SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q3 2024 (September 30)401holders −18
25new positions
43sold out
1famous investor
$48.14avg. 13F price*
At the end of Q3 2024, 401 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, down 18 from Q2 2024. 25 opened new positions and 43 sold out. The largest holders were Bank of America Corp. ($779.0M), Envestnet Asset Management Inc. ($283.1M) and Morgan Stanley ($270.7M). 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 (Q3 2024)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $14.6M |
| Exits | 43 | $20.1M |
All 13F filers, Q2 2024 → Q3 2024: 2,114,833 shares bought and 8,049,138 shares sold, net −5,934,305 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 401 holders
| Bank of America Corp. | 0.07% | Add +1.9% | 16,182,019 | $779.0M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -2.9% | 5,881,024 | $283.1M |
| Morgan Stanley | 0.02% | Add +0.9% | 5,623,444 | $270.7M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -16.1% | 4,845,424 | $233.3M |
| Wells Fargo & Company | 0.06% | Reduce -44.0% | 4,741,732 | $228.3M |
| Mercer Global Advisors Inc. | 0.31% | Reduce -3.4% | 2,759,279 | $132.7M |
| United Capital Financial Advisors, LLC | 1.00% | Add +0.2% | 2,525,467 | $121.6M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +0.5% | 2,380,978 | $114.6M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -0.4% | 1,612,036 | $77.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.77% | Add +6.2% | 1,598,351 | $76.9M |
| Commonwealth Equity Services, LLC | 0.11% | Reduce -5.9% | 1,551,023 | $74.7M |
| Quent Capital, LLC | 5.38% | Add +9.3% | 1,099,893 | $52.9M |
| Betterment LLC | 0.10% | Reduce -33.1% | 903,339 | $43.5M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -4.7% | 722,887 | $34.8M |
| LPL Financial LLC | 0.01% | Add +4.0% | 693,468 | $33.4M |
| HTLF Bank | 3.35% | Add +27.0% | 639,913 | $30.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.8% | 548,171 | $26.4M |
| Stifel Financial Corp. | 0.03% | Reduce -18.6% | 532,561 | $25.6M |
| UBS Group AG | 0.01% | Reduce -5.9% | 510,419 | $24.6M |
| Wealthcare Advisory Partners LLC | 0.68% | Add +4.8% | 496,968 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -1.9% | 458,772 | $22.1M |
| Renaissance Technologies | 0.03% | Add +99.1% | 420,200 | $20.2M |
| Sei Investments Co. | 0.02% | Reduce -10.4% | 367,255 | $17.7M |
| Karpus Management, Inc. | 0.46% | Add +127.5% | 346,918 | $16.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.72% | Add +15.8% | 323,963 | $15.6M |
| Prime Capital Investment Advisors, LLC | 0.20% | Reduce -5.0% | 295,792 | $14.2M |
| Old National Bancorp | 0.33% | Reduce -13.9% | 295,514 | $14.2M |
| Citigroup Inc. | 0.01% | Add +3.0% | 277,881 | $13.4M |
| Allworth Financial LP | 0.08% | Reduce -4.8% | 264,479 | $12.7M |
| Truist Financial Corp. | 0.02% | Add +1.9% | 238,272 | $11.5M |
| TD Private Client Wealth LLC | 0.32% | Add +0.0% | 227,937 | $11.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.9% | 226,040 | $10.9M |
| Alaska Wealth Advisors, LLC | 1.59% | Add +7.9% | 219,499 | $10.6M |
| Ameriprise Financial Inc. | 0.00% | Add +0.4% | 207,551 | $10.0M |
| CX Institutional | 0.43% | Add +4.5% | 199,316 | $9.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +4.4% | 196,799 | $9.5M |
| Integrated Wealth Concepts LLC | 0.11% | Add +566.8% | 191,038 | $9.2M |
| Farther Finance Advisors, LLC | 0.34% | Reduce -7.1% | 190,883 | $9.2M |
