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 |
| Eagle Global Advisors LLC | 0.09% | Reduce -12.4% | 47,883 | $2.3M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -7.4% | 47,664 | $2.3M |
| Paulson Wealth Management Inc. | 0.64% | Reduce -5.1% | 47,501 | $2.3M |
| Freedom Investment Management, Inc. | 0.19% | Reduce -34.4% | 47,325 | $2.3M |
| Alaska Permanent Capital Management, LLC | 0.19% | Add +3.9% | 46,871 | $2.2M |
| Chesley Taft & Associates LLC | 0.11% | No change | 46,844 | $2.2M |
| James Investment Research, Inc. | 0.28% | Add +0.8% | 46,670 | $2.2M |
| Clifford Group, LLC | 2.05% | Add +6.7% | 46,086 | $2.2M |
| Park Avenue Securities LLC | 0.03% | New | 45,262 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | New | 43,842 | $2.1M |
| Premier Path Wealth Partners, LLC | 0.32% | Reduce -3.7% | 43,320 | $2.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Reduce -5.3% | 42,226 | $2.0M |
| Eagle Strategies LLC | 0.34% | Reduce -7.2% | 41,393 | $2.0M |
| Regal Investment Advisors LLC | 0.16% | Add +2.9% | 40,330 | $1.9M |
| Grey Fox Wealth Advisors, LLC | 0.50% | Add +9.9% | 39,558 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -6.9% | 38,153 | $1.8M |
| Boston Standard Wealth Management, LLC | 0.39% | Reduce -8.5% | 37,923 | $1.8M |
| Traveka Wealth, LLC | 0.99% | Reduce -5.7% | 37,163 | $1.8M |
| Comerica Bank | 0.01% | Add +2.0% | 36,597 | $1.7M |
| Sebold Capital Management, Inc. | 1.10% | Reduce -0.3% | 35,104 | $1.7M |
| Proquility Private Wealth Partners, LLC | 0.51% | Add +291.9% | 35,038 | $1.7M |
| Waverly Advisors, LLC | 0.02% | Reduce -3.3% | 34,363 | $1.6M |
| SageView Advisory Group, LLC | 0.07% | Add +0.2% | 34,227 | $1.6M |
| MassMutual Private Wealth & Trust, FSB | 0.05% | Add +3.0% | 34,058 | $1.6M |
| FC Advisory LLC | 0.54% | Add +0.4% | 33,798 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.50% | Reduce -6.2% | 33,410 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -1.0% | 33,177 | $1.6M |
| Kwmg, LLC | 0.16% | Reduce -58.1% | 32,885 | $1.6M |
| Wealthcare Capital Management LLC | 0.16% | Reduce -18.6% | 32,605 | $1.6M |
| Freestone Capital Holdings, LLC | 0.06% | No change | 32,386 | $1.5M |
| Bragg Financial Advisors, Inc | 0.06% | Reduce -37.1% | 31,636 | $1.5M |
| RiverGlades Family Offices LLC | 1.06% | Reduce -37.2% | 31,011 | $1.5M |
| Westside Investment Management, Inc. | 0.31% | Reduce -0.0% | 30,725 | $1.5M |
| Captrust Financial Advisors | 0.00% | Reduce -3.0% | 30,698 | $1.5M |
| GAMMA Investing LLC | 0.11% | Add +28.9% | 30,626 | $1.5M |
| Choreo, LLC | 0.02% | Add +1.1% | 30,481 | $1.5M |
| Renaissance Technologies | 0.00% | Reduce -32.4% | 30,400 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -6.1% | 29,865 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.46% | New | 29,693 | $1.4M |
| Opal Wealth Advisors, LLC | 0.42% | No change | 28,953 | $1.4M |
| Versant Capital Management, Inc | 0.23% | Add +10.6% | 28,253 | $1.3M |
| Staley Capital Advisers Inc. | 0.06% | Reduce -7.0% | 26,500 | $1.3M |
| Aviance Capital Partners, LLC | 0.18% | Add +7.3% | 26,447 | $1.3M |
| Elmwood Wealth Management, Inc. | 0.51% | Add +29.8% | 26,213 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.5% | 25,751 | $1.2M |
| Mather Group, Llc. | 0.01% | Add +2.1% | 25,594 | $1.2M |
| Studio Investment Management LLC | 0.25% | Reduce -65.7% | 25,555 | $1.2M |
| Johnson Financial Group, LLC | 0.12% | Reduce -10.8% | 24,708 | $1.2M |
