SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q2 2025 (June 30)392holders −16
25new positions
41sold out
3famous investors
$47.83avg. 13F price*
At the end of Q2 2025, 392 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, down 16 from Q1 2025. 25 opened new positions and 41 sold out. The largest holders were Bank of America Corp. ($877.4M), Goldman Sachs Group Inc. ($239.8M) and Envestnet Asset Management Inc. ($234.7M). 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 Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR N Ice St Muni ETF
- Filed as
- SPDR SERIES TRUST (Q2 2025)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $20.4M |
| Exits | 41 | $18.8M |
All 13F filers, Q1 2025 → Q2 2025: 3,243,783 shares bought and 3,885,165 shares sold, net −641,382 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 392 holders
| Bank of America Corp. | 0.07% | Reduce -0.9% | 18,344,941 | $877.4M |
| Goldman Sachs Group Inc. | 0.04% | Reduce -1.3% | 5,014,167 | $239.8M |
| Envestnet Asset Management Inc. | 0.07% | Reduce -5.5% | 4,906,463 | $234.7M |
| Wells Fargo & Company | 0.04% | Reduce -4.2% | 4,019,321 | $192.2M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +3.2% | 2,696,310 | $129.0M |
| Mercer Global Advisors Inc. | 0.24% | Reduce -10.9% | 2,192,051 | $104.8M |
| Morgan Stanley | 0.01% | Reduce -2.3% | 2,139,222 | $102.3M |
| United Capital Financial Advisors, LLC | 0.80% | Reduce -15.1% | 2,064,442 | $98.7M |
| CX Institutional | 2.82% | Add +629.4% | 1,690,403 | $80.9M |
| PNC Financial Services Group, Inc. | 0.05% | Add +0.5% | 1,628,603 | $77.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.24% | Add +2.4% | 1,545,071 | $73.9M |
| Quent Capital, LLC | 6.55% | Reduce -0.1% | 1,418,462 | $67.8M |
| Karpus Management, Inc. | 1.42% | Add +27.4% | 918,500 | $43.9M |
| LPL Financial LLC | 0.01% | Add +2.9% | 749,942 | $35.9M |
| Financial Engines Advisors L.L.C. | 0.06% | Reduce -0.3% | 660,310 | $31.6M |
| Wealthcare Advisory Partners LLC | 0.72% | Add +11.6% | 657,896 | $31.5M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -8.9% | 648,463 | $31.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -22.0% | 461,941 | $22.1M |
| Stifel Financial Corp. | 0.02% | Reduce -14.5% | 449,123 | $21.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.73% | Add +2.5% | 397,039 | $19.0M |
| HighTower Advisors, LLC | 0.02% | Add +505.6% | 358,194 | $17.1M |
| Betterment LLC | 0.04% | Reduce -30.0% | 351,901 | $16.8M |
| Cercano Management LLC | 0.43% | No change | 314,202 | $15.0M |
| UBS Group AG | 0.00% | Reduce -32.5% | 290,555 | $13.9M |
| Sei Investments Co. | 0.01% | Reduce -6.4% | 271,404 | $13.0M |
| Alaska Wealth Advisors, LLC | 1.82% | Reduce -7.9% | 265,878 | $12.7M |
| Ameriprise Financial Inc. | 0.00% | Add +17.2% | 262,900 | $12.6M |
| Jane Street Group, LLC | 0.02% | Reduce -21.5% | 255,690 | $12.2M |
| Cetera Investment Advisers | 0.02% | Add +1.1% | 254,187 | $12.2M |
| Prime Capital Investment Advisors, LLC | 0.16% | Reduce -27.8% | 253,667 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -48.0% | 249,058 | $11.9M |
| TD Private Client Wealth LLC | 0.29% | Reduce -1.2% | 245,526 | $11.7M |
| Raymond James Financial Inc. | 0.00% | Add +11.3% | 242,423 | $11.6M |
| Allworth Financial LP | 0.05% | Reduce -2.4% | 218,792 | $10.5M |
| Citigroup Inc. | 0.01% | Reduce -0.5% | 213,848 | $10.2M |
| Truist Financial Corp. | 0.01% | Reduce -10.1% | 199,393 | $9.5M |
| Assetmark, Inc. | 0.02% | Add +4.1% | 188,641 | $9.0M |
| Old National Bancorp | 0.15% | Reduce -24.3% | 180,585 | $8.6M |
| Symmetry Partners, LLC | 0.96% | Add +11.7% | 162,333 | $7.8M |
| TruNorth Capital Management, LLC | 1.60% | Add +51.9% | 150,110 | $7.2M |
| Farther Finance Advisors, LLC | 0.14% | Reduce -4.8% | 145,709 | $7.0M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.15% | Add +2.5% | 139,738 | $6.7M |
| Trustmark Bank Trust Department | 0.44% | Reduce -17.5% | 134,159 | $6.4M |
