SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q2 2024 (June 30)419holders −3
27new positions
31sold out
2famous investors
$47.19avg. 13F price*
At the end of Q2 2024, 419 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, down 3 from Q1 2024. 27 opened new positions and 31 sold out. The largest holders were Bank of America Corp. ($749.6M), Wells Fargo & Company ($399.2M) and Envestnet Asset Management Inc. ($285.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR N Ice St Muni ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $78.8M |
| Exits | 31 | $12.2M |
All 13F filers, Q1 2024 → Q2 2024: 4,052,931 shares bought and 3,965,319 shares sold, net +87,612 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 419 holders
| Bank of America Corp. | 0.07% | Reduce -0.7% | 15,885,261 | $749.6M |
| Wells Fargo & Company | 0.10% | Reduce -0.0% | 8,460,445 | $399.2M |
| Envestnet Asset Management Inc. | 0.10% | Reduce -1.2% | 6,054,414 | $285.7M |
| Goldman Sachs Group Inc. | 0.05% | Reduce -23.2% | 5,778,607 | $272.7M |
| Morgan Stanley | 0.02% | Reduce -1.4% | 5,575,121 | $263.1M |
| Mercer Global Advisors Inc. | 0.37% | Reduce -3.1% | 2,855,256 | $134.7M |
| United Capital Financial Advisors, LLC | 1.02% | Reduce -0.9% | 2,521,168 | $119.0M |
| Northwestern Mutual Wealth Management Co. | 0.11% | Add +6.9% | 2,370,167 | $111.9M |
| Commonwealth Equity Services, LLC | 0.12% | Add +7.4% | 1,648,533 | $77.8M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -5.8% | 1,618,324 | $76.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.52% | Add +7.9% | 1,504,965 | $71.0M |
| Betterment LLC | 0.17% | New | 1,349,895 | $63.7M |
| Quent Capital, LLC | 5.22% | Add +15.3% | 1,006,169 | $47.5M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -0.3% | 758,895 | $35.8M |
| LPL Financial LLC | 0.02% | Reduce -1.8% | 667,103 | $31.5M |
| Stifel Financial Corp. | 0.03% | Add +24.5% | 654,005 | $30.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.6% | 582,196 | $27.5M |
| Jane Street Group, LLC | 0.03% | Add +552.6% | 564,830 | $26.7M |
| UBS Group AG | 0.01% | Add +2.2% | 542,213 | $25.6M |
| HTLF Bank | 2.70% | Reduce -3.0% | 503,698 | $23.8M |
| Wealthcare Advisory Partners LLC | 0.70% | Add +4.8% | 474,082 | $22.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.8% | 467,455 | $22.1M |
| Sei Investments Co. | 0.03% | Reduce -3.7% | 410,120 | $19.4M |
| Old National Bancorp | 0.38% | Reduce -12.8% | 343,394 | $16.2M |
| Bank of Montreal | 0.00% | Add +541.7% | 319,244 | $15.1M |
| Prime Capital Investment Advisors, LLC | 0.22% | Reduce -24.8% | 311,201 | $14.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.66% | Add +10.1% | 279,889 | $13.2M |
| Allworth Financial LP | 0.09% | Add +1.2% | 277,704 | $13.2M |
| Citigroup Inc. | 0.01% | Reduce -11.2% | 269,745 | $12.7M |
| Symmetry Partners, LLC | 0.62% | Add +74.9% | 255,658 | $12.1M |
| Truist Financial Corp. | 0.02% | Add +4.2% | 233,941 | $11.0M |
| Trustmark Bank Trust Department | 0.88% | Reduce -8.6% | 232,796 | $11.0M |
| Cetera Investment Advisers | 0.03% | Add +0.7% | 232,739 | $11.0M |
| TD Private Client Wealth LLC | 0.34% | Add +8.3% | 227,850 | $10.8M |
| Renaissance Technologies | 0.02% | Add +15.4% | 211,035 | $10.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.6% | 206,649 | $9.8M |
| Farther Finance Advisors, LLC | 0.47% | Reduce -5.2% | 205,551 | $9.7M |
| Alaska Wealth Advisors, LLC | 1.49% | Add +15.4% | 203,414 | $9.6M |
| Beacon Pointe Advisors, LLC | 0.11% | Add +5.4% | 194,126 | $9.2M |
| CX Institutional | 0.42% | Add +5068.5% | 190,770 | $9.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -0.2% | 188,557 | $8.9M |
