SS SPDR N Ice HY Muni ETFHYMBETF

13F holders, Q3 2025 (September 30)
387holders −4
36new positions
39sold out
3famous investors
$25.06avg. 13F price*

At the end of Q3 2025, 387 institutions reported holding SS SPDR N Ice HY Muni ETF (HYMB) in their 13F filings, down 4 from Q2 2025. 36 opened new positions and 39 sold out. The largest holders were Sei Investments Co. ($179.4M), Raymond James Financial Inc. ($153.0M) and Wells Fargo & Company ($138.9M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).

Company
SS SPDR N Ice HY Muni ETF
Filed as
SPDR SERIES TRUST (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions36$37.6M
Exits39$23.0M

All 13F filers, Q2 2025 → Q3 2025: 7,124,710 shares bought and 7,752,440 shares sold, net −627,730 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 387 holders

Sei Investments Co. 0.19% Add +7.5% 7,195,068 $179.4M
Raymond James Financial Inc. 0.05% Reduce -0.3% 6,137,996 $153.0M
Wells Fargo & Company 0.03% Add +9.8% 5,572,626 $138.9M
Goldman Sachs Group Inc. 0.02% Add +0.8% 5,222,009 $130.2M
FMR LLC 0.01% Reduce -8.3% 4,996,233 $124.6M
Bank of America Corp. 0.01% Reduce -3.6% 4,597,411 $114.6M
LPL Financial LLC 0.02% Add +5.3% 3,134,453 $78.1M
Morgan Stanley 0.00% Add +11.5% 2,481,632 $61.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.36% Reduce -2.9% 2,207,601 $55.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.87% Add +4.7% 2,202,667 $54.9M
Ameriprise Financial Inc. 0.01% Add +50.6% 1,729,543 $43.1M
Avantax Planning Partners, Inc. 1.22% Reduce -37.5% 1,706,229 $42.5M
Envestnet Asset Management Inc. 0.01% Reduce -26.1% 1,561,092 $38.9M
HighTower Advisors, LLC 0.04% Reduce -26.3% 1,450,383 $36.2M
Mercer Global Advisors Inc. 0.06% Add +82.1% 1,436,041 $35.8M
Cercano Management LLC 1.33% No change 1,387,825 $34.6M
Revolve Wealth Partners, LLC 3.31% Reduce -6.4% 1,108,013 $27.6M
United Capital Financial Advisors, LLC 0.19% Reduce -5.0% 1,082,745 $27.0M
UBS Group AG 0.00% Reduce -2.3% 973,853 $24.3M
Bank of New York Mellon Corp 0.00% Add +15.6% 967,142 $24.1M
Summit Wealth Group LLC / Co. 2.15% New 388,191 $20.2M
Jordan Park Group LLC 0.92% Add +79.2% 649,498 $16.2M
Parkside Investments, LLC 1.85% Reduce -0.1% 593,100 $14.8M
Capital Asset Advisory Services LLC 0.64% Add +32.4% 591,857 $14.8M
Osaic Holdings, Inc. 0.02% Add +31.4% 601,290 $14.8M
Axxcess Wealth Management, LLC 0.31% Add +33.2% 579,128 $14.4M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.29% Add +5.0% 576,876 $14.4M
Mariner, LLC 0.02% Reduce -3.0% 509,547 $12.7M
Focus Partners Advisor Solutions, LLC 0.14% Add +3.7% 483,064 $12.0M
Capital Analysts, LLC 0.31% Add +2.7% 428,855 $10.7M
Perigon Wealth Management, LLC 0.22% Add +13.8% 422,675 $10.5M
Syntegra Private Wealth Group, LLC 0.99% Reduce -1.3% 420,733 $10.5M
Brady Martz Wealth Solutions, LLC 1.86% Reduce -3.1% 410,175 $10.2M
