SS SPDR N Ice St Muni ETFSHMETF
13F holders, Q2 2026 (June 30)397holders +1
29new positions
24sold out
1famous investor
$47.96avg. 13F price*
At the end of Q2 2026, 397 institutions reported holding SS SPDR N Ice St Muni ETF (SHM) in their 13F filings, up 1 from Q1 2026. 29 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($1.0B), Goldman Sachs Group Inc. ($259.2M) and Wells Fargo & Company ($167.8M). 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 (Q2 2026)
- CUSIP
- 78468R739
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $15.6M |
| Exits | 24 | $37.1M |
All 13F filers, Q1 2026 → Q2 2026: 2,903,396 shares bought and 2,564,864 shares sold, net +338,532 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 397 holders
| Bank of America Corp. | 0.07% | Add +2.1% | 21,768,088 | $1.0B |
| Goldman Sachs Group Inc. | 0.03% | Add +4.8% | 5,404,372 | $259.2M |
| Wells Fargo & Company | 0.03% | Reduce -1.4% | 3,498,236 | $167.8M |
| Northwestern Mutual Wealth Management Co. | 0.08% | Add +2.7% | 3,144,684 | $150.8M |
| Envestnet Asset Management Inc. | 0.03% | Add +26.1% | 2,389,309 | $114.6M |
| Quent Capital, LLC | 6.78% | Add +6.4% | 2,299,297 | $110.3M |
| Morgan Stanley | 0.01% | Reduce -14.5% | 1,970,720 | $94.5M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -4.8% | 1,648,710 | $79.1M |
| Mercer Global Advisors Inc. | 0.08% | Reduce -8.4% | 1,415,493 | $67.9M |
| United Capital Financial Advisors, LLC | 0.36% | Reduce -4.4% | 1,357,212 | $65.1M |
| LPL Financial LLC | 0.01% | Add +31.7% | 1,170,165 | $56.1M |
| CX Institutional | 1.55% | Add +0.8% | 1,121,562 | $53.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.47% | Add +0.7% | 749,168 | $35.9M |
| Financial Engines Advisors L.L.C. | 0.06% | Add +1.4% | 677,616 | $32.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +3.8% | 648,479 | $31.1M |
| Wealthcare Advisory Partners LLC | 0.54% | Reduce -1.2% | 593,505 | $28.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.65% | Add +9.9% | 507,618 | $24.3M |
| Alaska Wealth Advisors, LLC | 2.56% | Add +5.4% | 492,292 | $23.6M |
| UBS Group AG | 0.00% | Reduce -0.8% | 485,685 | $23.3M |
| JPMorgan Chase & Co. | 0.00% | Add +28.1% | 361,054 | $17.3M |
| Stifel Financial Corp. | 0.01% | Reduce -14.5% | 327,015 | $15.7M |
| Betterment LLC | 0.02% | Reduce -5.0% | 291,079 | $14.0M |
| Raymond James Financial Inc. | 0.00% | Add +0.9% | 280,152 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Add +5.7% | 268,727 | $12.9M |
| Sei Investments Co. | 0.01% | Reduce -3.5% | 228,444 | $11.0M |
| Cetera Investment Advisers | 0.01% | Add +19.6% | 205,412 | $9.9M |
| TD Private Client Wealth LLC | 0.18% | Reduce -6.8% | 201,593 | $9.7M |
| Symmetry Partners, LLC | 0.49% | Add +6.3% | 199,906 | $9.6M |
| Prime Capital Investment Advisors, LLC | 0.09% | Reduce -5.0% | 198,099 | $9.5M |
| Truist Financial Corp. | 0.01% | Reduce -1.7% | 197,588 | $9.5M |
| Waverly Advisors, LLC | 0.06% | Add +10.3% | 197,418 | $9.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +25.1% | 193,450 | $9.3M |
| TruNorth Capital Management, LLC | 1.46% | Add +7.0% | 189,285 | $9.1M |
| UMB Bank, n.a. | 0.11% | Reduce -23.0% | 186,016 | $8.9M |
| BlackRock, Inc. | 0.00% | Add +1.0% | 181,109 | $8.7M |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0.12% | Reduce -0.9% | 166,860 | $8.0M |
| Allworth Financial LP | 0.03% | Reduce -17.1% | 158,979 | $7.6M |
