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 |
| Paulson Wealth Management Inc. | 0.49% | Reduce -5.2% | 43,426 | $2.1M |
| Global Retirement Partners, LLC | 0.05% | Add +23.9% | 42,017 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.34% | Add +2.8% | 41,731 | $2.0M |
| Eagle Global Advisors LLC | 0.08% | Reduce -11.6% | 41,633 | $2.0M |
| LJI Wealth Management, LLC | 0.35% | Reduce -17.3% | 41,166 | $2.0M |
| Independent Advisor Alliance | 0.05% | Add +22.7% | 40,721 | $2.0M |
| Brandywine Oak Private Wealth LLC | 0.17% | Reduce -13.6% | 40,185 | $1.9M |
| Foronjy Financial LLC | 0.85% | Reduce -3.0% | 40,083 | $1.9M |
| Wealthcare Capital Management LLC | 0.19% | Add +19.1% | 39,150 | $1.9M |
| Traveka Wealth, LLC | 0.83% | Reduce -0.5% | 38,351 | $1.8M |
| Aquire Wealth Advisors, LLC | 0.46% | Reduce -2.8% | 38,337 | $1.8M |
| Citadel Advisors | 0.00% | Add +206.0% | 38,290 | $1.8M |
| Eagle Strategies LLC | 0.24% | Reduce -4.9% | 37,361 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -72.2% | 36,683 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +42.1% | 36,122 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.9% | 35,915 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -1.8% | 35,879 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.25% | Add +25.4% | 35,773 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -9.1% | 35,211 | $1.7M |
| Bragg Financial Advisors, Inc | 0.06% | Reduce -21.2% | 34,931 | $1.7M |
| Simon Quick Advisors, LLC | 0.08% | Add +2.6% | 34,883 | $1.7M |
| Elmwood Wealth Management, Inc. | 0.59% | Add +3.5% | 34,319 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -72.3% | 34,087 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +2.9% | 34,025 | $1.6M |
| FC Advisory LLC | 0.48% | Reduce -0.1% | 33,928 | $1.6M |
| Hurlow Wealth Management Group, Inc. | 0.42% | Add +1.2% | 33,552 | $1.6M |
| Kwmg, LLC | 0.14% | Add +22.6% | 33,196 | $1.6M |
| AE Wealth Management LLC | 0.01% | Add +8.9% | 33,048 | $1.6M |
| Versant Capital Management, Inc | 0.22% | Add +6.0% | 32,827 | $1.6M |
| Grey Fox Wealth Advisors, LLC | 0.32% | Reduce -0.3% | 32,681 | $1.6M |
| RiverGlades Family Offices LLC | 0.96% | Reduce -0.8% | 32,553 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.03% | Add +78.2% | 32,264 | $1.6M |
| Meritage Portfolio Management | 0.10% | Reduce -3.1% | 31,962 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Add +0.3% | 31,631 | $1.5M |
| Westside Investment Management, Inc. | 0.24% | Add +3.7% | 31,382 | $1.5M |
| Juncture Wealth Strategies, LLC | 0.50% | Add +22.8% | 30,679 | $1.5M |
| Engineers Gate Manager LP | 0.02% | Add +16.8% | 30,120 | $1.5M |
| Strategic Family Wealth Counselors, L.L.C. | 0.37% | No change | 29,693 | $1.4M |
| Opal Wealth Advisors, LLC | 0.39% | Add +0.9% | 29,205 | $1.4M |
| Waverly Advisors, LLC | 0.01% | Reduce -3.6% | 29,021 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.32% | Add +0.0% | 28,718 | $1.4M |
| Aviance Capital Partners, LLC | 0.16% | Reduce -5.2% | 28,564 | $1.4M |
| FMR LLC | 0.00% | Add +22.0% | 28,152 | $1.4M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -8.7% | 28,086 | $1.4M |
| Choreo, LLC | 0.02% | Reduce -9.7% | 27,717 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Add +7.0% | 27,440 | $1.3M |
| Lazard Asset Management LLC | 0.00% | New | 27,297 | $1.3M |
| Alaska Permanent Capital Management, LLC | 0.10% | No change | 27,260 | $1.3M |
| Freestone Capital Holdings, LLC | 0.04% | Reduce -8.7% | 27,213 | $1.3M |
| Premier Path Wealth Partners, LLC | 0.17% | Reduce -33.5% | 26,636 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -8.3% | 25,967 | $1.3M |