| Trustmark Bank Trust Department | 0.69% | Reduce -18.4% | 189,858 | $9.1M |
| Cullen/Frost Bankers, Inc. | 0.12% | Reduce -1.5% | 176,164 | $8.5M |
| Beacon Pointe Advisors, LLC | 0.09% | Reduce -16.9% | 161,340 | $7.8M |
| Assetmark, Inc. | 0.02% | Add +0.5% | 158,056 | $7.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.21% | Reduce -1.9% | 154,335 | $7.4M |
| Apella Capital, LLC | 0.30% | Add +7.0% | 154,185 | $7.4M |
| Strategies Wealth Advisors, LLC | 0.90% | Add +21.2% | 140,355 | $6.8M |
| MY Wealth Management Inc. | 6.78% | Reduce -0.5% | 138,847 | $6.7M |
| Foster Group, Inc. | 0.23% | Reduce -2.7% | 126,801 | $6.1M |
| Benjamin Edwards Inc. | 0.09% | Add +10752.1% | 124,148 | $6.0M |
| GenTrust, LLC | 0.29% | Reduce -0.4% | 124,097 | $6.0M |
| Hunter Associates Investment Management LLC | 0.91% | Reduce -1.5% | 121,807 | $5.9M |
| Chatham Capital Group, Inc. | 0.96% | No change | 121,600 | $5.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.6% | 119,592 | $5.8M |
| Cerity Partners LLC | 0.01% | Add +7.4% | 117,392 | $5.7M |
| Brio Consultants, LLC | 0.90% | Reduce -15.5% | 117,358 | $5.6M |
| Royal Bank of Canada | 0.00% | Reduce -29.9% | 110,951 | $5.3M |
| Aua Capital Management, LLC | 3.04% | No change | 109,247 | $5.3M |
| Focus Partners Wealth | 0.02% | Add +43.8% | 106,765 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -1.2% | 104,491 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -1.2% | 104,491 | $5.0M |
| TruNorth Capital Management, LLC | 1.47% | Add +4.1% | 103,369 | $5.0M |
| Aaron Wealth Advisors LLC | 0.59% | No change | 102,420 | $4.9M |
| Leisure Capital Management | 2.02% | Add +3.1% | 98,105 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.9% | 95,998 | $4.6M |
| Capital Analysts, LLC | 0.19% | Reduce -1.8% | 95,288 | $4.6M |
| Symmetry Partners, LLC | 1.06% | Reduce -63.6% | 92,922 | $4.5M |
| Aquire Wealth Advisors, LLC | 1.35% | Reduce -1.9% | 89,585 | $4.3M |
| Altfest L J & Co. Inc. | 0.57% | Reduce -24.8% | 89,327 | $4.3M |
| Cwm, LLC | 0.02% | Reduce -3.6% | 89,105 | $4.3M |
| Jane Street Group, LLC | 0.01% | Reduce -84.4% | 88,281 | $4.2M |
| Studio Investment Management LLC | 0.89% | Reduce -1.6% | 88,112 | $4.2M |
| Comerica Bank | 0.02% | Add +0.5% | 87,927 | $4.2M |
| Smithfield Trust Co | 0.20% | No change | 83,646 | $4.0M |
| MBM Wealth Consultants, LLC | 1.27% | Add +22.1% | 83,429 | $4.0M |
| Confluence Investment Management LLC | 0.05% | Add +4.4% | 83,338 | $4.0M |
| Kwmg, LLC | 0.40% | Add +2.0% | 83,232 | $4.0M |
| RW Investment Management LLC | 0.48% | Reduce -7.1% | 80,510 | $3.9M |
| McAdam, LLC | 0.22% | Add +6.7% | 80,458 | $3.9M |
| Pure Portfolios Holdings LLC | 1.44% | — | 79,391 | $3.8M |
| Davidson Investment Advisors | 0.18% | Reduce -5.7% | 76,879 | $3.7M |
| Alera Investment Advisors, LLC | 0.41% | Add +2.4% | 72,950 | $3.5M |
| Hancock Whitney Corp. | 0.11% | Reduce -15.9% | 72,579 | $3.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.1% | 72,524 | $3.5M |
| Freedom Investment Management, Inc. | 0.27% | Reduce -2.3% | 71,498 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -7.9% | 70,101 | $3.4M |
| Detalus Advisors, LLC | 1.11% | Reduce -3.4% | 69,587 | $3.3M |
| Ameraudi Asset Management, Inc. | 1.44% | No change | 65,712 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.3% | 65,232 | $3.1M |
| Janney Capital Management LLC | 0.21% | Add +0.2% | 63,253 | $3.0M |
| Apollon Wealth Management, LLC | 0.09% | Reduce -1.8% | 63,086 | $3.0M |
