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 |
| LJI Wealth Management, LLC | 0.48% | Add +0.0% | 51,456 | $2.4M |
| Bragg Financial Advisors, Inc | 0.10% | Reduce -5.1% | 50,336 | $2.4M |
| Paulson Wealth Management Inc. | 0.65% | Reduce -12.2% | 50,036 | $2.4M |
| RiverGlades Family Offices LLC | 1.67% | Add +5.9% | 49,357 | $2.3M |
| Horizon Family Wealth, Inc. | 1.55% | Add +6.1% | 49,318 | $2.3M |
| Brandywine Oak Private Wealth LLC | 0.23% | Reduce -0.6% | 48,858 | $2.3M |
| Confluence Investment Management LLC | 0.03% | Reduce -41.5% | 48,745 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -4.6% | 48,123 | $2.3M |
| Columbia River Financial Group, LLC | 1.54% | — | 47,462 | $2.2M |
| Chesley Taft & Associates LLC | 0.10% | No change | 46,844 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -9.4% | 46,311 | $2.2M |
| James Investment Research, Inc. | 0.26% | Reduce -3.3% | 46,300 | $2.2M |
| Elequin Capital, LP | 0.33% | Add +506.7% | 45,292 | $2.1M |
| Alaska Permanent Capital Management, LLC | 0.18% | No change | 45,126 | $2.1M |
| Renaissance Technologies | 0.00% | Reduce -89.3% | 45,000 | $2.1M |
| Premier Path Wealth Partners, LLC | 0.32% | Reduce -3.0% | 44,969 | $2.1M |
| Eagle Strategies LLC | 0.37% | Reduce -6.9% | 44,604 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +458.2% | 44,598 | $2.1M |
| Kades & Cheifetz LLC | 1.07% | Add +1.8% | 44,248 | $2.1M |
| Clifford Group, LLC | 1.56% | Add +1.1% | 43,191 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.38% | Add +9.0% | 41,458 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -26.4% | 40,996 | $2.0M |
| Wealthcare Capital Management LLC | 0.19% | Add +2.4% | 40,076 | $1.9M |
| Regal Investment Advisors LLC | 0.14% | Reduce -1.2% | 39,196 | $1.9M |
| Traveka Wealth, LLC | 1.02% | Reduce -6.1% | 39,397 | $1.9M |
| HRT Financial LP | 0.01% | New | 37,975 | $1.8M |
| D.A. Davidson & Co. | 0.01% | New | 37,330 | $1.8M |
| Grey Fox Wealth Advisors, LLC | 0.47% | Reduce -1.6% | 35,988 | $1.7M |
| Comerica Bank | 0.01% | Reduce -59.2% | 35,864 | $1.7M |
| Hurlow Wealth Management Group, Inc. | 0.53% | Add +11.5% | 35,608 | $1.7M |
| Waverly Advisors, LLC | 0.03% | Reduce -1.4% | 35,517 | $1.7M |
| Sebold Capital Management, Inc. | 1.12% | Add +1.7% | 35,194 | $1.7M |
| SageView Advisory Group, LLC | 0.07% | Add +2.4% | 34,149 | $1.6M |
| FC Advisory LLC | 0.53% | Add +0.7% | 33,672 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -11.3% | 33,526 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.04% | Add +22.9% | 33,081 | $1.6M |
| Freestone Capital Holdings, LLC | 0.05% | Add +60.4% | 32,386 | $1.5M |
| One Capital Management, LLC | 0.05% | Reduce -4.3% | 32,148 | $1.5M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -20.3% | 31,817 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -12.3% | 31,647 | $1.5M |
| Westside Investment Management, Inc. | 0.31% | Reduce -10.0% | 30,733 | $1.5M |
| Choreo, LLC | 0.02% | Reduce -19.3% | 30,151 | $1.4M |
| PrairieView Partners, LLC | 0.15% | Reduce -22.7% | 29,726 | $1.4M |
| Opal Wealth Advisors, LLC | 0.41% | No change | 28,953 | $1.4M |
| Staley Capital Advisers Inc. | 0.06% | No change | 28,500 | $1.4M |
| Johnson Financial Group, LLC | 0.15% | Add +247.1% | 27,700 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -36.2% | 27,528 | $1.3M |
