SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q1 2024 (March 31)422holders
1famous investor
$47.45avg. 13F price*
At the end of Q1 2024, 422 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings. The largest holders were Bank of America Corp. ($759.2M), Wells Fargo & Company ($401.4M) and Goldman Sachs Group Inc. ($356.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR N Ice St Muni ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $29.4M |
| Exits | 32 | $16.9M |
Ownership 422 holders
| Bank of America Corp. | 0.07% | Add +8.6% | 16,002,974 | $759.2M |
| Wells Fargo & Company | 0.11% | Add +4.6% | 8,461,322 | $401.4M |
| Goldman Sachs Group Inc. | 0.08% | Reduce -28.3% | 7,523,360 | $356.9M |
| Envestnet Asset Management Inc. | 0.11% | Reduce -7.0% | 6,126,825 | $290.7M |
| Morgan Stanley | 0.02% | Reduce -1.6% | 5,652,224 | $268.1M |
| Mercer Global Advisors Inc. | 0.40% | Reduce -3.7% | 2,948,259 | $139.9M |
| United Capital Financial Advisors, LLC | 1.00% | Reduce -1.6% | 2,543,446 | $120.7M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Reduce -20.3% | 2,216,982 | $105.2M |
| PNC Financial Services Group, Inc. | 0.06% | Reduce -3.8% | 1,718,138 | $81.5M |
| Commonwealth Equity Services, LLC | 0.12% | Add +1.1% | 1,534,718 | $72.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.51% | Add +7212.1% | 1,394,713 | $66.2M |
| Quent Capital, LLC | 4.84% | Add +16.8% | 872,583 | $41.4M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -0.8% | 760,811 | $36.1M |
| LPL Financial LLC | 0.02% | Reduce -6.9% | 679,116 | $32.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -8.4% | 591,730 | $28.1M |
| UBS Group AG | 0.01% | Reduce -2.6% | 530,315 | $25.2M |
| Stifel Financial Corp. | 0.03% | Add +19.6% | 525,294 | $24.9M |
| HTLF Bank | 2.83% | Add +8.1% | 519,325 | $24.6M |
| Wealth Enhancement Advisory Services, LLC | 0.06% | Add +4.8% | 475,882 | $22.6M |
| Wealthcare Advisory Partners LLC | 0.70% | Add +13.4% | 452,563 | $21.5M |
| Sei Investments Co. | 0.03% | Reduce -4.4% | 425,777 | $20.2M |
| Prime Capital Investment Advisors, LLC | 0.27% | Add +18.3% | 413,992 | $19.6M |
| Old National Bancorp | 0.44% | Reduce -5.6% | 393,997 | $18.7M |
| Citigroup Inc. | 0.02% | Add +6.8% | 303,616 | $14.4M |
| Allworth Financial LP | 0.09% | Reduce -1.9% | 274,430 | $13.0M |
| Trustmark Bank Trust Department | 0.99% | Reduce -14.4% | 254,819 | $12.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.65% | Add +10.6% | 254,196 | $12.1M |
| Cetera Investment Advisers | 0.03% | Add +35.3% | 231,244 | $11.0M |
| Truist Financial Corp. | 0.02% | Reduce -37.6% | 224,473 | $10.6M |
| Farther Finance Advisors, LLC | 0.62% | Reduce -16.0% | 216,720 | $10.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.0% | 214,275 | $10.2M |
| TD Private Client Wealth LLC | 0.33% | Add +32.3% | 210,472 | $10.0M |
| Avantax Advisory Services, Inc. | 0.08% | Reduce -54.2% | 194,498 | $9.2M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +8.9% | 188,966 | $9.0M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +9.5% | 184,185 | $8.7M |
| Renaissance Technologies | 0.01% | Reduce -42.2% | 182,900 | $8.7M |
| Altfest L J & Co. Inc. | 1.21% | Reduce -7.9% | 179,473 | $8.5M |
| Alaska Wealth Advisors, LLC | 1.26% | Add +52.4% | 176,192 | $8.4M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -39.9% | 173,659 | $8.2M |
| Royal Bank of Canada | 0.00% | Reduce -27.3% | 167,423 | $7.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.24% | Reduce -7.2% | 162,520 | $7.7M |
| Assetmark, Inc. | 0.02% | Reduce -30.4% | 160,972 | $7.6M |
| Symmetry Partners, LLC | 0.54% | Reduce -36.8% | 146,142 | $6.9M |
