SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q4 2025 (December 31)396holders +14
32new positions
20sold out
1famous investor
$47.99avg. 13F price*
At the end of Q4 2025, 396 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, up 14 from Q3 2025. 32 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($985.3M), Goldman Sachs Group Inc. ($255.9M) and Wells Fargo & Company ($196.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR N Ice St Muni ETF
- Filed as
- SPDR SERIES TRUST (Q4 2025)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $43.2M |
| Exits | 20 | $13.5M |
All 13F filers, Q3 2025 → Q4 2025: 2,918,592 shares bought and 3,791,449 shares sold, net −872,857 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Bank of America Corp. | 0.07% | Add +2.8% | 20,531,305 | $985.3M |
| Goldman Sachs Group Inc. | 0.04% | Add +4.7% | 5,333,366 | $255.9M |
| Wells Fargo & Company | 0.04% | Reduce -4.5% | 4,093,329 | $196.4M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +3.9% | 2,950,388 | $141.6M |
| Morgan Stanley | 0.01% | Reduce -0.5% | 2,135,323 | $102.5M |
| United Capital Financial Advisors, LLC | 0.53% | Reduce -8.9% | 1,817,846 | $87.2M |
| Quent Capital, LLC | 6.20% | Add +8.8% | 1,789,151 | $85.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.24% | Add +5.0% | 1,716,083 | $82.4M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -6.1% | 1,713,483 | $82.2M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.2% | 1,583,602 | $76.0M |
| CX Institutional | 1.51% | Add +2.0% | 1,058,055 | $50.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -64.6% | 999,818 | $48.0M |
| LPL Financial LLC | 0.01% | Add +6.5% | 844,750 | $40.5M |
| Financial Engines Advisors L.L.C. | 0.06% | Reduce -1.3% | 664,962 | $31.9M |
| Wealthcare Advisory Partners LLC | 0.58% | Reduce -5.7% | 617,481 | $29.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +1.4% | 611,595 | $29.4M |
| UMB Bank, n.a. | 0.34% | New | 528,907 | $25.4M |
| Stifel Financial Corp. | 0.02% | Add +21.6% | 501,390 | $24.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.70% | Add +1.3% | 417,161 | $20.0M |
| Alaska Wealth Advisors, LLC | 2.48% | Add +7.8% | 405,897 | $19.5M |
| Karpus Management, Inc. | 0.59% | Reduce -55.5% | 398,706 | $19.1M |
| HighTower Advisors, LLC | 0.02% | Add +0.8% | 366,502 | $17.6M |
| Cetera Investment Advisers | 0.02% | Add +8.3% | 333,740 | $16.0M |
| Betterment LLC | 0.03% | Reduce -3.8% | 325,174 | $15.6M |
| Cercano Management LLC | 0.57% | No change | 314,202 | $15.1M |
| Citigroup Inc. | 0.01% | Add +70.5% | 306,135 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -9.9% | 294,264 | $14.1M |
| UBS Group AG | 0.00% | Reduce -4.0% | 286,047 | $13.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.7% | 251,180 | $12.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.7% | 247,684 | $11.9M |
| Sei Investments Co. | 0.01% | Reduce -5.7% | 245,766 | $11.8M |
| TD Private Client Wealth LLC | 0.24% | Reduce -3.2% | 238,126 | $11.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -2.6% | 235,236 | $11.3M |
| Prime Capital Investment Advisors, LLC | 0.13% | Reduce -11.1% | 222,619 | $10.7M |
| Allworth Financial LP | 0.04% | Reduce -7.4% | 197,736 | $9.5M |
| Assetmark, Inc. | 0.02% | Add +0.2% | 187,941 | $9.0M |
| Truist Financial Corp. | 0.01% | Reduce -12.7% | 181,487 | $8.7M |
| Symmetry Partners, LLC | 0.50% | Add +6.5% | 176,438 | $8.5M |
| TruNorth Capital Management, LLC | 1.55% | Add +5.9% | 170,291 | $8.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +12.0% | 159,329 | $7.6M |
| BlackRock, Inc. | 0.00% | New | 158,658 | $7.6M |
| Trustmark Bank Trust Department | 0.47% | Add +12.0% | 156,173 | $7.5M |
| Cullen/Frost Bankers, Inc. | 0.08% | Add +15.6% | 146,766 | $7.0M |
| Pure Portfolios Holdings LLC | 2.07% | Add +8.6% | 143,002 | $6.9M |