| Modera Wealth Management, LLC | 0.02% | Reduce -0.8% | 24,422 | $1.2M |
| Whitegate Investment Counselors, Inc. | 0.40% | Reduce -0.7% | 23,427 | $1.1M |
| AE Wealth Management LLC | 0.01% | Add +14.4% | 22,367 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +46.5% | 22,338 | $1.1M |
| Howe & Rusling Inc. | 0.09% | Add +6.3% | 22,290 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +0.9% | 22,085 | $1.1M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 21,921 | $1.0M |
| Juncture Wealth Strategies, LLC | 0.40% | Reduce -0.8% | 21,827 | $1.0M |
| Equitable Holdings, Inc. | 0.01% | Reduce -13.3% | 21,755 | $1.0M |
| Ackerman Capital Advisors, LLC | 0.27% | Add +1.9% | 21,567 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.10% | No change | 21,526 | $1.0M |
| PFW Advisors LLC | 0.32% | No change | 21,296 | $1.0M |
| Creative Planning | 0.00% | Add +3.3% | 21,125 | $1.0M |
| FMR LLC | 0.00% | Add +16.3% | 20,913 | $995K |
| PAX Financial Group, LLC | 0.17% | Add +3.4% | 20,707 | $986K |
| Brown Wealth Management, LLC | 0.33% | Add +23.5% | 20,236 | $963K |
| CNB Bank | 0.48% | Reduce -20.3% | 20,080 | $956K |
| Mma Asset Management LLC | 0.40% | Reduce -0.6% | 20,000 | $952K |
| Parallel Advisors, LLC | 0.02% | No change | 19,973 | $951K |
| WASHINGTON TRUST Co | 0.04% | No change | 19,497 | $928K |
| Perigon Wealth Management, LLC | 0.02% | Add +5.3% | 19,309 | $919K |
| Omega Financial Group, LLC | 0.35% | Add +0.2% | 19,184 | $913K |
| Financial Strategies Group, Inc. | 0.21% | Reduce -0.8% | 19,239 | $907K |
| Country Club Bank | 0.06% | Add +20.1% | 18,914 | $899K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.2% | 18,884 | $899K |
| Dynasty Wealth Management, LLC | 0.01% | Add +4.2% | 18,803 | $895K |
| 1834 Investment Advisors Co. | 0.12% | Reduce -13.6% | 18,796 | $895K |
| M&T Bank Corp | 0.00% | Reduce -23.7% | 18,730 | $892K |
| Friedenthal Financial | 0.53% | Reduce -4.6% | 18,676 | $889K |
| Investment Partners, LTD. | 0.36% | Reduce -5.6% | 18,269 | $870K |
| Ritholtz Wealth Management | 0.03% | Reduce -4.9% | 18,030 | $858K |
| HRT Financial LP | 0.01% | Reduce -52.5% | 18,020 | $857K |
| Atlantic Edge Private Wealth Management, LLC | 0.26% | Reduce -0.7% | 17,921 | $853K |
| Merit Financial Group, LLC | 0.01% | Add +15.4% | 17,800 | $847K |
| Mutual Advisors, LLC | 0.02% | Add +4.2% | 17,924 | $847K |
| Idaho Trust Co | 0.34% | No change | 17,278 | $822K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.5% | 17,099 | $814K |
| Bristlecone Advisors, LLC | 0.07% | Add +54.2% | 17,046 | $811K |
| Moneywise, Inc. | 0.43% | Reduce -12.4% | 16,946 | $807K |
| SCS Capital Management LLC | 0.01% | New | 16,777 | $799K |
| Prairiewood Capital, LLC | 0.32% | Add +2.7% | 16,587 | $790K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -23.4% | 16,378 | $780K |
| Nicolet Advisory Services, LLC | 0.08% | Reduce -3.4% | 16,530 | $779K |
| IHT Wealth Management, LLC | 0.02% | Add +1.8% | 16,289 | $775K |
| Clearstead Advisors, LLC | 0.01% | Add +2.8% | 16,248 | $773K |
| Fortis Capital Advisors, LLC | 0.16% | New | 16,217 | $772K |
| Belpointe Asset Management LLC | 0.04% | New | 16,217 | $772K |
| Franklin Resources Inc. | 0.00% | Add +167.8% | 16,080 | $765K |
| Cypress Financial Planning LLC | 0.27% | Add +4.6% | 15,941 | $759K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -38.8% | 15,822 | $753K |
