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 |
| Independent Advisor Alliance | 0.05% | Add +4.2% | 42,428 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.33% | Add +1.2% | 42,216 | $2.0M |
| Davidson Investment Advisors | 0.08% | Reduce -32.3% | 41,339 | $2.0M |
| LJI Wealth Management, LLC | 0.30% | No change | 41,166 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.7% | 41,075 | $2.0M |
| Bragg Financial Advisors, Inc | 0.06% | Add +14.9% | 40,131 | $1.9M |
| Brandywine Oak Private Wealth LLC | 0.16% | Reduce -0.5% | 39,977 | $1.9M |
| Aquire Wealth Advisors, LLC | 0.49% | Add +2.8% | 39,423 | $1.9M |
| Wealthcare Capital Management LLC | 0.19% | Reduce -0.6% | 38,926 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | Add +8.4% | 38,912 | $1.9M |
| Elmwood Wealth Management, Inc. | 0.58% | Add +12.2% | 38,509 | $1.8M |
| Traveka Wealth, LLC | 0.75% | Add +0.0% | 38,356 | $1.8M |
| OpenArc Corporate Advisory, LLC | 0.03% | — | 38,104 | $1.8M |
| Equitable Holdings, Inc. | 0.01% | Add +11.9% | 38,065 | $1.8M |
| Eagle Strategies LLC | 0.23% | Add +0.3% | 37,492 | $1.8M |
| Merit Financial Group, LLC | 0.01% | Add +1.0% | 36,285 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.23% | Add +0.4% | 35,926 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +1.2% | 35,627 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +23.8% | 34,768 | $1.7M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +6.2% | 34,272 | $1.6M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -2.6% | 33,977 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -0.9% | 32,736 | $1.6M |
| Sykon Capital LLC | 0.50% | Reduce -30.8% | 32,704 | $1.6M |
| Westside Investment Management, Inc. | 0.25% | Add +3.7% | 32,536 | $1.6M |
| FC Advisory LLC | 0.45% | Reduce -4.9% | 32,277 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Add +0.5% | 31,778 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.31% | Reduce -3.3% | 31,617 | $1.5M |
| Kwmg, LLC | 0.13% | Reduce -5.1% | 31,505 | $1.5M |
| Hurlow Wealth Management Group, Inc. | 0.36% | Reduce -8.1% | 30,820 | $1.5M |
| Versant Capital Management, Inc | 0.18% | Reduce -8.1% | 30,168 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.32% | No change | 29,693 | $1.4M |
| Meritage Portfolio Management | 0.09% | Reduce -7.9% | 29,442 | $1.4M |
| Creative Planning | 0.00% | Add +39.1% | 29,333 | $1.4M |
| Opal Wealth Advisors, LLC | 0.37% | No change | 29,205 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.1% | 28,734 | $1.4M |
| Aviance Capital Partners, LLC | 0.16% | Add +0.2% | 28,612 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.30% | Reduce -0.6% | 28,545 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Add +2.9% | 28,231 | $1.4M |
| BCS Wealth Management | 0.14% | Add +125.7% | 28,122 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +170.7% | 27,494 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +14.7% | 27,480 | $1.3M |
| Lazard Asset Management LLC | 0.00% | No change | 27,297 | $1.3M |
| Waverly Advisors, LLC | 0.01% | Reduce -6.0% | 27,289 | $1.3M |
| Alaska Permanent Capital Management, LLC | 0.10% | No change | 27,260 | $1.3M |
| Johnson Financial Group, LLC | 0.08% | Add +44.1% | 26,483 | $1.3M |
| Wealth Enhancement Trust Services, Inc. | 0.16% | — | 26,157 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Reduce -0.3% | 25,899 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.41% | Reduce -15.9% | 25,791 | $1.2M |
| Choreo, LLC | 0.02% | Reduce -7.6% | 25,620 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Add +3.2% | 25,248 | $1.2M |
| First National Bank of Omaha | 0.04% | New | 24,871 | $1.2M |
| FMR LLC | 0.00% | Reduce -13.7% | 24,291 | $1.2M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -11.1% | 24,196 | $1.2M |
| Captrust Financial Advisors | 0.00% | Reduce -4.4% | 23,843 | $1.1M |
| Blueprint Financial Advisors LLC | 0.17% | Add +14.7% | 23,715 | $1.1M |