| GenTrust, LLC | 0.30% | Reduce -0.5% | 142,946 | $6.9M |
| Strategies Wealth Advisors, LLC | 0.62% | Add +1.4% | 128,103 | $6.1M |
| Benjamin Edwards Inc. | 0.07% | Add +5.4% | 127,296 | $6.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +6.9% | 125,112 | $6.0M |
| Farther Finance Advisors, LLC | 0.06% | Reduce -0.8% | 123,129 | $5.9M |
| Foster Group, Inc. | 0.18% | Reduce -3.5% | 121,398 | $5.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.9% | 112,684 | $5.4M |
| Cerity Partners LLC | 0.01% | Add +4.5% | 111,352 | $5.3M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 110,513 | $5.3M |
| Paulson Wealth Management Inc. | 1.18% | Add +144.5% | 106,176 | $5.1M |
| McAdam, LLC | 0.23% | Add +10.2% | 106,049 | $5.1M |
| Ackerman Capital Advisors, LLC | 1.01% | Add +106.6% | 105,142 | $5.0M |
| Precision Wealth Strategies, LLC | 1.63% | Add +2.4% | 105,029 | $5.0M |
| Focus Partners Wealth | 0.01% | Add +19.7% | 104,623 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.8% | 104,281 | $5.0M |
| Aua Capital Management, LLC | 2.44% | No change | 101,565 | $4.9M |
| Chatham Capital Group, Inc. | 0.67% | Reduce -17.0% | 98,175 | $4.7M |
| Apella Capital, LLC | 0.08% | Reduce -4.7% | 87,260 | $4.2M |
| Brio Consultants, LLC | 0.53% | Add +3.2% | 85,485 | $4.1M |
| Bank of Montreal | 0.00% | Add +9.4% | 80,280 | $3.9M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -6.5% | 80,192 | $3.8M |
| Cwm, LLC | 0.01% | Reduce -1.3% | 79,489 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +2.3% | 74,514 | $3.6M |
| Ascent Group, LLC | 0.12% | Add +1.6% | 72,402 | $3.5M |
| Old National Bancorp | 0.06% | Reduce -29.0% | 72,387 | $3.5M |
| Smithfield Trust Co | 0.15% | Reduce -0.6% | 70,927 | $3.4M |
| Ameraudi Asset Management, Inc. | 1.85% | No change | 70,077 | $3.4M |
| Citadel Advisors | 0.00% | Add +80.0% | 68,901 | $3.3M |
| GAMMA Investing LLC | 0.16% | Reduce -2.7% | 67,716 | $3.2M |
| Hancock Whitney Corp. | 0.06% | Reduce -4.0% | 66,304 | $3.2M |
| Detalus Advisors, LLC | 0.76% | Add +2.3% | 65,109 | $3.1M |
| Janney Capital Management LLC | 0.18% | Add +0.2% | 61,169 | $2.9M |
| Confluence Investment Management LLC | 0.04% | Reduce -4.6% | 58,017 | $2.8M |
| Comerica Bank | 0.01% | Reduce -6.6% | 57,370 | $2.8M |
| Tilson Financial Group, Inc. | 0.83% | Reduce -2.4% | 56,108 | $2.7M |
| Leisure Capital Management | 0.89% | Reduce -32.7% | 55,902 | $2.7M |
| McNaughton Wealth Management, LLC | 1.06% | Reduce -3.4% | 53,725 | $2.6M |
| Eagle Global Advisors LLC | 0.10% | Add +28.9% | 53,683 | $2.6M |
| Altfest L J & Co. Inc. | 0.28% | Add +0.7% | 53,600 | $2.6M |
| Columbia River Financial Group, LLC | 1.49% | Add +3.8% | 50,563 | $2.4M |
| Parkside Financial Bank & Trust | 0.18% | Reduce -16.8% | 49,171 | $2.4M |
| James Investment Research, Inc. | 0.26% | Add +3.2% | 48,840 | $2.3M |
| Charles Schwab Trust Co | 0.15% | Add +0.0% | 48,395 | $2.3M |
| Hunter Associates Investment Management LLC | 0.31% | Reduce -24.3% | 48,341 | $2.3M |
| US Bancorp \de | 0.00% | Reduce -0.9% | 47,596 | $2.3M |
| Global Retirement Partners, LLC | 0.04% | Add +12.4% | 47,213 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Reduce -1.5% | 47,087 | $2.3M |
| St Germain D J Co. Inc. | 0.09% | No change | 46,926 | $2.3M |
| Mariner, LLC | 0.00% | Reduce -16.8% | 46,433 | $2.2M |
| Chesley Taft & Associates LLC | 0.09% | No change | 45,922 | $2.2M |
| Clifford Group, LLC | 1.70% | Reduce -0.4% | 45,806 | $2.2M |
| Regal Investment Advisors LLC | 0.13% | Add +4.2% | 45,284 | $2.2M |
| Jane Street Group, LLC | 0.00% | Reduce -68.6% | 45,164 | $2.2M |
| Horizon Family Wealth, Inc. | 1.13% | Reduce -4.8% | 44,073 | $2.1M |
| SteelPeak Wealth, LLC | 0.07% | Reduce -3.5% | 43,048 | $2.1M |
| Foronjy Financial LLC | 0.86% | Add +6.8% | 42,791 | $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.