| Cullen/Frost Bankers, Inc. | 0.12% | Add +3.0% | 178,876 | $8.4M |
| Royal Bank of Canada | 0.00% | Reduce -5.5% | 158,206 | $7.5M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.22% | Reduce -3.2% | 157,365 | $7.4M |
| Assetmark, Inc. | 0.02% | Reduce -2.3% | 157,327 | $7.4M |
| Karpus Management, Inc. | 0.20% | Add +13.6% | 152,471 | $7.2M |
| Apella Capital, LLC | 0.30% | Reduce -0.3% | 144,088 | $6.8M |
| MY Wealth Management Inc. | 7.50% | Add +1615.7% | 139,569 | $6.6M |
| Brio Consultants, LLC | 1.08% | Add +2.8% | 138,832 | $6.6M |
| Foster Group, Inc. | 0.24% | Reduce -4.6% | 130,362 | $6.2M |
| GenTrust, LLC | 0.32% | Reduce -3.5% | 124,564 | $5.9M |
| Hunter Associates Investment Management LLC | 0.98% | No change | 123,607 | $5.8M |
| Chatham Capital Group, Inc. | 1.00% | Reduce -1.5% | 121,600 | $5.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -5.3% | 121,471 | $5.7M |
| Altfest L J & Co. Inc. | 0.77% | Reduce -33.8% | 118,815 | $5.6M |
| Strategies Wealth Advisors, LLC | 0.80% | Reduce -0.9% | 115,843 | $5.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -14.5% | 114,218 | $5.4M |
| Cercano Management LLC | 0.14% | No change | 110,000 | $5.2M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 109,278 | $5.2M |
| Aua Capital Management, LLC | 3.10% | Reduce -0.1% | 109,247 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +0.1% | 105,789 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +0.1% | 105,789 | $5.0M |
| Aaron Wealth Advisors LLC | 0.67% | No change | 102,420 | $4.8M |
| Mariner, LLC | 0.01% | Reduce -22.3% | 99,579 | $4.7M |
| TruNorth Capital Management, LLC | 1.52% | Add +7.8% | 99,300 | $4.7M |
| Capital Analysts, LLC | 0.20% | Add +2.0% | 97,031 | $4.6M |
| Susquehanna International Group, LLP | 0.01% | Add +665.1% | 96,706 | $4.6M |
| Leisure Capital Management | 2.09% | Reduce -6.6% | 95,137 | $4.5M |
| Benjamin F. Edwards & Company, Inc. | 0.08% | Add +21.1% | 92,902 | $4.4M |
| Cwm, LLC | 0.02% | Reduce -20.2% | 92,453 | $4.4M |
| Aquire Wealth Advisors, LLC | 1.45% | Reduce -1.1% | 91,355 | $4.3M |
| Studio Investment Management LLC | 0.96% | Reduce -0.1% | 89,557 | $4.2M |
| Sanctuary Advisors, LLC | 0.03% | — | 87,733 | $4.1M |
| Comerica Bank | 0.02% | Reduce -1.3% | 87,478 | $4.1M |
| Avantax Advisory Services, Inc. | 0.03% | Reduce -55.4% | 86,675 | $4.1M |
| RW Investment Management LLC | 0.55% | Reduce -0.6% | 86,653 | $4.1M |
| Hancock Whitney Corp. | 0.14% | Reduce -6.8% | 86,347 | $4.1M |
| Smithfield Trust Co | 0.21% | Reduce -12.8% | 83,646 | $3.9M |
| Eagle Strategies LLC | 0.75% | Add +874.5% | 83,408 | $3.9M |
| Kwmg, LLC | 0.42% | Reduce -0.1% | 81,604 | $3.9M |
| Davidson Investment Advisors | 0.20% | Reduce -14.4% | 81,517 | $3.8M |
| Confluence Investment Management LLC | 0.05% | Add +5.6% | 79,814 | $3.8M |
| Paulson Wealth Management Inc. | 1.08% | Reduce -7.4% | 78,546 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -1.2% | 76,127 | $3.6M |
| McAdam, LLC | 0.21% | Add +8.9% | 75,404 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -12.1% | 74,834 | $3.5M |
| Focus Partners Wealth | 0.01% | Reduce -11.6% | 74,242 | $3.5M |
| Freedom Investment Management, Inc. | 0.28% | Add +1.9% | 73,199 | $3.5M |
| Detalus Advisors, LLC | 1.16% | Reduce -11.7% | 72,001 | $3.4M |
| Alera Investment Advisors, LLC | 0.40% | New | 71,259 | $3.4M |
| Moneywise, Inc. | 1.75% | Reduce -19.6% | 70,050 | $3.3M |
| MBM Wealth Consultants, LLC | 1.10% | Add +12.4% | 68,345 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -1.3% | 68,173 | $3.2M |