| Ascent Group, LLC | 0.10% | Add +75.2% | 27,197 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -40.9% | 25,855 | $1.2M |
| Versant Capital Management, Inc | 0.26% | Add +21.6% | 25,543 | $1.2M |
| CNB Bank | 0.55% | Reduce -2.2% | 25,180 | $1.2M |
| Equitable Holdings, Inc. | 0.01% | Add +4.2% | 25,097 | $1.2M |
| Mather Group, Llc. | 0.02% | Reduce -3.8% | 25,064 | $1.2M |
| Aviance Capital Partners, LLC | 0.16% | Reduce -8.1% | 24,647 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -14.9% | 24,611 | $1.2M |
| M&T Bank Corp | 0.00% | Reduce -31.9% | 24,559 | $1.2M |
| GAMMA Investing LLC | 0.10% | Add +24.9% | 23,769 | $1.1M |
| Whitegate Investment Counselors, Inc. | 0.38% | Reduce -1.7% | 23,592 | $1.1M |
| Tritonpoint Wealth, LLC | 0.10% | Reduce -9.5% | 23,203 | $1.1M |
| Juncture Wealth Strategies, LLC | 0.39% | Add +5.7% | 21,997 | $1.0M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 21,921 | $1.0M |
| MML Investors Services, LLC | 0.00% | Add +20.8% | 21,877 | $1.0M |
| 1834 Investment Advisors Co. | 0.13% | Reduce -26.0% | 21,763 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.10% | No change | 21,526 | $1.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +5.2% | 21,396 | $1.0M |
| PFW Advisors LLC | 0.31% | — | 21,296 | $1.0M |
| Ackerman Capital Advisors, LLC | 0.26% | Add +13.4% | 21,169 | $1.0M |
| Howe & Rusling Inc. | 0.09% | Add +0.1% | 20,976 | $994K |
| Altus Wealth Management, LLC | 0.44% | Add +74.9% | 20,618 | $977K |
| Parkside Investments, LLC | 0.15% | Reduce -3.5% | 20,475 | $970K |
| Creative Planning | 0.00% | Add +29.6% | 20,451 | $969K |
| Elmwood Wealth Management, Inc. | 0.39% | Add +49.3% | 20,193 | $957K |
| Mma Asset Management LLC | 0.42% | Reduce -44.7% | 20,116 | $953K |
| PAX Financial Group, LLC | 0.17% | Add +2.6% | 20,029 | $949K |
| Parallel Advisors, LLC | 0.02% | Add +194.1% | 19,973 | $947K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +0.4% | 19,914 | $944K |
| Friedenthal Financial | 0.54% | Add +0.6% | 19,575 | $928K |
| AE Wealth Management LLC | 0.01% | Add +3.2% | 19,551 | $927K |
| WASHINGTON TRUST Co | 0.03% | Reduce -3.9% | 19,497 | $924K |
| Financial Strategies Group, Inc. | 0.22% | Add +3.0% | 19,393 | $919K |
| Investment Partners, LTD. | 0.38% | Reduce -8.0% | 19,350 | $917K |
| Moneywise, Inc. | 0.46% | Reduce -39.5% | 19,348 | $917K |
| Omega Financial Group, LLC | 0.34% | Reduce -0.9% | 19,145 | $907K |
| Global Retirement Partners, LLC | 0.03% | Add +16.7% | 19,103 | $905K |
| Ritholtz Wealth Management | 0.03% | Add +5.2% | 18,957 | $898K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.7% | 18,926 | $897K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -3.1% | 18,340 | $870K |
| Dynasty Wealth Management, LLC | 0.01% | Add +8.6% | 18,049 | $855K |
| Atlantic Edge Private Wealth Management, LLC | 0.26% | Reduce -7.2% | 18,046 | $855K |
| FMR LLC | 0.00% | Add +218.6% | 17,977 | $852K |
| Ironwood Wealth Management, LLC. | 0.26% | No change | 17,616 | $835K |
| Idaho Trust Co | 0.41% | Reduce -34.6% | 17,278 | $819K |
| Mutual Advisors, LLC | 0.02% | Reduce -6.0% | 17,207 | $817K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +2.7% | 17,179 | $814K |
| Nicolet Advisory Services, LLC | 0.07% | Reduce -18.4% | 17,107 | $811K |
| Brown Wealth Management, LLC | 0.28% | Add +8.8% | 16,385 | $776K |
| Prairiewood Capital, LLC | 0.33% | Add +1.4% | 16,147 | $765K |