| Trustmark Bank Trust Department | 0.43% | Add +1.1% | 149,790 | $7.2M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -5.7% | 146,608 | $7.0M |
| NewEdge Advisors, LLC | 0.02% | Reduce -0.1% | 139,157 | $6.7M |
| McAdam, LLC | 0.25% | Add +22.9% | 134,384 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +266.2% | 124,171 | $6.0M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -2.9% | 122,519 | $5.9M |
| Foster Group, Inc. | 0.15% | Reduce -1.7% | 119,145 | $5.7M |
| Royal Bank of Canada | 0.00% | Add +0.9% | 118,097 | $5.7M |
| Strategies Wealth Advisors, LLC | 0.51% | Reduce -11.7% | 117,928 | $5.7M |
| MML Investors Services, LLC | 0.01% | Add +261.9% | 117,339 | $5.6M |
| Osaic Holdings, Inc. | 0.01% | Add +1.9% | 111,171 | $5.3M |
| Cerity Partners LLC | 0.01% | Add +0.8% | 110,515 | $5.3M |
| Cullen/Frost Bankers, Inc. | 0.05% | Add +4.2% | 109,399 | $5.2M |
| Orion Porfolio Solutions, LLC | 0.04% | Reduce -0.1% | 104,645 | $5.0M |
| Aua Capital Management, LLC | 2.23% | Reduce -0.0% | 100,483 | $4.8M |
| Ackerman Capital Advisors, LLC | 0.97% | Reduce -2.5% | 100,449 | $4.8M |
| Benjamin Edwards Inc. | 0.04% | Reduce -30.4% | 98,919 | $4.7M |
| Focus Partners Wealth | 0.00% | Reduce -2.0% | 98,851 | $4.7M |
| Chatham Capital Group, Inc. | 0.58% | Reduce -0.5% | 95,375 | $4.6M |
| Assetmark, Inc. | 0.01% | Add +7.4% | 93,901 | $4.5M |
| Bank of Montreal | 0.00% | Add +6.5% | 93,847 | $4.5M |
| Paulson Wealth Management Inc. | 0.92% | Reduce -11.6% | 90,179 | $4.3M |
| Apella Capital, LLC | 0.06% | Add +1.0% | 88,138 | $4.2M |
| Brio Consultants, LLC | 0.48% | Add +1.3% | 86,254 | $4.1M |
| Bragg Financial Advisors, Inc | 0.10% | Add +0.0% | 80,113 | $3.8M |
| Smithfield Trust Co | 0.15% | Add +12.3% | 79,658 | $3.8M |
| GAMMA Investing LLC | 0.14% | Add +16.7% | 79,121 | $3.8M |
| Bleakley Financial Group, LLC | 0.05% | New | 74,764 | $3.6M |
| Elequin Capital, LP | 0.60% | Add +134.1% | 73,072 | $3.5M |
| Kestra Advisory Services, LLC | 0.01% | Add +23.9% | 71,329 | $3.4M |
| James Investment Research, Inc. | 0.34% | No change | 69,944 | $3.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 69,922 | $3.4M |
| Ameraudi Asset Management, Inc. | 1.51% | Reduce -0.7% | 69,577 | $3.3M |
| Royal Harbor Partners, LLC | 1.02% | New | 68,644 | $3.3M |
| GenTrust, LLC | 0.12% | Reduce -48.8% | 66,883 | $3.2M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -4.8% | 66,577 | $3.2M |
| RW Investment Management LLC | 0.27% | Reduce -2.2% | 63,821 | $3.1M |
| Creative Planning | 0.00% | Add +0.8% | 62,263 | $3.0M |
| Park Avenue Securities LLC | 0.02% | New | 61,848 | $3.0M |
| Eagle Global Advisors LLC | 0.09% | Add +6.8% | 59,333 | $2.8M |
| Columbia River Financial Group, LLC | 1.44% | Add +9.3% | 56,084 | $2.7M |
| Tilson Financial Group, Inc. | 0.74% | Reduce -0.8% | 55,746 | $2.7M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -26.2% | 53,870 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 53,232 | $2.6M |
| Ascent Group, LLC | 0.08% | Reduce -17.6% | 52,529 | $2.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | Add +0.5% | 52,012 | $2.5M |
| Fifth Third Bancorp | 0.00% | Reduce -6.9% | 49,793 | $2.4M |
| Old National Bancorp | 0.05% | Reduce -2.5% | 49,556 | $2.4M |
| Parkside Financial Bank & Trust | 0.16% | Add +4.8% | 49,378 | $2.4M |
| Charles Schwab Trust Co | 0.13% | Add +0.0% | 48,394 | $2.3M |