| Apella Capital, LLC | 0.34% | Add +3.1% | 144,463 | $6.8M |
| NewEdge Advisors, LLC | 0.06% | Add +3.9% | 139,977 | $6.6M |
| Foster Group, Inc. | 0.32% | New | 136,677 | $6.5M |
| Brio Consultants, LLC | 1.08% | Add +3.0% | 135,055 | $6.4M |
| Karpus Management, Inc. | 0.18% | Add +70.3% | 134,206 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -57.2% | 133,648 | $6.3M |
| GenTrust, LLC | 0.38% | Add +0.1% | 129,095 | $6.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +7.4% | 128,278 | $6.1M |
| Mariner, LLC | 0.01% | Reduce -7.5% | 128,143 | $6.1M |
| Hunter Associates Investment Management LLC | 0.99% | No change | 123,607 | $5.9M |
| Chatham Capital Group, Inc. | 1.07% | Reduce -6.7% | 123,450 | $5.9M |
| Strategies Wealth Advisors, LLC | 0.85% | Reduce -1.6% | 116,920 | $5.5M |
| Cwm, LLC | 0.03% | Reduce -0.2% | 115,819 | $5.5M |
| Cercano Management LLC | 0.15% | New | 110,000 | $5.2M |
| Aua Capital Management, LLC | 2.99% | Reduce -2.9% | 109,375 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +67.9% | 107,446 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -0.6% | 105,640 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -0.6% | 105,640 | $5.0M |
| Aaron Wealth Advisors LLC | 0.70% | No change | 102,420 | $4.9M |
| Leisure Capital Management | 2.42% | Reduce -2.2% | 101,812 | $4.8M |
| Smithfield Trust Co | 0.24% | Add +0.4% | 95,902 | $4.6M |
| Davidson Investment Advisors | 0.23% | Reduce -18.5% | 95,269 | $4.5M |
| Capital Analysts, LLC | 0.21% | Add +6.3% | 95,161 | $4.5M |
| Hancock Whitney Corp. | 0.15% | Reduce -2.6% | 92,699 | $4.4M |
| Aquire Wealth Advisors, LLC | 1.53% | Reduce -1.3% | 92,329 | $4.4M |
| TruNorth Capital Management, LLC | 1.51% | — | 92,095 | $4.4M |
| Studio Investment Management LLC | 1.01% | Reduce -10.8% | 89,614 | $4.3M |
| Comerica Bank | 0.02% | Reduce -1.6% | 88,642 | $4.2M |
| RW Investment Management LLC | 0.58% | Add +0.9% | 87,176 | $4.1M |
| Moneywise, Inc. | 2.25% | Reduce -23.1% | 87,075 | $4.1M |
| Johnson Financial Group, LLC | 0.52% | Reduce -14.0% | 86,767 | $4.1M |
| Jane Street Group, LLC | 0.01% | Reduce -96.5% | 86,548 | $4.1M |
| Quotient Wealth Partners, LLC | 0.14% | Reduce -41.5% | 85,100 | $4.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -19.2% | 85,174 | $4.0M |
| Paulson Wealth Management Inc. | 1.18% | Reduce -6.6% | 84,797 | $4.0M |
| Focus Partners Wealth | 0.03% | Reduce -24.6% | 83,965 | $4.0M |
| Apollon Wealth Management, LLC | 0.12% | Reduce -25.6% | 83,471 | $4.0M |
| Kwmg, LLC | 0.42% | Add +3.2% | 81,650 | $3.9M |
| Detalus Advisors, LLC | 1.38% | Add +2.3% | 81,534 | $3.9M |
| Chesley Taft & Associates LLC | 0.19% | Reduce -8.9% | 78,684 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +13.4% | 77,074 | $3.7M |
| Benjamin F. Edwards & Company, Inc. | 0.07% | Add +205.2% | 76,743 | $3.6M |
| Confluence Investment Management LLC | 0.05% | New | 75,554 | $3.6M |
| James Investment Research, Inc. | 0.41% | Reduce -9.0% | 73,580 | $3.5M |
| Freedom Investment Management, Inc. | 0.27% | Add +2.3% | 71,820 | $3.4M |
| McAdam, LLC | 0.21% | Add +18.9% | 69,241 | $3.3M |
| Rockefeller Capital Management L.P. | 0.01% | Add +8.3% | 69,041 | $3.3M |
| SteelPeak Wealth, LLC | 0.17% | New | 67,994 | $3.2M |
| Kades & Cheifetz LLC | 2.03% | Reduce -37.0% | 66,882 | $3.2M |
| Raymond James & Associates | 0.00% | Reduce -46.3% | 66,123 | $3.1M |
| Ameraudi Asset Management, Inc. | 1.45% | No change | 65,712 | $3.1M |
| M&T Bank Corp | 0.01% | Reduce -33.8% | 63,511 | $3.0M |
| St Germain D J Co. Inc. | 0.15% | Reduce -5.4% | 63,255 | $3.0M |
| Janney Capital Management LLC | 0.20% | Reduce -0.5% | 63,104 | $3.0M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -31.4% | 61,590 | $2.9M |