| Country Club Bank | 0.07% | Add +21.5% | 25,612 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -16.6% | 24,950 | $1.2M |
| Staley Capital Advisers Inc. | 0.05% | Reduce -0.4% | 24,900 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +53.0% | 24,752 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Add +0.2% | 24,467 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +14.5% | 23,958 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.5% | 22,337 | $1.1M |
| Howe & Rusling Inc. | 0.07% | Reduce -0.1% | 21,400 | $1.0M |
| Creative Planning | 0.00% | Reduce -10.2% | 21,090 | $1.0M |
| Main Street Financial Solutions, LLC | 0.06% | Add +35.3% | 20,992 | $1.0M |
| Blueprint Financial Advisors LLC | 0.22% | No change | 20,685 | $997K |
| Blueprint Investment Partners LLC | 0.14% | New | 20,685 | $997K |
| Omega Financial Group, LLC | 0.33% | Add +0.3% | 20,368 | $982K |
| Perigon Wealth Management, LLC | 0.02% | Add +3.8% | 20,300 | $979K |
| NewEdge Advisors, LLC | 0.00% | Add +10.7% | 19,697 | $950K |
| WASHINGTON TRUST Co | 0.03% | No change | 19,497 | $940K |
| Cypress Financial Planning LLC | 0.29% | Add +14.1% | 19,394 | $935K |
| CNB Bank | 0.39% | Reduce -3.6% | 19,359 | $933K |
| Clearwater Capital Advisors, LLC | 0.08% | No change | 18,990 | $916K |
| Transcendent Capital Group LLC | 0.41% | Add +43.7% | 18,779 | $906K |
| Vista Investment Management | 0.32% | Add +81.3% | 18,715 | $902K |
| Crews Bank & Trust | 0.13% | Add +35.1% | 18,662 | $900K |
| Millennium Management | 0.00% | Add +16.8% | 18,461 | $890K |
| PAX Financial Group, LLC | 0.16% | Reduce -3.3% | 18,397 | $887K |
| Johnson Financial Group, LLC | 0.08% | No change | 18,373 | $886K |
| RMR Wealth Builders | 0.07% | Add +26.1% | 18,100 | $873K |
| Ritholtz Wealth Management | 0.02% | Add +0.2% | 18,062 | $871K |
| Financial Strategies Group, Inc. | 0.17% | Reduce -5.3% | 18,165 | $870K |
| Friedenthal Financial | 0.45% | Reduce -2.3% | 17,962 | $866K |
| Clearstead Advisors, LLC | 0.01% | Add +6.2% | 17,933 | $865K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.4% | 17,657 | $849K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 17,599 | $849K |
| Prairiewood Capital, LLC | 0.28% | Add +5.4% | 17,538 | $846K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.5% | 17,314 | $835K |
| Mma Asset Management LLC | 0.26% | Reduce -16.2% | 16,311 | $787K |
| IHT Wealth Management, LLC | 0.02% | Reduce -5.7% | 15,790 | $761K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.3% | 15,747 | $759K |
| Canvas Wealth Advisors, LLC | 0.14% | Add +0.3% | 15,717 | $756K |
| Cardiff Park Advisors, LLC | 0.06% | New | 15,659 | $755K |
| Mather Group, Llc. | 0.01% | Reduce -13.0% | 15,431 | $744K |
| Brown Wealth Management, LLC | 0.21% | No change | 15,317 | $739K |
| Savvy Advisors, Inc. | 0.03% | Add +3.1% | 14,928 | $720K |
| Idaho Trust Co | 0.24% | Reduce -7.6% | 14,863 | $717K |
| Sunflower Bank, N.A. | 0.17% | No change | 14,851 | $716K |
| Nicolet Advisory Services, LLC | 0.06% | Reduce -0.4% | 14,869 | $715K |
| PFW Advisors LLC | 0.21% | Reduce -1.2% | 14,578 | $703K |
| First Affirmative Financial Network | 0.32% | Add +0.0% | 13,917 | $671K |
| Moneywise, Inc. | 0.30% | Reduce -5.9% | 13,810 | $666K |
| Legacy Solutions, LLC | 0.59% | Add +16.6% | 13,663 | $659K |
| Atlantic Edge Private Wealth Management, LLC | 0.17% | Reduce -10.6% | 13,646 | $658K |
| CIBC Private Wealth Group LLC | 0.00% | Add +161.5% | 13,401 | $646K |
| Equita Financial Network, Inc. | 0.22% | Reduce -7.9% | 13,212 | $637K |
| Jones Financial Companies LLLP | 0.00% | Add +29.6% | 13,093 | $631K |
| Whitegate Investment Counselors, Inc. | 0.21% | Reduce -23.3% | 13,030 | $628K |
| SCS Capital Management LLC | 0.01% | Reduce -9.9% | 13,029 | $628K |