| Sunflower Bank, N.A. | 0.21% | No change | 15,679 | $746K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 15,644 | $745K |
| NewEdge Advisors, LLC | 0.00% | Add +0.1% | 15,519 | $739K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 15,505 | $738K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -18.7% | 15,386 | $732K |
| Canvas Wealth Advisors, LLC | 0.19% | Add +19.8% | 15,356 | $722K |
| Jones Financial Companies LLLP | 0.00% | Add +85.7% | 15,118 | $719K |
| Anson Capital, Inc. | 0.61% | Add +47.7% | 15,019 | $715K |
| BCS Wealth Management | 0.18% | Reduce -3.8% | 15,008 | $714K |
| PrairieView Partners, LLC | 0.07% | Reduce -50.8% | 14,624 | $696K |
| Main Street Financial Solutions, LLC | 0.06% | Add +56.2% | 14,509 | $691K |
| First Affirmative Financial Network | 0.42% | Add +4.0% | 14,504 | $690K |
| Principal Securities, Inc. | 0.02% | Add +0.1% | 14,498 | $687K |
| RMR Wealth Builders | 0.07% | Add +13.2% | 14,359 | $683K |
| Crews Bank & Trust | 0.12% | Reduce -3.5% | 14,327 | $682K |
| Tritonpoint Wealth, LLC | 0.06% | Reduce -39.3% | 14,074 | $670K |
| L.K. Benson & Company, P.C. | 0.45% | Add +0.0% | 13,648 | $650K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -13.6% | 13,617 | $648K |
| Tidemark, LLC | 0.23% | Add +4.0% | 13,295 | $633K |
| Mayflower Financial Advisors, LLC | 0.10% | Reduce -0.9% | 13,225 | $630K |
| Burt Wealth Advisors | 0.15% | No change | 13,000 | $619K |
| Financial Advocates Investment Management | 0.04% | New | 12,923 | $615K |
| Transcendent Capital Group LLC | 0.34% | Reduce -1.7% | 12,784 | $609K |
| One Capital Management, LLC | 0.02% | Reduce -60.7% | 12,631 | $601K |
| Northern Trust Corp. | 0.00% | New | 12,386 | $590K |
| Blair William & Co. | 0.00% | Add +0.1% | 12,204 | $581K |
| Legacy Solutions, LLC | 0.63% | Reduce -1.2% | 11,949 | $569K |
| Heritage Wealth Management, Inc. | 0.49% | Add +9.7% | 11,948 | $569K |
| &partners | 0.01% | Reduce -7.8% | 11,870 | $564K |
| Riversedge Advisors, LLC | 0.13% | Reduce -0.4% | 11,845 | $564K |
| Seeds Investor LLC | 0.15% | Reduce -0.9% | 11,577 | $551K |
| Summit Financial, LLC | 0.02% | Add +1.5% | 11,549 | $550K |
| Altus Wealth Management, LLC | 0.26% | Reduce -44.0% | 11,539 | $549K |
| Equita Financial Network, Inc. | 0.19% | No change | 11,167 | $532K |
| Wealth Management Resources, Inc. | 0.19% | Add +28.6% | 10,987 | $523K |
| Essex Financial Services, Inc. | 0.04% | Reduce -9.7% | 10,962 | $522K |
| Northwest Wealth Management, LLC | 0.10% | Add +0.5% | 10,604 | $505K |
| Vista Investment Management | 0.19% | No change | 10,321 | $491K |
| Leavell Investment Management, Inc. | 0.02% | No change | 10,305 | $491K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.4% | 10,274 | $489K |
| Moseley Investment Management Inc. | 0.19% | Reduce -7.8% | 10,057 | $479K |
| IFG Advisors, LLC | 0.09% | Add +0.4% | 10,025 | $477K |
| Wedbush Securities Inc. | 0.02% | No change | 9,874 | $470K |
| IFG Advisory, LLC | 0.03% | No change | 9,803 | $467K |
| Continuum Advisory, LLC | 0.06% | Reduce -19.1% | 9,801 | $467K |
| Apexium Financial, LP | 0.03% | Reduce -1.6% | 9,692 | $461K |
| Tennessee Valley Asset Management Partners | 0.07% | Reduce -6.9% | 9,513 | $453K |
| Strategic Blueprint, LLC | 0.02% | Reduce -29.7% | 9,489 | $452K |
| Lifeworks Advisors, LLC | 0.07% | No change | 9,384 | $447K |
| N.E.W. Advisory Services LLC | 0.03% | Add +3.7% | 9,193 | $438K |