| McNaughton Wealth Management, LLC | 1.35% | Add +5.9% | 57,573 | $2.8M |
| Paulson Wealth Management Inc. | 0.73% | Reduce -27.4% | 57,005 | $2.7M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -4.4% | 56,827 | $2.7M |
| First International Bank & Trust | 0.86% | Reduce -6.8% | 56,004 | $2.7M |
| Tilson Financial Group, Inc. | 1.16% | Reduce -0.1% | 55,601 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -35.9% | 55,582 | $2.7M |
| Raymond James & Associates | 0.00% | Reduce -8.9% | 55,463 | $2.7M |
| St Germain D J Co. Inc. | 0.12% | Reduce -3.1% | 55,297 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -36.5% | 55,716 | $2.7M |
| Dakota Wealth Management | 0.06% | Add +33.9% | 55,100 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | New | 53,716 | $2.6M |
| Eagle Global Advisors LLC | 0.13% | No change | 53,683 | $2.6M |
| Bragg Financial Advisors, Inc | 0.11% | Add +44.0% | 53,031 | $2.6M |
| LJI Wealth Management, LLC | 0.51% | Reduce -0.4% | 51,453 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -48.6% | 51,138 | $2.5M |
| US Bancorp \de | 0.00% | Add +0.7% | 50,454 | $2.4M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -8.5% | 49,675 | $2.4M |
| Brandywine Oak Private Wealth LLC | 0.23% | Reduce -1.2% | 49,152 | $2.4M |
| Eagle Strategies LLC | 0.42% | Reduce -42.6% | 47,900 | $2.3M |
| James Investment Research, Inc. | 0.27% | Add +0.4% | 47,892 | $2.3M |
| Chesley Taft & Associates LLC | 0.11% | Reduce -17.5% | 46,844 | $2.3M |
| Parkside Financial Bank & Trust | 0.31% | Add +9.4% | 46,796 | $2.3M |
| RiverGlades Family Offices LLC | 1.61% | Reduce -0.7% | 46,591 | $2.2M |
| Horizon Family Wealth, Inc. | 1.60% | Add +2.1% | 46,496 | $2.2M |
| Premier Path Wealth Partners, LLC | 0.35% | Reduce -1.3% | 46,357 | $2.2M |
| Alaska Permanent Capital Management, LLC | 0.17% | Add +16.8% | 45,126 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.06% | Add +0.3% | 43,746 | $2.1M |
| Kestra Private Wealth Services, LLC | 0.04% | Reduce -23.4% | 43,722 | $2.1M |
| Northern Trust Corp. | 0.00% | New | 43,565 | $2.1M |
| Kades & Cheifetz LLC | 1.20% | Reduce -4.2% | 43,450 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.7% | 43,125 | $2.1M |
| Rockwood Wealth Management, LLC | 0.23% | Reduce -4.0% | 42,850 | $2.1M |
| Clifford Group, LLC | 1.60% | Reduce -3.5% | 42,714 | $2.1M |
| Traveka Wealth, LLC | 1.02% | Reduce -7.9% | 41,952 | $2.0M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -15.6% | 39,920 | $1.9M |
| Regal Investment Advisors LLC | 0.13% | Add +3.8% | 39,667 | $1.9M |
| Wealthcare Capital Management LLC | 0.19% | Add +9.5% | 39,123 | $1.9M |
| Sykon Capital LLC | 0.65% | New | 38,501 | $1.9M |
| PrairieView Partners, LLC | 0.19% | Add +11.1% | 38,447 | $1.9M |
| Boston Standard Wealth Management, LLC | 0.36% | Add +0.3% | 38,039 | $1.8M |
| Meritage Portfolio Management | 0.11% | Reduce -8.2% | 37,788 | $1.8M |
| Choreo, LLC | 0.03% | Reduce -1.8% | 37,364 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.49% | Reduce -4.5% | 36,591 | $1.8M |
| Bank of Montreal | 0.00% | Reduce -88.6% | 36,495 | $1.8M |
| Captrust Financial Advisors | 0.01% | Reduce -33.5% | 36,106 | $1.7M |
| M&T Bank Corp | 0.01% | Reduce -7.3% | 36,079 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -2.7% | 36,006 | $1.7M |
| Mma Asset Management LLC | 0.46% | Add +97.1% | 36,370 | $1.7M |
| Sebold Capital Management, Inc. | 1.10% | Reduce -1.1% | 34,621 | $1.7M |