| IHT Wealth Management, LLC | 0.02% | Reduce -46.6% | 15,996 | $758K |
| Clearstead Advisors, LLC | 0.01% | Reduce -26.9% | 15,802 | $749K |
| Wealthspire Advisors, LLC | 0.01% | Add +7.5% | 15,762 | $747K |
| Country Club Bank | 0.05% | Add +1.4% | 15,744 | $746K |
| Sunflower Bank, N.A. | 0.21% | No change | 15,679 | $743K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.4% | 15,611 | $740K |
| BCS Wealth Management | 0.18% | Add +6.4% | 15,603 | $739K |
| NewEdge Advisors, LLC | 0.00% | Add +17.7% | 15,511 | $735K |
| Merit Financial Group, LLC | 0.01% | Add +0.2% | 15,422 | $731K |
| Townsquare Capital LLC | 0.01% | Add +9.5% | 15,253 | $723K |
| Cypress Financial Planning LLC | 0.26% | Reduce -8.3% | 15,234 | $722K |
| Jentner Corp | 0.21% | No change | 14,952 | $709K |
| Crews Bank & Trust | 0.12% | — | 14,852 | $704K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -3.6% | 14,787 | $701K |
| Principal Securities, Inc. | 0.02% | Add +55.2% | 14,481 | $686K |
| First Affirmative Financial Network | 0.38% | Reduce -3.7% | 13,945 | $661K |
| L.K. Benson & Company, P.C. | 0.46% | — | 13,644 | $647K |
| Strategic Blueprint, LLC | 0.04% | Add +5.6% | 13,493 | $639K |
| Mayflower Financial Advisors, LLC | 0.09% | Reduce -4.9% | 13,345 | $632K |
| Transcendent Capital Group LLC | 0.32% | Reduce -32.6% | 13,001 | $616K |
| Burt Wealth Advisors | 0.16% | No change | 13,000 | $616K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +106.1% | 12,915 | $612K |
| &partners | 0.01% | Reduce -11.3% | 12,872 | $611K |
| Canvas Wealth Advisors, LLC | 0.15% | Add +10.7% | 12,816 | $607K |
| Tidemark, LLC | 0.23% | Add +7.4% | 12,786 | $606K |
| RMR Wealth Builders | 0.06% | No change | 12,684 | $601K |
| Corient Private Wealth LP | 0.00% | Reduce -58.3% | 12,416 | $588K |
| Blair William & Co. | 0.00% | Add +0.1% | 12,194 | $578K |
| Essex Financial Services, Inc. | 0.04% | No change | 12,142 | $575K |
| Continuum Advisory, LLC | 0.07% | Add +0.0% | 12,107 | $574K |
| Legacy Solutions, LLC | 0.62% | — | 12,094 | $573K |
| Riversedge Advisors, LLC | 0.13% | Reduce -3.5% | 11,895 | $564K |
| Seeds Investor LLC | 0.16% | Reduce -50.4% | 11,679 | $553K |
| JFG Wealth Management, LLC | 0.12% | Add +46.5% | 11,470 | $544K |
| Summit Financial, LLC | 0.02% | New | 11,380 | $539K |
| Evensky & Katz LLC | 0.04% | Add +0.4% | 11,350 | $538K |
| Quotient Wealth Partners, LLC | 0.02% | Reduce -14.1% | 11,340 | $537K |
| Equita Financial Network, Inc. | 0.19% | No change | 11,167 | $529K |
| Bristlecone Advisors, LLC | 0.04% | Reduce -4.5% | 11,057 | $524K |
| Janney Montgomery Scott LLC | 0.00% | Add +24.5% | 10,932 | $518K |
| Moseley Investment Management Inc. | 0.20% | Add +4.2% | 10,906 | $517K |
| Heritage Wealth Management, Inc. | 0.44% | Add +23.1% | 10,894 | $516K |
| Northwest Wealth Management, LLC | 0.11% | No change | 10,557 | $500K |
| Strategic Wealth Partners, Ltd. | 0.04% | Reduce -1.4% | 10,447 | $498K |
| Avid Wealth Partners LLC | 0.35% | New | 10,488 | $497K |
| Vista Investment Management | 0.19% | Reduce -8.8% | 10,321 | $489K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -19.5% | 10,305 | $488K |
| First Horizon Advisors, Inc. | 0.01% | Add +55.7% | 10,261 | $486K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.8% | 10,231 | $485K |
| Tennessee Valley Asset Management Partners | 0.08% | Reduce -4.0% | 10,215 | $484K |
