SS SPDR N Ice Muni Bond ETFTFIETF
13F holders, Q2 2024 (June 30)297holders +2
27new positions
29sold out
3famous investors
$45.76avg. 13F price*
At the end of Q2 2024, 297 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings, up 2 from Q1 2024. 27 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($782.7M), Morgan Stanley ($526.6M) and Betterment LLC ($315.9M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR N Ice Muni Bond ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78468R721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $14.4M |
| Exits | 29 | $25.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,737,136 shares bought and 3,595,421 shares sold, net −1,858,285 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 297 holders
| Bank of America Corp. | 0.08% | Add +2.1% | 17,108,078 | $782.7M |
| Morgan Stanley | 0.04% | Reduce -6.4% | 11,511,191 | $526.6M |
| Betterment LLC | 0.82% | Reduce -1.9% | 6,904,114 | $315.9M |
| Northwestern Mutual Wealth Management Co. | 0.20% | Add +5.6% | 4,522,710 | $206.9M |
| Fisher Asset Management | 0.08% | Reduce -1.5% | 4,007,853 | $183.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.61% | Add +4.9% | 1,643,259 | $75.2M |
| Bank of Montreal | 0.02% | Reduce -7.6% | 1,232,491 | $56.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +0.4% | 1,061,445 | $48.6M |
| LPL Financial LLC | 0.02% | Add +4.8% | 943,878 | $43.2M |
| UBS Group AG | 0.01% | Add +1.3% | 845,382 | $38.7M |
| Financial Engines Advisors L.L.C. | 0.08% | Add +1.3% | 802,968 | $36.7M |
| JPMorgan Chase & Co. | 0.00% | Add +39.9% | 723,372 | $33.1M |
| Assetmark, Inc. | 0.10% | Add +0.8% | 709,652 | $32.5M |
| One Capital Management, LLC | 0.96% | Reduce -7.5% | 615,940 | $28.2M |
| Foster Group, Inc. | 0.95% | Reduce -4.9% | 530,328 | $24.3M |
| Allworth Financial LP | 0.13% | Add +0.5% | 451,024 | $20.8M |
| Revolve Wealth Partners, LLC | 2.80% | Add +5.4% | 371,049 | $17.0M |
| Wells Fargo & Company | 0.00% | Reduce -2.3% | 356,575 | $16.3M |
| Avidian Wealth Enterprises, LLC | 0.78% | Add +2.9% | 354,911 | $16.2M |
| Ackerman Capital Advisors, LLC | 4.14% | Add +7.7% | 341,248 | $15.6M |
| JFS Wealth Advisors, LLC | 1.18% | Reduce -0.3% | 327,996 | $15.0M |
| Wealthcare Advisory Partners LLC | 0.45% | Add +5.3% | 313,150 | $14.3M |
| Bailard, Inc. | 0.39% | Reduce -41.4% | 310,550 | $14.2M |
| Osaic Holdings, Inc. | 0.03% | Add +4.5% | 297,264 | $13.6M |
| HBK Sorce Advisory LLC | 0.47% | Reduce -16.6% | 295,502 | $13.5M |
| State of Wisconsin Investment Board | 0.03% | No change | 285,800 | $13.1M |
| Raymond James & Associates | 0.01% | Add +10.5% | 280,856 | $12.8M |
| Jane Street Group, LLC | 0.01% | Reduce -67.2% | 279,727 | $12.8M |
| Arax Advisory Partners | 1.02% | Add +4.2% | 229,742 | $10.5M |
| Stifel Financial Corp. | 0.01% | Reduce -31.4% | 229,278 | $10.5M |
| Ameriprise Financial Inc. | 0.00% | Add +3.2% | 223,001 | $10.2M |
| Mather Group, Llc. | 0.12% | Add +3.3% | 204,537 | $9.5M |
| McAdam, LLC | 0.55% | Add +1.5% | 200,472 | $9.2M |
| Cetera Investment Advisers | 0.02% | Add +11.7% | 196,032 | $9.0M |
| Wealthcare Capital Management LLC | 0.93% | Reduce -0.3% | 191,110 | $8.7M |
| Sterling Financial Group, Inc. | 3.87% | Add +2.6% | 186,513 | $8.5M |
| Crestwood Advisors Group, LLC | 0.18% | Reduce -4.1% | 186,447 | $8.5M |
| Wealthspire Advisors, LLC | 0.11% | Reduce -7.3% | 180,856 | $8.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.6% | 167,990 | $7.7M |
