SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q3 2025 (September 30)382holders −10
21new positions
29sold out
3famous investors
$48.22avg. 13F price*
At the end of Q3 2025, 382 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, down 10 from Q2 2025. 21 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($963.4M), Goldman Sachs Group Inc. ($245.6M) and Wells Fargo & Company ($206.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- SS SPDR N Ice St Muni ETF
- Filed as
- SPDR SERIES TRUST (Q3 2025)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $11.7M |
| Exits | 29 | $11.4M |
All 13F filers, Q2 2025 → Q3 2025: 3,367,878 shares bought and 4,488,128 shares sold, net −1,120,250 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| Bank of America Corp. | 0.07% | Add +8.9% | 19,979,704 | $963.4M |
| Goldman Sachs Group Inc. | 0.04% | Add +1.6% | 5,092,767 | $245.6M |
| Wells Fargo & Company | 0.04% | Add +6.7% | 4,288,330 | $206.8M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +5.4% | 2,840,836 | $137.0M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -42.5% | 2,822,780 | $136.1M |
| Morgan Stanley | 0.01% | Add +0.3% | 2,146,319 | $103.5M |
| United Capital Financial Advisors, LLC | 0.69% | Reduce -3.4% | 1,994,926 | $96.2M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -16.8% | 1,824,909 | $88.0M |
| Quent Capital, LLC | 6.64% | Add +16.0% | 1,644,782 | $79.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.24% | Add +5.8% | 1,635,215 | $78.9M |
| PNC Financial Services Group, Inc. | 0.05% | Reduce -3.9% | 1,564,869 | $75.5M |
| CX Institutional | 1.52% | Reduce -38.6% | 1,037,551 | $50.0M |
| Karpus Management, Inc. | 1.37% | Reduce -2.4% | 896,907 | $43.2M |
| LPL Financial LLC | 0.01% | Add +5.8% | 793,567 | $38.3M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +2.0% | 673,357 | $32.5M |
| Wealthcare Advisory Partners LLC | 0.66% | Reduce -0.5% | 654,631 | $31.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -7.0% | 603,143 | $29.1M |
| Stifel Financial Corp. | 0.02% | Reduce -8.2% | 412,319 | $19.9M |
| Gerber Kawasaki Wealth & Investment Management | 0.68% | Add +3.7% | 411,727 | $19.9M |
| Alaska Wealth Advisors, LLC | 2.37% | Add +41.6% | 376,498 | $18.2M |
| HighTower Advisors, LLC | 0.02% | Add +1.5% | 363,707 | $17.5M |
| Betterment LLC | 0.03% | Reduce -3.9% | 338,152 | $16.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.3% | 326,587 | $15.7M |
| Cercano Management LLC | 0.58% | No change | 314,202 | $15.2M |
| Cetera Investment Advisers | 0.02% | Add +21.3% | 308,262 | $14.9M |
| UBS Group AG | 0.00% | Add +2.5% | 297,854 | $14.4M |
| Sei Investments Co. | 0.01% | Reduce -3.9% | 260,713 | $12.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.8% | 258,106 | $12.4M |
| Prime Capital Investment Advisors, LLC | 0.15% | Reduce -1.3% | 250,449 | $12.1M |
| TD Private Client Wealth LLC | 0.27% | Add +0.2% | 246,072 | $11.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.2% | 246,019 | $11.8M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.3% | 241,599 | $11.6M |
| Allworth Financial LP | 0.05% | Reduce -2.4% | 213,543 | $10.3M |
| Truist Financial Corp. | 0.01% | Add +4.3% | 207,907 | $10.0M |
| Assetmark, Inc. | 0.02% | Reduce -0.6% | 187,514 | $9.0M |
| Citigroup Inc. | 0.01% | Reduce -16.1% | 179,528 | $8.7M |
| Symmetry Partners, LLC | 0.87% | Add +2.0% | 165,663 | $8.0M |
| TruNorth Capital Management, LLC | 1.53% | Add +7.1% | 160,818 | $7.8M |
| Jane Street Group, LLC | 0.01% | Reduce -43.7% | 143,948 | $6.9M |
| GenTrust, LLC | 0.32% | Add +13.5% | 143,715 | $6.9M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +1.8% | 142,299 | $6.9M |
| Trustmark Bank Trust Department | 0.44% | Add +3.9% | 139,419 | $6.7M |
| Pure Portfolios Holdings LLC | 1.99% | Add +12.9% | 131,681 | $6.3M |
| Cullen/Frost Bankers, Inc. | 0.07% | Reduce -4.8% | 127,012 | $6.1M |