| One Capital Management, LLC | 0.11% | Reduce -10.3% | 61,323 | $2.9M |
| MBM Wealth Consultants, LLC | 1.01% | Add +9.6% | 60,791 | $2.9M |
| Kestra Private Wealth Services, LLC | 0.06% | Add +23.5% | 57,678 | $2.7M |
| First International Bank & Trust | 0.94% | Add +0.4% | 57,090 | $2.7M |
| Tilson Financial Group, Inc. | 1.45% | Reduce -19.9% | 57,010 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -7.0% | 55,095 | $2.6M |
| McNaughton Wealth Management, LLC | 1.43% | Add +21.2% | 54,527 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.6% | 54,272 | $2.6M |
| Buckingham Strategic Wealth, LLC | 0.03% | Add +0.8% | 54,269 | $2.6M |
| Eagle Global Advisors LLC | 0.14% | Reduce -0.4% | 53,683 | $2.5M |
| IHT Wealth Management, LLC | 0.10% | Reduce -3.5% | 52,149 | $2.5M |
| Corient Private Wealth LP | 0.00% | Reduce -1.2% | 51,455 | $2.4M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 49,748 | $2.4M |
| Clifford Group, LLC | 1.94% | Add +2.5% | 49,613 | $2.4M |
| JFG Wealth Management, LLC | 0.62% | Reduce -12.1% | 49,013 | $2.3M |
| RiverGlades Family Offices LLC | 1.80% | Add +1.8% | 47,765 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -6.7% | 47,454 | $2.3M |
| Traveka Wealth, LLC | 1.02% | Add +3.0% | 46,594 | $2.2M |
| Sykon Capital LLC | 0.77% | Reduce -11.4% | 44,827 | $2.1M |
| PrairieView Partners, LLC | 0.24% | Add +34.5% | 43,645 | $2.1M |
| Premier Path Wealth Partners, LLC | 0.38% | Add +21.2% | 42,177 | $2.0M |
| Parkside Financial Bank & Trust | 0.32% | Add +7.0% | 42,197 | $2.0M |
| Meritage Portfolio Management | 0.13% | Reduce -13.0% | 42,106 | $2.0M |
| Tritonpoint Wealth, LLC | 0.21% | Reduce -21.0% | 33,521 | $2.0M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +13.7% | 40,971 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.0% | 39,805 | $1.9M |
| Sebold Capital Management, Inc. | 1.26% | Reduce -0.8% | 39,429 | $1.9M |
| Dakota Wealth Management | 0.05% | Add +99.2% | 39,359 | $1.9M |
| Bragg Financial Advisors, Inc | 0.08% | No change | 38,802 | $1.8M |
| Alaska Permanent Capital Management, LLC | 0.14% | Add +7.8% | 38,640 | $1.8M |
| Waverly Advisors, LLC | 0.04% | New | 38,508 | $1.8M |
| Whitegate Investment Counselors, Inc. | 0.51% | Reduce -2.5% | 38,477 | $1.8M |
| Boston Standard Wealth Management, LLC | 0.41% | Add +16.1% | 38,288 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Reduce -0.2% | 38,175 | $1.8M |
| Parkside Investments, LLC | 0.26% | Reduce -2.1% | 34,300 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -39.9% | 34,293 | $1.6M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.5% | 34,274 | $1.6M |
| CNB Bank | 0.78% | No change | 33,925 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.56% | Reduce -45.9% | 33,363 | $1.6M |
| FC Advisory LLC | 0.58% | Reduce -1.7% | 33,285 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.59% | Reduce -0.0% | 33,190 | $1.6M |
| NorthCoast Asset Management LLC | 0.02% | New | 33,003 | $1.6M |
| Wealthcare Capital Management LLC | 0.17% | Reduce -7.7% | 32,094 | $1.5M |
| Rockwood Wealth Management, LLC | 0.20% | Reduce -1.2% | 32,001 | $1.5M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Reduce -7.7% | 31,792 | $1.5M |
| Opal Wealth Advisors, LLC | 0.50% | Reduce -3.5% | 31,163 | $1.5M |
| Creative Planning | 0.00% | Reduce -6.5% | 31,064 | $1.5M |
| Brandywine Oak Private Wealth LLC | 0.15% | Add +5.2% | 30,840 | $1.5M |
| Choreo, LLC | 0.04% | Reduce -1.8% | 30,543 | $1.4M |
| Westside Investment Management, Inc. | 0.34% | Reduce -1.0% | 30,071 | $1.4M |
