SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q1 2026 (March 31)396holders
26new positions
21sold out
2famous investors
$47.84avg. 13F price*
At the end of Q1 2026, 396 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, unchanged from Q4 2025. 26 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($1.0B), Goldman Sachs Group Inc. ($246.6M) and Wells Fargo & Company ($169.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- SS SPDR N Ice St Muni ETF
- Filed as
- SPDR SERIES TRUST (Q1 2026)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $16.7M |
| Exits | 21 | $6.1M |
All 13F filers, Q4 2025 → Q1 2026: 4,705,182 shares bought and 4,585,149 shares sold, net +120,033 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 396 holders
| Bank of America Corp. | 0.07% | Add +3.9% | 21,326,865 | $1.0B |
| Goldman Sachs Group Inc. | 0.03% | Reduce -3.3% | 5,154,984 | $246.6M |
| Wells Fargo & Company | 0.03% | Reduce -13.3% | 3,548,706 | $169.7M |
| Northwestern Mutual Wealth Management Co. | 0.09% | Add +3.8% | 3,061,552 | $146.4M |
| Morgan Stanley | 0.01% | Add +7.9% | 2,304,145 | $110.2M |
| Quent Capital, LLC | 7.33% | Add +20.8% | 2,160,790 | $103.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +89.5% | 1,894,713 | $90.6M |
| PNC Financial Services Group, Inc. | 0.05% | Add +9.4% | 1,732,033 | $82.8M |
| Mercer Global Advisors Inc. | 0.11% | Reduce -9.8% | 1,545,743 | $73.9M |
| United Capital Financial Advisors, LLC | 0.42% | Reduce -21.9% | 1,419,516 | $67.9M |
| CX Institutional | 1.62% | Add +5.2% | 1,112,845 | $53.2M |
| LPL Financial LLC | 0.01% | Add +5.2% | 888,605 | $42.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.52% | Reduce -56.6% | 744,272 | $35.6M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +0.5% | 668,321 | $32.0M |
| Commonwealth Equity Services, LLC | 0.04% | Add +2.1% | 624,590 | $29.9M |
| Wealthcare Advisory Partners LLC | 0.56% | Reduce -2.7% | 600,611 | $28.7M |
| UBS Group AG | 0.00% | Add +71.2% | 489,719 | $23.4M |
| Alaska Wealth Advisors, LLC | 2.68% | Add +15.1% | 467,214 | $22.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.70% | Add +10.7% | 461,973 | $22.1M |
| Stifel Financial Corp. | 0.02% | Reduce -23.7% | 382,635 | $18.3M |
| Betterment LLC | 0.03% | Reduce -5.8% | 306,333 | $14.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.2% | 281,923 | $13.5M |
| Raymond James Financial Inc. | 0.00% | Add +18.0% | 277,590 | $13.3M |
| Jane Street Group, LLC | 0.01% | Add +511.6% | 276,213 | $13.2M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 254,139 | $12.2M |
| UMB Bank, n.a. | 0.16% | Reduce -54.3% | 241,567 | $11.6M |
| Sei Investments Co. | 0.01% | Reduce -3.7% | 236,772 | $11.3M |
| TD Private Client Wealth LLC | 0.21% | Reduce -9.1% | 216,392 | $10.4M |
| Prime Capital Investment Advisors, LLC | 0.12% | Reduce -6.4% | 208,447 | $10.0M |
| Cercano Management LLC | 0.43% | Reduce -34.3% | 206,569 | $9.9M |
| Truist Financial Corp. | 0.01% | Add +10.8% | 200,992 | $9.6M |
| Allworth Financial LP | 0.04% | Reduce -3.0% | 191,828 | $9.2M |
| Symmetry Partners, LLC | 0.51% | Add +6.5% | 187,965 | $9.0M |
| BlackRock, Inc. | 0.00% | Add +13.0% | 179,278 | $8.6M |
| Waverly Advisors, LLC | 0.06% | Add +555.6% | 178,906 | $8.6M |
| TruNorth Capital Management, LLC | 1.62% | Add +3.9% | 176,972 | $8.5M |
| Cetera Investment Advisers | 0.01% | Reduce -48.5% | 171,737 | $8.2M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.14% | Add +5.7% | 168,403 | $8.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +24.2% | 155,382 | $7.4M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -37.5% | 154,673 | $7.4M |
| Trustmark Bank Trust Department | 0.46% | Reduce -5.1% | 148,171 | $7.1M |
| Benjamin Edwards Inc. | 0.07% | Add +11.6% | 142,081 | $6.8M |
| NewEdge Advisors, LLC | 0.02% | Add +594.4% | 139,246 | $6.7M |
| MY Wealth Management Inc. | 6.36% | Add +1286.5% | 137,994 | $6.6M |