| Capital Advisors, Ltd. LLC | 0.06% | Reduce -10.4% | 9,097 | $433K |
| Synovus Financial Corp. | 0.01% | Add +5.0% | 9,055 | $431K |
| Arax Advisory Partners | 0.03% | Add +0.6% | 9,042 | $430K |
| JFG Wealth Management, LLC | 0.10% | Reduce -23.2% | 8,809 | $419K |
| CWA Asset Management Group, LLC | 0.02% | No change | 8,706 | $414K |
| Parkside Investments, LLC | 0.06% | Reduce -57.9% | 8,625 | $411K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -25.0% | 8,500 | $405K |
| XML Financial, LLC | 0.04% | No change | 8,466 | $403K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -23.7% | 8,343 | $397K |
| Geneos Wealth Management Inc. | 0.01% | Add +1427.3% | 8,110 | $386K |
| Engineers Gate Manager LP | 0.01% | Add +67.8% | 7,864 | $374K |
| Evensky & Katz LLC | 0.03% | Reduce -31.1% | 7,814 | $372K |
| Old Mission Capital LLC | 0.01% | New | 7,668 | $365K |
| Sierra Ocean, LLC | 0.28% | Reduce -1.3% | 7,498 | $357K |
| Balance Wealth Partners LLC | 0.23% | — | 7,425 | $353K |
| Forefront Wealth Partners, LLC | 0.24% | New | 7,295 | $347K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,271 | $346K |
| Bartlett & Co. Wealth Management LLC | 0.01% | No change | 7,271 | $346K |
| CAP Partners, LLC | 0.25% | Reduce -3.9% | 7,234 | $344K |
| Fisher Asset Management | 0.00% | New | 7,060 | $336K |
| Rock Point Advisors, LLC | 0.10% | No change | 7,000 | $333K |
| Keybank National Association | 0.00% | Reduce -0.6% | 7,000 | $333K |
| Sage Mountain Advisors LLC | 0.02% | New | 6,929 | $330K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $328K |
| Wealthcare Capital Partners, LLC | 0.17% | Add +2.8% | 6,771 | $322K |
| Savvy Advisors, Inc. | 0.03% | New | 6,729 | $320K |
| Net Worth Advisory Group | 0.10% | Add +0.7% | 6,656 | $317K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -35.8% | 6,592 | $314K |
| Rosenberg Matthew Hamilton | 0.08% | No change | 6,552 | $312K |
| Venturi Wealth Management, LLC | 0.02% | No change | 6,550 | $312K |
| New Perspectives, Inc | 0.16% | New | 6,491 | $309K |
| Advisory Services Network, LLC | 0.01% | Reduce -9.1% | 6,442 | $307K |
| Castle Rock Wealth Management, LLC | 0.08% | No change | 6,400 | $305K |
| Inspire Advisors, LLC | 0.04% | New | 6,394 | $304K |
| Atlas Legacy Advisors, LLC | 0.08% | Reduce -21.8% | 6,367 | $303K |
| Next Level Private LLC | 0.11% | Add +0.2% | 6,362 | $303K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -8.0% | 6,291 | $296K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,226 | $295K |
| One Wealth Advisors, LLC | 0.04% | Reduce -24.5% | 6,140 | $292K |
| Axis Wealth Partners, LLC | 0.22% | Add +0.4% | 6,121 | $291K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -0.9% | 6,101 | $290K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -53.0% | 6,064 | $289K |
| Valmark Advisers, Inc. | 0.00% | Reduce -8.5% | 6,062 | $289K |
| Heritage Investors Management Corp. | 0.01% | No change | 6,000 | $286K |
| Strategic Financial Concepts, LLC | 0.05% | Reduce -8.4% | 5,978 | $285K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 5,929 | $282K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $279K |
| Roberts Financial Services LLC | 0.05% | Reduce -6.4% | 5,635 | $268K |
| FLP Wealth Management, LLC | 0.85% | Reduce -37.1% | 5,593 | $266K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.0% | 5,561 | $265K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 5,540 | $264K |
| HCR Wealth Advisors | 0.03% | No change | 5,500 | $262K |