| Burt Wealth Advisors | 0.15% | No change | 13,000 | $627K |
| Savant Capital, LLC | 0.00% | New | 12,606 | $608K |
| Mayflower Financial Advisors, LLC | 0.08% | Reduce -0.0% | 12,525 | $604K |
| Wealth Management Resources, Inc. | 0.20% | Add +0.1% | 12,525 | $604K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -13.7% | 12,499 | $603K |
| Heritage Wealth Management, Inc. | 0.41% | Add +4.1% | 12,479 | $602K |
| BCS Wealth Management | 0.14% | Reduce -15.0% | 12,461 | $601K |
| NorthCoast Asset Management LLC | 0.00% | Add +0.3% | 12,336 | $595K |
| Anson Capital, Inc. | 0.45% | Reduce -17.5% | 12,329 | $595K |
| One Capital Management, LLC | 0.02% | Reduce -6.6% | 11,768 | $567K |
| Blair William & Co. | 0.00% | Reduce -3.4% | 11,543 | $557K |
| Boston Trust Walden Corp | 0.00% | New | 11,051 | $533K |
| 1834 Investment Advisors Co. | 0.06% | Reduce -27.0% | 10,957 | $528K |
| Northwest Wealth Management, LLC | 0.08% | No change | 10,604 | $511K |
| L.K. Benson & Company, P.C. | 0.27% | Add +0.1% | 10,511 | $507K |
| MAI Capital Management | 0.00% | Reduce -2.1% | 10,424 | $503K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -52.3% | 10,411 | $502K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.7% | 10,408 | $502K |
| Altus Wealth Management, LLC | 0.22% | No change | 10,379 | $500K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -2.0% | 10,179 | $491K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +3.4% | 10,157 | $490K |
| Principal Securities, Inc. | 0.01% | Reduce -9.1% | 10,155 | $490K |
| Wealthcare Capital Partners, LLC | 0.22% | Add +17.7% | 10,053 | $485K |
| MY Wealth Management Inc. | 0.42% | No change | 9,953 | $480K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -8.5% | 9,816 | $473K |
| Wedbush Securities Inc. | 0.02% | No change | 9,788 | $472K |
| Riversedge Advisors, LLC | 0.08% | Add +0.7% | 9,782 | $472K |
| Apexium Financial, LP | 0.02% | Reduce -0.1% | 9,612 | $463K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -3.3% | 9,601 | $463K |
| Strategic Blueprint, LLC | 0.02% | Reduce -12.5% | 9,583 | $462K |
| NewEdge Wealth, LLC | 0.01% | New | 9,600 | $460K |
| Continuum Advisory, LLC | 0.05% | Reduce -3.1% | 9,480 | $457K |
| M&T Bank Corp | 0.00% | Reduce -3.9% | 9,452 | $456K |
| Lifeworks Advisors, LLC | 0.06% | No change | 9,384 | $452K |
| IFG Advisors, LLC | 0.07% | Add +0.6% | 9,336 | $450K |
| APS Management Group, Inc. | 0.39% | — | 9,182 | $443K |
| Synovus Financial Corp. | 0.01% | Add +0.1% | 9,107 | $439K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 9,097 | $439K |
| Forefront Wealth Partners, LLC | 0.11% | New | 8,965 | $432K |
| &partners | 0.00% | Reduce -14.2% | 8,950 | $432K |
| Seeds Investor LLC | 0.09% | Reduce -0.0% | 8,921 | $430K |
| Janney Montgomery Scott LLC | 0.00% | No change | 8,879 | $428K |
| Atlas Legacy Advisors, LLC | 0.08% | Reduce -1.1% | 8,860 | $427K |
| Bristlecone Advisors, LLC | 0.04% | No change | 8,689 | $419K |
| XML Financial, LLC | 0.03% | No change | 8,466 | $408K |
| Essex Financial Services, Inc. | 0.02% | Reduce -6.9% | 8,465 | $408K |
| Moseley Investment Management Inc. | 0.12% | Reduce -8.7% | 8,280 | $399K |
| Avant Financial Advisors LLC | 0.30% | Add +57.4% | 8,237 | $397K |
| JFG Wealth Management, LLC | 0.08% | No change | 8,136 | $392K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -4.3% | 8,080 | $390K |
| HCR Wealth Advisors | 0.04% | No change | 8,000 | $385K |
| Cascade Financial Partners, LLC | 0.04% | Add +0.9% | 7,784 | $375K |
| Evensky & Katz LLC | 0.02% | Reduce -10.6% | 7,745 | $373K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -3.0% | 7,718 | $372K |
