SS SPDR N Ice Muni Bond ETFTFIETF

13F holders, Q1 2024 (March 31)
295holders
2famous investors
$46.48avg. 13F price*

At the end of Q1 2024, 295 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings. The largest holders were Bank of America Corp. ($779.1M), Morgan Stanley ($571.8M) and Betterment LLC ($327.0M). 2 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR N Ice Muni Bond ETF
Filed as
SPDR SER TR (Q1 2024)
CUSIP
78468R721
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 295Q1 2024Q2 2024: 297Q2 2024Q3 2024: 302Q3 2024Q4 2024: 323Q4 2024Q1 2025: 309Q1 2025Q2 2025: 303Q2 2025Q3 2025: 299Q3 2025Q4 2025: 322Q4 2025Q1 2026: 331Q1 2026Q2 2026: 338Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions24$32.2M
Exits37$29.7M

Ownership 295 holders

Bank of America Corp. 0.08% Add +4.5% 16,762,266 $779.1M
Morgan Stanley 0.05% Add +2.6% 12,302,690 $571.8M
Betterment LLC 0.88% Reduce -2.6% 7,035,459 $327.0M
Northwestern Mutual Wealth Management Co. 0.20% Add +5.7% 4,284,236 $199.1M
Fisher Asset Management 0.09% Reduce -0.2% 4,067,097 $189.0M
Cliftonlarsonallen Wealth Advisors, LLC 1.66% Reduce -50.2% 1,566,792 $72.8M
Bank of Montreal 0.02% Add +11.1% 1,333,300 $62.2M
Envestnet Asset Management Inc. 0.02% Reduce -10.1% 1,056,973 $49.1M
LPL Financial LLC 0.02% Reduce -22.5% 900,661 $41.9M
Jane Street Group, LLC 0.05% Add +111.9% 851,732 $39.6M
UBS Group AG 0.01% Reduce -5.5% 834,223 $38.8M
Financial Engines Advisors L.L.C. 0.08% Add +3.0% 793,060 $36.9M
Assetmark, Inc. 0.11% Reduce -15.4% 704,087 $32.7M
One Capital Management, LLC 1.12% Reduce -1.0% 666,036 $31.0M
Foster Group, Inc. 1.29% New 557,561 $25.9M
Bailard, Inc. 0.68% Reduce -54.8% 529,965 $24.6M
JPMorgan Chase & Co. 0.00% Add +12.7% 516,998 $24.0M
Allworth Financial LP 0.15% Reduce -0.9% 448,728 $20.9M
Wells Fargo & Company 0.00% Reduce -3.0% 365,116 $17.0M
HBK Sorce Advisory LLC 0.58% Reduce -4.3% 354,321 $16.5M
Revolve Wealth Partners, LLC 2.80% Add +14.4% 352,025 $16.4M
Cullen/Frost Bankers, Inc. 0.24% Reduce -59.1% 345,338 $16.1M
Avidian Wealth Enterprises, LLC 0.86% Add +2804.9% 344,760 $16.0M
Stifel Financial Corp. 0.02% Add +7.5% 334,464 $15.5M
JFS Wealth Advisors, LLC 1.21% Add +3.1% 328,856 $15.3M
Ackerman Capital Advisors, LLC 4.07% Reduce -0.6% 316,888 $14.7M
Wealthcare Advisory Partners LLC 0.45% Add +0.8% 297,527 $13.8M
State of Wisconsin Investment Board 0.04% No change 285,800 $13.3M
Osaic Holdings, Inc. 0.03% Reduce -41.2% 284,603 $13.2M
MML Investors Services, LLC 0.05% Reduce -4.9% 272,054 $12.6M
Raymond James & Associates 0.01% Add +16.4% 254,168 $11.8M
Truist Financial Corp. 0.02% Add +15.2% 236,026 $11.0M
Renaissance Technologies 0.02% Reduce -49.8% 234,700 $10.9M
Advisors Preferred, LLC 1.73% Reduce -13.8% 222,840 $10.3M
Arax Advisory Partners 1.08% Reduce -5.3% 220,474 $10.2M
Ameriprise Financial Inc. 0.00% Add +96.7% 216,051 $10.0M
Mather Group, Llc. 0.15% Reduce -0.2% 198,010 $9.3M
