SS SPDR N Ice HY Muni ETFHYMBETF

13F holders, Q4 2025 (December 31)
414holders +27
39new positions
26sold out
2famous investors
$24.93avg. 13F price*

At the end of Q4 2025, 414 institutions reported holding SS SPDR N Ice HY Muni ETF (HYMB) in their 13F filings, up 27 from Q3 2025. 39 opened new positions and 26 sold out. The largest holders were Sei Investments Co. ($175.2M), Bank of America Corp. ($169.8M) and Raymond James Financial Inc. ($163.1M). 2 famous investors held it, including 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 (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions39$26.1M
Exits26$43.3M

All 13F filers, Q3 2025 → Q4 2025: 9,580,738 shares bought and 4,891,204 shares sold, net +4,689,534 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 414 holders

Sei Investments Co. 0.17% Reduce -2.4% 7,025,060 $175.2M
Bank of America Corp. 0.01% Add +48.1% 6,809,918 $169.8M
Raymond James Financial Inc. 0.05% Add +6.5% 6,537,778 $163.1M
Goldman Sachs Group Inc. 0.02% Add +22.7% 6,405,435 $159.8M
Wells Fargo & Company 0.03% Add +2.1% 5,691,092 $141.9M
FMR LLC 0.01% Reduce -5.1% 4,740,456 $118.2M
LPL Financial LLC 0.02% Add +2.3% 3,205,405 $79.9M
Morgan Stanley 0.00% Add +5.1% 2,608,179 $65.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.87% Add +4.5% 2,301,510 $57.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 1.28% Reduce -2.9% 2,142,746 $53.4M
Avantax Planning Partners, Inc. 1.16% Reduce -2.6% 1,662,419 $41.5M
Mercer Global Advisors Inc. 0.06% Add +10.6% 1,588,419 $39.6M
Ameriprise Financial Inc. 0.01% Reduce -8.6% 1,580,873 $39.4M
WCG Wealth Advisors LLC 1.01% Add +274.0% 1,449,293 $36.1M
Cercano Management LLC 1.31% No change 1,387,825 $34.6M
UBS Group AG 0.01% Add +18.0% 1,149,127 $28.7M
Bank of New York Mellon Corp 0.00% Add +14.6% 1,108,434 $27.6M
Revolve Wealth Partners, LLC 3.12% Reduce -4.1% 1,062,705 $26.5M
United Capital Financial Advisors, LLC 0.15% Reduce -10.3% 971,586 $24.2M
HighTower Advisors, LLC 0.02% Reduce -46.5% 775,551 $19.3M
Envestnet Asset Management Inc. 0.01% Reduce -53.8% 720,791 $18.0M
Jordan Park Group LLC 0.98% Add +4.7% 680,126 $17.0M
Capital Asset Advisory Services LLC 0.65% Add +8.5% 642,347 $16.1M
Axxcess Wealth Management, LLC 0.28% Add +8.9% 630,786 $15.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.26% Add +1.5% 585,312 $14.6M
Osaic Holdings, Inc. 0.02% Reduce -8.2% 552,298 $13.8M
Parkside Investments, LLC 1.70% Reduce -8.6% 541,900 $13.5M
Mariner, LLC 0.01% Reduce -3.3% 492,819 $12.3M
Farther Finance Advisors, LLC 0.12% Add +13.8% 447,613 $11.2M
Cetera Investment Advisers 0.01% Add +9.2% 445,092 $11.1M
Capital Analysts, LLC 0.30% Add +2.3% 438,750 $10.9M
Brady Martz Wealth Solutions, LLC 1.80% Reduce -0.1% 409,627 $10.2M
Perigon Wealth Management, LLC 0.18% Reduce -4.2% 405,095 $10.1M
Heartwood Wealth Advisors LLC 0.91% Add +0.5% 397,718 $9.9M
Syntegra Private Wealth Group, LLC 0.84% Reduce -12.3% 368,892 $9.2M
JPMorgan Chase & Co. 0.00% Add +1.0% 355,761 $8.9M