| Alaska Permanent Capital Management, LLC | 0.15% | Add +76.8% | 48,194 | $2.3M |
| Dynamic Advisor Solutions LLC | 0.07% | Add +1.8% | 48,056 | $2.3M |
| Leisure Capital Management | 0.72% | Reduce -0.2% | 47,883 | $2.3M |
| Elmwood Wealth Management, Inc. | 0.57% | Add +18.6% | 47,159 | $2.3M |
| Regal Investment Advisors LLC | 0.12% | Add +1.6% | 47,023 | $2.3M |
| Independent Advisor Alliance | 0.05% | Reduce -59.4% | 46,698 | $2.2M |
| McNaughton Wealth Management, LLC | 0.79% | Reduce -3.5% | 46,166 | $2.2M |
| Detalus Advisors, LLC | 0.43% | Reduce -13.3% | 45,737 | $2.2M |
| Altfest L J & Co. Inc. | 0.21% | Reduce -3.1% | 45,484 | $2.2M |
| Sage Mountain Advisors LLC | 0.13% | Add +29.6% | 45,104 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -5.2% | 44,972 | $2.2M |
| Precision Wealth Strategies, LLC | 0.65% | Reduce -51.5% | 44,926 | $2.2M |
| Hunter Associates Investment Management LLC | 0.24% | Reduce -3.4% | 43,800 | $2.1M |
| Davidson Investment Advisors | 0.09% | Reduce -8.4% | 43,357 | $2.1M |
| US Bancorp \de | 0.00% | No change | 42,962 | $2.1M |
| Boston Standard Wealth Management, LLC | 0.29% | Reduce -0.0% | 42,429 | $2.0M |
| Global Retirement Partners, LLC | 0.03% | — | 42,090 | $2.0M |
| Chesley Taft & Associates LLC | 0.08% | No change | 41,922 | $2.0M |
| St Germain D J Co. Inc. | 0.07% | Reduce -2.8% | 41,708 | $2.0M |
| Horizon Family Wealth, Inc. | 0.90% | Reduce -19.6% | 41,058 | $2.0M |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 40,787 | $2.0M |
| Equitable Holdings, Inc. | 0.01% | Add +3.6% | 40,653 | $1.9M |
| LJI Wealth Management, LLC | 0.27% | Add +0.3% | 40,336 | $1.9M |
| Brandywine Oak Private Wealth LLC | 0.14% | Reduce -0.8% | 38,947 | $1.9M |
| Integrated Wealth Concepts LLC | 0.01% | Add +29.7% | 38,078 | $1.8M |
| Wealthcare Capital Management LLC | 0.17% | Reduce -1.8% | 37,810 | $1.8M |
| SteelPeak Wealth, LLC | 0.05% | Reduce -12.2% | 37,319 | $1.8M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.8% | 35,807 | $1.7M |
| Main Street Financial Solutions, LLC | 0.11% | Add +64.3% | 35,597 | $1.7M |
| Merit Financial Group, LLC | 0.01% | Reduce -0.7% | 35,120 | $1.7M |
| Blueprint Financial Advisors LLC | 0.19% | Reduce -3.5% | 34,955 | $1.7M |
| Blueprint Investment Partners LLC | 0.14% | Reduce -3.5% | 34,955 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.1% | 34,699 | $1.7M |
| Ashton Thomas Private Wealth, LLC | 0.03% | Reduce -0.7% | 34,536 | $1.7M |
| Hancock Whitney Corp. | 0.03% | Reduce -4.3% | 33,915 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -32.3% | 33,901 | $1.6M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +0.1% | 33,389 | $1.6M |
| FC Advisory LLC | 0.41% | Add +0.2% | 32,466 | $1.6M |
| Westside Investment Management, Inc. | 0.20% | Reduce -1.6% | 32,391 | $1.6M |
| Citigroup Inc. | 0.00% | Add +6.9% | 32,279 | $1.5M |
| SageView Advisory Group, LLC | 0.05% | Reduce -0.3% | 31,759 | $1.5M |
| Traveka Wealth, LLC | 0.50% | Reduce -14.9% | 31,473 | $1.5M |
| Arax Advisory Partners | 0.01% | Add +81.2% | 31,457 | $1.5M |
| Versant Capital Management, Inc | 0.13% | Add +3.9% | 31,265 | $1.5M |
| Hurlow Wealth Management Group, Inc. | 0.31% | Add +0.3% | 31,219 | $1.5M |
| Grey Fox Wealth Advisors, LLC | 0.23% | Reduce -1.8% | 30,980 | $1.5M |
| FMR LLC | 0.00% | Add +15.7% | 30,947 | $1.5M |