McAdam, LLC 0.59% Add +16.1% 197,482 $9.2M
Wealthspire Advisors, LLC 0.12% Reduce -4.4% 195,198 $9.1M
Crestwood Advisors Group, LLC 0.20% Reduce -15.6% 194,489 $9.0M
Wealthcare Capital Management LLC 0.99% Reduce -6.2% 191,700 $8.9M
Sterling Financial Group, Inc. 4.01% Add +111.2% 181,790 $8.4M
Cetera Investment Advisers 0.02% Add +55.1% 175,523 $8.2M
Sage Financial Group Inc. 0.70% Add +0.0% 167,048 $7.8M
Steele Capital Management, Inc. 0.42% Reduce -3.4% 157,846 $7.3M
Commonwealth Equity Services, LLC 0.01% Reduce -2.5% 156,096 $7.3M
Comerica Bank 0.03% Add +0.8% 152,099 $7.1M
Old Mission Capital LLC 0.17% Add +10.4% 148,743 $6.9M
Wealth Enhancement Advisory Services, LLC 0.02% Add +0.6% 146,627 $6.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +8.6% 140,566 $6.5M
HighTower Advisors, LLC 0.01% Add +2.6% 135,747 $6.3M
Cwm, LLC 0.03% Add +0.9% 131,738 $6.1M
TD Private Client Wealth LLC 0.20% Add +3.5% 130,286 $6.1M
Towercrest Capital Management 0.95% Reduce -0.7% 120,689 $5.6M
Mariner, LLC 0.01% Reduce -1.1% 120,251 $5.6M
Beacon Pointe Advisors, LLC 0.06% Add +11.8% 119,519 $5.6M
Alliance Wealth Management Group 1.53% Reduce -0.7% 112,056 $5.2M
Aquire Wealth Advisors, LLC 1.76% Reduce -2.6% 108,052 $5.0M
Mayflower Financial Advisors, LLC 0.79% Reduce -0.1% 102,258 $4.8M
Versant Capital Management, Inc 1.27% Reduce -2.0% 95,802 $4.5M
SWS Partners 1.29% Add +4.1% 92,518 $4.3M
Invst, LLC 0.44% Add +0.1% 80,000 $3.7M
Great Valley Advisor Group, Inc. 0.11% Reduce -0.5% 78,134 $3.6M
TruNorth Capital Management, LLC 1.21% — 75,365 $3.5M
Envestnet Portfolio Solutions, Inc. 0.01% Reduce -15.9% 74,773 $3.5M
Royal Bank of Canada 0.00% Reduce -45.1% 73,345 $3.4M
SteelPeak Wealth, LLC 0.17% Add +164.4% 72,032 $3.3M
Evensky & Katz LLC 0.24% Add +11.0% 71,934 $3.3M
HHM Wealth Advisors, LLC 0.51% Add +1.6% 66,904 $3.1M
Raymond James Financial Services Advisors, Inc. 0.00% Reduce -5.8% 60,865 $2.8M
XML Financial, LLC 0.28% Reduce -1.1% 58,384 $2.7M
Cornerstone Wealth Management, LLC 0.21% No change 56,934 $2.6M
PNC Financial Services Group, Inc. 0.00% Reduce -0.3% 55,197 $2.6M
Kestra Advisory Services, LLC 0.02% Add +1.5% 53,719 $2.5M
CFS Investment Advisory Services, LLC 0.41% Add +137.9% 52,081 $2.4M
Fifth Third Securities, Inc. 0.23% Add +7.7% 50,750 $2.4M
Avantax Advisory Services, Inc. 0.02% Reduce -39.9% 49,734 $2.3M
Advisor OS, LLC 0.26% Add +2.4% 49,382 $2.3M
St Germain D J Co. Inc. 0.10% Reduce -1.6% 45,561 $2.1M
Susquehanna International Group, LLP 0.00% Reduce -60.8% 44,409 $2.1M
Park Avenue Securities LLC 0.03% Reduce -22.0% 43,939 $2.0M
Goodman Advisory Group, LLC 0.60% Add +7.3% 40,628 $1.9M
Collective Family Office LLC 0.61% Add +662.9% 40,161 $1.9M
Citigroup Inc. 0.00% Add +0.9% 39,755 $1.8M
United Capital Financial Advisors, LLC 0.02% Reduce -10.1% 39,571 $1.8M
Linscomb Wealth, Inc. 0.09% No change 39,518 $1.8M
First National Corp. /Ma/ 0.45% No change 38,759 $1.8M
Moser Wealth Advisors, LLC 1.00% No change 38,690 $1.8M