Wealthspire Advisors, LLC 0.07% Reduce -1.2% 351,946 $8.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +84.7% 349,463 $8.7M
Sanctuary Advisors, LLC 0.05% Add +8.1% 338,864 $8.5M
Collaborative Wealth Managment Inc. 2.82% Reduce -1.3% 320,658 $8.0M
Old National Bancorp 0.13% Reduce -6.8% 306,032 $7.6M
Thrivent Financial for Lutherans 0.01% Add +18.6% 291,312 $7.3M
Stifel Financial Corp. 0.01% Add +28.8% 286,430 $7.1M
Dakota Wealth Management 0.12% Add +1649.0% 270,409 $6.7M
Commonwealth Equity Services, LLC 0.01% Add +5.8% 258,107 $6.4M
Austin Wealth Management, LLC 0.95% Add +49.7% 256,254 $6.4M
Capital Insight Partners, LLC 1.31% Reduce -10.4% 247,535 $6.2M
Modera Wealth Management, LLC 0.07% Add +332.4% 236,944 $5.9M
Integrated Wealth Concepts LLC 0.07% Add +7.3% 226,917 $5.7M
Baird Financial Group, Inc. 0.01% Add +55.5% 220,176 $5.5M
CGN Advisors LLC 0.41% Add +5.2% 209,361 $5.2M
Royal Bank of Canada 0.00% Reduce -28.4% 209,292 $5.2M
Jones Financial Companies LLLP 0.00% Add +12.7% 208,325 $5.2M
Merit Financial Group, LLC 0.04% Reduce -2.8% 205,736 $5.1M
Benjamin Edwards Inc. 0.06% Add +23.6% 201,155 $5.0M
&partners 0.03% Add +65.3% 198,033 $4.9M
CX Institutional 0.14% Add +1.5% 192,119 $4.8M
High Net Worth Advisory Group LLC 1.07% Reduce -1.1% 186,534 $4.7M
Citadel Advisors 0.00% Add +300.8% 186,335 $4.6M
Keystone Financial Group 0.34% Reduce -22.1% 185,505 $4.6M
Avidian Wealth Enterprises, LLC 0.17% Add +0.6% 183,219 $4.6M
Global Retirement Partners, LLC 0.08% Add +2041.3% 175,739 $4.4M
Beacon Pointe Advisors, LLC 0.03% Reduce -6.2% 172,411 $4.3M
Quadrature Capital Ltd 0.04% New 169,164 $4.2M
Kestra Private Wealth Services, LLC 0.05% Add +5.7% 167,154 $4.2M
Old Mission Capital LLC 0.16% New 164,087 $4.1M
Prime Capital Investment Advisors, LLC 0.05% Reduce -4.3% 155,841 $3.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -15.8% 152,823 $3.8M
UMB Bank, n.a. 0.05% New 150,446 $3.8M
Erickson Financial Group, LLC 2.30% Reduce -5.7% 150,228 $3.7M
MY Wealth Management Inc. 3.19% New 146,700 $3.7M
MML Investors Services, LLC 0.01% Add +16.1% 140,778 $3.5M
Chemistry Wealth Management LLC 0.64% Reduce -6.6% 137,969 $3.4M
Elequin Capital, LP 0.51% Add +2715.4% 132,744 $3.3M
OneDigital Investment Advisors LLC 0.03% Add +27.4% 132,069 $3.3M
NewEdge Advisors, LLC 0.01% Reduce -15.3% 131,970 $3.3M
Prentice Wealth Management LLC 0.74% Reduce -40.0% 129,599 $3.2M
Confluence Investment Management LLC 0.05% Add +17.5% 125,516 $3.1M
Rockefeller Capital Management L.P. 0.01% Add +23.8% 120,424 $3.0M
Harbor Group, Inc. 0.44% Add +0.5% 118,880 $3.0M
Susquehanna International Group, LLP 0.00% Add +9.7% 116,770 $2.9M
Financial Partners Group, Inc 0.33% Add +2.3% 114,123 $2.9M
Oakwell Private Wealth Management, LLC 0.53% Add +2.4% 113,387 $2.8M
Tower Research Capital LLC (TRC) 0.07% Add +939466.7% 112,748 $2.8M
Savvy Advisors, Inc. 0.08% Add +91.3% 105,418 $2.6M
Bragg Financial Advisors, Inc 0.08% Add +1.7% 103,822 $2.6M
Waverly Advisors, LLC 0.02% Add +841.3% 103,571 $2.6M
Diversified Portfolios, Inc. 0.21% Add +40.1% 102,370 $2.6M