| AE Wealth Management LLC | 0.02% | Reduce -51.5% | 29,577 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | Reduce -1.4% | 29,393 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1.3% | 28,967 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.54% | No change | 28,889 | $1.4M |
| SageView Advisory Group, LLC | 0.07% | New | 14,386 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | No change | 28,500 | $1.4M |
| Summit Financial, LLC | 0.08% | Reduce -42.7% | 27,838 | $1.3M |
| Juncture Wealth Strategies, LLC | 0.56% | Reduce -0.2% | 27,319 | $1.3M |
| Proquility Private Wealth Partners, LLC | 0.43% | Add +125.1% | 26,662 | $1.3M |
| Aviance Capital Partners, LLC | 0.18% | Reduce -3.9% | 26,084 | $1.2M |
| Mather Group, Llc. | 0.02% | Reduce -5.9% | 25,596 | $1.2M |
| Transcendent Capital Group LLC | 0.69% | Reduce -16.3% | 25,096 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Reduce -21.6% | 25,068 | $1.2M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 25,034 | $1.2M |
| Curbstone Financial Management Corp | 0.26% | No change | 25,000 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Reduce -2.3% | 24,037 | $1.1M |
| Main Street Financial Solutions, LLC | 0.12% | Add +8.2% | 23,860 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -66.2% | 23,659 | $1.1M |
| WASHINGTON TRUST Co | 0.04% | Add +12.9% | 23,553 | $1.1M |
| Perigon Wealth Management, LLC | 0.03% | Reduce -1.6% | 23,387 | $1.1M |
| Global Wealth Strategies & Associates | 0.41% | Reduce -41.3% | 23,185 | $1.1M |
| Ackerman Capital Advisors, LLC | 0.30% | Reduce -13.7% | 23,165 | $1.1M |
| Ritholtz Wealth Management | 0.04% | Reduce -2.3% | 23,059 | $1.1M |
| Freestone Capital Holdings, LLC | 0.04% | No change | 22,478 | $1.1M |
| Nicolet Advisory Services, LLC | 0.11% | Reduce -22.7% | 22,183 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +2.3% | 22,065 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.11% | Add +0.7% | 21,526 | $1.0M |
| Mutual Advisors, LLC | 0.03% | Add +2.3% | 20,710 | $982K |
| Laurel Wealth Planning LLC | 0.65% | Reduce -15.3% | 20,593 | $977K |
| Investment Partners, LTD. | 0.44% | No change | 20,341 | $965K |
| Omega Financial Group, LLC | 0.39% | Reduce -1.0% | 20,268 | $962K |
| Atlantic Edge Private Wealth Management, LLC | 0.33% | Reduce -19.3% | 20,146 | $956K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -7.8% | 20,026 | $950K |
| CWA Asset Management Group, LLC | 0.06% | Reduce -23.0% | 19,523 | $926K |
| PAX Financial Group, LLC | 0.19% | Add +13.3% | 19,462 | $923K |
| Vista Investment Management | 0.37% | Add +4.5% | 18,990 | $901K |
| Friedenthal Financial | 0.55% | Add +1.7% | 18,917 | $897K |
| Country Club Bank | 0.06% | Add +0.4% | 18,832 | $893K |
| Synovus Financial Corp. | 0.01% | Add +163.2% | 18,709 | $888K |
| Financial Strategies Group, Inc. | 0.24% | Add +2.8% | 18,665 | $882K |
| Howe & Rusling Inc. | 0.08% | Add +11.5% | 18,563 | $881K |
| Sunflower Bank, N.A. | 0.19% | No change | 18,222 | $864K |
| Versant Capital Management, Inc | 0.24% | Add +14.6% | 18,071 | $857K |
| One Wealth Advisors, LLC | 0.15% | Reduce -23.2% | 18,027 | $855K |
| Horizon Family Wealth, Inc. | 0.65% | New | 17,904 | $849K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -2.8% | 17,653 | $837K |
| Ironwood Wealth Management, LLC. | 0.27% | Reduce -1.5% | 17,616 | $836K |
| Brown Wealth Management, LLC | 0.34% | Reduce -21.6% | 17,540 | $832K |
| PFW Advisors LLC | 0.25% | Reduce -2.5% | 17,432 | $827K |
| KM Capital Management Ltd. | 0.45% | Add +1.4% | 17,268 | $819K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +2.6% | 17,122 | $812K |
| NewEdge Wealth, LLC | 0.02% | Reduce -15.8% | 16,670 | $785K |
