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 |
| First International Bank & Trust | 0.76% | Reduce -22.6% | 45,725 | $2.2M |
| Horizon Family Wealth, Inc. | 1.33% | Reduce -41.1% | 45,451 | $2.2M |
| Freedom Investment Management, Inc. | 0.17% | Reduce -4.3% | 45,273 | $2.2M |
| Bragg Financial Advisors, Inc | 0.08% | Add +40.1% | 44,331 | $2.1M |
| Clifford Group, LLC | 1.68% | Reduce -7.2% | 42,759 | $2.0M |
| Regal Investment Advisors LLC | 0.15% | Add +3.4% | 41,703 | $2.0M |
| Foronjy Financial LLC | 0.92% | — | 41,307 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.35% | Add +7.0% | 40,597 | $1.9M |
| Premier Path Wealth Partners, LLC | 0.27% | Reduce -7.5% | 40,080 | $1.9M |
| Aquire Wealth Advisors, LLC | 0.51% | Reduce -39.8% | 39,456 | $1.9M |
| Eagle Strategies LLC | 0.29% | Reduce -5.1% | 39,299 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +50.4% | 38,728 | $1.9M |
| Traveka Wealth, LLC | 0.98% | Add +3.7% | 38,542 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -4.2% | 36,547 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Add +103.7% | 36,258 | $1.7M |
| Flow Traders U.S. LLC | 0.06% | New | 35,473 | $1.7M |
| Simon Quick Advisors, LLC | 0.08% | New | 33,999 | $1.6M |
| FC Advisory LLC | 0.50% | Add +0.5% | 33,978 | $1.6M |
| Ackerman Capital Advisors, LLC | 0.38% | Add +57.5% | 33,973 | $1.6M |
| Sebold Capital Management, Inc. | 1.00% | Reduce -3.2% | 33,969 | $1.6M |
| Global Retirement Partners, LLC | 0.04% | — | 33,910 | $1.6M |
| Independent Advisor Alliance | 0.05% | New | 33,185 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.45% | Reduce -0.7% | 33,168 | $1.6M |
| Elmwood Wealth Management, Inc. | 0.63% | Add +26.5% | 33,162 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +52.0% | 33,056 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -0.5% | 33,002 | $1.6M |
| Wealthcare Capital Management LLC | 0.17% | Add +0.8% | 32,857 | $1.6M |
| RiverGlades Family Offices LLC | 1.03% | Add +5.8% | 32,816 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.37% | Reduce -17.1% | 32,797 | $1.6M |
| SageView Advisory Group, LLC | 0.06% | Reduce -7.8% | 31,551 | $1.5M |
| Versant Capital Management, Inc | 0.22% | Add +9.7% | 30,979 | $1.5M |
| Ashton Thomas Private Wealth, LLC | 0.05% | Reduce -27.2% | 30,744 | $1.5M |
| Choreo, LLC | 0.02% | Add +0.7% | 30,690 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +35.6% | 30,336 | $1.5M |
| Westside Investment Management, Inc. | 0.27% | Reduce -1.5% | 30,261 | $1.4M |
| Aviance Capital Partners, LLC | 0.19% | Add +13.9% | 30,134 | $1.4M |
| Waverly Advisors, LLC | 0.02% | Reduce -12.3% | 30,118 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -2.5% | 29,929 | $1.4M |
| Freestone Capital Holdings, LLC | 0.05% | Reduce -8.0% | 29,807 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.40% | No change | 29,693 | $1.4M |
| Opal Wealth Advisors, LLC | 0.38% | No change | 28,953 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.35% | New | 28,714 | $1.4M |
| Capital Advisors Wealth Management, LLC | 0.21% | New | 28,539 | $1.4M |
| Apollon Wealth Management, LLC | 0.03% | Reduce -40.6% | 28,302 | $1.4M |
| Alaska Permanent Capital Management, LLC | 0.10% | Reduce -41.8% | 27,260 | $1.3M |
| Kwmg, LLC | 0.12% | Reduce -17.6% | 27,080 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Add +227.9% | 25,789 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.1% | 25,644 | $1.2M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -58.1% | 25,421 | $1.2M |
| Staley Capital Advisers Inc. | 0.05% | Reduce -5.7% | 25,000 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.42% | Add +14.5% | 24,992 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | No change | 24,422 | $1.2M |
| Creative Planning | 0.00% | Add +11.2% | 23,491 | $1.1M |
| FMR LLC | 0.00% | Add +10.3% | 23,071 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -49.9% | 22,684 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -70.3% | 21,801 | $1.0M |