| Diligent Investors, LLC | 0.06% | Reduce -2.5% | 5,466 | $260K |
| Boyce & Associates Wealth Consulting, Inc. | 0.25% | Reduce -0.5% | 5,279 | $251K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -13.4% | 5,263 | $251K |
| Stage Harbor Financial, LLC | 0.21% | No change | 5,259 | $250K |
| Topsail Wealth Management, LLC | 0.05% | New | 5,239 | $249K |
| Capital Advisors Inc. | 0.00% | No change | 5,105 | $243K |
| VestGen Advisors, LLC | 0.01% | — | 5,104 | $243K |
| Debussy Capital Management LP | 0.04% | No change | 5,051 | $240K |
| Jentner Corp | 0.07% | Reduce -66.7% | 4,984 | $237K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $234K |
| Advisor OS, LLC | 0.03% | Reduce -8.8% | 4,832 | $230K |
| Millennium Management | 0.00% | New | 4,820 | $229K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $223K |
| Two Sigma Securities, LLC | 0.03% | Reduce -31.9% | 4,621 | $220K |
| Sheets Smith Wealth Management | 0.03% | Reduce -4.2% | 4,583 | $218K |
| Avid Wealth Partners LLC | 0.15% | Reduce -56.5% | 4,559 | $217K |
| Journey Strategic Wealth LLC | 0.01% | No change | 4,464 | $212K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 4,452 | $212K |
| DecisionMap Wealth Management, LLC | 0.16% | Reduce -18.4% | 4,437 | $211K |
| World Investment Advisors | 0.01% | New | 4,437 | $211K |
| Dorsey & Whitney Trust CO LLC | 0.01% | Reduce -27.7% | 4,427 | $211K |
| Mullooly Asset Management, Inc. | 0.09% | — | 4,381 | $209K |
| Hardin Capital Partners, LLC | 0.13% | New | 4,362 | $208K |
| Ieq Capital, LLC | 0.00% | Add +0.4% | 4,355 | $207K |
| WealthShield Partners, LLC | 0.03% | Add +150.9% | 4,296 | $204K |
| True Vision MN LLC | 0.12% | No change | 4,254 | $202K |
| Austin Wealth Management, LLC | 0.04% | Reduce -21.8% | 4,285 | $202K |
| ARK & TLK Investments, LLC | 0.07% | Reduce -0.5% | 4,236 | $202K |
| Avant Financial Advisors LLC | 0.18% | No change | 4,230 | $201K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +0.2% | 3,954 | $188K |
| Richardson Financial Services Inc. | 0.14% | Add +13.6% | 3,825 | $182K |
| Spire Wealth Management | 0.01% | No change | 3,794 | $181K |
| Smartleaf Asset Management LLC | 0.02% | Add +3321.4% | 3,353 | $159K |
| Bfsg, LLC | 0.02% | Reduce -0.1% | 3,066 | $146K |
| Keener Financial Planning LLC | 0.09% | Reduce -20.2% | 3,010 | $143K |
| IFP Advisors, Inc | 0.00% | Add +239.7% | 2,697 | $128K |
| Deutsche Bank AG | 0.00% | Reduce -4.0% | 2,555 | $122K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 2,422 | $115K |
| Brooklyn Investment Group | 0.02% | Reduce -0.0% | 2,367 | $113K |
| Harbour Investments, Inc. | 0.00% | Reduce -26.7% | 2,252 | $107K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $100K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 2,000 | $95K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.4% | 1,886 | $90K |
| Capital Analysts, LLC | 0.00% | Reduce -98.2% | 1,782 | $85K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -7.8% | 1,746 | $83K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -3.5% | 1,527 | $73K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 1,371 | $65K |
| Private Wealth Asset Management, LLC | 0.01% | — | 1,367 | $65K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,348 | $64K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,350 | $64K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -22.7% | 1,334 | $63K |
