SS SPDR N Ice St Muni ETFSHMETF

13F holders, Q2 2026 (June 30)
397holders +1
29new positions
24sold out
1famous investor
$47.96avg. 13F price*

At the end of Q2 2026, 397 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, up 1 from Q1 2026. 29 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($1.0B), Goldman Sachs Group Inc. ($259.2M) and Wells Fargo & Company ($167.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
SS SPDR N Ice St Muni ETF
Filed as
SPDR SERIES TRUST (Q2 2026)
CUSIP
78468R739
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 422Q1 2024Q2 2024: 419Q2 2024Q3 2024: 401Q3 2024Q4 2024: 407Q4 2024Q1 2025: 408Q1 2025Q2 2025: 392Q2 2025Q3 2025: 382Q3 2025Q4 2025: 396Q4 2025Q1 2026: 396Q1 2026Q2 2026: 397Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions29$15.6M
Exits24$37.1M

All 13F filers, Q1 2026 → Q2 2026: 2,903,396 shares bought and 2,564,864 shares sold, net +338,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 397 holders

Bank of America Corp. 0.07% Add +2.1% 21,768,088 $1.0B
Goldman Sachs Group Inc. 0.03% Add +4.8% 5,404,372 $259.2M
Wells Fargo & Company 0.03% Reduce -1.4% 3,498,236 $167.8M
Northwestern Mutual Wealth Management Co. 0.08% Add +2.7% 3,144,684 $150.8M
Envestnet Asset Management Inc. 0.03% Add +26.1% 2,389,309 $114.6M
Quent Capital, LLC 6.78% Add +6.4% 2,299,297 $110.3M
Morgan Stanley 0.01% Reduce -14.5% 1,970,720 $94.5M
PNC Financial Services Group, Inc. 0.04% Reduce -4.8% 1,648,710 $79.1M
Mercer Global Advisors Inc. 0.08% Reduce -8.4% 1,415,493 $67.9M
United Capital Financial Advisors, LLC 0.36% Reduce -4.4% 1,357,212 $65.1M
LPL Financial LLC 0.01% Add +31.7% 1,170,165 $56.1M
CX Institutional 1.55% Add +0.8% 1,121,562 $53.8M
Cliftonlarsonallen Wealth Advisors, LLC 0.47% Add +0.7% 749,168 $35.9M
Financial Engines Advisors L.L.C. 0.06% Add +1.4% 677,616 $32.5M
Commonwealth Equity Services, LLC 0.04% Add +3.8% 648,479 $31.1M
Wealthcare Advisory Partners LLC 0.54% Reduce -1.2% 593,505 $28.5M
Gerber Kawasaki Wealth & Investment Management 0.65% Add +9.9% 507,618 $24.3M
Alaska Wealth Advisors, LLC 2.56% Add +5.4% 492,292 $23.6M
UBS Group AG 0.00% Reduce -0.8% 485,685 $23.3M
JPMorgan Chase & Co. 0.00% Add +28.1% 361,054 $17.3M
Stifel Financial Corp. 0.01% Reduce -14.5% 327,015 $15.7M
Betterment LLC 0.02% Reduce -5.0% 291,079 $14.0M
Raymond James Financial Inc. 0.00% Add +0.9% 280,152 $13.4M
Ameriprise Financial Inc. 0.00% Add +5.7% 268,727 $12.9M
Sei Investments Co. 0.01% Reduce -3.5% 228,444 $11.0M
Cetera Investment Advisers 0.01% Add +19.6% 205,412 $9.9M
TD Private Client Wealth LLC 0.18% Reduce -6.8% 201,593 $9.7M
Symmetry Partners, LLC 0.49% Add +6.3% 199,906 $9.6M
Prime Capital Investment Advisors, LLC 0.09% Reduce -5.0% 198,099 $9.5M
Truist Financial Corp. 0.01% Reduce -1.7% 197,588 $9.5M
Waverly Advisors, LLC 0.06% Add +10.3% 197,418 $9.5M
Wealth Enhancement Advisory Services, LLC 0.02% Add +25.1% 193,450 $9.3M
TruNorth Capital Management, LLC 1.46% Add +7.0% 189,285 $9.1M
UMB Bank, n.a. 0.11% Reduce -23.0% 186,016 $8.9M
BlackRock, Inc. 0.00% Add +1.0% 181,109 $8.7M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% Reduce -0.9% 166,860 $8.0M
Allworth Financial LP 0.03% Reduce -17.1% 158,979 $7.6M
Trustmark Bank Trust Department 0.43% Add +1.1% 149,790 $7.2M
Beacon Pointe Advisors, LLC 0.03% Reduce -5.7% 146,608 $7.0M
NewEdge Advisors, LLC 0.02% Reduce -0.1% 139,157 $6.7M
McAdam, LLC 0.25% Add +22.9% 134,384 $6.4M
Concurrent Investment Advisors, LLC 0.05% Add +266.2% 124,171 $6.0M