| Howe & Rusling Inc. | 0.08% | Reduce -3.9% | 21,431 | $1.0M |
| Country Club Bank | 0.06% | Add +11.4% | 21,077 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -5.3% | 20,923 | $1.0M |
| Blueprint Financial Advisors LLC | 0.32% | New | 20,685 | $989K |
| Omega Financial Group, LLC | 0.35% | Add +5.8% | 20,307 | $971K |
| CNB Bank | 0.46% | No change | 20,080 | $960K |
| Perigon Wealth Management, LLC | 0.02% | Add +1.3% | 19,561 | $936K |
| WASHINGTON TRUST Co | 0.03% | No change | 19,497 | $933K |
| Mma Asset Management LLC | 0.36% | Reduce -2.7% | 19,457 | $931K |
| Financial Strategies Group, Inc. | 0.19% | Reduce -0.3% | 19,183 | $919K |
| PAX Financial Group, LLC | 0.17% | Reduce -8.1% | 19,029 | $910K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -11.8% | 18,990 | $908K |
| Friedenthal Financial | 0.48% | Reduce -1.6% | 18,386 | $879K |
| Johnson Financial Group, LLC | 0.08% | Reduce -25.6% | 18,373 | $879K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +5.9% | 18,108 | $866K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.1% | 18,018 | $862K |
| Mutual Advisors, LLC | 0.02% | Reduce -0.1% | 17,912 | $859K |
| NewEdge Advisors, LLC | 0.00% | Add +14.7% | 17,799 | $851K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +15.4% | 17,763 | $850K |
| Mather Group, Llc. | 0.01% | Reduce -30.7% | 17,730 | $848K |
| Avantax Planning Partners, Inc. | 0.03% | Reduce -19.7% | 17,599 | $842K |
| Arax Advisory Partners | 0.04% | Add +90.8% | 17,253 | $825K |
| Cypress Financial Planning LLC | 0.27% | Add +6.6% | 16,993 | $813K |
| Whitegate Investment Counselors, Inc. | 0.28% | Reduce -27.5% | 16,982 | $812K |
| Clearstead Advisors, LLC | 0.01% | Add +4.0% | 16,891 | $808K |
| IHT Wealth Management, LLC | 0.02% | Add +2.8% | 16,742 | $801K |
| Prairiewood Capital, LLC | 0.30% | Add +0.3% | 16,637 | $796K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.3% | 16,172 | $774K |
| Idaho Trust Co | 0.28% | Reduce -6.9% | 16,087 | $769K |
| Millennium Management | 0.00% | Add +227.9% | 15,806 | $756K |
| Canvas Wealth Advisors, LLC | 0.15% | Add +2.0% | 15,662 | $751K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 15,695 | $751K |
| Main Street Financial Solutions, LLC | 0.05% | Add +6.9% | 15,510 | $742K |
| Brown Wealth Management, LLC | 0.23% | Reduce -24.3% | 15,317 | $733K |
| Atlantic Edge Private Wealth Management, LLC | 0.20% | Reduce -14.8% | 15,271 | $730K |
| 1834 Investment Advisors Co. | 0.09% | Reduce -20.2% | 15,001 | $717K |
| Nicolet Advisory Services, LLC | 0.06% | Reduce -9.7% | 14,932 | $717K |
| Anson Capital, Inc. | 0.58% | Reduce -0.5% | 14,939 | $715K |
| Sunflower Bank, N.A. | 0.18% | Reduce -5.3% | 14,851 | $710K |
| PFW Advisors LLC | 0.22% | Reduce -30.7% | 14,757 | $706K |
| Moneywise, Inc. | 0.33% | Reduce -13.4% | 14,676 | $702K |
| BCS Wealth Management | 0.15% | Reduce -2.3% | 14,664 | $701K |
| Studio Investment Management LLC | 0.14% | Reduce -42.7% | 14,635 | $700K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -23.3% | 14,480 | $693K |
| Savvy Advisors, Inc. | 0.05% | Add +115.2% | 14,480 | $693K |
| SCS Capital Management LLC | 0.01% | Reduce -13.8% | 14,465 | $692K |
| RMR Wealth Builders | 0.06% | No change | 14,359 | $687K |
| Equita Financial Network, Inc. | 0.27% | Add +28.5% | 14,348 | $686K |
| First Affirmative Financial Network | 0.34% | Reduce -4.1% | 13,912 | $665K |
| Crews Bank & Trust | 0.10% | Reduce -3.6% | 13,812 | $661K |
| Old Mission Capital LLC | 0.02% | Add +75.9% | 13,486 | $645K |
| Transcendent Capital Group LLC | 0.32% | Add +2.2% | 13,069 | $625K |
| Burt Wealth Advisors | 0.14% | No change | 13,000 | $622K |
| One Capital Management, LLC | 0.02% | Reduce -0.2% | 12,605 | $603K |
| PrairieView Partners, LLC | 0.06% | Reduce -14.2% | 12,553 | $600K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -5.3% | 12,528 | $599K |
