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 |
| Altfest L J & Co. Inc. | 0.24% | Reduce -12.4% | 46,930 | $2.2M |
| Clifford Group, LLC | 1.72% | Add +1.7% | 46,590 | $2.2M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +209.3% | 46,504 | $2.2M |
| Regal Investment Advisors LLC | 0.13% | Add +2.3% | 46,307 | $2.2M |
| Hunter Associates Investment Management LLC | 0.29% | Reduce -6.2% | 45,341 | $2.2M |
| Sykon Capital LLC | 0.72% | Add +38.0% | 45,141 | $2.2M |
| US Bancorp \de | 0.00% | Reduce -9.7% | 42,962 | $2.1M |
| St Germain D J Co. Inc. | 0.08% | Reduce -8.6% | 42,908 | $2.1M |
| SteelPeak Wealth, LLC | 0.06% | Reduce -1.3% | 42,498 | $2.0M |
| Boston Standard Wealth Management, LLC | 0.33% | Add +0.5% | 42,445 | $2.0M |
| Chesley Taft & Associates LLC | 0.08% | Reduce -8.7% | 41,922 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +70.2% | 40,587 | $1.9M |
| Foronjy Financial LLC | 0.80% | Reduce -5.8% | 40,317 | $1.9M |
| LJI Wealth Management, LLC | 0.31% | Reduce -2.3% | 40,236 | $1.9M |
| Elmwood Wealth Management, Inc. | 0.53% | Add +3.3% | 39,766 | $1.9M |
| Equitable Holdings, Inc. | 0.01% | Add +3.1% | 39,249 | $1.9M |
| Brandywine Oak Private Wealth LLC | 0.16% | Reduce -1.8% | 39,261 | $1.9M |
| Wealthcare Capital Management LLC | 0.18% | Reduce -1.1% | 38,518 | $1.8M |
| Traveka Wealth, LLC | 0.68% | Reduce -3.6% | 36,975 | $1.8M |
| Eagle Strategies LLC | 0.21% | Reduce -1.6% | 36,889 | $1.8M |
| Blueprint Financial Advisors LLC | 0.26% | Add +52.7% | 36,205 | $1.7M |
| Blueprint Investment Partners LLC | 0.18% | Add +52.7% | 36,205 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -7.2% | 36,109 | $1.7M |
| Hancock Whitney Corp. | 0.03% | Reduce -46.6% | 35,434 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.5% | 35,383 | $1.7M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -8.4% | 34,883 | $1.7M |
| Sage Mountain Advisors LLC | 0.12% | Add +563.2% | 34,816 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.0% | 34,762 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -2.5% | 34,736 | $1.7M |
| Capital Advisors Wealth Management, LLC | 0.22% | Reduce -4.2% | 34,409 | $1.6M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -1.1% | 33,907 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +16.0% | 33,344 | $1.6M |
| Westside Investment Management, Inc. | 0.24% | Add +1.2% | 32,922 | $1.6M |
| MML Investors Services, LLC | 0.00% | Add +18.0% | 32,425 | $1.6M |
| FC Advisory LLC | 0.45% | Add +0.4% | 32,395 | $1.5M |
| Old Mission Capital LLC | 0.04% | New | 32,291 | $1.5M |
| SageView Advisory Group, LLC | 0.06% | Add +0.2% | 31,854 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.29% | Reduce -0.2% | 31,542 | $1.5M |
| Flow Traders U.S. LLC | 0.05% | New | 31,366 | $1.5M |
| Hurlow Wealth Management Group, Inc. | 0.35% | Add +1.0% | 31,119 | $1.5M |
| Simon Quick Advisors, LLC | 0.07% | Reduce -10.8% | 30,307 | $1.4M |
| Kwmg, LLC | 0.12% | Reduce -4.1% | 30,209 | $1.4M |
| Citigroup Inc. | 0.00% | Reduce -90.1% | 30,194 | $1.4M |
| Versant Capital Management, Inc | 0.14% | Reduce -0.2% | 30,106 | $1.4M |
| RiverGlades Family Offices LLC | 0.84% | — | 29,718 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.37% | No change | 29,693 | $1.4M |