Cetera Investment Advisers 0.01% Add +31.3% 407,674 $10.2M
Heartwood Wealth Advisors LLC 0.92% Add +977.8% 395,696 $9.9M
Farther Finance Advisors, LLC 0.15% Add +31.7% 393,482 $9.8M
WCG Wealth Advisors LLC 0.61% Reduce -29.5% 387,468 $9.7M
Wealthspire Advisors, LLC 0.05% Reduce -12.4% 356,210 $8.9M
JPMorgan Chase & Co. 0.00% Add +20.8% 352,120 $8.8M
Old National Bancorp 0.14% Add +8.3% 328,376 $8.2M
Collaborative Wealth Managment Inc. 3.28% Reduce -1.1% 324,982 $8.1M
Sanctuary Advisors, LLC 0.04% Add +196.4% 313,438 $7.8M
Royal Bank of Canada 0.00% Add +0.8% 292,360 $7.3M
Capital Insight Partners, LLC 1.14% Add +2.3% 276,142 $6.9M
Thrivent Financial for Lutherans 0.01% Add +753.1% 245,636 $6.1M
Commonwealth Equity Services, LLC 0.01% Add +36.2% 243,979 $6.1M
Keystone Financial Group 0.46% Add +850.9% 238,062 $6.0M
Stifel Financial Corp. 0.01% Add +36.0% 222,348 $5.5M
Prentice Wealth Management LLC 1.33% Reduce -6.6% 216,163 $5.4M
Ocean Park Asset Management, LLC 0.22% Reduce -90.6% 215,200 $5.4M
Merit Financial Group, LLC 0.05% Add +9.7% 211,588 $5.3M
Integrated Wealth Concepts LLC 0.05% Add +6.2% 211,587 $5.3M
CGN Advisors LLC 0.41% Add +6.4% 199,086 $5.0M
CX Institutional 0.14% Reduce -0.0% 189,210 $4.7M
Northwestern Mutual Wealth Management Co. 0.00% Add +16.6% 189,195 $4.7M
High Net Worth Advisory Group LLC 1.13% Reduce -0.1% 188,648 $4.7M
Jones Financial Companies LLLP 0.00% Add +1.8% 184,920 $4.6M
Beacon Pointe Advisors, LLC 0.04% Add +20.0% 183,723 $4.6M
Avidian Wealth Enterprises, LLC 0.17% Reduce -39.1% 182,155 $4.5M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -0.8% 181,383 $4.5M
Austin Wealth Management, LLC 0.68% Add +60.7% 171,209 $4.3M
Prime Capital Investment Advisors, LLC 0.05% Reduce -2.9% 162,930 $4.1M
Benjamin Edwards Inc. 0.05% Add +51.1% 162,763 $4.1M
Erickson Financial Group, LLC 2.49% Add +3.1% 159,340 $4.0M
Kestra Private Wealth Services, LLC 0.05% Add +15.9% 158,189 $3.9M
NewEdge Advisors, LLC 0.02% Add +0.2% 155,793 $3.9M
Chemistry Wealth Management LLC 0.71% Add +1.1% 147,761 $3.7M
Baird Financial Group, Inc. 0.01% Add +15.5% 141,642 $3.5M
MML Investors Services, LLC 0.01% Add +39.0% 121,199 $3.0M
&partners 0.02% Reduce -6.3% 119,822 $3.0M
Harbor Group, Inc. 0.47% Add +0.0% 118,256 $2.9M
Jane Street Group, LLC 0.00% Reduce -52.7% 116,126 $2.9M
Financial Partners Group, Inc 0.35% Add +1.4% 111,596 $2.8M
Oakwell Private Wealth Management, LLC 0.55% Add +10.8% 110,734 $2.8M
Confluence Investment Management LLC 0.04% Add +159.6% 106,825 $2.7M
Susquehanna International Group, LLP 0.00% New 106,436 $2.7M
AJ Advisors, LLC 1.06% Reduce -6.0% 104,075 $2.6M
OneDigital Investment Advisors LLC 0.03% Reduce -80.6% 103,632 $2.6M
Bragg Financial Advisors, Inc 0.08% Add +0.6% 102,120 $2.5M
Washington Trust Bank 0.18% Reduce -20.5% 101,083 $2.5M
Rockefeller Capital Management L.P. 0.00% Add +22.1% 97,286 $2.4M