| Westside Investment Management, Inc. | 0.35% | Add +0.1% | 34,146 | $1.6M |
| One Capital Management, LLC | 0.05% | Reduce -9.4% | 33,590 | $1.6M |
| FC Advisory LLC | 0.54% | Add +0.5% | 33,439 | $1.6M |
| SageView Advisory Group, LLC | 0.08% | New | 33,342 | $1.6M |
| Moneywise, Inc. | 0.76% | Reduce -54.3% | 32,008 | $1.5M |
| Hurlow Wealth Management Group, Inc. | 0.48% | Add +2.7% | 31,942 | $1.5M |
| Advisor Resource Council | 0.68% | New | 31,110 | $1.5M |
| IHT Wealth Management, LLC | 0.04% | Reduce -45.0% | 29,971 | $1.4M |
| Corient Private Wealth LP | 0.00% | Reduce -43.2% | 29,778 | $1.4M |
| 1834 Investment Advisors Co. | 0.16% | No change | 29,393 | $1.4M |
| Opal Wealth Advisors, LLC | 0.44% | No change | 28,953 | $1.4M |
| Modera Wealth Management, LLC | 0.02% | Add +17.3% | 28,905 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.49% | No change | 28,889 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | No change | 28,500 | $1.4M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +13637.8% | 26,926 | $1.3M |
| Aviance Capital Partners, LLC | 0.17% | Reduce -0.6% | 26,832 | $1.3M |
| Idaho Trust Co | 0.61% | Add +0.8% | 26,425 | $1.3M |
| Mather Group, Llc. | 0.02% | Add +1.8% | 26,054 | $1.3M |
| CNB Bank | 0.57% | Reduce -12.5% | 25,750 | $1.2M |
| Tritonpoint Wealth, LLC | 0.11% | Reduce -20.8% | 25,633 | $1.2M |
| Proquility Private Wealth Partners, LLC | 0.39% | Add +24.6% | 25,535 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +2.6% | 24,079 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.31% | Reduce -37.6% | 23,992 | $1.2M |
| Seeds Investor LLC | 0.42% | New | 23,552 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -76.1% | 23,116 | $1.1M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.7% | 21,921 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Add +36.2% | 21,632 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.10% | No change | 21,526 | $1.0M |
| Parkside Investments, LLC | 0.15% | Reduce -38.1% | 21,225 | $1.0M |
| Investment Partners, LTD. | 0.42% | Add +4.0% | 21,038 | $1.0M |
| Versant Capital Management, Inc | 0.23% | Reduce -2.3% | 21,004 | $1.0M |
| Nicolet Advisory Services, LLC | 0.10% | Reduce -0.9% | 20,960 | $1.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.5% | 20,969 | $1.0M |
| Howe & Rusling Inc. | 0.09% | Add +1.2% | 20,953 | $1.0M |
| Juncture Wealth Strategies, LLC | 0.39% | Reduce -11.2% | 20,812 | $1.0M |
| WASHINGTON TRUST Co | 0.03% | Reduce -23.3% | 20,293 | $977K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -38.5% | 20,345 | $973K |
| Freestone Capital Holdings, LLC | 0.03% | No change | 20,190 | $972K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.5% | 19,842 | $955K |
| PAX Financial Group, LLC | 0.17% | Add +1.8% | 19,519 | $940K |
| Friedenthal Financial | 0.55% | Add +1.4% | 19,466 | $937K |
| Atlantic Edge Private Wealth Management, LLC | 0.28% | Reduce -3.5% | 19,446 | $936K |
| Omega Financial Group, LLC | 0.35% | Reduce -5.0% | 19,315 | $930K |
| Transcendent Capital Group LLC | 0.48% | Reduce -22.3% | 19,304 | $929K |
| GAMMA Investing LLC | 0.09% | Add +19.8% | 19,033 | $916K |
| AE Wealth Management LLC | 0.01% | Reduce -6.0% | 18,950 | $912K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -4.5% | 18,929 | $911K |
| Financial Strategies Group, Inc. | 0.21% | Reduce -0.6% | 18,837 | $903K |
| Ackerman Capital Advisors, LLC | 0.23% | Reduce -20.9% | 18,671 | $899K |
| Mutual Advisors, LLC | 0.03% | Reduce -0.1% | 18,310 | $873K |