| IFG Advisory, LLC | 0.02% | No change | 7,678 | $370K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -2.2% | 7,574 | $365K |
| KFA Private Wealth Group, LLC | 0.10% | No change | 7,426 | $358K |
| Rock Point Advisors, LLC | 0.09% | Add +4.5% | 7,315 | $353K |
| CAP Partners, LLC | 0.20% | Add +0.4% | 7,288 | $351K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 7,271 | $351K |
| Advisor OS, LLC | 0.03% | Add +3.6% | 7,172 | $346K |
| Parallel Advisors, LLC | 0.01% | No change | 6,923 | $334K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $333K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,800 | $328K |
| Net Worth Advisory Group | 0.09% | Reduce -0.6% | 6,782 | $327K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -6.0% | 6,673 | $322K |
| Corient Private Wealth LP | 0.00% | Reduce -9.6% | 6,644 | $320K |
| Advisory Services Network, LLC | 0.00% | Add +2.5% | 6,631 | $320K |
| First Horizon Corp. | 0.01% | — | 6,592 | $318K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 6,552 | $316K |
| Keybank National Association | 0.00% | No change | 6,519 | $314K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 6,511 | $314K |
| New Perspectives, Inc | 0.14% | No change | 6,491 | $313K |
| Next Level Private LLC | 0.09% | Add +0.9% | 6,459 | $311K |
| Sageworth Trust Co | 0.01% | New | 6,169 | $297K |
| Valmark Advisers, Inc. | 0.00% | No change | 6,062 | $292K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -4.6% | 5,952 | $287K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 5,929 | $286K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $283K |
| Gateway Wealth Partners, LLC | 0.04% | New | 5,703 | $275K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 5,477 | $264K |
| Diligent Investors, LLC | 0.07% | Add +0.0% | 5,470 | $264K |
| Sage Mountain Advisors LLC | 0.01% | New | 5,250 | $253K |
| Topsail Wealth Management, LLC | 0.04% | No change | 5,239 | $253K |
| Boyce & Associates Wealth Consulting, Inc. | 0.21% | Reduce -1.3% | 5,207 | $251K |
| VestGen Advisors, LLC | 0.01% | Add +0.7% | 5,149 | $248K |
| Capital Analysts, LLC | 0.01% | Add +2.8% | 5,109 | $247K |
| Capital Advisors Inc. | 0.00% | No change | 5,105 | $246K |
| Debussy Capital Management LP | 0.03% | No change | 5,051 | $244K |
| Quantinno Capital Management LP | 0.00% | Reduce -23.0% | 5,026 | $242K |
| Curi Capital, LLC | 0.00% | Add +6.5% | 5,020 | $242K |
| Parkside Investments, LLC | 0.03% | Reduce -11.1% | 5,000 | $241K |
| Two Sigma Securities, LLC | 0.04% | Reduce -24.4% | 4,955 | $239K |
| Keebeck Wealth Management | 0.03% | No change | 4,922 | $237K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $237K |
| Studio Investment Management LLC | 0.04% | Reduce -67.9% | 4,695 | $226K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $226K |
| Agate Pass Investment Management, LLC | 0.09% | New | 4,666 | $225K |
| Independent Financial Group, LLC | 0.01% | New | 4,655 | $224K |
| Sheets Smith Wealth Management | 0.02% | No change | 4,552 | $220K |
| Journey Strategic Wealth LLC | 0.01% | No change | 4,464 | $215K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 4,452 | $215K |
| Mullooly Asset Management, Inc. | 0.08% | Add +0.7% | 4,438 | $214K |
| True Vision MN LLC | 0.11% | No change | 4,423 | $213K |
| Hardin Capital Partners, LLC | 0.11% | No change | 4,352 | $210K |
| ARK & TLK Investments, LLC | 0.07% | Add +2.6% | 4,348 | $210K |
| WealthShield Partners, LLC | 0.02% | Reduce -1.4% | 4,235 | $204K |
| K2 Financial Inc. | 0.16% | Reduce -0.7% | 4,180 | $201K |
| IFP Advisors, Inc | 0.00% | Add +37.1% | 3,497 | $169K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -27.9% | 3,446 | $166K |
| Richardson Financial Services Inc. | 0.10% | No change | 3,344 | $161K |