Legacy Financial Advisors, Inc. 0.33% Reduce -3.4% 95,662 $2.4M
Blair William & Co. 0.01% Reduce -2.2% 91,895 $2.3M
Wealth Management Resources, Inc. 0.73% Add +0.8% 90,773 $2.3M
FourThought Financial Partners, LLC 0.20% Reduce -9.7% 89,003 $2.2M
CIBC Private Wealth Group LLC 0.00% No change 88,491 $2.2M
Wealthcare Advisory Partners LLC 0.05% Reduce -12.6% 88,111 $2.2M
Tradewinds Capital Management, LLC 0.48% Add +8.7% 86,176 $2.1M
Mather Group, Llc. 0.02% Reduce -2.5% 85,921 $2.1M
Aprio Wealth Management, LLC 0.21% New 85,881 $2.1M
Wedmont Private Capital 0.08% Reduce -4.8% 84,451 $2.1M
Dogwood Wealth Management LLC 0.94% Add +4.0% 83,015 $2.1M
Park Avenue Securities LLC 0.02% Add +12.2% 82,948 $2.1M
IHT Wealth Management, LLC 0.05% Reduce -5.7% 79,681 $2.0M
AE Wealth Management LLC 0.01% Add +13.6% 76,685 $1.9M
Orcam Financial Group 1.54% Add +0.4% 76,669 $1.9M
Melone Private Wealth, LLC 0.86% Add +15.6% 76,420 $1.9M
Sagespring Wealth Partners, LLC 0.04% Reduce -2.7% 74,707 $1.9M
Cerity Partners LLC 0.00% Reduce -33.3% 74,312 $1.9M
Dravo Bay LLC 0.82% Add +9.3% 74,253 $1.9M
Apollon Wealth Management, LLC 0.03% Reduce -13.0% 73,983 $1.8M
Tennessee Valley Asset Management Partners 0.25% Reduce -7.6% 73,953 $1.8M
Diversified Portfolios, Inc. 0.16% Reduce -10.4% 73,054 $1.8M
Friday Financial 0.76% Add +81.0% 72,694 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 66,538 $1.7M
Traveka Wealth, LLC 0.77% Reduce -3.0% 68,800 $1.7M
Kestra Advisory Services, LLC 0.01% Add +0.6% 68,046 $1.7M
Compound Planning, Inc. 0.05% Reduce -15.7% 68,031 $1.7M
Lido Advisors, LLC 0.01% Add +22.4% 66,741 $1.7M
Thrive Wealth Management, LLC 0.25% Reduce -38.3% 65,563 $1.6M
SigFig Wealth Management, LLC 0.05% Add +28.0% 63,855 $1.6M
Able Wealth Management LLC 0.59% Reduce -1.8% 63,295 $1.6M
Ameritas Investment Partners, Inc. 0.05% Add +7.5% 62,390 $1.6M
Kwmg, LLC 0.14% Add +6.8% 62,202 $1.6M
Engineers Gate Manager LP 0.02% Add +195.2% 60,888 $1.5M
Betterment LLC 0.00% Reduce -76.8% 59,599 $1.5M
Shotwell Rutter Baer Inc 0.96% Add +5.1% 59,534 $1.5M
Renaissance Technologies 0.00% Reduce -39.0% 59,000 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -0.9% 58,273 $1.5M
MAI Capital Management 0.01% Reduce -5.4% 57,711 $1.4M
APS Management Group, Inc. 1.23% — 55,533 $1.4M
Savvy Advisors, Inc. 0.06% Add +70.5% 55,098 $1.4M
Modera Wealth Management, LLC 0.02% Reduce -0.7% 54,796 $1.4M
Clark Capital Management Group, Inc. 0.01% Reduce -0.6% 54,183 $1.4M
Heritage Wealth Management, Inc. 0.92% Add +7.5% 53,981 $1.3M
MIdWestOne Financial Group, Inc. 0.16% Add +2.4% 53,467 $1.3M
Ausdal Financial Partners, Inc. 0.06% Add +3.9% 53,392 $1.3M
Manske Wealth Management 0.40% Add +3.4% 52,613 $1.3M
Mattern Wealth Management LLC 0.26% Reduce -16.3% 52,000 $1.3M
First Horizon Corp. 0.06% — 51,700 $1.3M
Cambridge Investment Research Advisors, Inc. 0.00% Add +51.9% 51,478 $1.3M