| Cullen/Frost Bankers, Inc. | 0.08% | Reduce -5.0% | 133,444 | $6.4M |
| Renaissance Technologies | 0.01% | Add +333.9% | 131,890 | $6.3M |
| Osaic Holdings, Inc. | 0.01% | Add +22.4% | 126,881 | $6.1M |
| GenTrust, LLC | 0.29% | Reduce -1.1% | 126,658 | $6.1M |
| Foster Group, Inc. | 0.21% | Add +0.1% | 125,964 | $6.0M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -14.1% | 123,204 | $5.9M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -0.4% | 121,136 | $5.8M |
| Apella Capital, LLC | 0.16% | Reduce -5.3% | 120,925 | $5.8M |
| Chatham Capital Group, Inc. | 0.87% | Add +2.1% | 118,785 | $5.7M |
| Strategies Wealth Advisors, LLC | 0.62% | Reduce -5.8% | 118,525 | $5.7M |
| Pure Portfolios Holdings LLC | 1.89% | Add +32.1% | 116,586 | $5.6M |
| Royal Bank of Canada | 0.00% | Add +8.0% | 116,308 | $5.6M |
| Benjamin Edwards Inc. | 0.07% | Add +2.5% | 113,856 | $5.4M |
| Cerity Partners LLC | 0.01% | Reduce -4.5% | 111,106 | $5.3M |
| Precision Wealth Strategies, LLC | 1.69% | New | 108,920 | $5.2M |
| Aua Capital Management, LLC | 2.90% | No change | 101,601 | $4.9M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -7.1% | 96,099 | $4.6M |
| Leisure Capital Management | 1.73% | Reduce -6.0% | 95,706 | $4.6M |
| McAdam, LLC | 0.24% | Add +67.6% | 90,540 | $4.3M |
| Focus Partners Wealth | 0.01% | Reduce -8.9% | 85,061 | $4.1M |
| Brio Consultants, LLC | 0.59% | Reduce -5.0% | 84,338 | $4.0M |
| Smithfield Trust Co | 0.18% | Reduce -38.9% | 81,131 | $3.9M |
| Cwm, LLC | 0.01% | Reduce -1.1% | 80,731 | $3.9M |
| Crestwood Advisors Group, LLC | 0.07% | Add +11.4% | 79,921 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.2% | 72,786 | $3.5M |
| Bank of Montreal | 0.00% | Reduce -2.8% | 70,835 | $3.4M |
| Ameraudi Asset Management, Inc. | 1.76% | No change | 70,077 | $3.4M |
| Hunter Associates Investment Management LLC | 0.50% | Reduce -32.1% | 69,891 | $3.3M |
| RW Investment Management LLC | 0.37% | Reduce -7.1% | 69,215 | $3.3M |
| Detalus Advisors, LLC | 0.94% | Add +0.0% | 68,132 | $3.3M |
| Hancock Whitney Corp. | 0.06% | Reduce -10.6% | 65,237 | $3.1M |
| Confluence Investment Management LLC | 0.04% | Add +34.6% | 64,652 | $3.1M |
| Davidson Investment Advisors | 0.14% | Reduce -11.3% | 63,789 | $3.1M |
| Altfest L J & Co. Inc. | 0.35% | Reduce -10.7% | 62,737 | $3.0M |
| Janney Capital Management LLC | 0.19% | Reduce -1.0% | 60,881 | $2.9M |
| Ascent Group, LLC | 0.11% | Reduce -12.9% | 60,310 | $2.9M |
| GAMMA Investing LLC | 0.18% | Add +95.5% | 59,876 | $2.9M |
| Tilson Financial Group, Inc. | 1.01% | Add +1.6% | 55,829 | $2.7M |
| SteelPeak Wealth, LLC | 0.10% | Add +1.6% | 55,541 | $2.7M |
| Comerica Bank | 0.01% | Add +50.1% | 54,935 | $2.6M |
| Parkside Financial Bank & Trust | 0.28% | Reduce -6.2% | 54,806 | $2.6M |
| McNaughton Wealth Management, LLC | 1.16% | Reduce -4.0% | 54,516 | $2.6M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -7.8% | 52,820 | $2.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -6.2% | 52,386 | $2.5M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 50,758 | $2.4M |
| LJI Wealth Management, LLC | 0.41% | Reduce -3.3% | 49,766 | $2.4M |
| Columbia River Financial Group, LLC | 1.51% | Reduce -4.3% | 48,573 | $2.3M |
| Charles Schwab Trust Co | 0.17% | New | 48,391 | $2.3M |
| James Investment Research, Inc. | 0.27% | Add +2.3% | 47,718 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -2.0% | 47,596 | $2.3M |
| Dakota Wealth Management | 0.05% | Reduce -34.1% | 47,200 | $2.3M |
| Eagle Global Advisors LLC | 0.09% | Reduce -1.7% | 47,083 | $2.3M |
| St Germain D J Co. Inc. | 0.10% | Reduce -5.5% | 46,926 | $2.2M |
| Chesley Taft & Associates LLC | 0.10% | No change | 46,844 | $2.2M |
| Brandywine Oak Private Wealth LLC | 0.21% | Reduce -3.6% | 46,495 | $2.2M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +6.0% | 46,478 | $2.2M |
| Paulson Wealth Management Inc. | 0.57% | Reduce -3.6% | 45,810 | $2.2M |
"% 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.