Washington Trust Bank 0.17% Reduce -2.0% 99,059 $2.5M
Legacy Financial Advisors, Inc. 0.32% Reduce -1.6% 94,094 $2.3M
Wealthcare Advisory Partners LLC 0.05% Add +5.6% 93,036 $2.3M
Melone Private Wealth, LLC 0.98% Add +21.5% 92,883 $2.3M
Blair William & Co. 0.01% Reduce -0.7% 91,277 $2.3M
Tradewinds Capital Management, LLC 0.47% Add +4.5% 90,050 $2.2M
CIBC Private Wealth Group LLC 0.00% No change 88,491 $2.2M
Aprio Wealth Management, LLC 0.13% Add +2.9% 88,380 $2.2M
Wealth Management Resources, Inc. 0.77% Reduce -3.5% 87,619 $2.2M
Friday Financial 0.76% Add +18.8% 86,336 $2.2M
Mather Group, Llc. 0.02% Add +0.3% 86,210 $2.2M
Wedmont Private Capital 0.07% Add +0.1% 84,495 $2.1M
Creative Planning 0.00% Add +62.0% 81,895 $2.0M
Park Avenue Securities LLC 0.02% Reduce -1.8% 81,473 $2.0M
Kestra Advisory Services, LLC 0.01% Add +15.8% 78,809 $2.0M
AE Wealth Management LLC 0.01% Add +0.8% 77,283 $1.9M
Tennessee Valley Asset Management Partners 0.24% Add +0.9% 74,640 $1.9M
SigFig Wealth Management, LLC 0.06% Add +16.5% 74,393 $1.9M
Dogwood Wealth Management LLC 0.81% Reduce -10.6% 74,234 $1.9M
IHT Wealth Management, LLC 0.04% Reduce -7.4% 73,766 $1.8M
Laurel Oak Wealth Management, LLC 0.31% — 73,391 $1.8M
Sagespring Wealth Partners, LLC 0.03% Reduce -5.5% 70,560 $1.8M
Cape Cod Five Cents Savings Bank 0.16% No change 66,538 $1.7M
Entrewealth, LLC 0.77% Add +123.7% 68,443 $1.7M
Cambridge Investment Research Advisors, Inc. 0.00% Add +32.6% 68,284 $1.7M
Traveka Wealth, LLC 0.69% Reduce -1.1% 68,076 $1.7M
Cerity Partners LLC 0.00% Reduce -8.7% 67,829 $1.7M
Thrive Wealth Management, LLC 0.25% Add +2.3% 67,095 $1.7M
FourThought Financial Partners, LLC 0.14% Reduce -25.2% 66,607 $1.7M
Lido Advisors, LLC 0.01% Reduce -0.8% 66,208 $1.7M
Dravo Bay LLC 0.68% Reduce -11.2% 65,910 $1.6M
Apollon Wealth Management, LLC 0.03% Reduce -12.8% 64,511 $1.6M
Able Wealth Management LLC 0.51% Add +1.6% 64,300 $1.6M
Ameritas Investment Partners, Inc. 0.05% Add +2.9% 64,172 $1.6M
Regal Investment Advisors LLC 0.09% Add +34.8% 63,263 $1.6M
Orcam Financial Group 1.14% Reduce -20.2% 61,180 $1.5M
Equitable Holdings, Inc. 0.01% Add +4.3% 60,785 $1.5M
Aspiriant, LLC 0.04% New 60,443 $1.5M
Heritage Wealth Management, Inc. 0.96% Add +10.5% 59,650 $1.5M
Signature Wealth Management Partners, LLC 0.72% New 58,576 $1.5M
PNC Financial Services Group, Inc. 0.00% Add +121.0% 58,230 $1.5M
MAI Capital Management 0.01% Reduce -0.5% 57,441 $1.4M
Artesa Financial Group, LLC 1.45% — 56,666 $1.4M
Principal Securities, Inc. 0.02% Add +28.4% 55,781 $1.4M
APS Management Group, Inc. 1.18% Reduce -0.2% 55,420 $1.4M
Manske Wealth Management 0.40% Add +3.5% 54,466 $1.4M
FC Advisory LLC 0.39% Add +6.4% 54,393 $1.4M
Ausdal Financial Partners, Inc. 0.06% Add +1.4% 54,120 $1.3M
Clark Capital Management Group, Inc. 0.01% Reduce -0.4% 53,953 $1.3M
Missouri Trust & Investment Co 0.39% Add +24.8% 53,150 $1.3M
Focus Partners Wealth 0.00% Add +4.9% 52,986 $1.3M
Kwmg, LLC 0.11% Reduce -15.3% 52,688 $1.3M