FC Advisory LLC 0.37% Add +10.6% 51,103 $1.3M
Precision Wealth Strategies, LLC 0.41% Reduce -6.1% 50,592 $1.3M
Creative Planning 0.00% Reduce -7.0% 50,545 $1.3M
Focus Partners Wealth 0.00% Add +7.3% 50,521 $1.3M
Running Point Capital Advisors, LLC 0.33% Add +0.5% 49,928 $1.2M
Pineridge Advisors LLC 0.34% Reduce -53.2% 48,407 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Add +0.1% 48,343 $1.2M
Yeomans Consulting Group, Inc. 0.41% Add +1.2% 47,898 $1.2M
Manhattan West Asset Management, LLC 0.25% Add +10.9% 47,093 $1.2M
Regal Investment Advisors LLC 0.08% Reduce -12.1% 46,926 $1.2M
Citadel Advisors 0.00% New 46,497 $1.2M
Keybank National Association 0.00% Reduce -26.5% 46,210 $1.2M
Great Valley Advisor Group, Inc. 0.02% Add +50.0% 44,918 $1.1M
Private Trust Co. NA 0.10% Add +6.7% 44,268 $1.1M
Diversified Enterprises, LLC 0.07% Add +2.9% 43,509 $1.1M
Principal Securities, Inc. 0.02% Add +22.6% 43,426 $1.1M
Stratos Wealth Partners, LTD. 0.01% Add +46.7% 42,653 $1.1M
Missouri Trust & Investment Co 0.31% Add +2.2% 42,575 $1.1M
Elevation Point Wealth Partners, LLC 0.07% New 41,904 $1.0M
Vestmark Advisory Solutions, Inc. 0.02% New 41,904 $1.0M
Apella Capital, LLC 0.02% New 41,377 $1.0M
Legacy Financial Strategies, LLC 0.19% Add +86.6% 41,230 $1.0M
GWN Securities Inc. 0.23% New 40,696 $1.0M
HB Wealth Management, LLC 0.01% New 40,495 $1.0M
Breakwater Capital Group 0.15% Add +19.9% 39,801 $992K
ACT Advisors, LLC. 0.40% Add +8.0% 39,698 $990K
SevenBridge Financial Group, LLC 0.16% Reduce -1.2% 39,209 $987K
Aptus Capital Advisors, LLC 0.01% Reduce -1.0% 39,420 $983K
McAdam, LLC 0.05% Add +7.3% 39,234 $978K
Riversedge Advisors, LLC 0.16% Reduce -7.9% 39,015 $973K
DecisionMap Wealth Management, LLC 0.62% Add +16.1% 38,687 $964K
Inspire Advisors, LLC 0.09% Reduce -3.3% 38,611 $963K
SG Americas Securities, LLC 0.00% New 38,572 $962K
Exencial Wealth Advisors, LLC 0.03% Reduce -4.8% 38,451 $959K
Millennium Management 0.00% Add +195.2% 37,319 $930K
Cwm, LLC 0.00% Reduce -6.6% 37,276 $929K
K2 Financial Inc. 0.72% Reduce -1.3% 35,858 $897K
Regatta Capital Group, LLC 0.14% No change 35,548 $886K
SimpliFi, Inc. 0.37% Reduce -17.8% 34,845 $869K
1900 Wealth Management LLC 0.06% Reduce -4.0% 34,713 $865K
Droms Strauss Advisors Inc. /Mo/ 0.25% Add +10.1% 34,538 $861K
Trust Point Inc. 0.07% Reduce -8.1% 34,244 $854K
Csenge Advisory Group 0.04% Add +31.1% 33,825 $843K
Quotient Wealth Partners, LLC 0.02% Reduce -53.2% 33,309 $830K
New Insight Wealth Advisors 0.30% Add +255.5% 32,247 $804K
Burt Wealth Advisors 0.19% Reduce -24.6% 31,347 $781K
Brown Wealth Management, LLC 0.22% Reduce -1.6% 30,906 $770K
HSBC Holdings PLC 0.00% Reduce -23.8% 30,837 $769K
Caliber Wealth Management, LLC / KS 0.09% Add +5.8% 30,819 $768K
Robertson Stephens Wealth Management, LLC 0.02% No change 30,632 $764K
Entrewealth, LLC 0.39% Add +11.4% 30,595 $763K