| Wealth Management Resources, Inc. | 0.20% | Add +13.9% | 12,516 | $599K |
| Citadel Advisors | 0.00% | New | 12,513 | $598K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -24.9% | 12,297 | $588K |
| Heritage Wealth Management, Inc. | 0.43% | Add +0.3% | 11,986 | $573K |
| Blair William & Co. | 0.00% | Reduce -2.1% | 11,948 | $571K |
| Legacy Solutions, LLC | 0.54% | Reduce -2.0% | 11,713 | $560K |
| Centennial Bank | 0.23% | New | 11,251 | $538K |
| Principal Securities, Inc. | 0.01% | Reduce -22.9% | 11,175 | $535K |
| Strategic Blueprint, LLC | 0.03% | Add +15.4% | 10,947 | $524K |
| Advisor Resource Council | 0.25% | Reduce -2.8% | 10,855 | $519K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -21.2% | 10,730 | $513K |
| MAI Capital Management | 0.00% | Reduce -85.5% | 10,646 | $509K |
| Northwest Wealth Management, LLC | 0.09% | No change | 10,604 | $507K |
| L.K. Benson & Company, P.C. | 0.31% | Reduce -23.0% | 10,505 | $502K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -26.2% | 10,384 | $497K |
| Altus Wealth Management, LLC | 0.24% | Reduce -10.1% | 10,379 | $496K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.6% | 10,340 | $495K |
| &partners | 0.00% | Reduce -12.1% | 10,429 | $494K |
| Vista Investment Management | 0.18% | No change | 10,321 | $494K |
| Jones Financial Companies LLLP | 0.00% | Reduce -33.1% | 10,106 | $483K |
| MY Wealth Management Inc. | 0.46% | Reduce -92.8% | 9,953 | $476K |
| Strategic Wealth Partners, Ltd. | 0.04% | — | 9,927 | $475K |
| M&T Bank Corp | 0.00% | Reduce -47.5% | 9,839 | $471K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -37.9% | 9,828 | $470K |
| Wedbush Securities Inc. | 0.02% | Reduce -0.9% | 9,788 | $468K |
| Continuum Advisory, LLC | 0.06% | Reduce -0.2% | 9,785 | $468K |
| Riversedge Advisors, LLC | 0.09% | Reduce -18.0% | 9,718 | $465K |
| Apexium Financial, LP | 0.02% | Reduce -0.7% | 9,622 | $460K |
| Lifeworks Advisors, LLC | 0.07% | No change | 9,384 | $449K |
| IFG Advisors, LLC | 0.07% | Reduce -7.4% | 9,281 | $444K |
| Synovus Financial Corp. | 0.01% | Add +0.5% | 9,097 | $435K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 9,097 | $435K |
| Essex Financial Services, Inc. | 0.03% | Reduce -17.1% | 9,092 | $435K |
| Moseley Investment Management Inc. | 0.15% | Reduce -9.8% | 9,070 | $434K |
| Atlas Legacy Advisors, LLC | 0.09% | Add +40.7% | 8,958 | $428K |
| Seeds Investor LLC | 0.10% | Reduce -22.9% | 8,923 | $427K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.4% | 8,879 | $425K |
| Geneos Wealth Management Inc. | 0.01% | Add +8.9% | 8,832 | $422K |
| Bristlecone Advisors, LLC | 0.03% | Reduce -49.0% | 8,689 | $416K |
| Evensky & Katz LLC | 0.03% | Add +10.9% | 8,667 | $415K |
| Wealthcare Capital Partners, LLC | 0.21% | Add +26.1% | 8,540 | $408K |
| XML Financial, LLC | 0.04% | No change | 8,466 | $405K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -0.7% | 8,439 | $404K |
| First Trust Advisors LP | 0.00% | New | 8,227 | $393K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +370.6% | 8,217 | $393K |
| JFG Wealth Management, LLC | 0.08% | Reduce -7.6% | 8,136 | $389K |
| HCR Wealth Advisors | 0.04% | Add +45.5% | 8,000 | $383K |
| Tennessee Valley Asset Management Partners | 0.10% | Reduce -16.4% | 7,956 | $381K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -15.8% | 7,742 | $370K |
| Cascade Financial Partners, LLC | 0.04% | New | 7,714 | $369K |
| IFG Advisory, LLC | 0.02% | Reduce -21.7% | 7,678 | $367K |
| Sierra Ocean, LLC | 0.26% | No change | 7,498 | $359K |
| KFA Private Wealth Group, LLC | 0.11% | New | 7,426 | $355K |
| Corient Private Wealth LP | 0.00% | New | 7,350 | $352K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 7,271 | $348K |
| CAP Partners, LLC | 0.22% | Add +0.4% | 7,260 | $347K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -18.5% | 7,095 | $339K |
| Rock Point Advisors, LLC | 0.09% | No change | 7,000 | $335K |