| Mma Asset Management LLC | 0.37% | Add +19.8% | 16,552 | $782K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -6.1% | 16,204 | $769K |
| Townsquare Capital LLC | 0.01% | Reduce -23.1% | 16,149 | $766K |
| Burt Wealth Advisors | 0.19% | Reduce -9.0% | 15,715 | $746K |
| IFG Advisory, LLC | 0.06% | Reduce -11.5% | 15,590 | $740K |
| Haverford Trust Co | 0.01% | Reduce -0.4% | 15,458 | $733K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Reduce -42.2% | 15,155 | $719K |
| Cardiff Park Advisors, LLC | 0.07% | New | 15,126 | $718K |
| TRUE Private Wealth Advisors | 0.08% | Reduce -31.8% | 15,079 | $715K |
| Bank of New York Mellon Corp | 0.00% | Add +0.2% | 15,032 | $713K |
| Jentner Corp | 0.25% | No change | 14,900 | $707K |
| Leavell Investment Management, Inc. | 0.04% | Reduce -5.1% | 14,805 | $702K |
| BCS Wealth Management | 0.22% | Add +12.6% | 14,671 | $696K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -1.5% | 14,675 | $696K |
| Prairiewood Capital, LLC | 0.32% | Add +13.5% | 14,453 | $686K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.0% | 14,449 | $685K |
| Strategic Blueprint, LLC | 0.05% | Add +6.7% | 14,403 | $683K |
| One Degree Advisors Inc | 0.33% | Reduce -0.2% | 14,031 | $666K |
| Moseley Investment Management Inc. | 0.33% | Reduce -16.1% | 13,824 | $656K |
| Dynasty Wealth Management, LLC | 0.02% | — | 13,820 | $656K |
| Merit Financial Group, LLC | 0.02% | Add +3.1% | 13,802 | $651K |
| Strategic Wealth Partners, Ltd. | 0.07% | Reduce -2.0% | 13,697 | $650K |
| First Affirmative Financial Network | 0.48% | Add +1.2% | 13,645 | $647K |
| Blair William & Co. | 0.00% | Reduce -13.2% | 13,616 | $646K |
| Vision Capital Management, Inc. | 0.10% | Reduce -44.6% | 13,427 | $637K |
| Continuum Advisory, LLC | 0.09% | Reduce -1.1% | 13,392 | $633K |
| Cypress Financial Planning LLC | 0.29% | New | 13,299 | $631K |
| WCG Wealth Advisors LLC | 0.05% | Reduce -3.6% | 13,278 | $630K |
| Riversedge Advisors, LLC | 0.15% | Reduce -0.8% | 13,029 | $618K |
| Capital Advisors, Ltd. LLC | 0.08% | No change | 12,908 | $612K |
| Susquehanna International Group, LLP | 0.00% | Add +5.9% | 12,640 | $600K |
| GAMMA Investing LLC | 0.12% | Reduce -0.4% | 12,019 | $570K |
| Altus Wealth Management, LLC | 0.30% | No change | 11,989 | $569K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -13.2% | 11,821 | $561K |
| Canvas Wealth Advisors, LLC | 0.19% | Add +10.8% | 11,751 | $555K |
| Global Retirement Partners, LLC | 0.02% | Add +46.5% | 11,643 | $552K |
| Evensky & Katz LLC | 0.04% | Add +11.7% | 11,571 | $549K |
| Apexium Financial, LP | 0.04% | Reduce -23.1% | 11,547 | $548K |
| RMR Wealth Builders | 0.06% | Add +2.0% | 11,238 | $533K |
| Equita Financial Network, Inc. | 0.24% | No change | 11,167 | $530K |
| Capital Investment Counsel, LLC | 0.11% | Add +48.7% | 10,569 | $501K |
| Northwest Wealth Management, LLC | 0.14% | No change | 10,557 | $501K |
| Raymond James Trust N.A. | 0.01% | No change | 10,378 | $492K |
| Morling Financial Advisors, LLC | 0.28% | New | 10,375 | $492K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | New | 10,375 | $492K |
| IFG Advisors, LLC | 0.13% | Add +0.8% | 10,324 | $490K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -0.8% | 10,312 | $489K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -10.6% | 10,237 | $486K |
| Wedbush Securities Inc. | 0.02% | Add +4.1% | 10,180 | $483K |
| Rehmann Capital Advisory Group | 0.04% | Add +0.3% | 10,050 | $477K |
| Principal Securities, Inc. | 0.01% | Reduce -1.8% | 10,005 | $475K |
| HCR Wealth Advisors | 0.07% | No change | 10,000 | $474K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.8% | 9,877 | $469K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -10.6% | 9,543 | $453K |