First Horizon Corp. 0.06% No change 51,700 $1.3M
New Insight Wealth Advisors 0.46% Add +59.8% 51,526 $1.3M
Yeomans Consulting Group, Inc. 0.38% Add +7.1% 51,317 $1.3M
Apella Capital, LLC 0.03% Add +22.4% 50,629 $1.3M
Precision Wealth Strategies, LLC 0.40% Reduce -1.6% 49,783 $1.2M
Diversified Enterprises, LLC 0.07% Add +13.0% 49,151 $1.2M
Truist Financial Corp. 0.00% Add +213.8% 48,848 $1.2M
McAdam, LLC 0.06% Add +24.5% 48,837 $1.2M
Engineers Gate Manager LP 0.01% Reduce -20.5% 48,408 $1.2M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.9% 47,410 $1.2M
Ocean Park Asset Management, LLC 0.05% Reduce -78.3% 46,600 $1.2M
GWN Securities Inc. 0.23% Add +12.7% 45,847 $1.1M
QP Wealth Management, LLC 0.98% — 44,651 $1.1M
Great Valley Advisor Group, Inc. 0.02% Reduce -0.7% 44,606 $1.1M
Breakwater Capital Group 0.15% Add +8.2% 43,082 $1.1M
Inspire Advisors, LLC 0.10% Add +11.3% 42,956 $1.1M
ACT Advisors, LLC. 0.42% Add +6.5% 42,266 $1.1M
Keybank National Association 0.00% Reduce -9.9% 41,616 $1.0M
Private Trust Co. NA 0.09% Reduce -7.0% 41,183 $1.0M
Legacy Financial Strategies, LLC 0.18% Reduce -0.9% 40,838 $1.0M
Stratos Wealth Partners, LTD. 0.01% Reduce -5.9% 40,154 $1.0M
Betterment LLC 0.00% Reduce -32.7% 40,117 $1.0M
Compound Planning, Inc. 0.03% Reduce -41.2% 40,032 $998K
MIdWestOne Financial Group, Inc. 0.11% Reduce -25.4% 39,884 $995K
World Investment Advisors 0.02% Add +338.0% 38,929 $971K
SevenBridge Financial Group, LLC 0.15% Reduce -2.8% 38,115 $956K
Aptus Capital Advisors, LLC 0.01% Reduce -3.0% 38,237 $954K
Riversedge Advisors, LLC 0.15% Reduce -2.4% 38,064 $949K
Exencial Wealth Advisors, LLC 0.03% Reduce -1.1% 38,009 $948K
DecisionMap Wealth Management, LLC 0.57% Reduce -3.5% 37,321 $931K
Mattern Wealth Management LLC 0.18% Reduce -28.4% 37,252 $929K
First Interstate Bank 0.05% Add +50.5% 36,770 $917K
Regatta Capital Group, LLC 0.13% No change 35,548 $887K
K2 Financial Inc. 0.68% Reduce -1.8% 35,232 $883K
Running Point Capital Advisors, LLC 0.24% Reduce -30.0% 34,962 $872K
1900 Wealth Management LLC 0.06% Add +0.1% 34,740 $866K
Droms Strauss Advisors Inc. /Mo/ 0.23% No change 34,538 $861K
Elevation Point Wealth Partners, LLC 0.04% Reduce -20.4% 33,352 $832K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -20.4% 33,352 $832K
Csenge Advisory Group 0.04% Reduce -1.4% 33,342 $832K
Planwiser Financial, LLC 0.61% Add +63.9% 32,665 $819K
Quotient Wealth Partners, LLC 0.02% Reduce -4.5% 31,795 $793K
Trust Point Inc. 0.06% Reduce -7.3% 31,739 $792K
Rede Wealth, LLC 0.28% New 31,733 $791K
IFP Advisors, Inc 0.02% Add +183.9% 31,379 $783K
Brown Wealth Management, LLC 0.21% Add +1.3% 31,301 $781K
Manhattan West Asset Management, LLC 0.16% Reduce -34.4% 30,917 $771K
Robertson Stephens Wealth Management, LLC 0.02% No change 30,632 $764K
Facet Wealth, Inc. 0.01% Add +4.2% 30,303 $760K
American Financial & Tax Strategies Inc. 0.38% Add +114.6% 30,469 $760K
Caliber Wealth Management, LLC / KS 0.08% Reduce -1.5% 30,345 $757K
BCS Wealth Management 0.08% Add +132.3% 29,902 $746K