| Integrated Wealth Concepts LLC | 0.01% | Add +132.7% | 29,360 | $1.4M |
| Opal Wealth Advisors, LLC | 0.32% | Reduce -0.3% | 29,133 | $1.4M |
| Aviance Capital Partners, LLC | 0.16% | Add +1.6% | 29,068 | $1.4M |
| Wealth Enhancement Trust Services, Inc. | 0.17% | Add +10.1% | 28,810 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.29% | No change | 28,545 | $1.4M |
| Aquire Wealth Advisors, LLC | 0.36% | Reduce -27.9% | 28,435 | $1.4M |
| Perigon Wealth Management, LLC | 0.02% | Add +38.5% | 28,233 | $1.4M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -0.2% | 28,175 | $1.3M |
| Lazard Asset Management LLC | 0.00% | No change | 27,297 | $1.3M |
| Alaska Permanent Capital Management, LLC | 0.09% | No change | 27,260 | $1.3M |
| FMR LLC | 0.00% | Add +10.2% | 26,756 | $1.3M |
| Johnson Financial Group, LLC | 0.08% | Reduce -0.6% | 26,316 | $1.3M |
| First National Bank of Omaha | 0.04% | Add +5.9% | 26,338 | $1.3M |
| Apollon Wealth Management, LLC | 0.02% | Add +0.1% | 25,915 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.40% | Reduce -2.3% | 25,208 | $1.2M |
| Fisher Asset Management | 0.00% | New | 25,082 | $1.2M |
| Premier Path Wealth Partners, LLC | 0.15% | Add +4.9% | 24,840 | $1.2M |
| Howe & Rusling Inc. | 0.08% | Add +14.8% | 24,562 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Reduce -4.9% | 24,017 | $1.1M |
| AE Wealth Management LLC | 0.01% | Reduce -27.9% | 23,619 | $1.1M |
| Main Street Financial Solutions, LLC | 0.08% | Add +14.1% | 21,664 | $1.0M |
| Snowden Capital Advisors LLC | 0.03% | Add +80.6% | 21,601 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | Reduce -4.5% | 21,400 | $1.0M |
| Savvy Advisors, Inc. | 0.03% | Add +0.3% | 21,384 | $1.0M |
| Freestone Capital Holdings, LLC | 0.03% | Reduce -13.1% | 21,019 | $1.0M |
| Quantinno Capital Management LP | 0.00% | No change | 20,712 | $991K |
| Cypress Financial Planning LLC | 0.27% | Add +4.5% | 20,487 | $980K |
| Omega Financial Group, LLC | 0.32% | Reduce -1.2% | 20,231 | $968K |
| Financial Strategies Group, Inc. | 0.16% | Reduce -1.0% | 19,601 | $939K |
| Choreo, LLC | 0.01% | Reduce -24.0% | 19,475 | $931K |
| Jones Financial Companies LLLP | 0.00% | Add +69.5% | 19,292 | $922K |
| Elequin Capital, LP | 0.29% | New | 31,214 | $921K |
| CNB Bank | 0.39% | Reduce -5.2% | 19,204 | $919K |
| Friedenthal Financial | 0.46% | Add +7.7% | 19,154 | $916K |
| Clearstead Advisors, LLC | 0.01% | Add +1.0% | 18,845 | $901K |
| Crews Bank & Trust | 0.13% | Reduce -0.1% | 18,827 | $900K |
| Vista Investment Management | 0.30% | No change | 18,715 | $895K |
| Prairiewood Capital, LLC | 0.26% | Add +1.3% | 18,457 | $883K |
| Mutual Advisors, LLC | 0.02% | Add +1.7% | 18,242 | $873K |
| Gateway Wealth Partners, LLC | 0.03% | Add +121.0% | 18,216 | $871K |
| Ritholtz Wealth Management | 0.02% | Add +0.2% | 18,153 | $868K |
| Transcendent Capital Group LLC | 0.39% | Add +0.5% | 18,115 | $866K |
| Dakota Wealth Management | 0.02% | Reduce -0.8% | 17,830 | $853K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 17,599 | $842K |
| Arax Advisory Partners | 0.02% | Reduce -22.9% | 17,360 | $830K |
| Brown Wealth Management, LLC | 0.21% | Add +1.4% | 17,199 | $823K |
| Nicolet Bankshares Inc. | 0.03% | New | 16,949 | $810K |
| L.K. Benson & Company, P.C. | 0.26% | Add +62.3% | 16,673 | $797K |