| Fiduciary Family Office, LLC | 0.17% | Reduce -61.2% | 9,404 | $446K |
| Advisor Resource Council | 0.19% | New | 9,325 | $446K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 9,309 | $442K |
| Aptus Capital Advisors, LLC | 0.01% | Add +475.0% | 9,269 | $440K |
| Relative Value Partners Group, LLC | 0.03% | No change | 9,217 | $439K |
| Wealth Management Resources, Inc. | 0.12% | Reduce -2.7% | 9,250 | $439K |
| XML Financial, LLC | 0.04% | Reduce -2.3% | 9,103 | $432K |
| Bison Wealth, LLC | 0.07% | Reduce -9.3% | 9,002 | $427K |
| Agate Pass Investment Management, LLC | 0.23% | Reduce -27.6% | 8,903 | $422K |
| Per Stirling Capital Management, LLC. | 0.07% | No change | 8,903 | $422K |
| Tidemark, LLC | 0.23% | Add +107.8% | 8,825 | $419K |
| Anson Capital, Inc. | 0.60% | Reduce -10.7% | 8,754 | $415K |
| Eagle Strategies LLC | 0.09% | Reduce -92.6% | 8,559 | $406K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 8,554 | $406K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Reduce -6.8% | 8,516 | $404K |
| Bailard, Inc. | 0.01% | Reduce -33.1% | 8,509 | $404K |
| Rock Point Advisors, LLC | 0.12% | No change | 8,500 | $403K |
| Keebeck Wealth Management | 0.06% | Reduce -10.4% | 8,460 | $401K |
| Sheets Smith Wealth Management | 0.04% | Add +0.1% | 8,407 | $399K |
| Tennessee Valley Asset Management Partners | 0.10% | Add +11.2% | 8,329 | $395K |
| Heritage Wealth Management, Inc. | 0.39% | Add +4.7% | 8,328 | $395K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -18.2% | 8,252 | $391K |
| MY Wealth Management Inc. | 0.43% | No change | 8,135 | $386K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 8,000 | $380K |
| Trust Co. of Vermont | 0.02% | New | 7,894 | $374K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 7,686 | $365K |
| Savant Capital, LLC | 0.00% | Reduce -46.4% | 7,579 | $360K |
| Ascent Group, LLC | 0.03% | Add +2.8% | 7,519 | $357K |
| Keystone Financial Group | 0.05% | Reduce -0.9% | 7,517 | $357K |
| CAP Partners, LLC | 0.31% | Add +0.4% | 7,463 | $354K |
| Osborne Partners Capital Management, LLC | 0.02% | Reduce -12.7% | 7,350 | $349K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,271 | $345K |
| Roberts Financial Services LLC | 0.07% | Reduce -28.6% | 7,181 | $341K |
| Disciplined Investments, LLC | 0.18% | No change | 7,140 | $339K |
| CIBC Private Wealth Group LLC | 0.00% | New | 7,162 | $339K |
| Exchange Capital Management, Inc. | 0.05% | No change | 7,065 | $335K |
| Keybank National Association | 0.00% | No change | 7,000 | $332K |
| Level Four Advisory Services, LLC | 0.02% | No change | 6,926 | $331K |
| JFS Wealth Advisors, LLC | 0.03% | Add +0.9% | 6,961 | $330K |
| Diligent Investors, LLC | 0.08% | Add +0.0% | 6,949 | $330K |
| Mason & Associates Inc | 0.09% | Reduce -14.2% | 6,942 | $329K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.7% | 6,791 | $322K |
| Sharkey, Howes & Javer | 0.05% | Reduce -39.3% | 6,640 | $315K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -11.2% | 6,592 | $313K |
| Arax Advisory Partners | 0.03% | Add +0.2% | 6,587 | $312K |
| Venturi Wealth Management, LLC | 0.02% | No change | 6,550 | $311K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 6,552 | $310K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 6,438 | $305K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +42.2% | 6,571 | $304K |
| Strategic Financial Concepts, LLC | 0.07% | Add +7.9% | 6,380 | $303K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 6,400 | $301K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -2.1% | 6,319 | $300K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,226 | $295K |
| Intrua Financial, LLC | 0.05% | Reduce -7.7% | 6,126 | $291K |