| Blueprint Investment Partners LLC | 0.12% | Add +14.7% | 23,715 | $1.1M |
| Premier Path Wealth Partners, LLC | 0.15% | Reduce -11.1% | 23,670 | $1.1M |
| Arax Advisory Partners | 0.03% | New | 22,527 | $1.1M |
| Staley Capital Advisers Inc. | 0.04% | Reduce -10.0% | 22,400 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +0.1% | 22,369 | $1.1M |
| Veratis Advisors, Inc. | 0.84% | — | 22,045 | $1.1M |
| Howe & Rusling Inc. | 0.07% | Reduce 0.0% | 21,399 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Add +42.8% | 21,309 | $1.0M |
| Quantinno Capital Management LP | 0.00% | Add +312.1% | 20,712 | $994K |
| Omega Financial Group, LLC | 0.33% | Add +0.5% | 20,476 | $983K |
| Perigon Wealth Management, LLC | 0.02% | Add +0.4% | 20,385 | $978K |
| CNB Bank | 0.40% | Add +4.6% | 20,250 | $972K |
| NewEdge Advisors, LLC | 0.00% | Add +1.8% | 20,052 | $962K |
| Financial Strategies Group, Inc. | 0.17% | Add +9.0% | 19,797 | $952K |
| Cypress Financial Planning LLC | 0.26% | Add +1.0% | 19,595 | $940K |
| Main Street Financial Solutions, LLC | 0.07% | Reduce -9.5% | 18,990 | $911K |
| Crews Bank & Trust | 0.13% | Add +1.0% | 18,852 | $905K |
| Vista Investment Management | 0.30% | No change | 18,715 | $898K |
| Clearstead Advisors, LLC | 0.01% | Add +4.1% | 18,661 | $896K |
| First Citizens Bank & Trust Co. | 0.02% | New | 18,350 | $881K |
| Prairiewood Capital, LLC | 0.27% | Add +3.9% | 18,227 | $875K |
| Ritholtz Wealth Management | 0.02% | Add +0.3% | 18,123 | $870K |
| Transcendent Capital Group LLC | 0.39% | Reduce -4.1% | 18,017 | $865K |
| Dakota Wealth Management | 0.02% | Reduce -66.2% | 17,971 | $862K |
| Mutual Advisors, LLC | 0.02% | Add +1.6% | 17,940 | $861K |
| Friedenthal Financial | 0.44% | Reduce -1.0% | 17,788 | $854K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 17,599 | $845K |
| QP Wealth Management, LLC | 0.73% | — | 17,306 | $831K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.1% | 17,300 | $830K |
| Brown Wealth Management, LLC | 0.21% | Add +10.7% | 16,953 | $814K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -14.4% | 16,250 | $780K |
| PAX Financial Group, LLC | 0.13% | Reduce -12.7% | 16,064 | $771K |
| IHT Wealth Management, LLC | 0.02% | Add +0.7% | 15,893 | $763K |
| Mesirow Financial Investment Management, Inc. | 0.02% | Add +0.5% | 15,818 | $759K |
| Corient Private Wealth LP | 0.00% | Add +131.1% | 15,356 | $737K |
| Mather Group, Llc. | 0.01% | Reduce -1.6% | 15,192 | $729K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 15,033 | $721K |
| Sunflower Bank, N.A. | 0.18% | No change | 14,851 | $713K |
| Canvas Wealth Advisors, LLC | 0.12% | Reduce -5.8% | 14,803 | $710K |
| Savant Capital, LLC | 0.00% | Add +16.3% | 14,658 | $703K |
| RMR Wealth Builders | 0.06% | Reduce -19.4% | 14,589 | $700K |
| Parcion Private Wealth LLC | 0.04% | New | 14,019 | $673K |
| Legacy Solutions, LLC | 0.59% | Add +1.9% | 13,917 | $668K |
| Atlantic Edge Private Wealth Management, LLC | 0.16% | No change | 13,646 | $655K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 13,401 | $643K |
| Heritage Wealth Management, Inc. | 0.41% | Add +6.8% | 13,327 | $640K |
| Wakefield Asset Management LLLP | 0.17% | New | 12,970 | $622K |
| Curi Capital, LLC | 0.01% | Add +155.4% | 12,823 | $615K |
| Moneywise, Inc. | 0.25% | Reduce -8.1% | 12,696 | $609K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -63.0% | 12,618 | $606K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.2% | 12,503 | $600K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.1% | 12,490 | $599K |
| Equita Financial Network, Inc. | 0.18% | Reduce -5.5% | 12,480 | $599K |
| Anson Capital, Inc. | 0.43% | Add +0.9% | 12,436 | $597K |
| Nicolet Advisory Services, LLC | 0.04% | Reduce -18.8% | 12,074 | $581K |
| IFG Advisory, LLC | 0.03% | Add +56.9% | 12,048 | $578K |
| Snowden Capital Advisors LLC | 0.01% | New | 11,961 | $574K |
| SCS Capital Management LLC | 0.01% | Reduce -8.6% | 11,903 | $571K |