Flow Traders U.S. LLC 0.03% New 30,556 $762K
Pure Financial Advisors, LLC 0.01% Add +64.9% 29,578 $737K
Insight Wealth Strategies, LLC 0.09% Add +0.4% 29,301 $730K
Facet Wealth, Inc. 0.01% New 29,086 $725K
OneAscent Financial Services LLC 0.05% Add +3.1% 28,071 $700K
Kraematon Investment Advisors, Inc. 0.58% Add +0.3% 27,039 $674K
Howard Capital Management, LLC 0.01% Reduce -0.3% 26,689 $665K
Clark Asset Management, LLC 0.08% No change 26,599 $663K
PNC Financial Services Group, Inc. 0.00% No change 26,348 $657K
Mason & Associates Inc 0.13% Reduce -18.6% 26,129 $651K
American Alpha Advisors, LLC 0.47% No change 26,000 $648K
Syverson Strege & Co 0.16% Add +2.6% 25,976 $648K
Clifford Group, LLC 0.50% Add +49.3% 25,951 $647K
James J. Burns & Company, LLC 0.10% Reduce -1.2% 25,947 $647K
Ariadne Wealth Management, LP 0.28% No change 24,800 $623K
Argonautica Private Wealth Management, Inc. 0.18% Add +27.0% 24,935 $622K
Comerica Bank 0.00% Add +38.3% 24,840 $619K
Canvas Wealth Advisors, LLC 0.11% Add +13.4% 24,655 $614K
First Interstate Bank 0.03% No change 24,438 $609K
Accurate Wealth Management, LLC 0.08% Add +0.1% 23,941 $599K
Advisory Alpha, LLC 0.02% Add +9.0% 23,933 $595K
Kuhn & Co Investment Counsel 0.46% Reduce -28.2% 23,481 $585K
Advisory Services Network, LLC 0.01% Add +1.5% 23,384 $583K
Pallas Capital Advisors LLC 0.02% No change 23,340 $582K
Acorn Wealth Advisors, LLC 0.18% Add +8.4% 23,019 $574K
Diversify Advisory Services, LLC 0.02% Reduce -2.3% 22,617 $567K
Saxon Interests, Inc. 0.22% Add +17.5% 23,448 $567K
ShoreHaven Wealth Partners, LLC 0.20% Reduce -54.3% 22,044 $550K
Mgo One Seven LLC 0.01% New 21,918 $546K
Rainier Family Wealth Inc. 0.49% Add +0.2% 21,895 $546K
Vise Technologies, Inc. 0.02% Add +34.0% 21,758 $542K
Principal Financial Group Inc. 0.00% Add +85.8% 21,682 $541K
WBH Advisory Inc. 0.04% Reduce -13.0% 21,363 $533K
Revisor Wealth Management LLC 0.18% Reduce -7.7% 21,012 $522K
Strategic Financial Partners, Ltd. 0.23% Reduce -5.9% 20,562 $513K
Tortoise Investment Management, LLC 0.05% Reduce -13.0% 20,355 $507K
Planwiser Financial, LLC 0.40% Add +12.3% 19,934 $500K
Aft, Forsyth & Company, Inc. 0.24% Reduce -5.4% 19,700 $491K
United Advisor Group, LLC 0.07% Add +0.9% 19,561 $488K
Janney Montgomery Scott LLC 0.00% Add +134.7% 19,368 $483K
Prairieview Wealth Partners, LLC 0.45% Reduce -1.3% 19,290 $481K
Stablepoint Partners, LLC 0.08% Reduce -0.8% 19,056 $475K
Teamwork Financial Advisors, LLC 0.05% Add +2.2% 18,900 $471K
MBL Wealth, LLC 0.04% Add +2.4% 18,860 $470K
Presper Financial Architects, LLC 0.27% Reduce -0.4% 18,436 $460K
Weitzel Financial Services, Inc. 0.18% No change 18,104 $453K
Xcel Wealth Management, LLC 0.12% No change 18,000 $449K
Concurrent Investment Advisors, LLC 0.01% Reduce -1.1% 17,969 $448K
Arkadios Wealth Advisors 0.01% Add +41.2% 17,479 $436K
Flagship Harbor Advisors, LLC 0.02% Reduce -33.9% 17,040 $425K