| Anson Capital, Inc. | 0.42% | Add +17.8% | 10,169 | $482K |
| Capital Advisors, Ltd. LLC | 0.06% | No change | 10,148 | $481K |
| IFG Advisors, LLC | 0.09% | Add +0.4% | 9,988 | $473K |
| Wedbush Securities Inc. | 0.02% | No change | 9,874 | $468K |
| Apexium Financial, LP | 0.03% | Reduce -14.8% | 9,852 | $467K |
| IFG Advisory, LLC | 0.03% | New | 9,803 | $465K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -32.0% | 9,778 | $463K |
| Lifeworks Advisors, LLC | 0.08% | No change | 9,384 | $445K |
| Atria Investments, Inc | 0.01% | Add +4.4% | 9,377 | $444K |
| Main Street Financial Solutions, LLC | 0.04% | Add +39.8% | 9,289 | $440K |
| Arax Advisory Partners | 0.03% | Add +35.6% | 8,991 | $426K |
| Proquility Private Wealth Partners, LLC | 0.14% | Reduce -65.0% | 8,941 | $424K |
| FLP Wealth Management, LLC | 1.08% | — | 8,890 | $421K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -4.8% | 8,865 | $420K |
| CWA Asset Management Group, LLC | 0.02% | No change | 8,706 | $413K |
| Synovus Financial Corp. | 0.01% | Reduce -50.0% | 8,626 | $409K |
| MBM Wealth Consultants, LLC | 0.12% | Reduce -89.8% | 8,555 | $406K |
| Wealth Management Resources, Inc. | 0.15% | Reduce -0.2% | 8,547 | $405K |
| XML Financial, LLC | 0.04% | No change | 8,466 | $401K |
| Jones Financial Companies LLLP | 0.00% | Add +52.0% | 8,141 | $386K |
| Atlas Legacy Advisors, LLC | 0.09% | — | 8,139 | $386K |
| One Wealth Advisors, LLC | 0.06% | Reduce -1.3% | 8,128 | $385K |
| Sierra Ocean, LLC | 0.29% | — | 7,598 | $360K |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.3% | 7,562 | $358K |
| CAP Partners, LLC | 0.25% | Add +0.3% | 7,530 | $357K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,271 | $345K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 7,271 | $345K |
| Advisory Services Network, LLC | 0.01% | Reduce -32.0% | 7,090 | $336K |
| Keybank National Association | 0.00% | No change | 7,039 | $334K |
| Rock Point Advisors, LLC | 0.10% | No change | 7,000 | $332K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $327K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -4.0% | 6,837 | $324K |
| Two Sigma Securities, LLC | 0.06% | New | 6,782 | $321K |
| Valmark Advisers, Inc. | 0.00% | New | 6,625 | $314K |
| Agate Pass Investment Management, LLC | 0.14% | Reduce -16.4% | 6,610 | $313K |
| Net Worth Advisory Group | 0.10% | Add +0.6% | 6,609 | $313K |
| Wealthcare Capital Partners, LLC | 0.16% | — | 6,586 | $312K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 6,552 | $310K |
| Venturi Wealth Management, LLC | 0.02% | No change | 6,550 | $310K |
| Strategic Financial Concepts, LLC | 0.06% | New | 6,526 | $309K |
| Castle Rock Wealth Management, LLC | 0.07% | No change | 6,400 | $305K |
| Next Level Private LLC | 0.12% | No change | 6,348 | $301K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,226 | $300K |
| PGIM Custom Harvest LLC | 0.01% | Add +35.7% | 6,156 | $292K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -28.1% | 6,121 | $290K |
| Axis Wealth Partners, LLC | 0.24% | — | 6,095 | $289K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,078 | $288K |
| Roberts Financial Services LLC | 0.05% | No change | 6,020 | $285K |
| Franklin Resources Inc. | 0.00% | New | 6,005 | $285K |
| Heritage Investors Management Corp. | 0.01% | No change | 6,000 | $284K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 5,929 | $281K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $278K |