IFP Advisors, Inc 0.08% Reduce -9.8% 36,931 $1.7M
Thrivent Financial for Lutherans 0.00% Reduce -35.0% 35,720 $1.7M
Cornerstone Wealth Group, LLC 0.15% Add +3.6% 35,428 $1.6M
Eagle Rock Investment Company, LLC 0.30% No change 35,221 $1.6M
One Wealth Advisors, LLC 0.28% No change 35,205 $1.6M
Johnson Financial Group, LLC 0.20% Add +2.1% 34,909 $1.6M
Braun-Bostich & Associates Inc. 1.26% Reduce -6.7% 32,263 $1.5M
Tortoise Investment Management, LLC 0.18% Reduce -3.3% 31,367 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.04% Reduce -72.7% 31,338 $1.5M
Rockefeller Capital Management L.P. 0.00% Reduce -14.0% 30,596 $1.4M
Goldman Sachs Group Inc. 0.00% Reduce -71.3% 29,298 $1.4M
Keebeck Wealth Management 0.20% Reduce 0.0% 28,772 $1.3M
WBH Advisory Inc. 0.14% Reduce -1.8% 28,562 $1.3M
Integrated Wealth Concepts LLC 0.02% Add +3.5% 28,173 $1.3M
Financial Life Advisors 0.54% Reduce -6.0% 27,621 $1.3M
DORVAL Corp 0.58% Add +1.8% 26,999 $1.3M
IHT Wealth Management, LLC 0.05% Add +4.9% 26,011 $1.2M
Harbour Investments, Inc. 0.04% Reduce -33.5% 25,621 $1.2M
Austin Private Wealth, LLC 0.14% Add +5.9% 25,664 $1.2M
WealthShield Partners, LLC 0.19% Reduce -52.3% 25,054 $1.2M
Private Advisor Group, LLC 0.01% Reduce -20.5% 24,899 $1.2M
Savvy Advisors, Inc. 0.66% No change 24,549 $1.1M
Olde Wealth Management, LLC 0.54% No change 24,729 $1.1M
Vise Technologies, Inc. 0.22% Reduce -15.3% 23,915 $1.1M
Northeast Financial Group, Inc. 0.49% Add +12.6% 23,719 $1.1M
Transcendent Capital Group LLC 0.64% Add +3.8% 23,608 $1.1M
1900 Wealth Management LLC 0.10% Reduce -19.8% 23,548 $1.1M
Independent Wealth Network Inc. 0.51% Add +0.5% 23,187 $1.1M
Private Trust Co. NA 0.12% Add +1.3% 22,901 $1.1M
Omega Financial Group, LLC 0.44% Reduce -0.4% 22,897 $1.1M
CIBC Private Wealth Group LLC 0.00% New 23,001 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +0.2% 22,593 $1.1M
Juncture Wealth Strategies, LLC 0.44% Add +6.0% 22,213 $1.0M
Orion Porfolio Solutions, LLC 0.01% Add +0.9% 21,862 $1.0M
Orion Portfolio Solutions, LLC 0.01% Add +0.9% 21,862 $1.0M
Wealthfront Advisers LLC 0.00% Add +2.5% 21,828 $1.0M
Alesco Advisors, LLC, An ESL Co 0.03% Reduce -14.7% 20,500 $953K
Little House Capital LLC 0.32% Add +1.3% 20,462 $951K
New Potomac Partners, LLC 0.52% No change 19,975 $928K
Gradient Investments LLC 0.02% Add +1.2% 19,885 $924K
Facet Wealth, Inc. 0.03% Reduce -0.3% 19,924 $915K
Cumberland Advisors Inc. 0.33% New 19,160 $891K
Charles Schwab Investment Advisory, Inc. 0.00% Reduce -4.0% 18,999 $883K
Creative Planning 0.00% Add +29.6% 18,732 $871K
FOCUS Wealth Advisors, LLC 0.47% Add +79.9% 18,690 $869K
Bragg Financial Advisors, Inc 0.04% No change 18,595 $864K
Flow Traders U.S. LLC 0.05% Reduce -76.6% 18,596 $864K
Rwa Wealth Partners, LLC 0.01% Reduce -4.3% 18,464 $858K
Level Four Advisory Services, LLC 0.05% No change 18,148 $853K
Prudential Financial Inc. 0.00% Add +59.6% 18,338 $852K