Private Advisor Group, LLC 0.00% Add +14.0% 17,018 $424K
Boyum Wealth Architects LLC 0.25% Add +13.6% 16,565 $413K
Integral Investment Advisors, Inc. 0.11% Reduce -10.8% 16,550 $413K
Insigneo Advisory Services, LLC 0.03% No change 16,315 $407K
Cahill Financial Advisors Inc. 0.05% Add +8.4% 16,150 $403K
TCP Asset Management, LLC 0.07% New 15,978 $398K
Performance Wealth Partners, LLC 0.01% Reduce -4.8% 15,942 $397K
Captrust Financial Advisors 0.00% Reduce -0.6% 15,741 $392K
Truist Financial Corp. 0.00% Add +4.9% 15,568 $388K
Snowden Capital Advisors LLC 0.01% Add +0.9% 15,502 $386K
Dakota Wealth Management 0.01% Add +5.3% 15,461 $385K
WPG Advisers, LLC 0.30% Add +0.8% 15,318 $382K
Bar Harbor Wealth Management 0.02% No change 15,248 $380K
Mach-1 Financial Group, LLC 0.06% New 15,190 $379K
Integrity Advisory Solutions, LLC 0.06% — 15,190 $379K
Private Client Services, LLC 0.13% Add +76.3% 15,176 $378K
Joel Adams & Associates, Inc. 0.30% Reduce -8.5% 15,125 $377K
Platform Technology Partners 0.09% Add +1.2% 15,109 $377K
Everhart Financial Group, Inc. 0.04% Reduce -2.5% 14,983 $374K
Alta Wealth Advisors LLC 0.13% Add +0.1% 14,914 $372K
Traphagen Investment Advisors LLC 0.03% Reduce -19.9% 14,680 $366K
Naples Global Advisors, LLC 0.03% Add +20.7% 14,578 $363K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -5.4% 14,404 $359K
Moneta Group Investment Advisors LLC 0.00% Add +0.1% 14,263 $356K
American Financial & Tax Strategies Inc. 0.18% New 14,201 $354K
Elyxium Wealth, LLC 0.12% New 14,158 $353K
BridgePort Financial Solutions, LLC 0.09% Add +1.1% 14,152 $353K
Valmark Advisers, Inc. 0.00% No change 13,865 $346K
Summit Financial, LLC 0.01% Add +9.0% 13,747 $343K
Hilltop Partners LLC 0.10% Reduce -9.4% 13,728 $342K
Bernardo Wealth Planning LLC 0.07% Add +27.8% 13,723 $342K
Capital Investment Advisors, LLC 0.01% Add +19.3% 13,608 $339K
Camarda Financial Advisors, LLC 0.12% Add +12.8% 13,418 $335K
Caldwell Trust Co 0.03% Reduce -10.1% 13,358 $333K
Weaver Consulting Group 0.08% Add +28.8% 13,178 $329K
Fiducient Advisors LLC 0.04% Add +6.0% 13,013 $324K
VanderPol Investments L.L.C. 0.63% Reduce -71.0% 12,782 $323K
BCS Wealth Management 0.07% Reduce -18.5% 12,871 $321K
Sowell Financial Services LLC 0.01% Reduce -6.8% 12,810 $319K
Bison Wealth, LLC 0.03% Add +4.8% 12,724 $319K
Verdence Capital Advisors LLC 0.02% Add +1.2% 12,558 $317K
First Trust Advisors LP 0.00% Reduce -10.2% 12,432 $310K
NewEdge Wealth, LLC 0.00% New 12,172 $305K
GeoWealth Management, LLC 0.01% Reduce -24.8% 12,028 $300K
BlackRock, Inc. 0.00% Add +0.0% 12,001 $299K
Wealthfront Advisers LLC 0.00% Reduce -35.5% 11,757 $293K
Composition Wealth, LLC 0.00% Reduce -10.6% 11,623 $290K
Sigma Planning Corp 0.01% Add +12.1% 11,528 $287K
Sax Wealth Advisors, LLC 0.02% Add +34.9% 11,448 $285K
Jaffetilchin Investment Partners, LLC 0.02% No change 11,293 $282K