| One Capital Management, LLC | 0.02% | Reduce -0.4% | 11,726 | $563K |
| Blair William & Co. | 0.00% | Add +0.2% | 11,563 | $555K |
| Wealthspire Advisors, LLC | 0.00% | Add +17.0% | 11,484 | $551K |
| Jones Financial Companies LLLP | 0.00% | Reduce -13.1% | 11,383 | $546K |
| Idaho Trust Co | 0.17% | Reduce -26.1% | 10,986 | $527K |
| MAI Capital Management | 0.00% | Add +5.2% | 10,966 | $526K |
| 1834 Investment Advisors Co. | 0.07% | No change | 10,957 | $526K |
| PFW Advisors LLC | 0.16% | Reduce -25.0% | 10,927 | $524K |
| D.A. Davidson & Co. | 0.00% | New | 10,826 | $520K |
| Wealth Management Resources, Inc. | 0.18% | Reduce -14.8% | 10,668 | $512K |
| Northwest Wealth Management, LLC | 0.08% | No change | 10,604 | $509K |
| Capital Analysts, LLC | 0.01% | Add +107.2% | 10,586 | $508K |
| Janney Montgomery Scott LLC | 0.00% | Add +18.6% | 10,528 | $505K |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.3% | 10,506 | $504K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.9% | 10,501 | $504K |
| Altus Wealth Management, LLC | 0.21% | No change | 10,379 | $498K |
| L.K. Benson & Company, P.C. | 0.25% | Reduce -2.3% | 10,272 | $493K |
| &partners | 0.00% | Add +14.5% | 10,246 | $492K |
| M&T Bank Corp | 0.00% | Add +7.5% | 10,157 | $487K |
| Whitegate Investment Counselors, Inc. | 0.15% | Reduce -23.0% | 10,030 | $481K |
| MY Wealth Management Inc. | 0.42% | No change | 9,953 | $478K |
| Forefront Wealth Partners, LLC | 0.22% | Add +10.3% | 9,887 | $474K |
| Boston Trust Walden Corp | 0.00% | Reduce -11.6% | 9,766 | $469K |
| Riversedge Advisors, LLC | 0.08% | Reduce -0.5% | 9,731 | $467K |
| Wealthcare Capital Partners, LLC | 0.22% | Reduce -3.2% | 9,729 | $467K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -7.7% | 9,606 | $461K |
| NewEdge Wealth, LLC | 0.01% | Add +0.1% | 9,605 | $461K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -0.2% | 9,586 | $460K |
| APS Management Group, Inc. | 0.39% | Add +2.8% | 9,440 | $453K |
| Lifeworks Advisors, LLC | 0.06% | No change | 9,384 | $450K |
| Strategic Blueprint, LLC | 0.03% | Reduce -3.6% | 9,233 | $443K |
| Continuum Advisory, LLC | 0.04% | Reduce -2.7% | 9,226 | $443K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 9,121 | $438K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 9,097 | $437K |
| IFG Advisors, LLC | 0.07% | Reduce -3.3% | 9,030 | $433K |
| Avant Financial Advisors LLC | 0.31% | Add +7.5% | 8,853 | $425K |
| Seeds Investor LLC | 0.08% | Reduce -1.2% | 8,816 | $423K |
| Legacy Edge Advisors, LLC | 0.05% | New | 8,656 | $415K |
| Essex Financial Services, Inc. | 0.02% | No change | 8,465 | $406K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -5.8% | 8,348 | $401K |
| Advisor OS, LLC | 0.03% | Add +15.0% | 8,249 | $396K |
| Gateway Wealth Partners, LLC | 0.04% | Add +44.5% | 8,243 | $396K |
| Axxcess Wealth Management, LLC | 0.01% | New | 8,140 | $391K |
| Moseley Investment Management Inc. | 0.12% | Reduce -3.6% | 7,981 | $383K |
| Evensky & Katz LLC | 0.02% | Add +1.4% | 7,856 | $377K |
| XML Financial, LLC | 0.03% | Reduce -7.4% | 7,840 | $376K |
| Cascade Financial Partners, LLC | 0.04% | No change | 7,784 | $374K |
| Rare Wolf Capital LLC | 0.23% | — | 7,720 | $370K |
| Tennessee Valley Asset Management Partners | 0.05% | Reduce -0.6% | 7,673 | $368K |
| Principal Securities, Inc. | 0.01% | Reduce -26.8% | 7,430 | $357K |
| KFA Private Wealth Group, LLC | 0.09% | No change | 7,426 | $356K |
| Rock Point Advisors, LLC | 0.09% | No change | 7,315 | $351K |
| CAP Partners, LLC | 0.20% | Reduce -0.0% | 7,286 | $350K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 7,271 | $349K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -4.2% | 7,260 | $348K |
| Octavia Wealth Advisors, LLC | 0.03% | Add +59.3% | 7,094 | $340K |
| Stock Yards Bank & Trust Co. | 0.01% | New | 7,090 | $340K |
| L. Roy Papp & Associates, LLP | 0.04% | New | 7,080 | $340K |