| Wakefield Asset Management LLLP | 0.21% | Add +25.6% | 16,295 | $779K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -6.0% | 16,265 | $778K |
| Clearwater Capital Advisors, LLC | 0.06% | No change | 16,250 | $777K |
| BCS Wealth Management | 0.16% | Reduce -42.9% | 16,047 | $768K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 15,854 | $758K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.2% | 15,698 | $751K |
| Mather Group, Llc. | 0.01% | Add +1.4% | 15,404 | $737K |
| Savant Capital, LLC | 0.00% | Add +4.2% | 15,279 | $731K |
| First Affirmative Financial Network | 0.28% | — | 15,156 | $725K |
| QP Wealth Management, LLC | 1.24% | Reduce -12.6% | 15,127 | $724K |
| Legacy Solutions, LLC | 0.67% | Add +8.2% | 15,054 | $720K |
| Heritage Wealth Management, Inc. | 0.40% | Add +12.5% | 14,990 | $717K |
| Sunflower Bank, N.A. | 0.18% | No change | 14,851 | $710K |
| PAX Financial Group, LLC | 0.12% | Reduce -11.2% | 14,268 | $682K |
| Corient Private Wealth LP | 0.00% | Add +10.1% | 16,906 | $674K |
| Parcion Private Wealth LLC | 0.04% | No change | 14,019 | $671K |
| RMR Wealth Builders | 0.05% | Reduce -7.0% | 13,562 | $649K |
| Canvas Wealth Advisors, LLC | 0.11% | Reduce -8.8% | 13,507 | $646K |
| Atlantic Edge Private Wealth Management, LLC | 0.16% | Reduce -1.8% | 13,396 | $641K |
| Anson Capital, Inc. | 0.42% | Add +3.3% | 12,847 | $614K |
| Valeo Financial Advisors, LLC | 0.01% | New | 12,536 | $600K |
| Equita Financial Network, Inc. | 0.19% | Add +0.4% | 12,531 | $599K |
| Moneywise, Inc. | 0.26% | Reduce -1.4% | 12,523 | $599K |
| Mayflower Financial Advisors, LLC | 0.07% | Reduce -0.8% | 12,407 | $593K |
| Curi Capital, LLC | 0.01% | Reduce -4.3% | 12,269 | $587K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -2.6% | 12,170 | $582K |
| PFW Advisors LLC | 0.18% | Add +10.4% | 12,063 | $577K |
| NewEdge Wealth, LLC | 0.01% | Add +23.8% | 11,894 | $569K |
| Capital Analysts, LLC | 0.01% | Add +11.9% | 11,851 | $567K |
| Blair William & Co. | 0.00% | Reduce -0.2% | 11,543 | $552K |
| &partners | 0.00% | Add +12.3% | 11,509 | $550K |
| One Capital Management, LLC | 0.01% | Reduce -4.4% | 11,207 | $536K |
| 1834 Investment Advisors Co. | 0.07% | No change | 10,957 | $524K |
| Wealth Management Resources, Inc. | 0.18% | No change | 10,668 | $510K |
| Northwest Wealth Management, LLC | 0.08% | No change | 10,604 | $507K |
| Rehmann Capital Advisory Group | 0.03% | Add +0.5% | 10,549 | $505K |
| Arkadios Wealth Advisors | 0.01% | New | 10,536 | $504K |
| CIBC Bancorp USA Inc. | 0.00% | — | 10,400 | $497K |
| ORBA Wealth Advisors, L.L.C. | 0.59% | Add +99.8% | 10,392 | $497K |
| Altus Wealth Management, LLC | 0.22% | No change | 10,379 | $496K |
| Northern Trust Corp. | 0.00% | New | 10,145 | $485K |
| Evelyn Partners Asset Management Ltd | 0.12% | New | 10,086 | $482K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -12.3% | 10,069 | $482K |
| Whitegate Investment Counselors, Inc. | 0.15% | No change | 10,030 | $480K |
| Boston Trust Walden Corp | 0.00% | Add +1.7% | 9,934 | $475K |
| Fortis Capital Management LLC | 0.06% | New | 9,870 | $472K |
| APS Management Group, Inc. | 0.40% | Add +3.0% | 9,728 | $465K |
| Riversedge Advisors, LLC | 0.08% | Reduce -0.3% | 9,707 | $464K |