Citigroup Inc. 0.00% Reduce -2.6% 11,293 $282K
Perennial Investment Advisors, LLC 0.02% New 11,291 $281K
Fort Point Capital Partners LLC 0.04% No change 11,196 $279K
Latitude Advisors, LLC 0.13% Add +26.5% 11,157 $278K
Veery Capital, LLC 0.09% Add +8.4% 11,086 $276K
IFP Advisors, Inc 0.01% Add +4.8% 11,051 $276K
Waverly Advisors, LLC 0.00% Add +35.7% 11,003 $274K
Schmidt P J Investment Management Inc. 0.05% Add +1.9% 10,985 $274K
Centaurus Financial, Inc. 0.01% Add +5.6% 10,719 $267K
Calton & Associates, Inc. 0.04% Add +1.8% 10,564 $263K
Dorsey & Whitney Trust CO LLC 0.01% Add +2.0% 10,564 $263K
TFB Advisors LLC 0.08% Add +1.5% 10,499 $263K
US Bancorp \de 0.00% Reduce -17.0% 10,521 $262K
Sincerus Advisory, LLC 0.22% Reduce -10.3% 10,514 $262K
Strategic Financial Planning, Inc. 0.15% Reduce -1.7% 10,323 $257K
Brookwood Investment Group LLC 0.03% Add +2.3% 10,208 $254K
First Heartland Consultants, Inc. 0.02% Reduce -3.4% 9,433 $253K
Ariston Services Group 0.15% Reduce -4.6% 10,052 $251K
HCR Wealth Advisors 0.03% No change 10,050 $250K
Binnacle Investments Inc 0.14% Add +11.1% 9,851 $246K
Manning & Napier Advisors LLC 0.00% Reduce -5.6% 9,801 $244K
Legacy Advisory Services, LLC 0.18% Add +7.5% 9,778 $244K
KW Wealth Management LLC 0.41% — 9,589 $239K
Cornerstone Wealth Management, LLC 0.01% New 9,462 $236K
BXM Wealth LLC 0.22% No change 9,393 $234K
WealthShield Partners, LLC 0.03% Reduce -4.4% 9,330 $233K
Retirement Investment Advisors, Inc. 0.02% Add +0.0% 9,264 $231K
PFG Private Wealth Management, LLC 0.10% New 9,017 $225K
Integrity Wealth Solutions LLC 0.10% Reduce -53.7% 9,017 $225K
Liberty Square Wealth Partners LLC 0.07% Reduce -7.0% 9,012 $225K
U.S. Capital Wealth Advisors, LLC 0.01% Add +1.8% 8,977 $224K
Accredited Investor Services, LLC 0.15% Add +3.1% 8,960 $223K
Kestra Investment Management, LLC 0.01% Add +0.8% 8,936 $223K
World Investment Advisors 0.00% Reduce -43.0% 8,887 $222K
Gladstone Institutional Advisory LLC 0.01% Reduce -3.3% 8,881 $221K
Kovack Advisors, Inc. 0.02% Reduce -4.5% 8,460 $211K
Foster & Motley Inc. 0.01% New 8,429 $210K
Avior Wealth Management, LLC 0.01% Reduce -16.2% 8,244 $206K
Global Retirement Partners, LLC 0.00% Reduce -15.6% 8,207 $205K
CreativeOne Wealth, LLC 0.00% New 8,106 $202K
Concord Wealth Partners 0.02% New 7,032 $175K
IMA Advisory Services, Inc. 0.02% Reduce -36.5% 6,710 $167K
Allworth Financial LP 0.00% Reduce -15.8% 6,162 $154K
Ameritas Advisory Services, LLC 0.01% Add +262.5% 5,681 $142K
Founders Financial Alliance, LLC 0.03% No change 5,444 $136K
Nemes Rush Group LLC 0.01% Add +11.8% 5,386 $134K
Qube Research & Technologies Ltd 0.00% Reduce -67.2% 5,242 $131K
Medallion Wealth Advisors, LLC 0.04% No change 4,892 $122K
Elequin Capital, LP 0.01% Add +4969.9% 4,715 $118K
Westside Investment Management, Inc. 0.02% No change 4,439 $111K
Assetmark, Inc. 0.00% Reduce -10.8% 4,125 $103K