| Snowden Capital Advisors LLC | 0.03% | Add +41.6% | 30,591 | $1.5M |
| Eagle Strategies LLC | 0.14% | Reduce -18.1% | 30,231 | $1.5M |
| Wealth Enhancement Trust Services, Inc. | 0.16% | Add +4.9% | 30,212 | $1.4M |
| Strategic Family Wealth Counselors, L.L.C. | 0.33% | No change | 29,693 | $1.4M |
| Karpus Management, Inc. | 0.04% | Reduce -72.6% | 29,400 | $1.4M |
| Opal Wealth Advisors, LLC | 0.30% | Reduce -0.2% | 29,063 | $1.4M |
| Simon Quick Advisors, LLC | 0.06% | Reduce -4.2% | 29,040 | $1.4M |
| Kwmg, LLC | 0.10% | Reduce -4.1% | 28,974 | $1.4M |
| Premier Path Wealth Partners, LLC | 0.16% | Add +15.2% | 28,613 | $1.4M |
| Voisard Asset Management Group, Inc. | 0.26% | No change | 28,545 | $1.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +122.7% | 27,104 | $1.3M |
| Aquire Wealth Advisors, LLC | 0.29% | Reduce -5.7% | 26,806 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.5% | 26,631 | $1.3M |
| Foronjy Financial LLC | 0.47% | Reduce -34.3% | 26,504 | $1.3M |
| Savant Capital, LLC | 0.00% | Add +73.4% | 26,492 | $1.3M |
| Perigon Wealth Management, LLC | 0.02% | Reduce -8.7% | 25,777 | $1.2M |
| Rare Wolf Capital LLC | 0.79% | Add +262.1% | 25,693 | $1.2M |
| Howe & Rusling Inc. | 0.07% | Add +4.0% | 25,541 | $1.2M |
| Johnson Financial Group, LLC | 0.07% | Reduce -3.1% | 25,491 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +31.7% | 25,405 | $1.2M |
| AE Wealth Management LLC | 0.01% | Add +5.2% | 24,855 | $1.2M |
| Aviance Capital Partners, LLC | 0.12% | Reduce -14.7% | 24,796 | $1.2M |
| Juncture Wealth Strategies, LLC | 0.31% | Reduce -2.4% | 24,605 | $1.2M |
| Modera Wealth Management, LLC | 0.01% | Add +0.1% | 24,053 | $1.2M |
| Savvy Advisors, Inc. | 0.02% | Add +10.4% | 23,605 | $1.1M |
| &partners | 0.00% | Add +103.3% | 23,400 | $1.1M |
| First National Bank of Omaha | 0.03% | Reduce -12.3% | 23,108 | $1.1M |
| Cypress Financial Planning LLC | 0.27% | Add +12.2% | 22,984 | $1.1M |
| Veratis Advisors, Inc. | 0.76% | — | 22,498 | $1.1M |
| Apollon Wealth Management, LLC | 0.01% | Reduce -15.1% | 22,010 | $1.1M |
| RiverGlades Family Offices LLC | 0.48% | Reduce -27.3% | 21,602 | $1.0M |
| Staley Capital Advisers Inc. | 0.04% | No change | 21,400 | $1.0M |
| Forefront Wealth Partners, LLC | 0.32% | Add +123.8% | 21,195 | $1.0M |
| Freestone Capital Holdings, LLC | 0.03% | No change | 21,019 | $1.0M |
| Capital Advisors Wealth Management, LLC | 0.12% | Reduce -39.6% | 20,775 | $996K |
| Omega Financial Group, LLC | 0.30% | Add +1.6% | 20,552 | $986K |
| Citadel Advisors | 0.00% | Reduce -64.3% | 20,113 | $965K |
| Choreo, LLC | 0.01% | Add +2.2% | 19,904 | $955K |
| OpenArc Corporate Advisory, LLC | 0.01% | Reduce -43.3% | 19,775 | $949K |
| Financial Strategies Group, Inc. | 0.15% | Add +1.2% | 19,842 | $948K |
| Prairiewood Capital, LLC | 0.24% | Add +6.4% | 19,630 | $942K |
| Confluence Investment Management LLC | 0.01% | Reduce -68.3% | 19,435 | $932K |
| Clearstead Advisors, LLC | 0.01% | Add +0.1% | 18,861 | $905K |
| Crews Bank & Trust | 0.12% | No change | 18,827 | $903K |
| Mutual Advisors, LLC | 0.02% | Add +2.7% | 18,740 | $899K |
| CNB Bank | 0.35% | Reduce -2.5% | 18,721 | $898K |
| Vista Investment Management | 0.27% | No change | 18,715 | $898K |
| WBH Advisory Inc. | 0.06% | New | 18,421 | $884K |
| Ritholtz Wealth Management | 0.01% | Add +0.3% | 18,199 | $873K |
| Brown Wealth Management, LLC | 0.19% | Add +5.5% | 18,138 | $870K |