Wealth Management Resources, Inc. 0.24% Reduce -0.3% 18,089 $841K
Tilson Financial Group, Inc. 0.45% New 18,036 $838K
Concourse Financial Group Securities, Inc. 0.05% Reduce -10.9% 16,486 $766K
Ascent Group, LLC 0.07% Reduce -7.2% 16,454 $765K
JFG Wealth Management, LLC 0.20% Reduce -17.7% 16,308 $758K
PFW Advisors LLC 0.23% Reduce -5.8% 16,152 $751K
Aveo Capital Partners, LLC 0.08% Reduce -8.5% 16,353 $750K
Dakota Wealth Management 0.02% Add +95.2% 15,348 $713K
Global Retirement Partners, LLC 0.03% Add +75.3% 15,192 $706K
Nicolet Advisory Services, LLC 0.07% Reduce -0.7% 15,263 $703K
Stratos Wealth Advisors, LLC 0.04% Reduce -6.3% 15,079 $701K
Steward Partners Investment Advisory, LLC 0.01% Add +277.5% 14,818 $689K
Cypress Financial Planning LLC 0.31% New 14,727 $685K
Sawgrass Asset Management LLC 0.07% Reduce -0.2% 14,301 $665K
Claro Advisors Inc. 0.11% Reduce -10.5% 14,085 $655K
Vertex Planning Partners, LLC 0.18% Add +5.0% 13,972 $649K
Merit Financial Group, LLC 0.02% Add +1.1% 14,073 $645K
Intrua Financial, LLC 0.10% Reduce -3.3% 13,726 $638K
Lincoln National Corp. 0.01% Add +63.0% 13,625 $633K
Focus Partners Wealth 0.01% Reduce -11.0% 13,186 $613K
Family Asset Management, LLC 0.38% Reduce -0.1% 12,912 $600K
Deutsche Bank AG 0.00% No change 12,912 $600K
Mercer Global Advisors Inc. 0.00% Reduce -4.0% 12,720 $591K
OneAscent Financial Services LLC 0.06% Reduce -3.3% 12,212 $568K
Dorsey & Whitney Trust CO LLC 0.04% Reduce -13.0% 12,090 $562K
Moors & Cabot, Inc. 0.03% No change 11,932 $555K
Aft, Forsyth & Company, Inc. 0.31% No change 11,750 $546K
Friedenthal Financial 0.33% Reduce -0.4% 11,462 $533K
Badgley Phelps Wealth Managers, LLC 0.01% New 11,128 $517K
Truepoint, Inc. 0.01% New 11,113 $517K
Prime Capital Investment Advisors, LLC 0.01% Add +60.4% 10,716 $498K
Stablepoint Partners, LLC 0.09% Add +12.0% 10,026 $466K
My Legacy Advisors, LLC 0.15% Reduce -0.7% 9,832 $457K
First Affirmative Financial Network 0.33% Add +1.3% 9,719 $452K
Richardson Financial Services Inc. 0.31% Reduce -10.5% 9,588 $446K
AdvisorNet Financial, Inc 0.04% No change 9,551 $444K
FMR LLC 0.00% Add +22.4% 9,538 $443K
First Trust Advisors LP 0.00% Add +4.1% 9,366 $435K
Flagship Harbor Advisors, LLC 0.03% Reduce -25.1% 9,162 $426K
Waverly Advisors, LLC 0.01% New 9,011 $419K
Magnus Financial Group LLC 0.05% Add +5.2% 8,795 $409K
L.M. Kohn & Company 0.11% No change 8,622 $401K
Nations Financial Group Inc, /Ia/ 0.03% Reduce -0.4% 8,308 $386K
Beaumont Financial Advisors, LLC 0.03% No change 8,232 $383K
Cary Street Partners Investment Advisory LLC 0.02% No change 8,038 $374K
Castleview Partners, LLC 0.21% Reduce -8.7% 7,995 $372K
Redhawk Wealth Advisors, Inc. 0.06% Reduce -3.8% 7,952 $370K
Icon Wealth Advisors, LLC 0.03% No change 7,943 $369K
Villere St Denis J & Co. LLC 0.03% New 7,794 $362K
Waypoint Capital Advisors, LLC 0.09% No change 7,611 $354K
Crabel Capital Management, LLC 0.31% Reduce -57.8% 7,585 $353K