| Ameraudi Asset Management, Inc. | 1.41% | No change | 65,712 | $3.1M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -23.1% | 64,225 | $3.0M |
| Janney Capital Management LLC | 0.21% | Add +0.0% | 63,111 | $3.0M |
| Raymond James & Associates | 0.00% | Reduce -8.0% | 60,867 | $2.9M |
| First International Bank & Trust | 0.98% | Add +5.2% | 60,055 | $2.8M |
| SteelPeak Wealth, LLC | 0.13% | Reduce -12.6% | 59,453 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.05% | Reduce -1.0% | 57,095 | $2.7M |
| St Germain D J Co. Inc. | 0.13% | Reduce -9.7% | 57,092 | $2.7M |
| Chesley Taft & Associates LLC | 0.13% | Reduce -27.9% | 56,759 | $2.7M |
| Tilson Financial Group, Inc. | 2.65% | Reduce -2.4% | 55,671 | $2.6M |
| IHT Wealth Management, LLC | 0.10% | Add +4.5% | 54,470 | $2.6M |
| McNaughton Wealth Management, LLC | 1.36% | Reduce -0.3% | 54,355 | $2.6M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -11.8% | 54,295 | $2.6M |
| Captrust Financial Advisors | 0.01% | Reduce -1.5% | 54,291 | $2.6M |
| Eagle Global Advisors LLC | 0.13% | No change | 53,683 | $2.5M |
| Corient Private Wealth LP | 0.00% | Add +1.8% | 52,397 | $2.5M |
| LJI Wealth Management, LLC | 0.54% | New | 51,651 | $2.4M |
| US Bancorp \de | 0.00% | Add +5.6% | 50,104 | $2.4M |
| Buckingham Strategic Wealth, LLC | 0.02% | Reduce -8.0% | 49,950 | $2.4M |
| Brandywine Oak Private Wealth LLC | 0.24% | Add +61.4% | 49,760 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -8.9% | 49,418 | $2.3M |
| James Investment Research, Inc. | 0.27% | Reduce -35.1% | 47,717 | $2.3M |
| OneDigital Investment Advisors LLC | 0.03% | New | 47,287 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.38% | Add +11.3% | 46,945 | $2.2M |
| RiverGlades Family Offices LLC | 1.72% | Reduce -1.8% | 46,915 | $2.2M |
| Horizon Family Wealth, Inc. | 1.64% | Add +154.4% | 45,540 | $2.1M |
| Traveka Wealth, LLC | 1.05% | Reduce -2.3% | 45,538 | $2.1M |
| Kades & Cheifetz LLC | 1.35% | Reduce -32.2% | 45,343 | $2.1M |
| Rockwood Wealth Management, LLC | 0.26% | Add +39.5% | 44,633 | $2.1M |
| Clifford Group, LLC | 1.69% | Reduce -10.8% | 44,279 | $2.1M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +6.5% | 43,632 | $2.1M |
| Parkside Financial Bank & Trust | 0.32% | Add +1.4% | 42,774 | $2.0M |
| Meritage Portfolio Management | 0.12% | Reduce -2.2% | 41,176 | $1.9M |
| Dakota Wealth Management | 0.05% | Add +4.6% | 41,159 | $1.9M |
| M&T Bank Corp | 0.01% | Reduce -38.7% | 38,924 | $1.8M |
| Alaska Permanent Capital Management, LLC | 0.16% | No change | 38,640 | $1.8M |
| Whitegate Investment Counselors, Inc. | 0.52% | No change | 38,477 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.64% | Add +15.4% | 38,296 | $1.8M |
| Regal Investment Advisors LLC | 0.12% | Add +0.1% | 38,232 | $1.8M |
| Boston Standard Wealth Management, LLC | 0.39% | Reduce -0.9% | 37,923 | $1.8M |
| Choreo, LLC | 0.03% | Add +24.6% | 38,059 | $1.8M |
| One Capital Management, LLC | 0.06% | Reduce -39.5% | 37,076 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -3.9% | 37,005 | $1.7M |
| Bragg Financial Advisors, Inc | 0.08% | Reduce -5.1% | 36,821 | $1.7M |
| Wealthcare Capital Management LLC | 0.18% | Add +11.3% | 35,717 | $1.7M |
| Sebold Capital Management, Inc. | 1.14% | Reduce -11.2% | 34,998 | $1.7M |
| PrairieView Partners, LLC | 0.18% | Reduce -20.7% | 34,596 | $1.6M |
| Parkside Investments, LLC | 0.26% | No change | 34,300 | $1.6M |
| Westside Investment Management, Inc. | 0.37% | Add +13.5% | 34,124 | $1.6M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.6% | 34,104 | $1.6M |
| FC Advisory LLC | 0.58% | Reduce -0.0% | 33,283 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.3% | 33,096 | $1.6M |