| Heritage Wealth Management, Inc. | 0.43% | Add +20.6% | 18,085 | $867K |
| Transcendent Capital Group LLC | 0.34% | Reduce -0.5% | 18,023 | $864K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.8% | 17,454 | $837K |
| Quantinno Capital Management LP | 0.00% | Reduce -18.0% | 16,993 | $815K |
| Nicolet Bankshares Inc. | 0.03% | No change | 16,949 | $812K |
| Friedenthal Financial | 0.37% | Reduce -12.8% | 16,705 | $801K |
| BCS Wealth Management | 0.14% | Add +4.0% | 16,685 | $800K |
| PAX Financial Group, LLC | 0.12% | Add +15.3% | 16,458 | $789K |
| Clearwater Capital Advisors, LLC | 0.06% | No change | 16,250 | $779K |
| QP Wealth Management, LLC | 1.10% | Add +6.5% | 16,117 | $773K |
| IHT Wealth Management, LLC | 0.02% | Add +1.7% | 15,958 | $765K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.0% | 15,858 | $761K |
| L.K. Benson & Company, P.C. | 0.23% | Reduce -5.3% | 15,787 | $757K |
| Mather Group, Llc. | 0.01% | Reduce -0.1% | 15,383 | $738K |
| Legacy Solutions, LLC | 0.60% | Add +1.9% | 15,334 | $736K |
| Anson Capital, Inc. | 0.48% | Add +18.8% | 15,267 | $732K |
| Canvas Wealth Advisors, LLC | 0.10% | Add +12.7% | 15,224 | $730K |
| Sunflower Bank, N.A. | 0.17% | No change | 14,851 | $712K |
| Parcion Private Wealth LLC | 0.04% | No change | 14,019 | $672K |
| NewEdge Wealth, LLC | 0.01% | Add +13.8% | 13,541 | $650K |
| Dakota Wealth Management | 0.01% | Reduce -25.9% | 13,205 | $633K |
| RMR Wealth Builders | 0.04% | Reduce -3.1% | 13,142 | $630K |
| Lazard Asset Management LLC | 0.00% | Reduce -52.4% | 13,000 | $624K |
| Advisor OS, LLC | 0.04% | Add +36.4% | 12,825 | $615K |
| Capital Analysts, LLC | 0.01% | Add +8.1% | 12,816 | $614K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -21.8% | 12,719 | $610K |
| Equita Financial Network, Inc. | 0.17% | Add +0.6% | 12,607 | $605K |
| Mayflower Financial Advisors, LLC | 0.05% | Add +0.6% | 12,486 | $599K |
| Moneywise, Inc. | 0.22% | Reduce -0.6% | 12,452 | $597K |
| Atlantic Edge Private Wealth Management, LLC | 0.12% | Reduce -7.1% | 12,446 | $597K |
| PFW Advisors LLC | 0.17% | No change | 12,063 | $579K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -5.7% | 11,825 | $567K |
| Wakefield Asset Management LLLP | 0.13% | Reduce -28.4% | 11,661 | $559K |
| Corient Private Wealth LP | 0.00% | Reduce -31.5% | 11,578 | $555K |
| Strategic Blueprint, LLC | 0.03% | Add +29.3% | 11,434 | $548K |
| IFG Advisory, LLC | 0.02% | New | 11,421 | $548K |
| One Capital Management, LLC | 0.01% | No change | 11,207 | $536K |
| Blair William & Co. | 0.00% | Reduce -5.3% | 10,931 | $524K |
| Legacy Wealth Managment, LLC | 0.21% | Add +2777.4% | 10,848 | $520K |
| Gateway Wealth Partners, LLC | 0.03% | Reduce -41.1% | 10,729 | $515K |
| Wealth Management Resources, Inc. | 0.16% | No change | 10,668 | $512K |
| Wealthspire Advisors, LLC | 0.00% | Add +5.8% | 10,653 | $511K |
| Arkadios Wealth Advisors | 0.01% | Add +0.9% | 10,634 | $510K |
| APS Management Group, Inc. | 0.39% | Add +9.2% | 10,620 | $509K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.7% | 10,618 | $509K |
| Curi Capital, LLC | 0.01% | Reduce -15.2% | 10,399 | $499K |
| ORBA Wealth Advisors, L.L.C. | 0.43% | No change | 10,392 | $498K |
| Altus Wealth Management, LLC | 0.19% | No change | 10,379 | $498K |
| Northern Trust Corp. | 0.00% | Add +0.4% | 10,185 | $489K |