| Private Trust Co. NA | 0.01% | Reduce -12.2% | 1,252 | $60K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 1,150 | $55K |
| First United Bank & Trust | 0.02% | No change | 925 | $44K |
| Capital A Wealth Management, LLC | 0.05% | Reduce -16.3% | 912 | $43K |
| Lanark Financial, Inc. | 0.00% | — | 713 | $33K |
| Independence Bank of Kentucky | 0.00% | No change | 635 | $30K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 600 | $29K |
| Ameriflex Group, Inc. | 0.01% | Add +0.3% | 571 | $27K |
| Main Street Group, LTD | 0.01% | Add +0.3% | 566 | $27K |
| Davis Capital Management | 0.02% | No change | 550 | $26K |
| Transce3nd, LLC | 0.01% | Reduce -21.8% | 539 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $25K |
| AlphaCore Capital LLC | 0.00% | New | 516 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 514 | $24K |
| Greykasell Wealth Strategies, Inc. | 0.01% | New | 509 | $24K |
| Rise Advisors, LLC | 0.01% | Add +0.4% | 506 | $24K |
| Angeles Wealth Management, LLC | 0.00% | No change | 490 | $23K |
| Private Wealth Management Group, LLC | 0.01% | Reduce -8.5% | 485 | $23K |
| Barrett & Company, Inc. | 0.01% | No change | 476 | $23K |
| AllSquare Wealth Management LLC | 0.01% | No change | 400 | $19K |
| Bangor Savings Bank | 0.00% | Reduce -2.7% | 395 | $19K |
| WPG Advisers, LLC | 0.02% | No change | 372 | $18K |
| Stonebridge Financial Group, LLC | 0.00% | No change | 357 | $17K |
| Winthrop Capital Management, LLC | 0.00% | No change | 336 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $15K |
| Advisor Resource Council | 0.00% | New | 11,165 | $15K |
| 10Elms LLP | 0.02% | New | 300 | $14K |
| Compass Wealth Management LLC | 0.00% | New | 291 | $14K |
| Anderson Financial Strategies, LLC | 0.01% | New | 225 | $11K |
| Rossby Financial, LCC | 0.00% | New | 218 | $10K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 174 | $8K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 166 | $8K |
| Larson Financial Group LLC | 0.00% | Reduce -60.4% | 145 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -95.3% | 130 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 126 | $6K |
| High Note Wealth, LLC | 0.00% | Reduce -45.0% | 122 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $6K |
| Bokf, NA | 0.00% | No change | 109 | $5K |
| NorthRock Partners, LLC | 0.00% | Reduce -69.8% | 108 | $5K |
| McIlrath & Eck, LLC | 0.00% | No change | 94 | $4K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +1.2% | 84 | $4K |
| Eastern Bank | 0.00% | New | 77 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $4K |
| BlackRock, Inc. | 0.00% | Reduce -57.1% | 73 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 69 | $3K |
| Blue Trust, Inc. | 0.00% | Reduce -2.9% | 66 | $3K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 32 | $2K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -95.9% | 36 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 34 | $2K |
| CoreCap Advisors, LLC | 0.00% | Add +5.9% | 18 | $836 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +300.0% | 16 | $762 |
| Signature Resources Capital Management, LLC | 0.00% | No change | 11 | $524 |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $286 |
| Cornerstone Planning Group LLC | 0.00% | New | 6 | $283 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $238 |
| Russell Investments Group, Ltd. | 0.00% | Add +100.0% | 2 | $106 |
"% 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.