| Tritonpoint Wealth, LLC | 0.15% | Reduce -3.4% | 32,380 | $1.5M |
| Hurlow Wealth Management Group, Inc. | 0.50% | Reduce -6.8% | 31,098 | $1.5M |
| CNB Bank | 0.67% | Reduce -13.3% | 29,425 | $1.4M |
| 1834 Investment Advisors Co. | 0.17% | No change | 29,393 | $1.4M |
| Opal Wealth Advisors, LLC | 0.44% | Reduce -7.1% | 28,953 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.52% | No change | 28,889 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -16.4% | 28,649 | $1.4M |
| WCG Wealth Advisors LLC | 0.10% | Add +114.7% | 28,506 | $1.3M |
| Staley Capital Advisers Inc. | 0.06% | No change | 28,500 | $1.3M |
| Aviance Capital Partners, LLC | 0.18% | Add +3.5% | 26,992 | $1.3M |
| WASHINGTON TRUST Co | 0.05% | Add +12.3% | 26,452 | $1.2M |
| Idaho Trust Co | 0.63% | New | 26,227 | $1.2M |
| Mather Group, Llc. | 0.01% | No change | 25,596 | $1.2M |
| Curbstone Financial Management Corp | 0.26% | No change | 25,000 | $1.2M |
| Transcendent Capital Group LLC | 0.68% | Reduce -1.0% | 24,850 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Add +2.5% | 24,641 | $1.2M |
| Ackerman Capital Advisors, LLC | 0.30% | Add +1.9% | 23,594 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Reduce -6.4% | 23,459 | $1.1M |
| Juncture Wealth Strategies, LLC | 0.46% | Reduce -14.2% | 23,434 | $1.1M |
| Prosperity Planning, Inc. | 0.36% | New | 22,232 | $1.0M |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -11.8% | 22,069 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -24.2% | 21,954 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.11% | No change | 21,526 | $1.0M |
| Versant Capital Management, Inc | 0.26% | Add +19.0% | 21,505 | $1.0M |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -4.6% | 21,157 | $1000K |
| Howe & Rusling Inc. | 0.09% | Add +11.6% | 20,707 | $977K |
| Proquility Private Wealth Partners, LLC | 0.33% | Reduce -23.1% | 20,493 | $967K |
| Omega Financial Group, LLC | 0.39% | Add +0.3% | 20,339 | $960K |
| Investment Partners, LTD. | 0.43% | Reduce -0.5% | 20,234 | $955K |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -10.2% | 20,190 | $953K |
| AE Wealth Management LLC | 0.01% | Reduce -31.9% | 20,150 | $951K |
| Atlantic Edge Private Wealth Management, LLC | 0.32% | No change | 20,146 | $951K |
| Perigon Wealth Management, LLC | 0.03% | Reduce -15.2% | 19,824 | $936K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -1.4% | 19,743 | $932K |
| Brown Wealth Management, LLC | 0.38% | Add +12.5% | 19,732 | $931K |
| Creative Planning | 0.00% | Reduce -37.5% | 19,418 | $916K |
| Friedenthal Financial | 0.56% | Add +1.5% | 19,198 | $906K |
| PAX Financial Group, LLC | 0.18% | Reduce -1.4% | 19,180 | $905K |
| MML Investors Services, LLC | 0.00% | Reduce -19.0% | 19,171 | $905K |
| PFW Advisors LLC | 0.28% | Add +8.9% | 18,981 | $896K |
| Financial Strategies Group, Inc. | 0.23% | Add +1.5% | 18,953 | $895K |
| Mma Asset Management LLC | 0.41% | Add +11.5% | 18,455 | $871K |
| Mutual Advisors, LLC | 0.03% | Reduce -11.5% | 18,330 | $870K |
| Townsquare Capital LLC | 0.01% | Add +13.6% | 18,341 | $866K |
| Sunflower Bank, N.A. | 0.20% | No change | 18,222 | $860K |
| Ritholtz Wealth Management | 0.03% | Reduce -22.0% | 17,988 | $849K |
| Country Club Bank | 0.06% | Reduce -5.3% | 17,832 | $841K |
| Baird Financial Group, Inc. | 0.00% | Reduce -55.2% | 17,815 | $841K |
| Ironwood Wealth Management, LLC. | 0.27% | No change | 17,616 | $831K |
| Main Street Financial Solutions, LLC | 0.08% | Reduce -26.6% | 17,501 | $826K |
| Concurrent Investment Advisors, LLC | 0.03% | Add +0.7% | 17,236 | $813K |