| Boston Trust Walden Corp | 0.00% | Reduce -1.7% | 9,766 | $468K |
| MY Wealth Management Inc. | 0.33% | Reduce -92.9% | 9,743 | $467K |
| CIBC Bancorp USA Inc. | 0.00% | Reduce -6.3% | 9,741 | $467K |
| Invst, LLC | 0.05% | New | 9,683 | $464K |
| Lifeworks Advisors, LLC | 0.05% | No change | 9,384 | $450K |
| Advisory Services Network, LLC | 0.01% | Add +60.1% | 9,307 | $446K |
| Wealthcare Capital Partners, LLC | 0.18% | Reduce -0.4% | 9,261 | $444K |
| TritonPoint Partners, LLC | 0.04% | New | 9,236 | $443K |
| Riversedge Advisors, LLC | 0.06% | Reduce -5.4% | 9,185 | $441K |
| MAI Capital Management | 0.00% | Add +0.1% | 9,150 | $439K |
| Capital Advisors, Ltd. LLC | 0.04% | No change | 9,097 | $436K |
| Avant Financial Advisors LLC | 0.27% | No change | 9,056 | $434K |
| Seeds Investor LLC | 0.04% | No change | 8,816 | $423K |
| M&T Bank Corp | 0.00% | Reduce -3.1% | 8,788 | $422K |
| Northwest Wealth Management, LLC | 0.06% | Reduce -17.5% | 8,744 | $419K |
| Continuum Advisory, LLC | 0.03% | Reduce -2.5% | 8,541 | $410K |
| Essex Financial Services, Inc. | 0.02% | No change | 8,465 | $406K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -7.0% | 8,401 | $403K |
| IFG Advisors, LLC | 0.06% | Reduce -1.0% | 8,401 | $403K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +0.1% | 8,361 | $401K |
| Evensky & Katz LLC | 0.02% | Add +1.5% | 8,128 | $390K |
| World Investment Advisors | 0.01% | New | 8,081 | $388K |
| XML Financial, LLC | 0.03% | No change | 7,840 | $376K |
| Deutsche Bank AG | 0.00% | Add +206.8% | 7,838 | $376K |
| 1834 Investment Advisors Co. | 0.04% | Reduce -29.0% | 7,776 | $373K |
| Atlas Legacy Advisors, LLC | 0.05% | Reduce -1.4% | 7,617 | $365K |
| Wealthfront Advisers LLC | 0.00% | New | 7,585 | $364K |
| KFA Private Wealth Group, LLC | 0.09% | No change | 7,426 | $356K |
| Axxcess Wealth Management, LLC | 0.01% | New | 7,409 | $355K |
| Phillip James Consulting Co. | 0.24% | Reduce -85.1% | 7,382 | $354K |
| CAP Partners, LLC | 0.17% | Add +0.4% | 7,334 | $352K |
| Fulton Bank, N.A. | 0.01% | Reduce -1.0% | 7,311 | $351K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 7,271 | $349K |
| Rock Point Advisors, LLC | 0.09% | No change | 7,250 | $348K |
| L. Roy Papp & Associates, LLP | 0.04% | No change | 7,080 | $340K |
| Burk Holdings LLC | 0.12% | Add +20.9% | 7,002 | $336K |
| Cascade Financial Partners, LLC | 0.03% | Reduce -5.7% | 6,944 | $333K |
| JFS Wealth Advisors, LLC | 0.02% | No change | 6,896 | $331K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +38.5% | 6,859 | $329K |
| Global Wealth Management Investment Advisory, Inc. | 0.05% | Add +40.0% | 6,831 | $328K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 6,800 | $326K |
| Independent Financial Group, LLC | 0.01% | Reduce -6.1% | 6,784 | $325K |
| Bailard, Inc. | 0.01% | New | 6,752 | $324K |
| Parallel Advisors, LLC | 0.00% | No change | 6,673 | $320K |
| First Horizon Corp. | 0.01% | No change | 6,592 | $316K |
| Keener Financial Planning LLC | 0.11% | Add +19.5% | 6,607 | $316K |
| Thrivent Financial for Lutherans | 0.00% | Add +0.4% | 6,579 | $316K |
| Next Level Private LLC | 0.06% | Add +0.7% | 6,575 | $315K |
| Rosenberg Matthew Hamilton | 0.06% | No change | 6,552 | $314K |
| Keybank National Association | 0.00% | No change | 6,519 | $313K |
| New Perspectives, Inc | 0.10% | No change | 6,491 | $311K |
