SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q4 2024 (December 31)407holders +6
31new positions
38sold out
2famous investors
$47.35avg. 13F price*
At the end of Q4 2024, 407 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, up 6 from Q3 2024. 31 opened new positions and 38 sold out. The largest holders were Bank of America Corp. ($909.2M), Envestnet Asset Management Inc. ($278.1M) and Wells Fargo & Company ($228.4M). 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 (Q4 2024)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $27.0M |
| Exits | 38 | $29.1M |
All 13F filers, Q3 2024 → Q4 2024: 6,371,483 shares bought and 5,966,785 shares sold, net +404,698 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 407 holders
| Bank of America Corp. | 0.08% | Add +18.6% | 19,186,300 | $909.2M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -0.2% | 5,867,354 | $278.1M |
| Wells Fargo & Company | 0.06% | Add +1.6% | 4,819,168 | $228.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -1.8% | 4,760,737 | $225.6M |
| Mercer Global Advisors Inc. | 0.30% | Reduce -5.9% | 2,597,305 | $123.1M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +5.5% | 2,512,890 | $119.1M |
| United Capital Financial Advisors, LLC | 0.98% | Reduce -2.8% | 2,455,065 | $116.3M |
| Morgan Stanley | 0.01% | Reduce -58.9% | 2,311,637 | $109.5M |
| PNC Financial Services Group, Inc. | 0.06% | Add +10.6% | 1,783,056 | $84.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.58% | Add +7.4% | 1,716,126 | $81.3M |
| Commonwealth Equity Services, LLC | 0.11% | Add +2.1% | 1,583,732 | $75.1M |
| Quent Capital, LLC | 6.54% | Add +21.1% | 1,332,475 | $63.1M |
| Jane Street Group, LLC | 0.06% | Add +780.7% | 777,479 | $36.8M |
| LPL Financial LLC | 0.01% | Add +6.4% | 737,762 | $35.0M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -5.6% | 682,524 | $32.3M |
| HTLF Bank | 3.44% | Add +0.3% | 642,073 | $30.4M |
| JPMorgan Chase & Co. | 0.00% | Add +11.3% | 610,086 | $28.9M |
| Betterment LLC | 0.07% | Reduce -36.0% | 577,819 | $27.4M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +25.2% | 574,374 | $27.2M |
| Stifel Financial Corp. | 0.03% | Add +5.6% | 562,584 | $26.7M |
| Wealthcare Advisory Partners LLC | 0.74% | Add +13.1% | 562,212 | $26.6M |
| Karpus Management, Inc. | 0.77% | Add +59.3% | 552,763 | $26.2M |
| UBS Group AG | 0.01% | Add +0.7% | 513,948 | $24.4M |
| Sei Investments Co. | 0.02% | Reduce -4.0% | 352,531 | $16.7M |
| Gerber Kawasaki Wealth & Investment Management | 0.72% | Add +8.6% | 351,713 | $16.7M |
| Prime Capital Investment Advisors, LLC | 0.21% | Add +3.1% | 305,102 | $14.5M |
| Alaska Wealth Advisors, LLC | 2.24% | Add +38.7% | 304,528 | $14.4M |
| Old National Bancorp | 0.29% | Reduce -12.2% | 259,466 | $12.3M |
| TD Private Client Wealth LLC | 0.34% | Add +13.7% | 259,052 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +7.4% | 255,968 | $12.1M |
| Citigroup Inc. | 0.01% | Reduce -12.8% | 242,342 | $11.5M |
| Allworth Financial LP | 0.06% | Reduce -9.4% | 239,655 | $11.4M |
| Raymond James Financial Inc. | 0.00% | — | 235,441 | $11.2M |
| CX Institutional | 0.43% | Add +15.0% | 229,261 | $10.9M |
| Cetera Investment Advisers | 0.02% | Reduce -3.6% | 217,959 | $10.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.4% | 206,634 | $9.8M |
| Trustmark Bank Trust Department | 0.67% | Add +0.0% | 189,908 | $9.0M |
| Farther Finance Advisors, LLC | 0.29% | Reduce -11.6% | 168,723 | $8.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.20% | Add +0.9% | 155,697 | $7.4M |
| Assetmark, Inc. | 0.02% | Reduce -2.5% | 154,124 | $7.3M |
| Cullen/Frost Bankers, Inc. | 0.10% | Reduce -14.5% | 150,641 | $7.1M |
| Apella Capital, LLC | 0.27% | Reduce -4.0% | 148,030 | $7.0M |
| MY Wealth Management Inc. | 6.55% | Reduce -0.4% | 138,342 | $6.6M |
| Symmetry Partners, LLC | 0.93% | Add +48.6% | 138,129 | $6.5M |