| Forefront Wealth Partners, LLC | 0.19% | Reduce -4.2% | 9,471 | $453K |
| HUB Investment Partners, LLC | 0.01% | New | 9,456 | $452K |
| Advisor OS, LLC | 0.03% | Add +14.0% | 9,403 | $450K |
| Lifeworks Advisors, LLC | 0.06% | No change | 9,384 | $449K |
| Wealthcare Capital Partners, LLC | 0.21% | Reduce -4.4% | 9,298 | $445K |
| MAI Capital Management | 0.00% | Reduce -16.6% | 9,141 | $437K |
| Capital Advisors, Ltd. LLC | 0.05% | No change | 9,097 | $435K |
| M&T Bank Corp | 0.00% | Reduce -10.7% | 9,074 | $434K |
| Avant Financial Advisors LLC | 0.30% | Add +2.3% | 9,056 | $433K |
| Tritonpoint Wealth, LLC | 0.05% | New | 9,037 | $432K |
| Legacy Edge Advisors, LLC | 0.05% | Add +3.8% | 8,984 | $430K |
| Strategic Blueprint, LLC | 0.02% | Reduce -4.2% | 8,842 | $423K |
| Seeds Investor LLC | 0.06% | No change | 8,816 | $423K |
| Continuum Advisory, LLC | 0.04% | Reduce -5.1% | 8,757 | $419K |
| IFG Advisors, LLC | 0.07% | Reduce -6.0% | 8,485 | $406K |
| Essex Financial Services, Inc. | 0.02% | No change | 8,465 | $405K |
| Pinnacle Financial Partners, Inc. | 0.00% | Reduce -8.4% | 8,350 | $399K |
| Evensky & Katz LLC | 0.02% | Add +1.9% | 8,006 | $383K |
| Moseley Investment Management Inc. | 0.12% | Reduce -0.0% | 7,980 | $382K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +159320.0% | 7,971 | $381K |
| XML Financial, LLC | 0.03% | No change | 7,840 | $375K |
| Atlas Legacy Advisors, LLC | 0.07% | Reduce -7.5% | 7,723 | $369K |
| KFA Private Wealth Group, LLC | 0.09% | No change | 7,426 | $355K |
| Fulton Bank, N.A. | 0.01% | New | 7,386 | $353K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -5.4% | 7,362 | $352K |
| CAP Partners, LLC | 0.20% | Add +0.3% | 7,305 | $349K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 7,271 | $348K |
| Rock Point Advisors, LLC | 0.09% | Reduce -0.9% | 7,250 | $347K |
| Independent Financial Group, LLC | 0.01% | Add +6.5% | 7,227 | $346K |
| N.E.W. Advisory Services LLC | 0.03% | Reduce -1.6% | 7,147 | $342K |
| Rare Wolf Capital LLC | 0.22% | Reduce -8.1% | 7,095 | $339K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 7,080 | $339K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,009 | $335K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $330K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,800 | $325K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -29.3% | 6,782 | $324K |
| Parallel Advisors, LLC | 0.01% | No change | 6,673 | $319K |
| First Horizon Corp. | 0.01% | No change | 6,592 | $315K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 6,552 | $313K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 6,553 | $313K |
| Next Level Private LLC | 0.07% | Add +0.5% | 6,532 | $312K |
| Wedbush Securities Inc. | 0.01% | Add +36.1% | 6,515 | $312K |
| Fullerton Advisors, LLC | 0.32% | Reduce -1.8% | 6,523 | $312K |
| Keybank National Association | 0.00% | No change | 6,519 | $312K |
| New Perspectives, Inc | 0.11% | No change | 6,491 | $310K |
| Strategic Financial Concepts, LLC | 0.07% | Add +11.1% | 6,193 | $296K |
| IFP Advisors, Inc | 0.01% | No change | 6,183 | $296K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -7.0% | 6,171 | $295K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -36.4% | 6,106 | $292K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -5.4% | 6,075 | $291K |