| Level Four Advisory Services, LLC | 0.01% | New | 6,374 | $306K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.1% | 6,313 | $303K |
| Krane Financial Solutions LLC | 0.19% | Add +20.5% | 6,289 | $302K |
| Private Trust Co. NA | 0.02% | Add +101.7% | 6,250 | $300K |
| Fullerton Advisors, LLC | 0.28% | Reduce -5.2% | 6,182 | $297K |
| IFP Advisors, Inc | 0.01% | Reduce -0.1% | 6,174 | $296K |
| HRT Financial LP | 0.00% | New | 6,070 | $291K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -11.0% | 6,039 | $290K |
| Oppenheimer & Co. Inc. | 0.00% | New | 5,990 | $287K |
| Wellington Shields Capital Management, LLC | 0.04% | No change | 5,929 | $284K |
| Vise Technologies, Inc. | 0.00% | New | 5,911 | $284K |
| N.E.W. Advisory Services LLC | 0.02% | Reduce -17.8% | 5,872 | $282K |
| Manning & Napier Advisors LLC | 0.00% | No change | 5,862 | $281K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -5.1% | 5,793 | $278K |
| Fortis Capital Management LLC | 0.03% | Reduce -42.3% | 5,699 | $273K |
| Aptus Capital Advisors, LLC | 0.00% | Add +14.9% | 5,671 | $272K |
| Quotient Wealth Partners, LLC | 0.01% | Reduce -8.1% | 5,581 | $268K |
| HUB Investment Partners, LLC | 0.00% | Reduce -41.3% | 5,551 | $266K |
| SigFig Wealth Management, LLC | 0.01% | Add +16.4% | 5,369 | $258K |
| Stock Yards Bank & Trust Co. | 0.01% | No change | 5,366 | $257K |
| VestGen Advisors, LLC | 0.01% | Add +1.6% | 5,325 | $255K |
| Marshall Financial Group, LLC | 0.04% | No change | 5,293 | $254K |
| Topsail Wealth Management, LLC | 0.03% | No change | 5,239 | $251K |
| CWA Asset Management Group, LLC | 0.01% | Reduce -16.6% | 5,150 | $247K |
| Tennessee Valley Asset Management Partners | 0.03% | Reduce -2.9% | 5,016 | $241K |
| Linscomb Wealth, Inc. | 0.01% | No change | 4,909 | $235K |
| Keebeck Wealth Management | 0.02% | No change | 4,823 | $231K |
| Net Worth Advisory Group | 0.06% | Add +0.3% | 4,814 | $231K |
| GLOBALT Investments LLC / GA | 0.01% | No change | 4,685 | $225K |
| Kesler, Norman & Wride, LLC | 0.04% | No change | 4,650 | $223K |
| Boyce & Associates Wealth Consulting, Inc. | 0.15% | Reduce -0.7% | 4,644 | $223K |
| Mullooly Asset Management, Inc. | 0.07% | Add +0.7% | 4,528 | $217K |
| Clarity Financial LLC | 0.02% | No change | 4,525 | $217K |
| Pinnacle Bancorp, Inc. | 0.06% | Add +108.7% | 4,516 | $217K |
| Octavia Wealth Advisors, LLC | 0.02% | No change | 4,452 | $214K |
| RMG Wealth Management LLC | 0.02% | New | 8,544 | $213K |
| Capital Advisors Inc. | 0.00% | Reduce -15.3% | 4,325 | $207K |
| Hardin Capital Partners, LLC | 0.09% | No change | 4,257 | $204K |
| Nuveen, LLC | 0.00% | New | 4,224 | $203K |
| Sax Wealth Advisors, LLC | 0.01% | New | 4,233 | $202K |
| Principal Securities, Inc. | 0.00% | Reduce -30.1% | 4,205 | $202K |
| Smartleaf Asset Management LLC | 0.01% | No change | 3,393 | $163K |
| Spire Wealth Management | 0.00% | No change | 3,261 | $156K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -2.1% | 3,146 | $151K |
| Rossmore Private Capital | 0.01% | No change | 2,195 | $105K |
| Blue Trust, Inc. | 0.00% | Add +2.2% | 2,194 | $105K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.4% | 2,112 | $101K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | No change | 2,100 | $101K |
| WealthShield Partners, LLC | 0.01% | Reduce -59.6% | 1,712 | $82K |
| Bfsg, LLC | 0.01% | No change | 1,563 | $75K |