| MML Investors Services, LLC | 0.00% | Reduce -5.6% | 18,106 | $872K |
| Ritholtz Wealth Management | 0.03% | Add +0.2% | 18,024 | $868K |
| Ironwood Wealth Management, LLC. | 0.26% | No change | 17,616 | $848K |
| Synovus Financial Corp. | 0.01% | Add +103.3% | 17,234 | $830K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.9% | 16,731 | $805K |
| Dynasty Wealth Management, LLC | 0.02% | Add +3.9% | 16,626 | $800K |
| Cypress Financial Planning LLC | 0.30% | Reduce -1.0% | 16,621 | $800K |
| Rothschild Wealth LLC | 0.24% | Add +171.2% | 13,440 | $793K |
| Global Retirement Partners, LLC | 0.02% | Add +9.3% | 16,365 | $788K |
| Prairiewood Capital, LLC | 0.32% | No change | 15,929 | $767K |
| Creative Planning | 0.00% | Reduce -18.8% | 15,776 | $759K |
| Prudential Financial Inc. | 0.00% | Reduce -1.6% | 15,692 | $755K |
| Sunflower Bank, N.A. | 0.21% | Reduce -14.0% | 15,679 | $755K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 15,549 | $749K |
| Country Club Bank | 0.05% | Reduce -12.9% | 15,532 | $748K |
| Ascent Group, LLC | 0.06% | Add +72.7% | 15,528 | $748K |
| Haverford Trust Co | 0.01% | No change | 15,519 | $747K |
| Merit Financial Group, LLC | 0.02% | Add +12.1% | 15,385 | $741K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.0% | 15,344 | $739K |
| Brown Wealth Management, LLC | 0.26% | Reduce -23.7% | 15,056 | $725K |
| Jentner Corp | 0.22% | Add +0.3% | 14,952 | $720K |
| BCS Wealth Management | 0.30% | Reduce -0.1% | 14,661 | $706K |
| Wealthspire Advisors, LLC | 0.01% | Add +20.2% | 14,657 | $706K |
| &partners | 0.01% | Add +81.7% | 14,506 | $698K |
| First Affirmative Financial Network | 0.38% | Add +3.5% | 14,479 | $697K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -57.8% | 14,379 | $692K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -0.0% | 14,036 | $676K |
| Townsquare Capital LLC | 0.01% | Reduce -24.1% | 13,924 | $670K |
| Elmwood Wealth Management, Inc. | 0.27% | New | 13,523 | $651K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -4.2% | 13,205 | $636K |
| NewEdge Advisors, LLC | 0.00% | Add +42.9% | 13,174 | $634K |
| Burt Wealth Advisors | 0.15% | No change | 13,000 | $626K |
| Leavell Investment Management, Inc. | 0.03% | Reduce -3.8% | 12,805 | $616K |
| Strategic Blueprint, LLC | 0.04% | Add +5.1% | 12,775 | $615K |
| RMR Wealth Builders | 0.06% | No change | 12,684 | $611K |
| Riversedge Advisors, LLC | 0.13% | Add +8.5% | 12,326 | $593K |
| Blair William & Co. | 0.00% | Reduce -16.1% | 12,177 | $586K |
| Essex Financial Services, Inc. | 0.04% | Add +8.0% | 12,142 | $581K |
| Continuum Advisory, LLC | 0.07% | Reduce -0.4% | 12,104 | $577K |
| Tidemark, LLC | 0.24% | Add +26.3% | 11,904 | $573K |
| Altus Wealth Management, LLC | 0.27% | Reduce -0.8% | 11,789 | $568K |
| Bristlecone Advisors, LLC | 0.04% | No change | 11,577 | $557K |
| Canvas Wealth Advisors, LLC | 0.15% | Reduce -0.7% | 11,573 | $557K |
| Apexium Financial, LP | 0.04% | Reduce -1.1% | 11,557 | $556K |
| Moneta Group Investment Advisors LLC | 0.01% | Add +99.8% | 11,486 | $553K |
| Vista Investment Management | 0.21% | Add +4.9% | 11,315 | $545K |
| Evensky & Katz LLC | 0.04% | Reduce -4.9% | 11,305 | $544K |
| Equita Financial Network, Inc. | 0.20% | No change | 11,167 | $538K |
| Tennessee Valley Asset Management Partners | 0.08% | Add +14.1% | 10,643 | $512K |
| Strategic Wealth Partners, Ltd. | 0.05% | Reduce -22.6% | 10,597 | $510K |
| Northwest Wealth Management, LLC | 0.12% | No change | 10,557 | $508K |