| WASHINGTON TRUST Co | 0.01% | Reduce -64.0% | 7,009 | $336K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $331K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,800 | $326K |
| Independent Financial Group, LLC | 0.01% | Add +45.7% | 6,784 | $326K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.6% | 6,673 | $320K |
| Fullerton Advisors, LLC | 0.32% | — | 6,643 | $319K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -0.6% | 6,636 | $318K |
| First Horizon Corp. | 0.01% | No change | 6,592 | $316K |
| Advisory Services Network, LLC | 0.00% | Reduce -1.1% | 6,558 | $315K |
| Rosenberg Matthew Hamilton | 0.07% | No change | 6,552 | $314K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,525 | $313K |
| Keybank National Association | 0.00% | No change | 6,519 | $313K |
| Next Level Private LLC | 0.08% | Add +0.7% | 6,503 | $312K |
| New Perspectives, Inc | 0.11% | No change | 6,491 | $312K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -20.5% | 6,423 | $308K |
| IFP Advisors, Inc | 0.01% | Add +76.8% | 6,183 | $297K |
| Burk Holdings LLC | 0.14% | New | 6,111 | $293K |
| Aptus Capital Advisors, LLC | 0.00% | Add +9.2% | 5,980 | $287K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 5,929 | $285K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $281K |
| Strategic Financial Concepts, LLC | 0.24% | New | 5,573 | $267K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -17.2% | 5,390 | $259K |
| Marshall Financial Group, LLC | 0.05% | New | 5,293 | $254K |
| Agate Pass Investment Management, LLC | 0.09% | Add +13.3% | 5,285 | $254K |
| Sage Mountain Advisors LLC | 0.01% | No change | 5,250 | $252K |
| Topsail Wealth Management, LLC | 0.04% | No change | 5,239 | $251K |
| ORBA Wealth Advisors, L.L.C. | 0.22% | New | 5,200 | $250K |
| VestGen Advisors, LLC | 0.01% | Add +0.9% | 5,195 | $249K |
| Capital Advisors Inc. | 0.00% | No change | 5,105 | $245K |
| Debussy Capital Management LP | 0.03% | No change | 5,051 | $242K |
| Parkside Investments, LLC | 0.03% | No change | 5,000 | $240K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $236K |
| Keebeck Wealth Management | 0.03% | Reduce -2.0% | 4,823 | $231K |
| Wedbush Securities Inc. | 0.01% | Reduce -51.1% | 4,788 | $230K |
| Keener Financial Planning LLC | 0.10% | Add +45.0% | 4,768 | $228K |
| PGIM Custom Harvest LLC | 0.00% | Reduce -21.0% | 4,703 | $226K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $225K |
| Clarity Financial LLC | 0.02% | New | 4,665 | $224K |
| Kesler, Norman & Wride, LLC | 0.04% | New | 4,650 | $223K |
| Boyce & Associates Wealth Consulting, Inc. | 0.19% | Reduce -10.8% | 4,645 | $223K |
| True Vision MN LLC | 0.11% | Add +1.7% | 4,499 | $216K |
| Mullooly Asset Management, Inc. | 0.08% | Add +0.9% | 4,478 | $215K |
| Net Worth Advisory Group | 0.04% | Reduce -34.2% | 4,465 | $214K |
| Peak Wealth Management LLC | 0.18% | — | 4,368 | $210K |
| Global Wealth Management Investment Advisory, Inc. | 0.03% | New | 4,318 | $207K |
| Hardin Capital Partners, LLC | 0.10% | Reduce -1.4% | 4,290 | $206K |
| Journey Strategic Wealth LLC | 0.01% | Reduce -5.0% | 4,243 | $204K |
| WealthShield Partners, LLC | 0.02% | No change | 4,235 | $203K |
| VCI Wealth Management LLC | 0.06% | New | 4,214 | $202K |
| K2 Financial Inc. | 0.15% | Reduce -0.6% | 4,156 | $200K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -1.5% | 3,393 | $163K |
| Spire Wealth Management | 0.01% | No change | 3,261 | $157K |
| Private Trust Co. NA | 0.01% | Reduce -3.1% | 3,145 | $151K |
| Richardson Financial Services Inc. | 0.05% | Reduce -2.8% | 3,250 | $150K |
| Signaturefd, LLC | 0.00% | No change | 2,999 | $144K |
| Hilltop National Bank | 0.03% | Reduce -0.2% | 2,911 | $140K |
| Deutsche Bank AG | 0.00% | No change | 2,555 | $123K |
| Rossmore Private Capital | 0.01% | No change | 2,195 | $105K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $101K |
| Harbour Investments, Inc. | 0.00% | Add +0.7% | 2,068 | $99K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +6.5% | 2,066 | $99K |
