SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q1 2025 (March 31)408holders +1
31new positions
30sold out
3famous investors
$47.59avg. 13F price*
At the end of Q1 2025, 408 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, up 1 from Q4 2024. 31 opened new positions and 30 sold out. The largest holders were Bank of America Corp. ($881.1M), Envestnet Asset Management Inc. ($247.1M) and Goldman Sachs Group Inc. ($241.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR N Ice St Muni ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $27.5M |
| Exits | 30 | $20.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,930,976 shares bought and 5,796,016 shares sold, net −3,865,040 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 408 holders
| Bank of America Corp. | 0.08% | Reduce -3.5% | 18,510,659 | $881.1M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -11.5% | 5,191,699 | $247.1M |
| Goldman Sachs Group Inc. | 0.05% | Add +6.7% | 5,077,967 | $241.7M |
| Wells Fargo & Company | 0.05% | Reduce -12.9% | 4,197,494 | $199.8M |
| Northwestern Mutual Wealth Management Co. | 0.10% | Add +4.0% | 2,613,006 | $124.4M |
| Mercer Global Advisors Inc. | 0.27% | Reduce -5.2% | 2,461,237 | $117.2M |
| United Capital Financial Advisors, LLC | 0.99% | Reduce -1.0% | 2,431,266 | $115.7M |
| Morgan Stanley | 0.01% | Reduce -5.3% | 2,188,968 | $104.2M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -9.1% | 1,620,082 | $77.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.34% | Reduce -12.1% | 1,508,867 | $71.8M |
| Quent Capital, LLC | 7.09% | Add +6.5% | 1,419,334 | $67.6M |
| LPL Financial LLC | 0.01% | Reduce -1.2% | 728,656 | $34.7M |
| Karpus Management, Inc. | 1.11% | Add +30.5% | 721,219 | $34.3M |
| Commonwealth Equity Services, LLC | 0.05% | Reduce -55.0% | 712,010 | $33.9M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -3.0% | 662,134 | $31.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.0% | 591,995 | $28.2M |
| Wealthcare Advisory Partners LLC | 0.75% | Add +4.9% | 589,603 | $28.1M |
| Stifel Financial Corp. | 0.03% | Reduce -6.6% | 525,402 | $25.0M |
| Betterment LLC | 0.06% | Reduce -13.0% | 502,782 | $23.9M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -16.6% | 479,150 | $22.8M |
| UBS Group AG | 0.00% | Reduce -16.3% | 430,420 | $20.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.83% | Add +10.2% | 387,490 | $18.4M |
| Prime Capital Investment Advisors, LLC | 0.20% | Add +15.2% | 351,476 | $16.7M |
| Jane Street Group, LLC | 0.03% | Reduce -58.1% | 325,705 | $15.5M |
| Cercano Management LLC | 0.44% | New | 314,202 | $15.0M |
| Sei Investments Co. | 0.02% | Reduce -17.8% | 289,896 | $13.8M |
| Alaska Wealth Advisors, LLC | 2.15% | Reduce -5.2% | 288,674 | $13.7M |
| Cetera Investment Advisers | 0.02% | Add +15.3% | 251,327 | $12.0M |
| TD Private Client Wealth LLC | 0.33% | Reduce -4.0% | 248,549 | $11.8M |
| Old National Bancorp | 0.30% | Reduce -8.1% | 238,420 | $11.3M |
| CX Institutional | 0.42% | Add +1.1% | 231,742 | $11.0M |
| Ameriprise Financial Inc. | 0.00% | Add +8.5% | 224,269 | $10.7M |
| Allworth Financial LP | 0.06% | Reduce -6.5% | 224,102 | $10.6M |
| Truist Financial Corp. | 0.02% | Reduce -13.4% | 221,724 | $10.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -7.5% | 217,799 | $10.4M |
| Citigroup Inc. | 0.01% | Reduce -11.3% | 214,887 | $10.2M |
| Assetmark, Inc. | 0.02% | Add +17.6% | 181,266 | $8.6M |
| Trustmark Bank Trust Department | 0.57% | Reduce -14.4% | 162,608 | $7.7M |
| Farther Finance Advisors, LLC | 0.19% | Reduce -9.3% | 152,988 | $7.3M |
| Symmetry Partners, LLC | 0.96% | Add +5.3% | 145,395 | $6.9M |
| Integrated Wealth Concepts LLC | 0.08% | Add +38.3% | 143,372 | $6.8M |
| Cullen/Frost Bankers, Inc. | 0.09% | Reduce -6.7% | 140,489 | $6.7M |
| MY Wealth Management Inc. | 6.36% | Reduce -0.3% | 137,994 | $6.6M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.17% | Reduce -12.5% | 136,266 | $6.5M |