| Moseley Investment Management Inc. | 0.20% | Reduce -2.8% | 10,465 | $504K |
| BNP Paribas Financial Markets | 0.00% | New | 10,228 | $492K |
| Advisory Services Network, LLC | 0.01% | No change | 10,423 | $492K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -18.0% | 10,148 | $489K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.5% | 10,150 | $489K |
| IFG Advisors, LLC | 0.10% | Reduce -3.7% | 9,948 | $479K |
| Wedbush Securities Inc. | 0.02% | Reduce -2.9% | 9,874 | $475K |
| Lifeworks Advisors, LLC | 0.09% | New | 9,384 | $452K |
| Principal Securities, Inc. | 0.01% | Add +3.6% | 9,331 | $449K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 9,310 | $448K |
| Atria Investments, Inc | 0.01% | Reduce -9.4% | 8,979 | $432K |
| Per Stirling Capital Management, LLC. | 0.06% | No change | 8,903 | $429K |
| Heritage Wealth Management, Inc. | 0.38% | Add +5.6% | 8,849 | $426K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -1.8% | 8,780 | $423K |
| CWA Asset Management Group, LLC | 0.02% | — | 8,706 | $419K |
| Brophy Wealth Management, LLC | 0.15% | — | 8,685 | $418K |
| Anson Capital, Inc. | 0.37% | No change | 8,634 | $416K |
| Wealth Management Resources, Inc. | 0.17% | Add +23.0% | 8,565 | $412K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 8,509 | $410K |
| XML Financial, LLC | 0.04% | No change | 8,466 | $408K |
| One Wealth Advisors, LLC | 0.06% | New | 8,233 | $396K |
| Raymond James Trust N.A. | 0.01% | Reduce -21.4% | 8,145 | $392K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -36.4% | 7,989 | $385K |
| Johnson Financial Group, LLC | 0.05% | No change | 7,980 | $384K |
| Agate Pass Investment Management, LLC | 0.19% | Reduce -15.9% | 7,907 | $381K |
| JFG Wealth Management, LLC | 0.10% | No change | 7,831 | $377K |
| Capital Investment Counsel, LLC | 0.06% | Reduce -7.3% | 7,563 | $364K |
| CAP Partners, LLC | 0.27% | Add +0.4% | 7,509 | $361K |
| Elequin Capital, LP | 0.81% | Add +149.1% | 7,465 | $359K |
| Osborne Partners Capital Management, LLC | 0.02% | No change | 7,350 | $354K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,271 | $350K |
| Bartlett & Co. Wealth Management LLC | 0.01% | Reduce -5.4% | 7,271 | $350K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.5% | 7,125 | $343K |
| Keybank National Association | 0.00% | Add +0.6% | 7,039 | $339K |
| Bailard, Inc. | 0.01% | New | 7,018 | $338K |
| Rock Point Advisors, LLC | 0.09% | Reduce -17.6% | 7,000 | $337K |
| Diligent Investors, LLC | 0.08% | Add +0.0% | 6,952 | $335K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $332K |
| TRUE Private Wealth Advisors | 0.04% | Reduce -25.8% | 6,821 | $328K |
| Parallel Advisors, LLC | 0.01% | Add +1.8% | 6,791 | $327K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -62.0% | 6,644 | $320K |
| Arax Advisory Partners | 0.03% | Add +1.8% | 6,632 | $319K |
| First Horizon Advisors, Inc. | 0.01% | No change | 6,592 | $317K |
| Net Worth Advisory Group | 0.09% | — | 6,569 | $316K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 6,552 | $315K |
| Venturi Wealth Management, LLC | 0.02% | No change | 6,550 | $315K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 6,400 | $307K |
| Next Level Private LLC | 0.13% | No change | 6,348 | $306K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +0.3% | 6,266 | $302K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,226 | $300K |
| Intrua Financial, LLC | 0.05% | Reduce -0.0% | 6,211 | $299K |