| Cypress Financial Planning LLC | 0.33% | Add +26.3% | 16,790 | $792K |
| Dynasty Wealth Management, LLC | 0.02% | Add +15.8% | 16,009 | $755K |
| Prudential Financial Inc. | 0.00% | Reduce -27.7% | 15,945 | $752K |
| Prairiewood Capital, LLC | 0.36% | Add +10.2% | 15,929 | $752K |
| GAMMA Investing LLC | 0.10% | Add +32.2% | 15,889 | $750K |
| Clearstead Advisors, LLC | 0.01% | New | 15,880 | $749K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +7.8% | 15,827 | $747K |
| Haverford Trust Co | 0.01% | Add +0.4% | 15,519 | $732K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Reduce -4.3% | 15,506 | $732K |
| Global Retirement Partners, LLC | 0.02% | Add +28.6% | 14,968 | $706K |
| Jentner Corp | 0.23% | No change | 14,900 | $703K |
| Citadel Advisors | 0.00% | New | 14,774 | $697K |
| BCS Wealth Management | 0.34% | No change | 14,671 | $692K |
| KM Capital Management Ltd. | 0.35% | Reduce -16.0% | 14,507 | $685K |
| Blair William & Co. | 0.00% | Add +6.5% | 14,506 | $685K |
| One Degree Advisors Inc | 0.32% | Add +1.5% | 14,247 | $672K |
| IFG Advisory, LLC | 0.04% | Reduce -9.1% | 14,173 | $669K |
| Mayflower Financial Advisors, LLC | 0.11% | Reduce -2.8% | 14,042 | $663K |
| First Affirmative Financial Network | 0.46% | Add +2.5% | 13,986 | $660K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -83.8% | 13,783 | $650K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.6% | 13,724 | $648K |
| Strategic Wealth Partners, Ltd. | 0.07% | No change | 13,697 | $646K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -10.1% | 13,305 | $628K |
| Burt Wealth Advisors | 0.16% | Reduce -17.3% | 13,000 | $613K |
| RMR Wealth Builders | 0.07% | Add +12.9% | 12,684 | $599K |
| Ashton Thomas Private Wealth, LLC | 0.03% | Add +46.8% | 12,554 | $592K |
| NewEdge Wealth, LLC | 0.01% | Reduce -25.2% | 12,474 | $589K |
| Capital Advisors, Ltd. LLC | 0.08% | Reduce -4.1% | 12,378 | $584K |
| Wealthspire Advisors, LLC | 0.01% | Reduce -30.9% | 12,193 | $575K |
| Continuum Advisory, LLC | 0.08% | Reduce -9.2% | 12,158 | $574K |
| Strategic Blueprint, LLC | 0.04% | Reduce -15.6% | 12,150 | $573K |
| Altus Wealth Management, LLC | 0.27% | Reduce -0.8% | 11,889 | $561K |
| Evensky & Katz LLC | 0.04% | Add +2.7% | 11,885 | $561K |
| Canvas Wealth Advisors, LLC | 0.17% | Reduce -0.8% | 11,652 | $553K |
| Apexium Financial, LP | 0.04% | Add +1.2% | 11,685 | $551K |
| Bristlecone Advisors, LLC | 0.05% | Reduce -2.1% | 11,577 | $546K |
| Vision Capital Management, Inc. | 0.08% | Reduce -14.3% | 11,508 | $543K |
| Riversedge Advisors, LLC | 0.13% | Reduce -12.8% | 11,359 | $536K |
| Essex Financial Services, Inc. | 0.04% | Add +135.2% | 11,247 | $536K |
| Equita Financial Network, Inc. | 0.22% | No change | 11,167 | $527K |
| Vista Investment Management | 0.21% | Reduce -43.2% | 10,790 | $509K |
| Moseley Investment Management Inc. | 0.24% | Reduce -22.1% | 10,769 | $508K |
| Northwest Wealth Management, LLC | 0.13% | No change | 10,557 | $498K |
| Summit Financial, LLC | 0.02% | Reduce -62.1% | 10,553 | $498K |
| Advisory Services Network, LLC | 0.01% | Add +5.5% | 10,423 | $492K |
| Raymond James Trust N.A. | 0.01% | Reduce -0.2% | 10,356 | $489K |
| IFG Advisors, LLC | 0.12% | Add +0.0% | 10,328 | $487K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.1% | 10,173 | $480K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.5% | 10,095 | $476K |
| Atria Investments, Inc | 0.01% | New | 9,906 | $467K |
| Tidemark, LLC | 0.20% | Add +6.8% | 9,425 | $445K |
| Agate Pass Investment Management, LLC | 0.24% | Add +5.6% | 9,405 | $444K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +12.0% | 9,326 | $440K |
