLC 0.20% Reduce -2.3% 19,360 $488K
MBL Wealth, LLC 0.05% Reduce -2.4% 18,778 $474K
Integral Investment Advisors, Inc. 0.15% No change 18,550 $468K
Rainier Family Wealth Inc. 0.55% New 18,501 $467K
Coldstream Capital Management Inc. 0.01% No change 18,500 $467K
J.W. Cole Advisors, Inc. 0.01% New 18,299 $461K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Reduce -99.2% 18,260 $461K
Fortis Capital Advisors, LLC 0.09% New 18,211 $459K
Belpointe Asset Management LLC 0.02% New 18,211 $459K
HRT Financial LP 0.00% New 18,182 $458K
Planwiser Financial, LLC 0.41% — 18,565 $458K
Traphagen Investment Advisors LLC 0.05% Add +1.7% 18,020 $454K
Xcel Wealth Management, LLC 0.14% No change 18,000 $454K
Curtis Advisory Group, LLC 0.13% No change 17,889 $451K
Private Advisor Group, LLC 0.00% Reduce -41.1% 17,796 $449K
Joel Adams & Associates, Inc. 0.39% Reduce -12.8% 17,186 $433K
Comerica Bank 0.00% Add +7.0% 17,153 $433K
Alta Wealth Advisors LLC 0.20% Add +0.1% 16,927 $427K
Performance Wealth Partners, LLC 0.02% No change 16,742 $422K
Wealthfront Advisers LLC 0.00% Reduce -4.1% 16,525 $417K
BCS Wealth Management 0.10% Reduce -9.2% 16,087 $406K
Schmidt P J Investment Management Inc. 0.07% Reduce -8.0% 16,015 $404K
Hilltop Partners LLC 0.14% Add +9.9% 15,873 $400K
World Investment Advisors 0.01% Add +3.7% 15,844 $400K
Smith Anglin Financial, LLC 0.04% Reduce -7.8% 15,816 $399K
AlphaCore Capital LLC 0.03% New 15,636 $394K
Csenge Advisory Group 0.02% Reduce -2.4% 15,972 $391K
Secure Asset Management, LLC 0.08% Reduce -51.3% 15,361 $387K
WPG Advisers, LLC 0.36% Reduce -10.3% 15,284 $385K
Bar Harbor Wealth Management 0.03% No change 15,248 $385K
Snowden Capital Advisors LLC 0.01% New 15,233 $384K
Composition Wealth, LLC 0.01% Add +1.6% 15,212 $384K
Clifford Group, LLC 0.36% Add +15.4% 15,188 $383K
Caldwell Trust Co 0.04% No change 14,858 $375K
Platform Technology Partners 0.11% No change 14,820 $374K
Truist Financial Corp. 0.00% Reduce -16.9% 14,637 $369K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -0.0% 14,476 $365K
EP Wealth Advisors, LLC 0.00% Reduce -33.4% 14,367 $362K
Everhart Financial Group, Inc. 0.05% Reduce -8.0% 14,328 $361K
Moneta Group Investment Advisors LLC 0.01% No change 14,239 $359K
Jacobi Capital Management LLC 0.03% No change 14,200 $358K
Canvas Wealth Advisors, LLC 0.09% Add +22.1% 14,591 $355K
Sowell Financial Services LLC 0.02% Add +10.2% 13,899 $351K
IMA Advisory Services, Inc. 0.04% No change 13,867 $350K
Valmark Advisers, Inc. 0.01% Reduce -2.0% 13,865 $350K
Sincerus Advisory, LLC 0.35% Reduce -2.0% 13,335 $336K
Sequoia Financial Advisors, LLC 0.00% New 13,306 $336K
Gladstone Institutional Advisory LLC 0.02% Add +47.3% 13,005 $328K
Verdence Capital Advisors LLC 0.02% Reduce -1.1% 12,293 $310K
1900 Wealth Management LLC 0.03% Reduce -14.9% 12,244 $309K
Fiducient Advisors LLC 0.04% Add +0.7% 12,143 $306K
Naples Global Advisors, LLC 0.03% Reduce -3.3% 12,078 $305K
Dakota Wealth Management 0.01% Add +13.6% 11,963 $302K