| Savant Capital, LLC | 0.00% | Reduce -31.8% | 6,186 | $298K |
| Keystone Financial Group | 0.04% | New | 6,141 | $296K |
| Roberts Financial Services LLC | 0.05% | No change | 6,020 | $290K |
| Heritage Investors Management Corp. | 0.01% | No change | 6,000 | $289K |
| Wellington Shields Capital Management, LLC | 0.05% | Reduce -25.9% | 5,929 | $285K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $282K |
| Bison Wealth, LLC | 0.04% | Reduce -35.7% | 5,789 | $279K |
| Citizens & Northern Corp. | 0.08% | No change | 5,732 | $276K |
| FMR LLC | 0.00% | Reduce -34.4% | 5,642 | $272K |
| HCR Wealth Advisors | 0.03% | No change | 5,500 | $265K |
| Kraft, Davis & Associates, LLC | 0.08% | No change | 5,535 | $264K |
| Visionary Wealth Advisors | 0.02% | Add +0.1% | 5,455 | $263K |
| Kestra Investment Management, LLC | 0.01% | New | 5,393 | $260K |
| Boyce & Associates Wealth Consulting, Inc. | 0.27% | Reduce -10.3% | 5,376 | $259K |
| Jones Financial Companies LLLP | 0.00% | Add +56.2% | 5,356 | $258K |
| Prospera Financial Services Inc | 0.01% | Add +9.8% | 5,228 | $252K |
| Capital Advisors Inc. | 0.00% | No change | 5,105 | $246K |
| Debussy Capital Management LP | 0.07% | No change | 5,051 | $243K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 4,943 | $238K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $236K |
| Beacon Bridge Wealth Partners, LLC | 0.10% | No change | 4,864 | $234K |
| Sheets Smith Wealth Management | 0.03% | Reduce -23.6% | 4,783 | $230K |
| Richardson Financial Services Inc. | 0.14% | Add +42.3% | 4,765 | $226K |
| Rockland Trust Co. | 0.01% | Reduce -12.2% | 4,687 | $226K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $226K |
| FF Advisors,LLC | 0.14% | No change | 4,570 | $219K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -28.2% | 4,536 | $218K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 4,452 | $214K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -5.0% | 4,436 | $214K |
| Advisor OS, LLC | 0.02% | New | 4,375 | $211K |
| Ieq Capital, LLC | 0.00% | Reduce -2.9% | 4,302 | $207K |
| ARK & TLK Investments, LLC | 0.07% | Reduce -19.5% | 4,257 | $205K |
| True Vision MN LLC | 0.12% | Reduce -4.4% | 4,234 | $204K |
| TL Private Wealth | 0.09% | New | 4,192 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 3,935 | $189K |
| NBT Bank, N.A. | 0.01% | New | 3,864 | $186K |
| Spire Wealth Management | 0.01% | Reduce -23.3% | 3,794 | $183K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -19.5% | 3,110 | $150K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,110 | $150K |
| Bfsg, LLC | 0.02% | No change | 3,069 | $148K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 3,059 | $147K |
| Keener Financial Planning LLC | 0.10% | Add +9.3% | 3,071 | $147K |
| Hilltop National Bank | 0.04% | Add +627.8% | 2,933 | $141K |
| Deutsche Bank AG | 0.00% | No change | 2,869 | $138K |
| Carmichael Hill & Associates, Inc. | 0.05% | Add +18.5% | 2,681 | $129K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,509 | $121K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 2,500 | $119K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $101K |
| Western Pacific Wealth Management, LP | 0.06% | No change | 2,000 | $96K |
| WealthShield Partners, LLC | 0.01% | No change | 1,712 | $82K |
| TD Capital Management LLC | 0.01% | No change | 1,662 | $80K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,583 | $76K |
| Private Trust Co. NA | 0.01% | Add +15.1% | 1,432 | $69K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +13.4% | 1,378 | $66K |