SimpliFi, Inc. 0.32% Reduce -14.2% 29,892 $746K
Millennium Management 0.00% Reduce -20.5% 29,670 $740K
Pure Financial Advisors, LLC 0.01% Add +0.0% 29,591 $738K
Insight Wealth Strategies, LLC 0.08% Add +0.7% 29,508 $736K
Cwm, LLC 0.00% Reduce -21.0% 29,438 $734K
Milestone Asset Management, LLC 0.14% New 29,296 $731K
Private Advisor Group, LLC 0.00% Add +71.7% 29,212 $729K
Howard Capital Management, LLC 0.01% Add +8.8% 29,043 $724K
First Citizens Bank & Trust Co. 0.01% New 28,817 $719K
Kuhn & Co Investment Counsel 0.47% Add +20.0% 28,181 $703K
Kraematon Investment Advisors, Inc. 0.54% Add +0.4% 27,138 $677K
Rainier Family Wealth Inc. 0.51% Add +22.9% 26,909 $671K
Syverson Strege & Co 0.16% Add +3.0% 26,750 $667K
Clark Asset Management, LLC 0.07% No change 26,599 $663K
HSBC Holdings PLC 0.00% Reduce -14.0% 26,514 $661K
American Alpha Advisors, LLC 0.41% No change 26,000 $648K
Naples Global Advisors, LLC 0.05% Add +76.1% 25,678 $640K
James J. Burns & Company, LLC 0.09% Reduce -2.1% 25,411 $634K
Clifford Group, LLC 0.48% Reduce -3.3% 25,094 $626K
Ariadne Wealth Management, LP 0.26% No change 24,800 $626K
Argonautica Private Wealth Management, Inc. 0.18% No change 24,935 $622K
Accurate Wealth Management, LLC 0.08% Reduce -0.2% 23,893 $599K
Concurrent Investment Advisors, LLC 0.01% Add +33.1% 23,909 $596K
Pallas Capital Advisors LLC 0.02% No change 23,340 $582K
Canvas Wealth Advisors, LLC 0.10% Reduce -5.3% 23,337 $582K
Saxon Interests, Inc. 0.21% Reduce -0.6% 23,305 $581K
Assetmark, Inc. 0.00% Add +464.2% 23,272 $580K
OneAscent Financial Services LLC 0.05% Reduce -20.3% 22,360 $558K
Acorn Wealth Advisors, LLC 0.16% Reduce -4.6% 21,954 $548K
Comerica Bank 0.00% Reduce -12.3% 21,786 $543K
HRT Financial LP 0.00% New 21,809 $543K
Advisory Alpha, LLC 0.01% Reduce -9.5% 21,653 $540K
HB Wealth Management, LLC 0.00% Reduce -46.6% 21,621 $539K
ShoreHaven Wealth Partners, LLC 0.19% Reduce -2.3% 21,529 $537K
Diversify Advisory Services, LLC 0.02% Reduce -6.6% 21,132 $533K
WBH Advisory Inc. 0.04% Reduce -0.3% 21,288 $531K
Vise Technologies, Inc. 0.01% Reduce -2.7% 21,170 $528K
Elyxium Wealth, LLC 0.14% Add +46.8% 20,782 $518K
SG Americas Securities, LLC 0.00% Reduce -46.6% 20,582 $513K
Tortoise Investment Management, LLC 0.04% No change 20,355 $508K
MBL Wealth, LLC 0.04% Add +6.8% 20,140 $502K
Strategic Financial Partners, Ltd. 0.22% Reduce -2.8% 19,980 $498K
Arkadios Wealth Advisors 0.01% Add +13.7% 19,877 $496K
Aft, Forsyth & Company, Inc. 0.21% No change 19,700 $491K
Private Client Services, LLC 0.15% Add +28.5% 19,496 $486K
Tenzing Financial LLC 0.39% — 19,452 $485K
Janney Montgomery Scott LLC 0.00% No change 19,368 $483K
Sowell Financial Services LLC 0.02% Add +50.3% 19,253 $480K
United Advisor Group, LLC 0.06% Reduce -1.9% 19,189 $479K
Prairieview Wealth Partners, LLC 0.43% Reduce -0.6% 19,170 $478K
Shotwell Rutter Baer Inc 0.29% Reduce -68.1% 18,973 $475K
Teamwork Financial Advisors, LLC 0.05% Reduce -2.4% 18,450 $460K
Mgo One Seven LLC 0.01% Reduce -16.5% 18,296 $456K