| Strategies Wealth Advisors, LLC | 0.64% | Add +4.2% | 133,524 | $6.4M |
| GenTrust, LLC | 0.27% | Reduce -8.6% | 130,595 | $6.2M |
| Farther Finance Advisors, LLC | 0.06% | Add +2.5% | 126,198 | $6.0M |
| Foster Group, Inc. | 0.17% | Reduce -0.2% | 121,164 | $5.8M |
| Royal Bank of Canada | 0.00% | Add +5.9% | 117,076 | $5.6M |
| Independent Advisor Alliance | 0.06% | Add +171.0% | 114,992 | $5.5M |
| Cerity Partners LLC | 0.01% | Reduce -1.6% | 109,612 | $5.2M |
| McAdam, LLC | 0.24% | Add +3.1% | 109,314 | $5.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.1% | 109,140 | $5.2M |
| Karpus Management, Inc. | 0.16% | Reduce -73.1% | 107,350 | $5.1M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -28.5% | 104,977 | $5.0M |
| Orion Porfolio Solutions, LLC | 0.04% | Add +0.4% | 104,717 | $5.0M |
| Ackerman Capital Advisors, LLC | 1.01% | Reduce -2.0% | 103,005 | $4.9M |
| Paulson Wealth Management Inc. | 1.14% | Reduce -3.9% | 102,017 | $4.9M |
| Focus Partners Wealth | 0.01% | Reduce -3.6% | 100,827 | $4.8M |
| Aua Capital Management, LLC | 2.46% | Reduce -1.0% | 100,521 | $4.8M |
| Chatham Capital Group, Inc. | 0.67% | Reduce -2.3% | 95,875 | $4.6M |
| Precision Wealth Strategies, LLC | 1.47% | Reduce -11.9% | 92,536 | $4.4M |
| Bank of Montreal | 0.00% | Add +9.8% | 88,151 | $4.2M |
| Apella Capital, LLC | 0.06% | Add +0.1% | 87,302 | $4.2M |
| Assetmark, Inc. | 0.01% | Reduce -53.5% | 87,406 | $4.2M |
| Brio Consultants, LLC | 0.50% | Reduce -0.4% | 85,152 | $4.1M |
| Bragg Financial Advisors, Inc | 0.12% | Add +99.6% | 80,104 | $3.8M |
| Phillip James Consulting Co. | 2.87% | New | 49,502 | $3.8M |
| Cwm, LLC | 0.01% | Reduce -1.2% | 78,569 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 72,956 | $3.5M |
| Smithfield Trust Co | 0.15% | No change | 70,927 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Add +568.2% | 70,349 | $3.4M |
| Ameraudi Asset Management, Inc. | 1.82% | No change | 70,077 | $3.4M |
| James Investment Research, Inc. | 0.38% | Add +43.2% | 69,944 | $3.3M |
| Crestwood Advisors Group, LLC | 0.06% | Reduce -12.8% | 69,941 | $3.3M |
| GAMMA Investing LLC | 0.15% | Add +0.1% | 67,789 | $3.2M |
| Susquehanna International Group, LLP | 0.00% | Add +538.4% | 67,068 | $3.2M |
| RW Investment Management LLC | 0.30% | — | 65,258 | $3.1M |
| Ascent Group, LLC | 0.11% | Reduce -12.0% | 63,714 | $3.0M |
| Creative Planning | 0.00% | Add +110.5% | 61,753 | $3.0M |
| Confluence Investment Management LLC | 0.05% | Add +5.6% | 61,292 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Add +40.2% | 57,581 | $2.8M |
| Citadel Advisors | 0.00% | Reduce -18.3% | 56,318 | $2.7M |
| Tilson Financial Group, Inc. | 0.81% | Add +0.1% | 56,194 | $2.7M |
| Eagle Global Advisors LLC | 0.10% | Add +3.5% | 55,583 | $2.7M |
| HighTower Advisors, LLC | 0.00% | Reduce -84.9% | 55,357 | $2.6M |
| Fifth Third Bancorp | 0.00% | Add +17723.7% | 53,471 | $2.6M |
| Detalus Advisors, LLC | 0.58% | Reduce -19.0% | 52,721 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 51,763 | $2.5M |
| Columbia River Financial Group, LLC | 1.42% | Add +1.5% | 51,301 | $2.5M |
| Horizon Family Wealth, Inc. | 1.29% | Add +15.9% | 51,062 | $2.4M |
| Old National Bancorp | 0.04% | Reduce -29.8% | 50,849 | $2.4M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +82.1% | 50,058 | $2.4M |
| Charles Schwab Trust Co | 0.15% | Reduce 0.0% | 48,393 | $2.3M |
| Leisure Capital Management | 0.80% | Reduce -14.2% | 47,984 | $2.3M |
| McNaughton Wealth Management, LLC | 0.95% | Reduce -11.0% | 47,830 | $2.3M |
| Mariner, LLC | 0.00% | Add +2.1% | 47,429 | $2.3M |
| Davidson Investment Advisors | 0.10% | Add +14.6% | 47,358 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +0.3% | 47,206 | $2.3M |
| Parkside Financial Bank & Trust | 0.17% | Reduce -4.2% | 47,116 | $2.3M |
"% 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.