| Smithfield Trust Co | 0.32% | Reduce -1.5% | 132,669 | $6.3M |
| GenTrust, LLC | 0.29% | Add +3.3% | 128,047 | $6.1M |
| Apella Capital, LLC | 0.21% | Reduce -13.8% | 127,642 | $6.0M |
| Foster Group, Inc. | 0.22% | Reduce -0.3% | 125,859 | $6.0M |
| Strategies Wealth Advisors, LLC | 0.73% | Reduce -0.9% | 125,817 | $6.0M |
| Beacon Pointe Advisors, LLC | 0.07% | Reduce -4.9% | 121,664 | $5.8M |
| Cerity Partners LLC | 0.01% | Reduce -6.1% | 116,378 | $5.5M |
| Chatham Capital Group, Inc. | 0.92% | Reduce -1.4% | 116,300 | $5.5M |
| Susquehanna International Group, LLP | 0.01% | Add +1384.0% | 112,217 | $5.3M |
| Benjamin Edwards Inc. | 0.07% | Add +2.9% | 111,047 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +0.8% | 107,725 | $5.1M |
| Osaic Holdings, Inc. | 0.01% | Add +27.7% | 103,618 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.05% | Reduce -1.7% | 103,461 | $4.9M |
| Orion Portfolio Solutions, LLC | 0.05% | Reduce -1.7% | 103,461 | $4.9M |
| Hunter Associates Investment Management LLC | 0.76% | Reduce -6.2% | 103,008 | $4.9M |
| Leisure Capital Management | 1.99% | Add +5.1% | 101,839 | $4.8M |
| Aua Capital Management, LLC | 3.15% | No change | 101,601 | $4.8M |
| TruNorth Capital Management, LLC | 1.17% | Reduce -2.1% | 98,814 | $4.7M |
| Focus Partners Wealth | 0.01% | Reduce -2.7% | 93,351 | $4.4M |
| Brio Consultants, LLC | 0.66% | Reduce -11.3% | 88,754 | $4.2M |
| Pure Portfolios Holdings LLC | 1.54% | Add +5.1% | 88,270 | $4.2M |
| Cwm, LLC | 0.02% | Reduce -3.1% | 81,613 | $3.9M |
| Horizon Family Wealth, Inc. | 2.45% | Add +56.5% | 77,203 | $3.7M |
| RW Investment Management LLC | 0.44% | Add +0.5% | 74,523 | $3.5M |
| MAI Capital Management | 0.03% | Add +2.4% | 73,451 | $3.5M |
| Sequoia Financial Advisors, LLC | 0.03% | Reduce -24.6% | 73,421 | $3.5M |
| Hancock Whitney Corp. | 0.11% | Reduce -1.4% | 72,969 | $3.5M |
| Bank of Montreal | 0.00% | Add +30.2% | 72,865 | $3.5M |
| Davidson Investment Advisors | 0.17% | Reduce -6.5% | 71,942 | $3.4M |
| Crestwood Advisors Group, LLC | 0.06% | Add +13.2% | 71,714 | $3.4M |
| Dakota Wealth Management | 0.08% | Add +6.1% | 71,600 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.5% | 71,192 | $3.4M |
| Altfest L J & Co. Inc. | 0.42% | Add +1.4% | 70,252 | $3.3M |
| Ameraudi Asset Management, Inc. | 1.91% | Add +6.6% | 70,077 | $3.3M |
| Ascent Group, LLC | 0.14% | Add +154.7% | 69,273 | $3.3M |
| Detalus Advisors, LLC | 1.02% | Reduce -6.7% | 68,103 | $3.2M |
| Aquire Wealth Advisors, LLC | 0.96% | Reduce -22.6% | 65,495 | $3.1M |
| Janney Capital Management LLC | 0.20% | Add +3.1% | 61,505 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -25.2% | 60,614 | $2.9M |
| Elequin Capital, LP | 0.75% | Add +32.6% | 60,071 | $2.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -23.1% | 59,151 | $2.8M |
| First International Bank & Trust | 0.89% | Add +8.2% | 59,076 | $2.8M |
| Parkside Financial Bank & Trust | 0.35% | Add +1.0% | 58,402 | $2.8M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1.4% | 57,255 | $2.7M |
| McNaughton Wealth Management, LLC | 1.31% | Reduce -6.8% | 56,780 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -5.3% | 55,864 | $2.7M |
| Tilson Financial Group, Inc. | 1.03% | Add +0.0% | 54,930 | $2.6M |
| SteelPeak Wealth, LLC | 0.11% | Reduce -3.3% | 54,694 | $2.6M |
| McAdam, LLC | 0.16% | Reduce -34.2% | 54,014 | $2.6M |
| Mariner, LLC | 0.00% | Add +11.4% | 51,570 | $2.5M |
| LJI Wealth Management, LLC | 0.49% | Add +0.0% | 51,458 | $2.4M |
| Columbia River Financial Group, LLC | 1.61% | Add +6.9% | 50,756 | $2.4M |
| St Germain D J Co. Inc. | 0.11% | Reduce -5.0% | 49,676 | $2.4M |
| US Bancorp \de | 0.00% | Add +0.9% | 48,564 | $2.3M |
| Brandywine Oak Private Wealth LLC | 0.23% | Reduce -1.3% | 48,247 | $2.3M |
| Confluence Investment Management LLC | 0.03% | Reduce -1.4% | 48,048 | $2.3M |
"% 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.