| Diligent Investors, LLC | 0.06% | Reduce -19.4% | 5,605 | $266K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -51.8% | 5,540 | $263K |
| Aptus Capital Advisors, LLC | 0.00% | Add +77.0% | 5,506 | $261K |
| HCR Wealth Advisors | 0.03% | No change | 5,500 | $261K |
| Austin Wealth Management, LLC | 0.05% | New | 5,477 | $260K |
| DecisionMap Wealth Management, LLC | 0.20% | — | 5,441 | $258K |
| Boyce & Associates Wealth Consulting, Inc. | 0.25% | Reduce -1.3% | 5,306 | $251K |
| Advisor OS, LLC | 0.03% | Add +21.1% | 5,300 | $251K |
| TRUE Private Wealth Advisors | 0.03% | Reduce -22.5% | 5,289 | $251K |
| Strategic Wealth Investment Group, LLC | 0.01% | New | 2,073 | $250K |
| Stage Harbor Financial, LLC | 0.22% | New | 5,259 | $249K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.1% | 5,225 | $248K |
| Auour Investments LLC | 0.09% | New | 5,110 | $244K |
| Capital Advisors Inc. | 0.00% | No change | 5,105 | $242K |
| Debussy Capital Management LP | 0.04% | No change | 5,051 | $240K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $233K |
| Sheets Smith Wealth Management | 0.03% | No change | 4,783 | $227K |
| Engineers Gate Manager LP | 0.00% | New | 4,688 | $222K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $222K |
| Journey Strategic Wealth LLC | 0.01% | New | 4,464 | $212K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 4,452 | $211K |
| Neuberger Berman Group LLC | 0.00% | New | 4,420 | $209K |
| Ieq Capital, LLC | 0.00% | Add +0.8% | 4,336 | $205K |
| ARK & TLK Investments, LLC | 0.07% | No change | 4,257 | $202K |
| True Vision MN LLC | 0.12% | Add +0.5% | 4,254 | $202K |
| Avant Financial Advisors LLC | 0.18% | — | 4,230 | $200K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.3% | 3,947 | $187K |
| MilWealth Group LLC | 0.05% | New | 3,944 | $187K |
| Spire Wealth Management | 0.01% | No change | 3,794 | $180K |
| Keener Financial Planning LLC | 0.11% | Add +22.8% | 3,772 | $178K |
| Richardson Financial Services Inc. | 0.11% | Reduce -29.4% | 3,366 | $160K |
| Harbour Investments, Inc. | 0.00% | Add +0.4% | 3,071 | $146K |
| Bfsg, LLC | 0.02% | No change | 3,069 | $145K |
| Hilltop National Bank | 0.04% | No change | 2,933 | $139K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -11.6% | 2,750 | $130K |
| Deutsche Bank AG | 0.00% | Reduce -7.3% | 2,660 | $126K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +7468.8% | 2,422 | $115K |
| Brooklyn Investment Group | 0.03% | New | 2,368 | $112K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $100K |
| Western Pacific Wealth Management, LP | 0.08% | No change | 2,000 | $95K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -24.6% | 1,893 | $90K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,878 | $89K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +25.3% | 1,726 | $82K |
| WealthShield Partners, LLC | 0.01% | No change | 1,712 | $81K |
| Avior Wealth Management, LLC | 0.00% | Add +43.6% | 1,626 | $77K |
| Valley Wealth Managers, Inc. | 0.01% | No change | 1,583 | $75K |
| Private Trust Co. NA | 0.01% | Reduce -0.4% | 1,426 | $68K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 1,371 | $65K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -46.0% | 1,350 | $64K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,348 | $64K |
| Atlatl Advisers LLC | 0.04% | — | 1,300 | $62K |