Compound Planning, Inc. 0.03% No change 7,565 $352K
Barclays PLC 0.00% Add +716.5% 7,504 $349K
Spirepoint Private Client, LLC 0.05% — 7,498 $349K
First Horizon Advisors, Inc. 0.01% No change 7,125 $331K
Pathstone Holdings, LLC 0.00% New 7,055 $328K
OneDigital Investment Advisors LLC 0.01% Reduce -39.8% 6,998 $325K
Apollon Wealth Management, LLC 0.01% Add +31.9% 6,959 $323K
First Heartland Consultants, Inc. 0.03% New 6,930 $322K
1620 Investment Advisors, Inc. 0.32% No change 6,888 $320K
Qube Research & Technologies Ltd 0.00% Reduce -44.2% 6,781 $315K
Blair William & Co. 0.00% Reduce -6.9% 6,741 $313K
Atria Wealth Solutions, Inc. 0.00% Reduce -38.9% 6,718 $312K
Keybank National Association 0.00% No change 6,697 $311K
EPG Wealth Management LLC 0.07% Add +0.2% 6,508 $303K
Exchange Capital Management, Inc. 0.05% No change 6,500 $302K
Perigon Wealth Management, LLC 0.01% Add +16.2% 6,424 $299K
Cooper Financial Group 0.05% Add +3.5% 6,366 $296K
CX Institutional 0.01% Reduce -15.3% 6,316 $294K
PFG Advisors 0.02% Add +0.5% 6,313 $293K
Janney Montgomery Scott LLC 0.00% Add +4.2% 6,104 $284K
Tritonpoint Wealth, LLC 0.03% Reduce -32.2% 3,972 $276K
Kestra Private Wealth Services, LLC 0.01% Add +0.4% 5,659 $263K
Diligent Investors, LLC 0.07% Reduce -13.8% 5,612 $261K
Synovus Financial Corp. 0.00% Add +0.1% 5,542 $258K
WealthTrust Axiom LLC 0.08% No change 5,500 $256K
Citizens National Bank Trust Department 0.06% Reduce -22.5% 5,500 $256K
Hanson & Doremus Investment Management 0.04% No change 5,457 $254K
Farther Finance Advisors, LLC 0.01% Reduce -16.8% 5,263 $243K
Twin Focus Capital Partners, LLC 0.05% Add +6.1% 5,186 $241K
Dynamic Advisor Solutions LLC 0.01% Reduce -33.6% 5,069 $236K
Inscription Capital, LLC 0.04% Add +0.6% 5,031 $234K
Fairway Wealth LLC 0.16% No change 5,017 $233K
Summit Financial, LLC 0.01% Reduce -19.4% 5,000 $232K
Bartlett & Co. Wealth Management LLC 0.00% No change 4,925 $229K
Advisory Services Network, LLC 0.01% Reduce -11.0% 4,905 $228K
Taylor Hoffman Wealth Management 0.09% No change 4,656 $216K
Exchange Bank 0.18% No change 4,622 $215K
Colton Groome Financial Advisors, LLC 0.09% No change 4,550 $211K
Sentinel Pension Advisors, LLC 0.04% Add +0.5% 4,484 $208K
Chicago Partners Investment Group LLC 0.01% New 4,499 $206K
Capital Advisors, Ltd. LLC 0.03% No change 4,426 $206K
Marquette Asset Management, LLC 0.03% No change 4,066 $189K
Private Wealth Management Group, LLC 0.09% No change 4,041 $188K
Provenance Wealth Advisors, LLC 0.03% No change 3,951 $184K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -19.1% 3,583 $167K
LGT Financial Advisors LLC 0.17% Reduce -0.0% 3,131 $146K
GAMMA Investing LLC 0.03% Add +4.0% 3,013 $140K
Bank of New Hampshire 0.04% No change 3,000 $139K
Capital Investment Advisory Services, LLC 0.01% Add +21.7% 2,962 $138K
Northwest Capital Management Inc 0.04% Add +13.0% 2,770 $129K
Alaska Wealth Advisors, LLC 0.02% Reduce -22.2% 2,655 $123K
BlackRock Inc. 0.00% Add +17.8% 2,414 $112K