Bernardo Wealth Planning LLC 0.09% Add +32.7% 18,214 $454K
Presper Financial Architects, LLC 0.26% Reduce -1.8% 18,097 $451K
Xcel Wealth Management, LLC 0.12% No change 18,000 $449K
Mason & Associates Inc 0.08% Reduce -33.6% 17,354 $433K
HCR Wealth Advisors 0.04% Add +69.7% 17,050 $425K
Weitzel Financial Services, Inc. 0.16% Reduce -7.3% 16,786 $419K
Principal Financial Group Inc. 0.00% Reduce -22.6% 16,782 $419K
Integral Investment Advisors, Inc. 0.10% No change 16,550 $413K
Ameritas Advisory Services, LLC 0.02% Add +189.3% 16,433 $410K
Stablepoint Partners, LLC 0.06% Reduce -14.8% 16,226 $405K
TCP Asset Management, LLC 0.07% No change 15,978 $398K
Captrust Financial Advisors 0.00% Add +0.7% 15,847 $395K
Cabana LLC 2.96% New 15,828 $395K
Performance Wealth Partners, LLC 0.01% Reduce -2.5% 15,542 $388K
Joel Adams & Associates, Inc. 0.29% Add +1.5% 15,358 $383K
Cahill Financial Advisors Inc. 0.04% Reduce -5.0% 15,343 $383K
Platform Technology Partners 0.08% Add +1.1% 15,282 $381K
Integrity Advisory Solutions, LLC 0.05% Reduce -0.7% 15,078 $376K
Bison Wealth, LLC 0.04% Add +17.5% 14,947 $369K
Everhart Financial Group, Inc. 0.03% Reduce -1.4% 14,780 $369K
WPG Advisers, LLC 0.27% Reduce -4.1% 14,695 $366K
Moneta Group Investment Advisors LLC 0.00% Add +2.1% 14,566 $363K
Envestnet Portfolio Solutions, Inc. 0.00% Add +0.1% 14,412 $359K
Weaver Consulting Group 0.09% Add +6.1% 13,978 $349K
Summit Financial, LLC 0.01% Add +0.6% 13,830 $345K
Veery Capital, LLC 0.11% Add +23.8% 13,728 $342K
Traphagen Investment Advisors LLC 0.03% Reduce -7.0% 13,658 $341K
Capital Investment Advisors, LLC 0.01% No change 13,608 $339K
Carson Advisory Inc. 0.18% New 13,600 $339K
Camarda Financial Advisors, LLC 0.13% Add +0.2% 13,440 $335K
Snowden Capital Advisors LLC 0.01% Reduce -14.0% 13,334 $333K
Boyum Wealth Architects LLC 0.15% Reduce -21.5% 13,005 $326K
ORBA Wealth Advisors, L.L.C. 0.28% New 13,048 $325K
Wealthfront Advisers LLC 0.00% Add +10.8% 13,023 $325K
Schmidt P J Investment Management Inc. 0.05% Add +18.2% 12,988 $324K
Hilltop Partners LLC 0.08% Reduce -6.8% 12,799 $319K
Verdence Capital Advisors LLC 0.02% Add +0.9% 12,672 $316K
FSA Advisors, Inc. 0.22% New 63,850 $311K
NewEdge Wealth, LLC 0.00% No change 12,172 $304K
Calton & Associates, Inc. 0.04% Add +11.7% 11,800 $294K
Marshall Financial Group, LLC 0.06% New 11,661 $291K
Composition Wealth, LLC 0.00% Reduce -0.3% 11,585 $289K
Sigma Planning Corp 0.01% Reduce -0.1% 11,511 $287K
Premier Private Wealth Management LLC 0.30% — 11,444 $286K
WealthShield Partners, LLC 0.03% Add +22.8% 11,454 $286K
Fort Point Capital Partners LLC 0.03% No change 11,196 $282K
Symmetry Partners, LLC 0.02% New 11,313 $282K
Jaffetilchin Investment Partners, LLC 0.02% No change 11,293 $282K
Manning & Napier Advisors LLC 0.00% Add +15.0% 11,268 $281K
Centaurus Financial, Inc. 0.01% Add +5.2% 11,271 $281K
Latitude Advisors, LLC 0.12% Add +0.7% 11,239 $280K
TSG Advice Partners, LLC 0.04% — 10,908 $272K
Gallacher Capital Management LLC 0.10% New 10,586 $264K