| Sightline Wealth Advisors, LLC | 0.19% | Reduce -17.5% | 6,125 | $291K |
| Prospera Financial Services Inc | 0.01% | Reduce -12.7% | 6,077 | $288K |
| Heritage Investors Management Corp. | 0.01% | Reduce -14.3% | 6,000 | $285K |
| Rockland Trust Co. | 0.01% | Reduce -79.0% | 5,915 | $281K |
| FMR LLC | 0.00% | Add +24.8% | 5,912 | $280K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 5,740 | $272K |
| Citizens & Northern Corp. | 0.09% | No change | 5,732 | $272K |
| Fifth Third Securities, Inc. | 0.03% | Add +0.5% | 5,669 | $269K |
| Boyce & Associates Wealth Consulting, Inc. | 0.35% | Add +25.5% | 5,635 | $267K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -17.3% | 5,633 | $267K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 5,535 | $262K |
| Intellectus Partners, LLC | 0.07% | Reduce -17.2% | 5,475 | $260K |
| Visionary Wealth Advisors | 0.02% | Add +0.1% | 5,452 | $259K |
| First American Trust, FSB | 0.03% | New | 5,383 | $255K |
| Debussy Capital Management LP | 0.07% | No change | 5,390 | $255K |
| Hengehold Capital Management LLC | 0.03% | No change | 5,290 | $251K |
| Goelzer Investment Management, Inc. | 0.01% | New | 5,152 | $244K |
| Capital Advisors Inc. | 0.01% | New | 5,105 | $242K |
| ARK & TLK Investments, LLC | 0.09% | No change | 5,063 | $240K |
| Auour Investments LLC | 0.09% | Reduce -4.6% | 5,000 | $237K |
| Spire Wealth Management | 0.00% | Reduce -0.3% | 4,947 | $235K |
| Beacon Bridge Wealth Partners, LLC | 0.11% | No change | 4,864 | $231K |
| Shared Vision Wealth Group LLC | 0.14% | Reduce -0.4% | 4,821 | $229K |
| Myecfo, LLC | 0.13% | Add +11.6% | 4,800 | $228K |
| Essex Financial Services, Inc. | 0.02% | Reduce -18.6% | 4,782 | $227K |
| AMG National Trust Bank | 0.01% | Reduce -12.3% | 4,761 | $226K |
| Rothschild Wealth LLC | 0.08% | — | 4,741 | $225K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $222K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 4,671 | $222K |
| Diversify Advisory Services, LLC | 0.01% | — | 4,658 | $220K |
| Jefferies Financial Group Inc. | 0.00% | Reduce -72.9% | 4,595 | $218K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 4,452 | $211K |
| OneAscent Financial Services LLC | 0.02% | Reduce -14.5% | 4,445 | $211K |
| True Vision MN LLC | 0.15% | Add +0.2% | 4,463 | $210K |
| Transcend Capital Advisors, LLC | 0.02% | Reduce -0.6% | 4,415 | $209K |
| Ieq Capital, LLC | 0.00% | New | 4,411 | $209K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -51.8% | 4,403 | $209K |
| Curi Capital, LLC | 0.00% | New | 4,297 | $204K |
| Richardson Financial Services Inc. | 0.13% | Add +3.8% | 3,797 | $180K |
| CX Institutional | 0.01% | New | 3,691 | $175K |
| Bfsg, LLC | 0.02% | Add +1.0% | 3,494 | $166K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -53.7% | 3,115 | $147K |
| Harbour Investments, Inc. | 0.01% | Add +14.6% | 3,023 | $143K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +1.2% | 2,885 | $137K |
| Deutsche Bank AG | 0.00% | No change | 2,869 | $136K |
| WealthShield Partners, LLC | 0.02% | Reduce -46.0% | 2,584 | $123K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,500 | $118K |
| Tanglewood Legacy Advisors, LLC | 0.06% | Reduce -82.4% | 2,453 | $116K |
| JNBA Financial Advisors | 0.01% | Reduce -15.5% | 2,299 | $109K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 2,263 | $107K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $100K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 2,058 | $98K |
| Private Ocean, LLC | 0.01% | Reduce -6.1% | 2,046 | $97K |
| NorthRock Partners, LLC | 0.00% | No change | 2,021 | $96K |
| Western Pacific Wealth Management, LP | 0.07% | No change | 2,000 | $95K |