| BNP Paribas Financial Markets | 0.00% | Add +5285.7% | 1,508 | $72K |
| Frazier Financial Advisors, LLC | 0.03% | Reduce -41.2% | 1,440 | $69K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -37.4% | 1,384 | $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 |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 1,067 | $51K |
| Atlatl Advisers LLC | 0.01% | New | 1,000 | $48K |
| Hilltop National Bank | 0.01% | No change | 992 | $48K |
| Private Wealth Asset Management, LLC | 0.00% | New | 818 | $39K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -98.3% | 796 | $38K |
| First United Bank & Trust | 0.01% | No change | 775 | $37K |
| LGT Financial Advisors LLC | 0.19% | New | 731 | $35K |
| Richardson Financial Services Inc. | 0.02% | Reduce -9.5% | 689 | $33K |
| Rossby Financial, LCC | 0.01% | Reduce -2.0% | 688 | $33K |
| Private Wealth Management Group, LLC | 0.01% | Add +12.8% | 547 | $26K |
| Independence Bank of Kentucky | 0.00% | No change | 545 | $26K |
| Ameriflex Group, Inc. | 0.01% | No change | 537 | $26K |
| Hollencrest Capital Management | 0.00% | No change | 533 | $26K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 530 | $25K |
| NBT Bank, N.A. | 0.00% | No change | 500 | $24K |
| Brown Brothers Harriman & Co. | 0.00% | New | 500 | $24K |
| Silver Grove Financial Group, Inc. | 0.01% | No change | 481 | $23K |
| Barrett & Company, Inc. | 0.01% | No change | 476 | $23K |
| CoreCap Advisors, LLC | 0.00% | Reduce -19.9% | 474 | $23K |
| Davis Capital Management | 0.01% | No change | 450 | $22K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 395 | $19K |
| Ameritas Advisory Services, LLC | 0.00% | New | 378 | $18K |
| Winthrop Capital Management, LLC | 0.00% | No change | 336 | $16K |
| Main Street Group, LTD | 0.00% | Add +0.6% | 325 | $16K |
| Fiduciary Financial Advisors | 0.00% | New | 294 | $14K |
| 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% | No change | 213 | $10K |
| Cornerstone Planning Group LLC | 0.00% | Add +554.8% | 203 | $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 |
| Park Place Capital Corp | 0.00% | New | 146 | $7K |
| Bangor Savings Bank | 0.00% | No change | 134 | $6K |
| Crewe Advisors LLC | 0.00% | No change | 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 |
| Signaturefd, LLC | 0.00% | Reduce -96.8% | 96 | $5K |
| Nvest Wealth Strategies, Inc. | 0.00% | No change | 80 | $4K |
| Eastern Bank | 0.00% | No change | 77 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -5.2% | 73 | $3K |
| High Note Wealth, LLC | 0.00% | No change | 72 | $3K |
| Rothschild Investment LLC | 0.00% | No change | 69 | $3K |
| Simplex Trading, LLC | 0.00% | New | 69 | $3K |
| HighMark Wealth Management LLC | 0.00% | Add +1.5% | 69 | $3K |
| Country Trust Bank | 0.00% | New | 65 | $3K |
| Delos Wealth Advisors, LLC | 0.00% | New | 59 | $3K |
| Signature Equity Partners, LLC | 0.00% | New | 53 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -95.7% | 53 | $3K |
| Larson Financial Group LLC | 0.00% | Add +2.2% | 47 | $2K |
| Integrity Financial Corp | 0.00% | No change | 41 | $2K |
| Russell Investments Group, Ltd. | 0.00% | Add +133.3% | 14 | $654 |
| Gables Capital Management Inc. | 0.00% | No change | 6 | $288 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 5 | $240 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 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.