| Wingate Wealth Advisors, Inc. | 0.05% | — | 1,145 | $54K |
| BNP Paribas Financial Markets | 0.00% | Reduce -89.2% | 1,105 | $52K |
| Capital A Wealth Management, LLC | 0.09% | — | 1,090 | $52K |
| Bessemer Group Inc. | 0.00% | No change | 1,075 | $51K |
| Oarsman Capital, Inc. | 0.01% | No change | 950 | $45K |
| First United Bank & Trust | 0.02% | No change | 925 | $44K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -3.6% | 882 | $42K |
| IFP Advisors, Inc | 0.00% | Add +114.0% | 794 | $38K |
| Transce3nd, LLC | 0.01% | — | 689 | $33K |
| Independence Bank of Kentucky | 0.00% | Add +16.5% | 635 | $30K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 625 | $30K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 600 | $28K |
| Ameriflex Group, Inc. | 0.01% | — | 569 | $27K |
| Main Street Group, LTD | 0.01% | Add +0.9% | 564 | $27K |
| Davis Capital Management | 0.02% | No change | 550 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $25K |
| Geneos Wealth Management Inc. | 0.00% | No change | 531 | $25K |
| Private Wealth Management Group, LLC | 0.01% | No change | 530 | $25K |
| NBT Bank, N.A. | 0.00% | Reduce -86.7% | 514 | $24K |
| Rise Advisors, LLC | 0.01% | Add +22.9% | 504 | $24K |
| Angeles Wealth Management, LLC | 0.00% | No change | 490 | $23K |
| Barrett & Company, Inc. | 0.01% | New | 476 | $23K |
| Bangor Savings Bank | 0.00% | No change | 406 | $19K |
| AllSquare Wealth Management LLC | 0.01% | No change | 400 | $19K |
| WPG Advisers, LLC | 0.02% | — | 372 | $18K |
| Larson Financial Group LLC | 0.00% | Add +0.8% | 366 | $17K |
| NorthRock Partners, LLC | 0.00% | Add +0.6% | 358 | $17K |
| Stonebridge Financial Group, LLC | 0.00% | — | 357 | $17K |
| Winthrop Capital Management, LLC | 0.00% | No change | 336 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $15K |
| New Wave Wealth Advisors LLC | 0.01% | New | 319 | $15K |
| High Note Wealth, LLC | 0.00% | New | 222 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 174 | $8K |
| BlackRock, Inc. | 0.00% | Add +4.3% | 170 | $8K |
| Pillar Financial Advisors, LLC | 0.01% | — | 166 | $8K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $6K |
| GeoWealth Management, LLC | 0.00% | Reduce -11.3% | 110 | $5K |
| Bokf, NA | 0.00% | No change | 109 | $5K |
| Smartleaf Asset Management LLC | 0.00% | New | 98 | $5K |
| Advantage Trust Co | 0.00% | New | 97 | $5K |
| McIlrath & Eck, LLC | 0.00% | Reduce -61.8% | 94 | $4K |
| LGT Financial Advisors LLC | 0.01% | Add +1.2% | 87 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 83 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.4% | 75 | $4K |
| Rothschild Investment LLC | 0.00% | No change | 69 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -62.6% | 68 | $3K |
| Ancora Advisors LLC | 0.00% | New | 47 | $2K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 32 | $2K |
| Signaturefd, LLC | 0.00% | No change | 40 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 34 | $2K |
| CoreCap Advisors, LLC | 0.00% | No change | 17 | $829 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 11 | $521 |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $284 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $237 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.3% | 4 | $190 |
| Russell Investments Group, Ltd. | 0.00% | No change | 1 | $70 |
"% 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.