Centaurus Financial, Inc. 0.02% Add +152.9% 11,698 $295K
Principal Financial Group Inc. 0.00% No change 11,672 $294K
Citigroup Inc. 0.00% No change 11,593 $292K
Code Waechter LLC 0.24% New 11,551 $291K
Forefront Wealth Partners, LLC 0.20% Reduce -39.0% 11,532 $291K
Capital Investment Advisors, LLC 0.01% Add +9.8% 11,452 $289K
Diversify Advisory Services, LLC 0.02% Reduce -6.3% 11,572 $286K
IFP Advisors, Inc 0.01% Add +1.6% 11,307 $285K
Strategic Financial Planning, Inc. 0.20% Add +1.2% 11,233 $283K
Fort Point Capital Partners LLC 0.03% Reduce -18.2% 11,196 $282K
Steele Capital Management, Inc. 0.01% Reduce -11.2% 11,014 $278K
Camarda Financial Advisors, LLC 0.12% New 10,687 $270K
Bernardo Wealth Planning LLC 0.06% Add +4.5% 10,669 $269K
New Insight Wealth Advisors 0.12% Add +3.3% 10,659 $269K
Sigma Planning Corp 0.01% Add +4.5% 10,603 $267K
Kestra Investment Management, LLC 0.01% Reduce -15.3% 10,587 $267K
Ariston Services Group 0.22% Add +10.4% 10,461 $264K
Brookwood Investment Group LLC 0.05% — 10,417 $263K
Dorsey & Whitney Trust CO LLC 0.02% Add +11.8% 10,358 $261K
TFB Advisors LLC 0.07% Add +0.7% 10,256 $259K
Gill Capital Partners, LLC 0.09% No change 10,158 $256K
HCR Wealth Advisors 0.03% No change 10,050 $253K
Bison Wealth, LLC 0.02% New 10,164 $252K
Avior Wealth Management, LLC 0.01% No change 9,974 $252K
Clearstead Advisors, LLC 0.00% Reduce -2.6% 9,964 $251K
Brown Advisory Inc. 0.00% Reduce -10.5% 9,939 $251K
Concurrent Investment Advisors, LLC 0.01% Reduce -22.8% 9,900 $250K
Washington Trust Bank 0.02% Reduce -58.6% 9,867 $249K
WealthShield Partners, LLC 0.03% Add +1.0% 9,860 $249K
Liberty Square Wealth Partners LLC 0.09% No change 9,690 $244K
First Heartland Consultants, Inc. 0.03% Add +0.3% 9,632 $243K
Pennsylvania Capital Management Inc. 0.09% No change 9,475 $239K
BXM Wealth LLC 0.28% No change 9,393 $237K
Flagstar Securities, Inc. 0.06% Add +0.7% 9,374 $236K
Retirement Investment Advisors, Inc. 0.02% Add +7.4% 9,290 $234K
ShoreHaven Wealth Partners, LLC 0.11% Reduce -41.3% 9,172 $231K
Teamwork Financial Advisors, LLC 0.03% New 9,110 $230K
Legacy Advisory Services, LLC 0.19% Add +0.6% 9,013 $227K
Veery Capital, LLC 0.09% Add +0.4% 8,999 $227K
Weaver Consulting Group 0.07% No change 8,978 $226K
Kovack Advisors, Inc. 0.02% No change 8,860 $223K
Global Financial Private Client, LLC 0.08% Reduce -7.8% 8,697 $219K
Accredited Investor Services, LLC 0.18% New 8,687 $219K
Strategies Wealth Advisors, LLC 0.03% Reduce -15.5% 8,541 $215K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -5.5% 8,494 $214K
Binnacle Investments Inc 0.16% — 8,464 $213K
Manning & Napier Advisors LLC 0.00% No change 8,250 $208K
Foster & Motley Inc. 0.01% Reduce -11.3% 8,121 $205K
Waverly Advisors, LLC 0.00% Add +0.4% 8,125 $205K
Financial Futures Ltd Liability Co. 0.11% New 7,942 $200K
Roman Butler Fullerton & Co. 0.08% Add +0.9% 8,226 $200K
Financial Management Professionals, Inc. 0.02% Reduce -83.8% 7,697 $194K
Founders Financial Alliance, LLC 0.04% No change 6,944 $175K