| N.E.W. Advisory Services LLC | 0.05% | Add +0.0% | 9,310 | $439K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -9.2% | 9,296 | $439K |
| NewEdge Advisors, LLC | 0.00% | Reduce -93.4% | 9,221 | $435K |
| TRUE Private Wealth Advisors | 0.05% | Reduce -39.0% | 9,192 | $434K |
| Savant Capital, LLC | 0.00% | Add +19.7% | 9,074 | $428K |
| Bison Wealth, LLC | 0.07% | No change | 9,002 | $427K |
| Principal Securities, Inc. | 0.01% | Reduce -10.0% | 9,006 | $425K |
| HSBC Holdings PLC | 0.00% | New | 9,004 | $425K |
| Ascent Group, LLC | 0.03% | Add +19.6% | 8,994 | $424K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -6.4% | 8,936 | $422K |
| Per Stirling Capital Management, LLC. | 0.07% | No change | 8,903 | $420K |
| Anson Capital, Inc. | 0.40% | Reduce -1.4% | 8,634 | $407K |
| FMR LLC | 0.00% | Add +45.4% | 8,595 | $406K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -17.5% | 8,509 | $402K |
| Rock Point Advisors, LLC | 0.12% | No change | 8,500 | $401K |
| Synovus Financial Corp. | 0.01% | Reduce -54.7% | 8,476 | $400K |
| XML Financial, LLC | 0.04% | Reduce -7.0% | 8,466 | $400K |
| Heritage Wealth Management, Inc. | 0.38% | Add +0.6% | 8,379 | $395K |
| Capital Investment Counsel, LLC | 0.08% | Reduce -22.9% | 8,154 | $385K |
| Wellington Shields Capital Management, LLC | 0.07% | No change | 8,000 | $378K |
| &partners | 0.02% | New | 7,984 | $377K |
| Johnson Financial Group, LLC | 0.05% | Reduce -90.8% | 7,980 | $377K |
| JFG Wealth Management, LLC | 0.11% | Reduce -84.0% | 7,831 | $370K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 7,686 | $363K |
| CAP Partners, LLC | 0.29% | Add +0.3% | 7,482 | $353K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 7,350 | $347K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,271 | $346K |
| Greenleaf Trust | 0.00% | New | 7,277 | $343K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 7,162 | $338K |
| Disciplined Investments, LLC | 0.18% | No change | 7,140 | $337K |
| Keybank National Association | 0.00% | No change | 7,000 | $330K |
| Wealth Management Resources, Inc. | 0.14% | Reduce -24.7% | 6,965 | $329K |
| Diligent Investors, LLC | 0.08% | Add +0.0% | 6,950 | $328K |
| JFS Wealth Advisors, LLC | 0.03% | Reduce -0.9% | 6,896 | $325K |
| Strategic Financial Concepts, LLC | 0.19% | Add +7.0% | 6,826 | $322K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.7% | 6,673 | $315K |
| First Horizon Advisors, Inc. | 0.01% | No change | 6,592 | $311K |
| Venturi Wealth Management, LLC | 0.02% | No change | 6,550 | $309K |
| Rosenberg Matthew Hamilton | 0.09% | No change | 6,552 | $308K |
| Arax Advisory Partners | 0.03% | Reduce -1.1% | 6,515 | $307K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 6,400 | $301K |
| Next Level Private LLC | 0.14% | New | 6,348 | $300K |
| PGIM Custom Harvest LLC | 0.01% | Add +12.2% | 6,320 | $298K |
| Sheets Smith Wealth Management | 0.04% | Reduce -25.5% | 6,264 | $296K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,226 | $295K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.1% | 6,249 | $295K |
| Intrua Financial, LLC | 0.05% | Add +1.4% | 6,212 | $293K |
| Laurel Wealth Planning LLC | 0.20% | Reduce -69.8% | 6,214 | $293K |
| Mason & Associates Inc | 0.08% | Reduce -11.8% | 6,126 | $289K |
| Fifth Third Securities, Inc. | 0.03% | Add +7.7% | 6,107 | $288K |
| Roberts Financial Services LLC | 0.06% | Reduce -16.2% | 6,020 | $284K |
| Heritage Investors Management Corp. | 0.01% | No change | 6,000 | $283K |
| Boyce & Associates Wealth Consulting, Inc. | 0.33% | Add +6.4% | 5,996 | $283K |
| Manning & Napier Advisors LLC | 0.00% | — | 5,862 | $277K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -10.7% | 5,748 | $271K |