| Smithfield Trust Co | 0.32% | Add +61.1% | 134,738 | $6.4M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -20.7% | 127,894 | $6.1M |
| Strategies Wealth Advisors, LLC | 0.75% | Reduce -9.5% | 127,007 | $6.1M |
| Foster Group, Inc. | 0.23% | Reduce -0.4% | 126,264 | $6.0M |
| GenTrust, LLC | 0.26% | Reduce -0.1% | 123,988 | $5.9M |
| Cerity Partners LLC | 0.01% | Add +5.5% | 123,892 | $5.9M |
| Chatham Capital Group, Inc. | 0.92% | Reduce -3.0% | 118,000 | $5.6M |
| Hunter Associates Investment Management LLC | 0.79% | Reduce -9.8% | 109,807 | $5.2M |
| Benjamin Edwards Inc. | 0.07% | Reduce -13.1% | 107,928 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -3.7% | 106,855 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.05% | Add +0.8% | 105,291 | $5.0M |
| Orion Portfolio Solutions, LLC | 0.05% | Add +0.8% | 105,291 | $5.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -45.7% | 103,664 | $4.9M |
| Aua Capital Management, LLC | 3.09% | Reduce -7.0% | 101,601 | $4.8M |
| TruNorth Capital Management, LLC | 1.31% | Reduce -2.3% | 100,972 | $4.8M |
| Brio Consultants, LLC | 0.74% | Reduce -14.8% | 100,027 | $4.7M |
| Capital Analysts, LLC | 0.19% | Add +3.9% | 99,015 | $4.7M |
| Sequoia Financial Advisors, LLC | 0.04% | New | 97,431 | $4.6M |
| Leisure Capital Management | 1.80% | Reduce -1.3% | 96,874 | $4.6M |
| Focus Partners Wealth | 0.01% | Reduce -10.1% | 95,951 | $4.5M |
| Flow Traders U.S. LLC | 0.17% | New | 87,814 | $4.2M |
| Aquire Wealth Advisors, LLC | 1.24% | Reduce -5.6% | 84,592 | $4.0M |
| Cwm, LLC | 0.02% | Reduce -5.5% | 84,232 | $4.0M |
| Pure Portfolios Holdings LLC | 1.48% | Add +5.8% | 83,980 | $4.0M |
| McAdam, LLC | 0.21% | Add +2.0% | 82,101 | $3.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.5% | 81,120 | $3.8M |
| Kestra Advisory Services, LLC | 0.02% | Add +15.6% | 81,061 | $3.8M |
| Keystone Financial Group | 0.38% | Add +2238.7% | 143,619 | $3.8M |
| Kwmg, LLC | 0.38% | Reduce -5.7% | 78,492 | $3.7M |
| Independent Advisor Alliance | 0.05% | New | 77,777 | $3.7M |
| HighTower Advisors, LLC | 0.01% | Add +6.1% | 76,931 | $3.6M |
| Davidson Investment Advisors | 0.18% | Add +0.1% | 76,928 | $3.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.6% | 75,375 | $3.6M |
| Studio Investment Management LLC | 0.75% | Reduce -15.4% | 74,502 | $3.5M |
| RW Investment Management LLC | 0.43% | Reduce -7.9% | 74,129 | $3.5M |
| Hancock Whitney Corp. | 0.11% | Add +1.9% | 73,969 | $3.5M |
| Detalus Advisors, LLC | 1.14% | Add +4.9% | 73,026 | $3.5M |
| Freedom Investment Management, Inc. | 0.28% | Add +0.8% | 72,091 | $3.4M |
| MAI Capital Management | 0.03% | New | 71,767 | $3.4M |
| Altfest L J & Co. Inc. | 0.42% | Reduce -22.4% | 69,276 | $3.3M |
| Dakota Wealth Management | 0.07% | Add +22.5% | 67,500 | $3.2M |
| Ameraudi Asset Management, Inc. | 1.72% | No change | 65,712 | $3.1M |
| Crestwood Advisors Group, LLC | 0.06% | Add +27.5% | 63,348 | $3.0M |
| McNaughton Wealth Management, LLC | 1.39% | Add +5.9% | 60,944 | $2.9M |
| Janney Capital Management LLC | 0.19% | Reduce -5.7% | 59,627 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Add +6.1% | 58,988 | $2.8M |
| Parkside Financial Bank & Trust | 0.36% | Add +23.6% | 57,835 | $2.7M |
| SteelPeak Wealth, LLC | 0.11% | Reduce -0.5% | 56,529 | $2.7M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +5.1% | 56,454 | $2.7M |
| Bank of Montreal | 0.00% | Add +53.4% | 55,978 | $2.7M |
| Tilson Financial Group, Inc. | 1.06% | Reduce -1.2% | 54,922 | $2.6M |
| Eagle Global Advisors LLC | 0.11% | Add +1.9% | 54,683 | $2.6M |
| First International Bank & Trust | 0.84% | Reduce -2.5% | 54,612 | $2.6M |
| Citadel Advisors | 0.00% | New | 54,004 | $2.6M |
| St Germain D J Co. Inc. | 0.11% | Reduce -5.4% | 52,313 | $2.5M |
| Apollon Wealth Management, LLC | 0.06% | Reduce -18.4% | 51,493 | $2.4M |
"% 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.