| Principal Securities, Inc. | 0.00% | Reduce -19.1% | 6,013 | $288K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 5,929 | $284K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $280K |
| Advisory Services Network, LLC | 0.00% | Reduce -11.4% | 5,812 | $278K |
| Burk Holdings LLC | 0.12% | Reduce -5.3% | 5,790 | $277K |
| Keener Financial Planning LLC | 0.11% | Add +15.9% | 5,528 | $264K |
| Stock Yards Bank & Trust Co. | 0.01% | Reduce -24.3% | 5,366 | $257K |
| Marshall Financial Group, LLC | 0.04% | No change | 5,293 | $253K |
| Topsail Wealth Management, LLC | 0.04% | No change | 5,239 | $251K |
| VestGen Advisors, LLC | 0.01% | Add +0.9% | 5,241 | $250K |
| Krane Financial Solutions LLC | 0.17% | — | 5,218 | $250K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -32.7% | 5,164 | $247K |
| Capital Advisors Inc. | 0.00% | No change | 5,105 | $244K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -8.1% | 4,952 | $237K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -17.4% | 4,937 | $236K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $235K |
| Global Wealth Management Investment Advisory, Inc. | 0.04% | Add +13.0% | 4,878 | $233K |
| Keebeck Wealth Management | 0.03% | No change | 4,823 | $231K |
| Net Worth Advisory Group | 0.05% | Add +7.5% | 4,799 | $230K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $224K |
| Boyce & Associates Wealth Consulting, Inc. | 0.17% | Add +0.7% | 4,678 | $224K |
| Kesler, Norman & Wride, LLC | 0.04% | No change | 4,650 | $222K |
| StoneX Group Inc. | 0.01% | New | 4,624 | $221K |
| SigFig Wealth Management, LLC | 0.01% | New | 4,611 | $221K |
| Clarity Financial LLC | 0.02% | Reduce -3.0% | 4,525 | $216K |
| Peak Wealth Management LLC | 0.18% | Add +3.0% | 4,501 | $215K |
| Mullooly Asset Management, Inc. | 0.08% | Add +0.5% | 4,498 | $215K |
| Octavia Wealth Advisors, LLC | 0.02% | Reduce -37.2% | 4,452 | $213K |
| True Vision MN LLC | 0.11% | Reduce -2.7% | 4,378 | $209K |
| Hardin Capital Partners, LLC | 0.09% | Reduce -0.8% | 4,257 | $204K |
| Journey Strategic Wealth LLC | 0.01% | No change | 4,243 | $203K |
| WealthShield Partners, LLC | 0.02% | No change | 4,235 | $202K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,393 | $162K |
| Spire Wealth Management | 0.01% | No change | 3,261 | $156K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +2115.9% | 3,213 | $154K |
| Private Trust Co. NA | 0.01% | Reduce -1.5% | 3,098 | $148K |
| Signaturefd, LLC | 0.00% | No change | 2,999 | $143K |
| Deutsche Bank AG | 0.00% | No change | 2,555 | $122K |
| Frazier Financial Advisors, LLC | 0.06% | New | 2,450 | $117K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2410.2% | 2,209 | $106K |
| Rossmore Private Capital | 0.01% | No change | 2,195 | $105K |
| Pinnacle Bancorp, Inc. | 0.03% | Add +4.7% | 2,164 | $104K |
| Blue Trust, Inc. | 0.00% | Add +117.4% | 2,146 | $103K |
| Harbour Investments, Inc. | 0.00% | Add +2.6% | 2,121 | $101K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $100K |
| Oakworth Capital, Inc. | 0.01% | New | 2,000 | $96K |
| Bfsg, LLC | 0.01% | No change | 1,563 | $75K |
| Valley Wealth Managers, Inc. | 0.00% | No change | 1,491 | $71K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,350 | $65K |