Principal Securities, Inc. 0.00% No change 2,337 $109K
Ameritas Investment Partners, Inc. 0.00% Add +85.7% 2,200 $102K
Private Ocean, LLC 0.01% Reduce -4.5% 2,024 $94K
Laurel Wealth Advisors LLC 0.02% No change 2,000 $93K
US Bancorp \de 0.00% Add +40.3% 1,585 $74K
Adirondack Trust Co. 0.03% No change 1,500 $70K
Salomon & Ludwin, LLC 0.01% No change 1,405 $65K
Capital Analysts, LLC 0.00% Add +0.5% 1,398 $65K
Spire Wealth Management 0.00% No change 1,363 $63K
Thompson Investment Management, Inc. 0.01% No change 1,152 $54K
O'shaughnessy Asset Management, LLC 0.00% Reduce -1.3% 1,134 $53K
Woodmont Investment Counsel LLC 0.00% New 1,081 $50K
Founders Financial Alliance, LLC 0.01% Add +19.2% 1,054 $49K
Venturi Wealth Management, LLC 0.00% No change 1,007 $47K
Ballast Advisors LLC 0.02% No change 989 $46K
Continuum Advisory, LLC 0.01% Reduce -85.8% 898 $41K
Park Place Capital Corp 0.01% Reduce -10.1% 861 $40K
Sound Income Strategies, LLC 0.00% No change 836 $39K
Pinnacle Bancorp, Inc. 0.01% Add +0.5% 755 $35K
Grove Bank & Trust 0.01% New 729 $34K
Realta Investment Advisors 0.01% New 630 $29K
Cambridge Trust Co. 0.00% No change 600 $28K
Aptus Capital Advisors, LLC 0.00% Add +117.1% 406 $19K
Hexagon Capital Partners LLC 0.00% Add +79.0% 315 $15K
Sunbelt Securities, Inc. 0.00% Add +0.3% 314 $15K
Balentine LLC 0.00% Reduce -8.8% 300 $14K
Running Point Capital Advisors, LLC 0.01% New 285 $13K
Fifth Third Bancorp 0.00% Reduce -60.2% 264 $12K
WASHINGTON TRUST Co 0.00% No change 256 $12K
Global Financial Private Client, LLC 0.01% No change 250 $12K
CoreCap Advisors, LLC 0.00% New 220 $10K
Delta Asset Management LLC 0.00% No change 154 $7K
Plante Moran Financial Advisors, LLC 0.00% New 92 $4K
Wetzel Investment Advisors, Inc. 0.00% No change 71 $3K
Signaturefd, LLC 0.00% No change 68 $3K
FSA Wealth Management LLC 0.00% No change 47 $2K
Nemes Rush Group LLC 0.00% No change 45 $2K
Prestige Wealth Management Group LLC 0.00% Reduce -7.0% 40 $2K
Rothschild Investment LLC 0.00% New 40 $2K
Cardiff Park Advisors, LLC 0.00% New 33 $2K
Key Financial Inc 0.00% No change 25 $1K
Avion Wealth 0.00% No change 3 $1K
Parallel Advisors, LLC 0.00% No change 20 $930
Tower Research Capital LLC (TRC) 0.00% Add +650.0% 15 $697
Cornerstone Planning Group LLC 0.00% Add +7.7% 14 $598
Householder Group Estate & Retirement Specialist, LLC 0.00% New 12 $558
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 12 $558
Global Wealth Strategies & Associates 0.00% No change 11 $511
Western Pacific Wealth Management, LP 0.00% No change 10 $471
Larson Financial Group LLC 0.00% Reduce -96.7% 10 $451
Avior Wealth Management, LLC 0.00% New 4 $186
Glen Eagle Advisors, LLC 0.00% No change 4 $186
Ruedi Wealth Management, Inc. 0.00% Reduce -97.3% 2 $73
First Command Advisory Services, Inc. 0.00% New 138 $0

"% of holder's portfolio" is TFI's weight in each manager's 13F, not the share of SS SPDR N Ice Muni Bond ETF the manager owns.