| Citizens & Northern Corp. | 0.08% | No change | 5,732 | $270K |
| Keebeck Wealth Management | 0.04% | Reduce -33.0% | 5,664 | $267K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 5,535 | $263K |
| HCR Wealth Advisors | 0.04% | Reduce -45.0% | 5,500 | $260K |
| Intellectus Partners, LLC | 0.07% | No change | 5,475 | $258K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.1% | 5,447 | $257K |
| Rockland Trust Co. | 0.01% | Reduce -9.8% | 5,335 | $252K |
| ARK & TLK Investments, LLC | 0.09% | Add +4.5% | 5,291 | $250K |
| Hengehold Capital Management LLC | 0.03% | No change | 5,290 | $250K |
| Auour Investments LLC | 0.09% | Add +3.6% | 5,181 | $244K |
| Goelzer Investment Management, Inc. | 0.01% | No change | 5,152 | $243K |
| Capital Advisors Inc. | 0.01% | No change | 5,105 | $241K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -26.7% | 5,076 | $240K |
| Debussy Capital Management LP | 0.07% | Reduce -6.3% | 5,051 | $238K |
| Rothschild Wealth LLC | 0.08% | Add +4.5% | 4,956 | $234K |
| Spire Wealth Management | 0.01% | No change | 4,947 | $233K |
| Brown Brothers Harriman & Co. | 0.00% | New | 4,943 | $233K |
| Sharkey, Howes & Javer | 0.04% | Reduce -25.7% | 4,933 | $233K |
| Linscomb Wealth, Inc. | 0.01% | New | 4,909 | $232K |
| Beacon Bridge Wealth Partners, LLC | 0.11% | No change | 4,864 | $230K |
| Brighton Jones LLC | 0.01% | New | 4,787 | $226K |
| Prospera Financial Services Inc | 0.01% | Reduce -21.7% | 4,760 | $225K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.6% | 4,687 | $221K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $221K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 4,671 | $220K |
| Sightline Wealth Advisors, LLC | 0.14% | Reduce -24.4% | 4,629 | $218K |
| Jefferies Financial Group Inc. | 0.00% | No change | 4,595 | $217K |
| FF Advisors,LLC | 0.15% | New | 4,570 | $216K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 4,452 | $210K |
| Ieq Capital, LLC | 0.00% | Add +0.5% | 4,431 | $209K |
| True Vision MN LLC | 0.14% | Reduce -0.8% | 4,428 | $209K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -1.4% | 4,342 | $205K |
| AMG National Trust Bank | 0.01% | Reduce -8.8% | 4,341 | $205K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +26.3% | 3,935 | $187K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -58.3% | 3,862 | $182K |
| Jones Financial Companies LLLP | 0.00% | New | 3,429 | $162K |
| Richardson Financial Services Inc. | 0.11% | Reduce -11.8% | 3,349 | $158K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +7.8% | 3,110 | $147K |
| Bfsg, LLC | 0.02% | Reduce -12.2% | 3,069 | $145K |
| Harbour Investments, Inc. | 0.00% | Add +0.9% | 3,051 | $144K |
| Elequin Capital, LP | 0.10% | New | 2,997 | $141K |
| Deutsche Bank AG | 0.00% | No change | 2,869 | $135K |
| Keener Financial Planning LLC | 0.09% | Add +53.4% | 2,811 | $132K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,500 | $119K |
| JNBA Financial Advisors | 0.01% | No change | 2,299 | $108K |
| Carmichael Hill & Associates, Inc. | 0.04% | No change | 2,263 | $107K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $99K |
| Private Ocean, LLC | 0.01% | No change | 2,046 | $97K |
| Western Pacific Wealth Management, LP | 0.07% | No change | 2,000 | $94K |
| GHP Investment Advisors, Inc. | 0.00% | New | 1,934 | $91K |
| Whittier Trust Co. | 0.00% | No change | 1,834 | $87K |
| WealthShield Partners, LLC | 0.01% | Reduce -33.8% | 1,712 | $81K |
| TD Capital Management LLC | 0.01% | No change | 1,662 | $78K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -23.1% | 1,583 | $75K |