| Keener Financial Planning LLC | 0.07% | Reduce -2.3% | 3,289 | $158K |
| Spire Wealth Management | 0.01% | No change | 3,261 | $157K |
| Private Trust Co. NA | 0.01% | Reduce -29.2% | 3,245 | $156K |
| Signaturefd, LLC | 0.00% | New | 2,999 | $145K |
| Hilltop National Bank | 0.03% | No change | 2,916 | $141K |
| Deutsche Bank AG | 0.00% | No change | 2,555 | $123K |
| Rossmore Private Capital | 0.01% | New | 2,195 | $106K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $101K |
| Bfsg, LLC | 0.01% | Reduce -32.6% | 2,066 | $100K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.1% | 2,054 | $99K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +11.2% | 1,940 | $94K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,491 | $72K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -0.1% | 1,474 | $71K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -20.9% | 1,442 | $70K |
| Running Point Capital Advisors, LLC | 0.02% | No change | 1,417 | $68K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,348 | $65K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,350 | $65K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -86.0% | 1,235 | $60K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.8% | 1,159 | $56K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.7% | 1,046 | $50K |
| Blue Trust, Inc. | 0.00% | Add +3.0% | 996 | $48K |
| Ameriflex Group, Inc. | 0.02% | Add +65.2% | 884 | $43K |
| First United Bank & Trust | 0.01% | Reduce -20.5% | 775 | $37K |
| CoreCap Advisors, LLC | 0.00% | No change | 737 | $36K |
| Lanark Financial, Inc. | 0.00% | Reduce -13.8% | 616 | $30K |
| 1620 Investment Advisors, Inc. | 0.02% | No change | 600 | $29K |
| Main Street Group, LTD | 0.01% | Add +0.7% | 573 | $28K |
| Davis Capital Management | 0.02% | — | 550 | $27K |
| Independence Bank of Kentucky | 0.00% | Reduce -14.2% | 545 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $26K |
| AlphaCore Capital LLC | 0.00% | No change | 516 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 509 | $25K |
| NBT Bank, N.A. | 0.00% | Reduce -2.7% | 500 | $24K |
| 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% | Add +0.7% | 420 | $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 |
| Cornerstone Planning Group LLC | 0.00% | New | 591 | $15K |
| Fifth Third Bancorp | 0.00% | New | 300 | $14K |
| WPG Advisers, LLC | 0.01% | No change | 262 | $13K |
| Brown Brothers Harriman & Co. | 0.00% | New | 250 | $12K |
| 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% | No change | 163 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 145 | $7K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 130 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $6K |
| Eastern Bank | 0.00% | No change | 77 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.3% | 76 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 72 | $3K |
| Rothschild Investment LLC | 0.00% | Reduce -56.0% | 69 | $3K |
| HighMark Wealth Management LLC | 0.00% | No change | 67 | $3K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.0% | 56 | $3K |
| Larson Financial Group LLC | 0.00% | Reduce -51.6% | 46 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 36 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 34 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 32 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +211.1% | 28 | $1K |
| Russell Investments Group, Ltd. | 0.00% | Add +50.0% | 6 | $310 |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $289 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $242 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 4 | $193 |
"% 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.