| Running Point Capital Advisors, LLC | 0.03% | No change | 1,371 | $66K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,348 | $65K |
| United Community Bank | 0.02% | No change | 1,325 | $64K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -38.1% | 1,197 | $58K |
| Trust Co. of Vermont | 0.00% | No change | 1,175 | $57K |
| Avior Wealth Management, LLC | 0.00% | New | 1,132 | $54K |
| Bessemer Group Inc. | 0.00% | New | 1,075 | $52K |
| Oakworth Capital, Inc. | 0.00% | No change | 1,004 | $48K |
| Oarsman Capital, Inc. | 0.01% | New | 950 | $46K |
| First United Bank & Trust | 0.02% | No change | 925 | $45K |
| Global Wealth Strategies & Associates | 0.01% | No change | 915 | $44K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 709 | $34K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 600 | $29K |
| Annapolis Financial Services, LLC | 0.01% | No change | 581 | $28K |
| Main Street Group, LTD | 0.01% | Reduce -18.8% | 559 | $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 | $26K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -26.0% | 531 | $26K |
| Private Wealth Management Group, LLC | 0.01% | No change | 530 | $26K |
| Clear Point Advisors Inc. | 0.02% | Add +0.4% | 522 | $25K |
| Angeles Wealth Management, LLC | 0.00% | Reduce -48.4% | 490 | $24K |
| Rise Advisors, LLC | 0.01% | New | 410 | $20K |
| Bangor Savings Bank | 0.00% | Reduce -9.0% | 406 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 400 | $19K |
| WFA of San Diego, LLC | 0.02% | No change | 383 | $18K |
| IFP Advisors, Inc | 0.00% | No change | 371 | $18K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 363 | $17K |
| NorthRock Partners, LLC | 0.00% | Add +43.0% | 356 | $17K |
| Winthrop Capital Management, LLC | 0.01% | No change | 336 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $16K |
| Balentine LLC | 0.00% | No change | 294 | $14K |
| McIlrath & Eck, LLC | 0.00% | Reduce -42.4% | 246 | $12K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Add +0.9% | 227 | $10K |
| New Republic Capital, LLC | 0.01% | Add +12.8% | 194 | $9K |
| Blue Trust, Inc. | 0.00% | Add +80.2% | 182 | $9K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -73.6% | 174 | $8K |
| BlackRock, Inc. | 0.00% | — | 163 | $8K |
| GeoWealth Management, LLC | 0.00% | New | 124 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $6K |
| Bokf, NA | 0.00% | New | 109 | $5K |
| LGT Financial Advisors LLC | 0.01% | No change | 86 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 82 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 74 | $4K |
| Rothschild Investment LLC | 0.00% | Reduce -59.2% | 69 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Aspire Private Capital, LLC | 0.00% | Reduce -71.2% | 42 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -94.9% | 32 | $2K |
| Signaturefd, LLC | 0.00% | No change | 40 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 34 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | New | 32 | $2K |
| CoreCap Advisors, LLC | 0.00% | Reduce -97.0% | 17 | $835 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +650.0% | 15 | $722 |
| Signature Resources Capital Management, LLC | 0.00% | Reduce -60.7% | 11 | $530 |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $289 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $241 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $40 |
"% 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.