| 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 | 0.03% | No change | 1,325 | $63K |
| Private Trust Co. NA | 0.01% | Add +148.8% | 1,244 | $59K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +26.2% | 1,215 | $57K |
| Trust Co. of Vermont | 0.00% | Reduce -85.1% | 1,175 | $55K |
| Benjamin Edwards Inc. | 0.01% | Add +27.7% | 1,144 | $54K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,004 | $47K |
| Ritter Daniher Financial Advisory LLC / DE | 0.01% | New | 1,000 | $47K |
| BlackRock Inc. | 0.00% | Add +380.2% | 994 | $47K |
| Angeles Wealth Management, LLC | 0.00% | Add +106.8% | 949 | $45K |
| First United Bank & Trust | 0.02% | Reduce -21.3% | 925 | $44K |
| Global Wealth Strategies & Associates | 0.02% | Reduce -96.0% | 915 | $43K |
| Geneos Wealth Management Inc. | 0.00% | No change | 718 | $34K |
| Lanark Financial, Inc. | 0.00% | Add +0.1% | 707 | $33K |
| Main Street Group, LTD | 0.02% | Reduce -62.6% | 688 | $32K |
| Morton Brown Family Wealth, LLC | 0.01% | No change | 660 | $31K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 632 | $30K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 610 | $29K |
| 1620 Investment Advisors, Inc. | 0.02% | New | 600 | $28K |
| Annapolis Financial Services, LLC | 0.01% | No change | 581 | $27K |
| CoreCap Advisors, LLC | 0.00% | Add +3211.8% | 563 | $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 |
| Private Wealth Management Group, LLC | 0.01% | Reduce -7.3% | 530 | $25K |
| Clear Point Advisors Inc. | 0.02% | Add +0.6% | 520 | $25K |
| Wetzel Investment Advisors, Inc. | 0.01% | No change | 500 | $24K |
| Bangor Savings Bank | 0.00% | No change | 446 | $21K |
| McIlrath & Eck, LLC | 0.00% | No change | 427 | $20K |
| Hilltop National Bank | 0.01% | No change | 403 | $19K |
| Caitlin John, LLC | 0.01% | New | 400 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 400 | $19K |
| WFA of San Diego, LLC | 0.02% | — | 383 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 371 | $18K |
| First Pacific Financial | 0.00% | Reduce -2.1% | 364 | $17K |
| Larson Financial Group LLC | 0.00% | New | 362 | $17K |
| Winthrop Capital Management, LLC | 0.01% | Reduce -61.3% | 336 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $15K |
| Balentine LLC | 0.00% | No change | 294 | $14K |
| NorthRock Partners, LLC | 0.00% | Reduce -87.7% | 249 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.5% | 225 | $10K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -99.4% | 196 | $9K |
| New Republic Capital, LLC | 0.00% | Add +10.3% | 172 | $8K |
| Rothschild Investment LLC | 0.00% | Add +0.0% | 169 | $8K |
| Kelly Financial Services LLC | 0.00% | Reduce -24.1% | 164 | $8K |
| Aspire Private Capital, LLC | 0.00% | Add +0.7% | 146 | $7K |
| Front Row Advisors LLC | 0.00% | Reduce -71.6% | 120 | $6K |
| Blue Trust, Inc. | 0.00% | No change | 101 | $5K |
| LGT Financial Advisors LLC | 0.01% | Reduce -30.1% | 86 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 82 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.4% | 74 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Signaturefd, LLC | 0.00% | Add +2.6% | 40 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 34 | $2K |
| Signature Resources Capital Management, LLC | 0.00% | Add +27.3% | 28 | $1K |
| Nemes Rush Group LLC | 0.00% | New | 22 | $1K |
| Gables Capital Management Inc. | 0.00% | New | 6 | $283 |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 6 | $283 |
| DHJJ Financial Advisors, Ltd. | 0.00% | Reduce -98.0% | 5 | $236 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.5% | 2 | $94 |
"% 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.