Dorsey & Whitney Trust CO LLC 0.01% No change 10,564 $263K
Flagship Harbor Advisors, LLC 0.01% Reduce -38.2% 10,533 $263K
US Bancorp \de 0.00% No change 10,521 $262K
KW Wealth Management LLC 0.39% Add +8.5% 10,400 $259K
TFB Advisors LLC 0.07% Reduce -1.3% 10,362 $258K
Strategic Financial Planning, Inc. 0.15% Add +0.3% 10,352 $258K
Perennial Investment Advisors, LLC 0.02% Reduce -9.3% 10,237 $255K
Alta Wealth Advisors LLC 0.08% Reduce -32.0% 10,140 $253K
Smith, Moore & Co. 0.02% New 10,010 $250K
Sincerus Advisory, LLC 0.20% Reduce -5.8% 9,907 $247K
Ariston Services Group 0.14% Reduce -2.8% 9,773 $244K
Legacy Advisory Services, LLC 0.18% Reduce -1.1% 9,669 $241K
First Trust Advisors LP 0.00% Reduce -22.3% 9,663 $241K
Cornerstone Wealth Management, LLC 0.01% No change 9,462 $236K
BXM Wealth LLC 0.18% No change 9,393 $234K
Caldwell Trust Co 0.02% Reduce -29.9% 9,362 $233K
Citigroup Inc. 0.00% Reduce -17.4% 9,332 $233K
Bowman & Co S.C. 0.10% New 9,273 $231K
Hilltop Holdings Inc. 0.01% New 9,257 $231K
Sax Wealth Advisors, LLC 0.01% Reduce -19.5% 9,213 $230K
Signet Financial Management, LLC 0.03% New 9,166 $229K
Brookwood Investment Group LLC 0.03% Reduce -10.3% 9,158 $228K
Integrity Wealth Solutions LLC 0.09% Add +1.5% 9,156 $228K
First Heartland Consultants, Inc. 0.02% Reduce -4.0% 9,052 $226K
Kestra Investment Management, LLC 0.01% Add +1.1% 9,031 $225K
Liberty Square Wealth Partners LLC 0.06% No change 9,012 $225K
Insigneo Advisory Services, LLC 0.02% Reduce -44.8% 9,012 $225K
Accredited Investor Services, LLC 0.15% No change 8,960 $223K
PFG Advisors 0.01% New 8,815 $220K
StoneX Group Inc. 0.01% New 8,770 $219K
Retirement Investment Advisors, Inc. 0.02% Reduce -5.9% 8,718 $217K
Kovack Advisors, Inc. 0.01% No change 8,460 $211K
XY Planning Network, Inc. 0.04% New 8,421 $210K
GTS Securities LLC 0.01% New 8,357 $208K
Keating Financial Advisory Services, Inc. 0.03% — 8,344 $208K
Foster & Motley Inc. 0.01% Reduce -2.5% 8,221 $205K
Avior Wealth Management, LLC 0.01% Reduce -0.4% 8,210 $205K
Revisor Wealth Management LLC 0.05% Reduce -61.2% 8,146 $204K
Gladstone Institutional Advisory LLC 0.01% Reduce -7.9% 8,180 $204K
Bernicke Wealth Management, Ltd. 0.03% — 8,148 $203K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -9.5% 8,128 $203K
Valmark Advisers, Inc. 0.00% Reduce -41.7% 8,079 $201K
IMA Advisory Services, Inc. 0.02% Add +18.1% 7,921 $198K
Qube Research & Technologies Ltd 0.00% Add +40.0% 7,336 $183K
Concord Wealth Partners 0.02% Add +1.6% 7,141 $178K
Allworth Financial LP 0.00% Add +1.4% 6,246 $156K
SageView Advisory Group, LLC 0.00% New 5,796 $145K
Founders Financial Alliance, LLC 0.03% No change 5,444 $136K
Blueline Advisors LLC 0.11% — 5,165 $129K
Medallion Wealth Advisors, LLC 0.04% No change 4,892 $122K
Basepoint Wealth LLC 0.07% New 4,558 $114K
International Assets Investment Management, LLC 0.01% New 4,530 $113K
Westside Investment Management, Inc. 0.02% No change 4,439 $111K
Parallel Advisors, LLC 0.00% Add +0.2% 3,832 $96K
Clean Yield Group 0.02% No change 3,593 $90K