| Parallel Advisors, LLC | 0.01% | Reduce -65.3% | 6,923 | $331K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,917 | $331K |
| Advisor OS, LLC | 0.03% | Add +43.2% | 6,920 | $331K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $330K |
| Net Worth Advisory Group | 0.07% | Add +2.5% | 6,823 | $326K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -6.5% | 6,800 | $325K |
| First Horizon Advisors, Inc. | 0.01% | No change | 6,592 | $315K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 6,552 | $313K |
| Two Sigma Securities, LLC | 0.04% | Add +41.7% | 6,550 | $313K |
| Venturi Wealth Management, LLC | 0.02% | No change | 6,550 | $313K |
| Quantinno Capital Management LP | 0.00% | New | 6,526 | $312K |
| Keybank National Association | 0.00% | Reduce -6.9% | 6,519 | $312K |
| New Perspectives, Inc | 0.15% | No change | 6,491 | $310K |
| Advisory Services Network, LLC | 0.01% | Add +0.4% | 6,466 | $310K |
| Next Level Private LLC | 0.10% | Add +0.6% | 6,403 | $306K |
| PGIM Custom Harvest LLC | 0.01% | Add +2.2% | 6,237 | $298K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 6,226 | $298K |
| FLP Wealth Management, LLC | 0.81% | Add +8.5% | 6,070 | $290K |
| Valmark Advisers, Inc. | 0.00% | No change | 6,062 | $290K |
| Wellington Shields Capital Management, LLC | 0.05% | No change | 5,929 | $284K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $280K |
| Parkside Investments, LLC | 0.04% | Reduce -34.8% | 5,625 | $269K |
| Moneta Group Investment Advisors LLC | 0.00% | Reduce -0.4% | 5,519 | $264K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -1.6% | 5,474 | $262K |
| Diligent Investors, LLC | 0.06% | Add +0.0% | 5,468 | $262K |
| Bailard, Inc. | 0.01% | New | 5,422 | $259K |
| Boyce & Associates Wealth Consulting, Inc. | 0.23% | Reduce -0.1% | 5,275 | $252K |
| Stage Harbor Financial, LLC | 0.20% | No change | 5,259 | $252K |
| Topsail Wealth Management, LLC | 0.05% | No change | 5,239 | $251K |
| Avant Financial Advisors LLC | 0.21% | Add +23.7% | 5,233 | $250K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.6% | 5,124 | $245K |
| VestGen Advisors, LLC | 0.01% | Add +0.2% | 5,115 | $245K |
| Capital Advisors Inc. | 0.00% | No change | 5,105 | $244K |
| Debussy Capital Management LP | 0.04% | No change | 5,051 | $242K |
| Capital Analysts, LLC | 0.01% | Add +179.0% | 4,972 | $238K |
| One Wealth Advisors, LLC | 0.03% | Reduce -19.0% | 4,971 | $238K |
| Keebeck Wealth Management | 0.03% | New | 4,922 | $235K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $235K |
| Smartleaf Asset Management LLC | 0.02% | Add +42.5% | 4,778 | $228K |
| Curi Capital, LLC | 0.00% | New | 4,715 | $226K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $224K |
| Private Trust Co. NA | 0.02% | Add +266.2% | 4,585 | $219K |
| Sheets Smith Wealth Management | 0.03% | Reduce -0.7% | 4,552 | $218K |
| Journey Strategic Wealth LLC | 0.01% | No change | 4,464 | $214K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 4,452 | $213K |
| True Vision MN LLC | 0.12% | Add +4.0% | 4,423 | $212K |
| Mullooly Asset Management, Inc. | 0.09% | Add +0.6% | 4,409 | $211K |
| Ieq Capital, LLC | 0.00% | Add +0.6% | 4,383 | $210K |
| Hardin Capital Partners, LLC | 0.12% | Reduce -0.2% | 4,352 | $208K |
| WealthShield Partners, LLC | 0.02% | No change | 4,296 | $205K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -58.5% | 4,275 | $204K |
| ARK & TLK Investments, LLC | 0.07% | No change | 4,236 | $203K |
| K2 Financial Inc. | 0.18% | New | 4,211 | $202K |
| Keener Financial Planning LLC | 0.08% | Add +11.9% | 3,367 | $161K |
| Richardson Financial Services Inc. | 0.11% | Reduce -12.6% | 3,344 | $160K |
| Spire Wealth Management | 0.01% | Reduce -14.1% | 3,261 | $156K |
| Bfsg, LLC | 0.02% | No change | 3,066 | $147K |
| Hilltop National Bank | 0.04% | — | 2,916 | $139K |
| Deutsche Bank AG | 0.00% | No change | 2,555 | $122K |
| IFP Advisors, Inc | 0.00% | Reduce -5.5% | 2,550 | $122K |