Farther Finance Advisors, LLC 0.05% Reduce -2.9% 122,519 $5.9M
Foster Group, Inc. 0.15% Reduce -1.7% 119,145 $5.7M
Royal Bank of Canada 0.00% Add +0.9% 118,097 $5.7M
Strategies Wealth Advisors, LLC 0.51% Reduce -11.7% 117,928 $5.7M
MML Investors Services, LLC 0.01% Add +261.9% 117,339 $5.6M
Osaic Holdings, Inc. 0.01% Add +1.9% 111,171 $5.3M
Cerity Partners LLC 0.01% Add +0.8% 110,515 $5.3M
Cullen/Frost Bankers, Inc. 0.05% Add +4.2% 109,399 $5.2M
Orion Porfolio Solutions, LLC 0.04% Reduce -0.1% 104,645 $5.0M
Aua Capital Management, LLC 2.23% Reduce -0.0% 100,483 $4.8M
Ackerman Capital Advisors, LLC 0.97% Reduce -2.5% 100,449 $4.8M
Benjamin Edwards Inc. 0.04% Reduce -30.4% 98,919 $4.7M
Focus Partners Wealth 0.00% Reduce -2.0% 98,851 $4.7M
Chatham Capital Group, Inc. 0.58% Reduce -0.5% 95,375 $4.6M
Assetmark, Inc. 0.01% Add +7.4% 93,901 $4.5M
Bank of Montreal 0.00% Add +6.5% 93,847 $4.5M
Paulson Wealth Management Inc. 0.92% Reduce -11.6% 90,179 $4.3M
Apella Capital, LLC 0.06% Add +1.0% 88,138 $4.2M
Brio Consultants, LLC 0.48% Add +1.3% 86,254 $4.1M
Bragg Financial Advisors, Inc 0.10% Add +0.0% 80,113 $3.8M
Smithfield Trust Co 0.15% Add +12.3% 79,658 $3.8M
GAMMA Investing LLC 0.14% Add +16.7% 79,121 $3.8M
Bleakley Financial Group, LLC 0.05% New 74,764 $3.6M
Elequin Capital, LP 0.60% Add +134.1% 73,072 $3.5M
Kestra Advisory Services, LLC 0.01% Add +23.9% 71,329 $3.4M
James Investment Research, Inc. 0.34% No change 69,944 $3.4M
Janney Montgomery Scott LLC 0.01% Reduce -0.6% 69,922 $3.4M
Ameraudi Asset Management, Inc. 1.51% Reduce -0.7% 69,577 $3.3M
Royal Harbor Partners, LLC 1.02% New 68,644 $3.3M
GenTrust, LLC 0.12% Reduce -48.8% 66,883 $3.2M
Crestwood Advisors Group, LLC 0.05% Reduce -4.8% 66,577 $3.2M
RW Investment Management LLC 0.27% Reduce -2.2% 63,821 $3.1M
Creative Planning 0.00% Add +0.8% 62,263 $3.0M
Park Avenue Securities LLC 0.02% New 61,848 $3.0M
Eagle Global Advisors LLC 0.09% Add +6.8% 59,333 $2.8M
Columbia River Financial Group, LLC 1.44% Add +9.3% 56,084 $2.7M
Tilson Financial Group, Inc. 0.74% Reduce -0.8% 55,746 $2.7M
Rockefeller Capital Management L.P. 0.00% Reduce -26.2% 53,870 $2.6M
HighTower Advisors, LLC 0.00% Reduce -3.8% 53,232 $2.6M
Ascent Group, LLC 0.08% Reduce -17.6% 52,529 $2.5M
Focus Partners Advisor Solutions, LLC 0.02% Add +0.5% 52,012 $2.5M
Fifth Third Bancorp 0.00% Reduce -6.9% 49,793 $2.4M
Old National Bancorp 0.05% Reduce -2.5% 49,556 $2.4M
Parkside Financial Bank & Trust 0.16% Add +4.8% 49,378 $2.4M
Charles Schwab Trust Co 0.13% Add +0.0% 48,394 $2.3M
Alaska Permanent Capital Management, LLC 0.15% Add +76.8% 48,194 $2.3M
Dynamic Advisor Solutions LLC 0.07% Add +1.8% 48,056 $2.3M
Leisure Capital Management 0.72% Reduce -0.2% 47,883 $2.3M
Elmwood Wealth Management, Inc. 0.57% Add +18.6% 47,159 $2.3M
Regal Investment Advisors LLC 0.12% Add +1.6% 47,023 $2.3M
Independent Advisor Alliance 0.05% Reduce -59.4% 46,698 $2.2M
McNaughton Wealth Management, LLC 0.79% Reduce -3.5% 46,166 $2.2M
Detalus Advisors, LLC 0.43% Reduce -13.3% 45,737 $2.2M
Altfest L J & Co. Inc. 0.21% Reduce -3.1% 45,484 $2.2M
Sage Mountain Advisors LLC 0.13% Add +29.6% 45,104 $2.2M
Mariner, LLC 0.00% Reduce -5.2% 44,972 $2.2M
Precision Wealth Strategies, LLC 0.65% Reduce -51.5% 44,926 $2.2M
Hunter Associates Investment Management LLC 0.24% Reduce -3.4% 43,800 $2.1M

"% of holder's portfolio" is SHM's weight in each manager's 13F, not the share of SS SPDR N Ice St Muni ETF the manager owns.

Show all 397 holders