Friedenthal Financial 0.04% No change 3,031 $76K
Signature Equity Partners, LLC 0.04% — 3,014 $75K
AdvisorNet Financial, Inc 0.00% Add +154.4% 2,669 $67K
Litman Gregory Wealth Management LLC 0.00% New 2,110 $53K
Nemes Rush Group LLC 0.00% Reduce -61.8% 2,057 $51K
CoreCap Advisors, LLC 0.00% Add +5.8% 2,050 $51K
Trust Co 0.00% New 1,673 $42K
Creative Financial Designs Inc. 0.00% Reduce -53.5% 1,669 $42K
Harbour Investments, Inc. 0.00% Reduce -22.8% 1,612 $40K
Franklin Resources Inc. 0.00% Add +929.0% 1,523 $38K
JDM Financial Group LLC 0.01% New 1,504 $38K
EPG Wealth Management LLC 0.01% No change 1,421 $35K
Godfrey Financial Associates, Inc. 0.03% — 1,353 $34K
Cardiff Park Advisors, LLC 0.00% No change 1,246 $31K
Geneos Wealth Management Inc. 0.00% Reduce -22.6% 1,200 $30K
Golden State Wealth Management, LLC 0.00% Add +1.5% 1,028 $26K
Arax Advisory Partners 0.00% No change 1,010 $25K
Camelot Portfolios, LLC 0.02% New 1,000 $25K
Capital Investment Advisory Services, LLC 0.00% No change 1,000 $25K
Pinnacle Bancorp, Inc. 0.01% Add +0.4% 973 $24K
Key Financial Inc 0.00% No change 900 $22K
Eq Wealth Advisors, LLC 0.01% New 892 $22K
Bravera Wealth 0.01% — 803 $20K
Larson Financial Group LLC 0.00% Reduce -9.2% 779 $19K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 776 $19K
Goodman Advisory Group, LLC 0.00% New 759 $19K
Horizon Financial Services, LLC 0.01% No change 687 $17K
Costello Asset Management, INC 0.01% Reduce -29.7% 671 $17K
Bogart Wealth, LLC 0.00% No change 658 $16K
O'shaughnessy Asset Management, LLC 0.00% Add +245.9% 595 $15K
Fifth Third Bancorp 0.00% New 533 $13K
Sound Income Strategies, LLC 0.00% Add +12.6% 491 $12K
Millstone Evans Group, LLC 0.01% New 423 $11K
Fourth Dimension Wealth, LLC 0.00% Reduce -19.5% 421 $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
Smartleaf Asset Management LLC 0.00% New 274 $7K
Hantz Financial Services, Inc. 0.00% Add +140.9% 224 $6K
Evolution Wealth Management Inc. 0.01% No change 240 $6K
Rialto Wealth Management, LLC 0.00% No change 235 $6K
Bartlett & Co. Wealth Management LLC 0.00% No change 225 $6K
Cornerstone Planning Group LLC 0.00% Reduce -55.6% 221 $6K
Bayban 0.00% — 184 $5K
Financial Network Wealth Advisors LLC 0.00% Add +2.4% 172 $4K
Spire Wealth Management 0.00% Reduce -65.4% 169 $4K
Caldwell Sutter Capital, Inc. 0.00% No change 140 $3K
Sunrise Financial Services, LLC 0.00% — 130 $3K
Nvwm, LLC 0.00% New 92 $2K
Networth Advisors, LLC 0.00% — 83 $2K
Hilton Head Capital Partners, LLC 0.00% — 83 $2K
Turning Point Benefit Group, Inc. 0.00% No change 77 $2K
McGuire Capital Advisors Inc. 0.00% — 60 $1K
Howe & Rusling Inc. 0.00% No change 48 $1K
Spurstone Advisory Services, LLC 0.02% No change 40 $998
Horizon Investments, LLC 0.00% Add +2.6% 39 $973
Rossby Financial, LCC 0.00% No change 32 $798
DHJJ Financial Advisors, Ltd. 0.00% No change 20 $499
PFS Partners, LLC 0.00% New 17 $424
BlackRock, Inc. 0.00% Reduce -100.0% 1 $37
KERR FINANCIAL PLANNING Corp 0.00% No change 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.