Parallel Advisors, LLC 0.00% Add +0.2% 3,823 $95K
Clean Yield Group 0.03% No change 3,593 $90K
Creative Financial Designs Inc. 0.01% Add +121.0% 3,592 $90K
Pathway Financial Advisers, LLC 0.02% New 3,162 $79K
Friedenthal Financial 0.04% Add +5.4% 3,031 $76K
Clearstead Advisors, LLC 0.00% Reduce -74.1% 2,642 $66K
Harbour Investments, Inc. 0.00% Reduce -8.9% 2,089 $52K
CoreCap Advisors, LLC 0.00% Add +93.8% 1,938 $48K
Geneos Wealth Management Inc. 0.00% Reduce -97.0% 1,550 $39K
JFS Wealth Advisors, LLC 0.00% No change 1,528 $38K
EPG Wealth Management LLC 0.01% No change 1,421 $35K
Kings Path Partners LLC 0.01% New 1,275 $32K
Cardiff Park Advisors, LLC 0.00% No change 1,246 $31K
AdvisorNet Financial, Inc 0.00% Reduce -50.9% 1,049 $26K
Golden State Wealth Management, LLC 0.00% Add +1.2% 1,013 $25K
Arax Advisory Partners 0.00% Reduce -83.7% 1,010 $25K
Capital Investment Advisory Services, LLC 0.00% No change 1,000 $25K
Cullen/Frost Bankers, Inc. 0.00% New 997 $25K
Pinnacle Bancorp, Inc. 0.01% Add +1.1% 969 $24K
Costello Asset Management, INC 0.01% Add +0.6% 955 $24K
Cornerstone Planning Group LLC 0.00% New 498 $23K
Key Financial Inc 0.00% No change 900 $22K
Larson Financial Group LLC 0.00% Reduce -27.7% 858 $21K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 776 $19K
Horizon Financial Services, LLC 0.01% No change 687 $17K
Bogart Wealth, LLC 0.00% No change 658 $16K
Fourth Dimension Wealth, LLC 0.01% Reduce -8.3% 523 $13K
Spire Wealth Management 0.00% Add +51.4% 489 $12K
Sound Income Strategies, LLC 0.00% New 436 $11K
GAMMA Investing LLC 0.00% No change 352 $9K
Salomon & Ludwin, LLC 0.00% No change 320 $8K
Group One Trading LLC 0.00% No change 300 $7K
Brown Brothers Harriman & Co. 0.00% No change 271 $7K
Evolution Wealth Management Inc. 0.01% No change 240 $6K
Rialto Wealth Management, LLC 0.00% Add +74.1% 235 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 225 $6K
O'shaughnessy Asset Management, LLC 0.00% No change 172 $4K
Financial Network Wealth Advisors LLC 0.00% Add +86.7% 168 $4K
Ancora Advisors LLC 0.00% No change 160 $4K
Franklin Resources Inc. 0.00% Add +4.2% 148 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 140 $3K
Financial Management Professionals, Inc. 0.00% New 125 $3K
Hantz Financial Services, Inc. 0.00% New 93 $2K
Turning Point Benefit Group, Inc. 0.00% New 77 $2K
Strategic Wealth Partners, Ltd. 0.00% New 62 $2K
Eastern Bank 0.00% No change 60 $1K
Howe & Rusling Inc. 0.00% No change 48 $1K
Spurstone Advisory Services, LLC 0.01% No change 40 $997
Horizon Investments, LLC 0.00% No change 38 $940
Rossby Financial, LCC 0.00% No change 32 $796
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $499
Tower Research Capital LLC (TRC) 0.00% New 12 $299
HighMark Wealth Management LLC 0.00% New 7 $171
KERR FINANCIAL PLANNING Corp 0.00% — 1 $25

"% 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.