| Avior Wealth Management, LLC | 0.00% | Add +904.7% | 1,909 | $91K |
| Keener Financial Planning LLC | 0.06% | Add +48.0% | 1,832 | $87K |
| Whittier Trust Co. | 0.00% | No change | 1,834 | $87K |
| Main Street Group, LTD | 0.04% | Add +0.2% | 1,839 | $87K |
| TD Capital Management LLC | 0.01% | Add +25.5% | 1,662 | $79K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 1,371 | $65K |
| Blume Capital Management, Inc. | 0.02% | No change | 1,348 | $64K |
| United Community Bank | 0.02% | No change | 1,325 | $63K |
| First United Bank & Trust | 0.02% | Reduce -69.8% | 1,175 | $56K |
| CVA Family Office, LLC | 0.01% | No change | 1,115 | $53K |
| Oakworth Capital, Inc. | 0.00% | Reduce -0.8% | 1,004 | $48K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +2.5% | 963 | $46K |
| Benjamin Edwards Inc. | 0.01% | New | 896 | $43K |
| Winthrop Capital Management, LLC | 0.02% | No change | 867 | $41K |
| Geneos Wealth Management Inc. | 0.00% | No change | 718 | $34K |
| Lanark Financial, Inc. | 0.00% | Reduce -2.9% | 706 | $33K |
| Morton Brown Family Wealth, LLC | 0.01% | Reduce -13.8% | 660 | $31K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -99.5% | 632 | $30K |
| Annapolis Financial Services, LLC | 0.01% | Reduce -22.1% | 581 | $28K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -43.8% | 572 | $27K |
| Davis Capital Management | 0.02% | No change | 550 | $26K |
| Independence Bank of Kentucky | 0.01% | No change | 545 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $25K |
| Clear Point Advisors Inc. | 0.02% | Add +0.2% | 517 | $25K |
| Private Trust Co. NA | 0.00% | No change | 500 | $24K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 500 | $24K |
| Angeles Wealth Management, LLC | 0.00% | New | 459 | $22K |
| Bangor Savings Bank | 0.00% | Reduce -10.3% | 446 | $21K |
| McIlrath & Eck, LLC | 0.00% | No change | 427 | $20K |
| Woodmont Investment Counsel LLC | 0.00% | New | 424 | $20K |
| Front Row Advisors LLC | 0.01% | Add +252.5% | 423 | $20K |
| Hilltop National Bank | 0.01% | — | 403 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 400 | $19K |
| First Pacific Financial | 0.00% | Add +4033.3% | 372 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 371 | $18K |
| ESL Trust Services, LLC | 0.00% | New | 328 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $15K |
| Rise Advisors, LLC | 0.01% | Add +0.3% | 307 | $15K |
| Balentine LLC | 0.00% | Add +4.6% | 294 | $14K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 250 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 224 | $11K |
| Kelly Financial Services LLC | 0.00% | Reduce -52.6% | 216 | $10K |
| BlackRock Inc. | 0.00% | Reduce -91.6% | 207 | $10K |
| New Republic Capital, LLC | 0.00% | New | 156 | $7K |
| Aspire Private Capital, LLC | 0.00% | Add +0.7% | 145 | $7K |
| Founders Financial Alliance, LLC | 0.00% | New | 126 | $6K |
| LGT Financial Advisors LLC | 0.01% | Add +0.8% | 123 | $6K |
| Blue Trust, Inc. | 0.00% | Reduce -33.1% | 101 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 82 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 73 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| BNP Paribas Financial Markets | 0.00% | Add +104.5% | 45 | $2K |
| FSA Wealth Management LLC | 0.00% | No change | 40 | $2K |
| Signaturefd, LLC | 0.00% | No change | 39 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 34 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 22 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +133.3% | 21 | $996 |
| CoreCap Advisors, LLC | 0.00% | New | 17 | $815 |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 6 | $285 |
"% 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.