| Strategies Wealth Advisors, LLC | 0.63% | Add +6.6% | 126,303 | $6.1M |
| Foster Group, Inc. | 0.19% | Reduce -0.2% | 125,747 | $6.1M |
| Farther Finance Advisors, LLC | 0.09% | Reduce -14.8% | 124,181 | $6.0M |
| Benjamin Edwards Inc. | 0.07% | Add +6.1% | 120,758 | $5.8M |
| Chatham Capital Group, Inc. | 0.82% | Reduce -0.4% | 118,285 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -3.4% | 117,032 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -9.5% | 114,857 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -4.1% | 106,586 | $5.1M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +9.4% | 105,122 | $5.1M |
| Royal Bank of Canada | 0.00% | Reduce -11.1% | 103,370 | $5.0M |
| Precision Wealth Strategies, LLC | 1.60% | Reduce -5.8% | 102,604 | $4.9M |
| Old National Bancorp | 0.08% | Reduce -43.5% | 102,013 | $4.9M |
| Aua Capital Management, LLC | 2.75% | Reduce -0.0% | 101,565 | $4.9M |
| McAdam, LLC | 0.23% | Add +6.3% | 96,215 | $4.6M |
| Flow Traders U.S. LLC | 0.18% | Add +163.6% | 93,499 | $4.5M |
| Apella Capital, LLC | 0.10% | Reduce -24.3% | 91,568 | $4.4M |
| Focus Partners Wealth | 0.01% | Add +2.8% | 87,433 | $4.2M |
| Crestwood Advisors Group, LLC | 0.07% | Add +7.4% | 85,801 | $4.1M |
| Leisure Capital Management | 1.37% | Reduce -13.2% | 83,074 | $4.0M |
| Brio Consultants, LLC | 0.55% | Reduce -1.8% | 82,810 | $4.0M |
| Cwm, LLC | 0.01% | Reduce -0.2% | 80,572 | $3.9M |
| Bank of Montreal | 0.00% | Add +3.6% | 73,376 | $3.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.0% | 72,812 | $3.5M |
| Smithfield Trust Co | 0.15% | Reduce -12.0% | 71,365 | $3.4M |
| Ascent Group, LLC | 0.12% | Add +18.2% | 71,292 | $3.4M |
| Ameraudi Asset Management, Inc. | 2.04% | No change | 70,077 | $3.4M |
| GAMMA Investing LLC | 0.18% | Add +16.2% | 69,564 | $3.4M |
| Hancock Whitney Corp. | 0.06% | Add +5.9% | 69,076 | $3.3M |
| RW Investment Management LLC | 0.34% | Reduce -1.0% | 68,553 | $3.3M |
| Hunter Associates Investment Management LLC | 0.43% | Reduce -8.6% | 63,891 | $3.1M |
| Detalus Advisors, LLC | 0.79% | Reduce -6.6% | 63,656 | $3.1M |
| Comerica Bank | 0.01% | Add +11.8% | 61,413 | $3.0M |
| Janney Capital Management LLC | 0.18% | Add +0.3% | 61,050 | $2.9M |
| Davidson Investment Advisors | 0.12% | Reduce -4.3% | 61,025 | $2.9M |
| Confluence Investment Management LLC | 0.04% | Reduce -5.9% | 60,824 | $2.9M |
| Parkside Financial Bank & Trust | 0.22% | Add +7.8% | 59,067 | $2.8M |
| Tilson Financial Group, Inc. | 0.91% | Add +2.9% | 57,463 | $2.8M |
| Mariner, LLC | 0.00% | Add +9.9% | 55,787 | $2.7M |
| McNaughton Wealth Management, LLC | 1.13% | Add +2.1% | 55,640 | $2.7M |
| Altfest L J & Co. Inc. | 0.29% | Reduce -15.1% | 53,242 | $2.6M |
| Dakota Wealth Management | 0.05% | Add +12.7% | 53,200 | $2.6M |
| Ackerman Capital Advisors, LLC | 0.51% | Add +49.8% | 50,887 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | New | 50,788 | $2.4M |
| Columbia River Financial Group, LLC | 1.44% | Add +0.3% | 48,696 | $2.3M |
| Charles Schwab Trust Co | 0.16% | No change | 48,391 | $2.3M |
| US Bancorp \de | 0.00% | Add +0.9% | 48,031 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +2.8% | 47,796 | $2.3M |
| James Investment Research, Inc. | 0.25% | Reduce -0.9% | 47,308 | $2.3M |
| Sykon Capital LLC | 0.76% | New | 47,283 | $2.3M |
| St Germain D J Co. Inc. | 0.09% | No change | 46,926 | $2.3M |
| Horizon Family Wealth, Inc. | 1.28% | Add +1.9% | 46,305 | $2.2M |
| First International Bank & Trust | 0.77% | Add +0.6% | 45,999 | $2.2M |
| Clifford Group, LLC | 1.73% | Add +7.5% | 45,984 | $2.2M |
| Chesley Taft & Associates LLC | 0.09% | Reduce -2.0% | 45,922 | $2.2M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -19.7% | 44,613 | $2.2M |
| Regal Investment Advisors LLC | 0.14% | Add +4.3% | 43,477 | $2.1M |
"% 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.