Medallion Wealth Advisors, LLC 0.06% Add +0.0% 4,940 $125K
Nemes Rush Group LLC 0.02% Add +38.6% 4,764 $120K
Westside Investment Management, Inc. 0.02% New 4,439 $112K
Parallel Advisors, LLC 0.00% Reduce -1.8% 4,035 $102K
Olde Wealth Management, LLC 0.04% New 4,018 $101K
Clean Yield Group 0.03% No change 3,593 $91K
Sage Mountain Advisors LLC 0.01% New 3,206 $81K
Friedenthal Financial 0.04% Add +1.2% 2,818 $71K
Cooksen Wealth, LLC 0.07% New 2,541 $65K
Allworth Financial LP 0.00% Reduce -51.8% 2,622 $64K
FAS Wealth Partners, Inc. 0.00% Add +0.7% 2,325 $59K
SouthState Bank Corp 0.00% New 2,243 $57K
AdvisorNet Financial, Inc 0.00% Reduce -6.7% 2,130 $54K
Assetmark, Inc. 0.00% Add +176.3% 1,683 $42K
Creative Financial Designs Inc. 0.00% Add +0.8% 1,607 $41K
GAMMA Investing LLC 0.00% No change 1,560 $39K
Simplex Trading, LLC 0.00% New 1,548 $39K
EverSource Wealth Advisors, LLC 0.00% No change 1,505 $38K
Brooklyn Investment Group 0.01% New 1,452 $37K
EPG Wealth Management LLC 0.01% No change 1,421 $36K
Tsfg, LLC 0.01% New 1,397 $35K
Spire Wealth Management 0.00% No change 1,317 $33K
Laurel Wealth Advisors LLC 0.01% No change 1,272 $32K
Cardiff Park Advisors, LLC 0.00% No change 1,246 $31K
Golden State Wealth Management, LLC 0.00% Add +0.7% 1,159 $29K
Harbour Investments, Inc. 0.00% Add +66.6% 1,133 $29K
Capital Investment Advisory Services, LLC 0.00% No change 1,000 $25K
CoreCap Advisors, LLC 0.00% Reduce -1.0% 1,000 $25K
Pinnacle Bancorp, Inc. 0.01% Add +0.7% 947 $24K
Costello Asset Management, INC 0.01% New 942 $24K
Key Financial Inc 0.00% No change 900 $23K
Eq Wealth Advisors, LLC 0.02% New 892 $22K
Rise Advisors, LLC 0.01% No change 846 $21K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 776 $20K
Bogart Wealth, LLC 0.00% No change 658 $17K
Fourth Dimension Wealth, LLC 0.01% Reduce -6.0% 568 $14K
O'shaughnessy Asset Management, LLC 0.00% Reduce -91.7% 529 $13K
Salomon & Ludwin, LLC 0.00% No change 320 $8K
Ameriflex Group, Inc. 0.00% No change 312 $8K
Brown Brothers Harriman & Co. 0.00% No change 271 $7K
Nova Wealth Management, Inc. 0.01% New 270 $7K
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
Franklin Resources Inc. 0.00% Add +3.5% 147 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 140 $4K
Rialto Wealth Management, LLC 0.00% New 135 $3K
Beacon Capital Management, LLC 0.00% No change 95 $2K
Dunhill Financial, LLC 0.00% Add +62.1% 94 $2K
Transce3nd, LLC 0.00% Add +138.5% 93 $2K
Financial Network Wealth Advisors LLC 0.00% Add +119.5% 90 $2K
Park Square Financial Group, LLC 0.00% No change 88 $2K
Halbert Hargrove Global Advisors, LLC 0.00% New 83 $2K
West Branch Capital LLC 0.00% No change 82 $2K
Eastern Bank 0.00% New 60 $2K
Cornerstone Planning Group LLC 0.00% New 59 $1K
Howe & Rusling Inc. 0.00% No change 48 $1K
Spurstone Advisory Services, LLC 0.02% No change 40 $1K
Horizon Investments, LLC 0.00% No change 37 $926
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $505
Rossby Financial, LCC 0.00% New 2 $49

"% 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.