| Brooklyn Investment Group | 0.01% | No change | 2,367 | $113K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $100K |
| Harbour Investments, Inc. | 0.00% | Reduce -8.8% | 2,055 | $98K |
| Western Pacific Wealth Management, LP | 0.09% | No change | 2,000 | $96K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -53.9% | 1,823 | $87K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +30.8% | 1,745 | $83K |
| Valley Wealth Managers, Inc. | 0.01% | Reduce -2.4% | 1,491 | $71K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -39.1% | 1,475 | $71K |
| Running Point Capital Advisors, LLC | 0.02% | Add +3.4% | 1,417 | $68K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,350 | $65K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,348 | $64K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 1,150 | $55K |
| Elequin Capital, LP | 0.02% | Reduce -98.2% | 1,094 | $52K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -44.9% | 1,039 | $50K |
| First United Bank & Trust | 0.02% | Add +5.4% | 975 | $47K |
| Blue Trust, Inc. | 0.00% | Add +1365.2% | 967 | $46K |
| CoreCap Advisors, LLC | 0.00% | Add +3994.4% | 737 | $35K |
| Lanark Financial, Inc. | 0.00% | Add +0.3% | 715 | $34K |
| Independence Bank of Kentucky | 0.00% | No change | 635 | $30K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 600 | $29K |
| Total Investment Management Inc. | 0.00% | New | 572 | $27K |
| Main Street Group, LTD | 0.01% | Add +0.5% | 569 | $27K |
| Transce3nd, LLC | 0.01% | No change | 539 | $26K |
| Ameriflex Group, Inc. | 0.01% | Reduce -6.3% | 535 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $25K |
| AlphaCore Capital LLC | 0.00% | No change | 516 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 514 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 509 | $24K |
| Angeles Wealth Management, LLC | 0.00% | No change | 490 | $23K |
| Private Wealth Management Group, LLC | 0.01% | No change | 485 | $23K |
| Barrett & Company, Inc. | 0.01% | No change | 476 | $23K |
| Rise Advisors, LLC | 0.01% | Reduce -17.6% | 417 | $20K |
| AllSquare Wealth Management LLC | 0.01% | No change | 400 | $19K |
| Bangor Savings Bank | 0.00% | No change | 395 | $19K |
| Winthrop Capital Management, LLC | 0.00% | No change | 336 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $16K |
| WPG Advisers, LLC | 0.01% | Reduce -29.6% | 262 | $13K |
| Rossby Financial, LCC | 0.00% | No change | 218 | $10K |
| Pillar Financial Advisors, LLC | 0.01% | No change | 166 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | Reduce -6.3% | 163 | $8K |
| Rothschild Investment LLC | 0.00% | Add +127.5% | 157 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -99.6% | 145 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 130 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $6K |
| BNP Paribas Financial Markets | 0.00% | New | 100 | $5K |
| Larson Financial Group LLC | 0.00% | Reduce -34.5% | 95 | $5K |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 84 | $4K |
| Eastern Bank | 0.00% | No change | 77 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 75 | $4K |
| Iron Horse Wealth Management, LLC | 0.00% | Add +56.5% | 72 | $3K |
| High Note Wealth, LLC | 0.00% | Reduce -41.0% | 72 | $3K |
| HighMark Wealth Management LLC | 0.00% | New | 67 | $3K |
| Capital A Wealth Management, LLC | 0.02% | Reduce -95.2% | 44 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 36 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 34 | $2K |
| BlackRock, Inc. | 0.00% | Reduce -54.8% | 33 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 32 | $1K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.9% | 9 | $430 |
| LGT Financial Advisors LLC | 0.00% | New | 7 | $335 |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $287 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $240 |
| Russell Investments Group, Ltd. | 0.00% | Add +100.0% | 4 | $187 |
"% 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.