| SHP Wealth Management | 0.01% | — | 1,773 | $85K |
| Bfsg, LLC | 0.01% | Reduce -24.4% | 1,563 | $75K |
| Integrity Financial Corp | 0.04% | New | 1,547 | $74K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +3.7% | 1,495 | $72K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,491 | $72K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 1,400 | $67K |
| Running Point Capital Advisors, LLC | 0.02% | Reduce -3.3% | 1,371 | $66K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,350 | $65K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,348 | $65K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,235 | $59K |
| Kingdom Financial Group LLC. | 0.02% | New | 1,165 | $56K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.1% | 1,160 | $56K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.9% | 1,055 | $51K |
| Blue Trust, Inc. | 0.00% | Reduce -0.9% | 987 | $47K |
| First United Bank & Trust | 0.01% | No change | 775 | $37K |
| CoreCap Advisors, LLC | 0.00% | Add +0.1% | 738 | $35K |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -50.0% | 737 | $35K |
| Lanark Financial, Inc. | 0.00% | Reduce -3.1% | 597 | $29K |
| Brown Brothers Harriman & Co. | 0.00% | Add +136.4% | 591 | $28K |
| Davis Capital Management | 0.02% | No change | 550 | $26K |
| Independence Bank of Kentucky | 0.00% | No change | 545 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $26K |
| AlphaCore Capital LLC | 0.00% | No change | 516 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 500 | $24K |
| Private Wealth Management Group, LLC | 0.01% | No change | 485 | $23K |
| Barrett & Company, Inc. | 0.01% | No change | 476 | $23K |
| Ameriflex Group, Inc. | 0.01% | Reduce -50.0% | 442 | $21K |
| Winthrop Capital Management, LLC | 0.00% | No change | 336 | $16K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 325 | $16K |
| Advocate Investing Services LLC | 0.01% | — | 300 | $14K |
| Fifth Third Bancorp | 0.00% | No change | 300 | $14K |
| Vision Retirement, LLC | 0.00% | — | 279 | $13K |
| WPG Advisers, LLC | 0.01% | No change | 262 | $13K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 259 | $12K |
| Rossby Financial, LCC | 0.00% | No change | 218 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | Reduce -60.9% | 199 | $10K |
| Elevated Capital Advisors, LLC | 0.00% | New | 177 | $8K |
| CENTRAL TRUST Co | 0.00% | New | 173 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | 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 |
| Bangor Savings Bank | 0.00% | Reduce -66.1% | 134 | $6K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 130 | $6K |
| Front Row Advisors LLC | 0.00% | No change | 120 | $6K |
| Red Reef Advisors LLC | 0.01% | — | 116 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +214.3% | 88 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 80 | $4K |
| Eastern Bank | 0.00% | No change | 77 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Add +1.3% | 77 | $4K |
| High Note Wealth, LLC | 0.00% | No change | 72 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 69 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +1.5% | 68 | $3K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -91.0% | 53 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 46 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -17.9% | 46 | $2K |
| Tsfg, LLC | 0.00% | New | 45 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 36 | $2K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -3.1% | 31 | $1K |
| Garner Asset Management Corp | 0.00% | New | 23 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 21 | $1K |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $288 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -16.7% | 5 | $256 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $240 |
| Tower Research Capital LLC (TRC) | 0.00% | Add +25.0% | 5 | $240 |
"% 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.