| Blume Capital Management, Inc. | 0.01% | No change | 1,348 | $64K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,235 | $59K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -17.9% | 1,227 | $59K |
| Golden State Wealth Management, LLC | 0.01% | Add +0.5% | 1,060 | $51K |
| Hilltop National Bank | 0.01% | Reduce -65.9% | 992 | $47K |
| First United Bank & Trust | 0.01% | No change | 775 | $37K |
| Richardson Financial Services Inc. | 0.02% | Reduce -76.6% | 761 | $36K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 737 | $35K |
| Rossby Financial, LCC | 0.01% | Add +222.0% | 702 | $34K |
| CoreCap Advisors, LLC | 0.00% | Reduce -19.8% | 592 | $28K |
| Independence Bank of Kentucky | 0.00% | No change | 545 | $26K |
| Ameriflex Group, Inc. | 0.01% | Add +21.5% | 537 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $25K |
| Lanark Financial, Inc. | 0.00% | Reduce -11.6% | 528 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 500 | $24K |
| Private Wealth Management Group, LLC | 0.01% | No change | 485 | $23K |
| Silver Grove Financial Group, Inc. | 0.02% | New | 481 | $23K |
| Barrett & Company, Inc. | 0.01% | No change | 476 | $23K |
| Davis Capital Management | 0.01% | Reduce -18.2% | 450 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -66.0% | 395 | $19K |
| Legacy Wealth Managment, LLC | 0.01% | New | 377 | $18K |
| Winthrop Capital Management, LLC | 0.00% | No change | 336 | $16K |
| Main Street Group, LTD | 0.00% | New | 323 | $15K |
| Vision Retirement, LLC | 0.00% | No change | 279 | $13K |
| WPG Advisers, LLC | 0.01% | No change | 262 | $13K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -34.5% | 213 | $10K |
| Greykasell Wealth Strategies, Inc. | 0.00% | No change | 199 | $10K |
| CENTRAL TRUST Co | 0.00% | No change | 173 | $8K |
| Pillar Financial Advisors, LLC | 0.00% | No change | 166 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 163 | $8K |
| Bangor Savings Bank | 0.00% | No change | 134 | $6K |
| Crewe Advisors LLC | 0.00% | New | 133 | $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% | No change | 116 | $6K |
| Elevated Capital Advisors, LLC | 0.00% | Reduce -49.1% | 90 | $4K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 80 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 77 | $4K |
| Eastern Bank | 0.00% | No change | 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% | No change | 68 | $3K |
| Larson Financial Group LLC | 0.00% | No change | 46 | $2K |
| Integrity Financial Corp | 0.00% | Reduce -97.3% | 41 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 36 | $2K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -41.5% | 31 | $1K |
| BNP Paribas Financial Markets | 0.00% | Reduce -39.1% | 28 | $1K |
| Sound Income Strategies, LLC | 0.00% | No change | 21 | $1K |
| Daytona Street Capital LLC | 0.00% | New | 16 | $764 |
| Banque Transatlantique SA | 0.00% | New | 11 | $526 |
| Russell Investments Group, Ltd. | 0.00% | Add +20.0% | 6 | $304 |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $287 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $240 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 2 | $96 |
| Kingdom Financial Group LLC. | 0.00% | Reduce -99.8% | 2 | $96 |
"% 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.