| Steele Capital Management, Inc. | 0.40% | Reduce -0.3% | 157,448 | $7.2M |
| Cullen/Frost Bankers, Inc. | 0.10% | Reduce -54.4% | 157,393 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +5.6% | 148,407 | $6.8M |
| Sage Financial Group Inc. | 0.59% | Reduce -11.2% | 148,304 | $6.8M |
| Cwm, LLC | 0.03% | Add +10.6% | 145,682 | $6.7M |
| Comerica Bank | 0.03% | Reduce -4.5% | 145,249 | $6.6M |
| Renaissance Technologies | 0.01% | Reduce -39.2% | 142,730 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Add +4.6% | 142,016 | $6.5M |
| TD Private Client Wealth LLC | 0.20% | Add +6.8% | 139,212 | $6.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.1% | 137,724 | $6.3M |
| Mariner, LLC | 0.01% | Add +10.0% | 132,223 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -45.7% | 128,083 | $5.9M |
| Towercrest Capital Management | 0.94% | Add +3.6% | 125,032 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -1.1% | 118,224 | $5.4M |
| Alliance Wealth Management Group | 1.52% | Add +3.9% | 116,409 | $5.3M |
| Elequin Capital, LP | 3.24% | New | 103,864 | $4.8M |
| Aquire Wealth Advisors, LLC | 1.57% | Reduce -5.3% | 102,382 | $4.7M |
| Mayflower Financial Advisors, LLC | 0.77% | Reduce -0.2% | 102,033 | $4.7M |
| MML Investors Services, LLC | 0.02% | Reduce -62.5% | 101,908 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +37.0% | 100,458 | $4.6M |
| Versant Capital Management, Inc | 1.12% | Add +1.2% | 96,936 | $4.4M |
| Invst, LLC | 0.48% | Add +20.1% | 96,053 | $4.4M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Add +23.7% | 92,514 | $4.2M |
| SWS Partners | 1.24% | Reduce -2.0% | 90,660 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.11% | Add +11.1% | 86,806 | $4.0M |
| TruNorth Capital Management, LLC | 1.17% | Add +4.4% | 78,665 | $3.6M |
| Avantax Advisory Services, Inc. | 0.02% | Add +43.2% | 71,222 | $3.3M |
| Evensky & Katz LLC | 0.21% | Reduce -10.0% | 64,725 | $3.0M |
| Park Avenue Securities LLC | 0.04% | Add +44.4% | 63,433 | $2.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.7% | 63,090 | $2.9M |
| SteelPeak Wealth, LLC | 0.14% | Reduce -13.2% | 62,515 | $2.9M |
| HHM Wealth Advisors, LLC | 0.42% | Reduce -8.4% | 61,274 | $2.8M |
| Cornerstone Wealth Management, LLC | 0.20% | Reduce -1.0% | 56,364 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +3.7% | 55,726 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 54,416 | $2.5M |
| Fifth Third Securities, Inc. | 0.22% | Add +4.4% | 52,963 | $2.4M |
| Advisor OS, LLC | 0.23% | Reduce -7.1% | 45,859 | $2.1M |
| Collective Family Office LLC | 0.58% | Add +7.1% | 43,017 | $2.0M |
| Citigroup Inc. | 0.00% | Add +6.3% | 42,256 | $1.9M |
| First National Corp. /Ma/ | 0.44% | Add +4.4% | 40,469 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.3% | 39,691 | $1.8M |
| Linscomb Wealth, Inc. | 0.09% | Reduce -2.5% | 38,546 | $1.8M |
| Goodman Advisory Group, LLC | 0.52% | Reduce -5.5% | 38,383 | $1.8M |
| Moser Wealth Advisors, LLC | 0.95% | Reduce -1.3% | 38,190 | $1.7M |
| Rockefeller Capital Management L.P. | 0.00% | Add +22.3% | 37,409 | $1.7M |
| EFG Asset Management (Americas) Corp. | 0.33% | New | 37,197 | $1.7M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +69.2% | 36,992 | $1.7M |
| Orion Portfolio Solutions, LLC | 0.02% | Add +69.2% | 36,992 | $1.7M |
| CFS Investment Advisory Services, LLC | 0.14% | Reduce -29.3% | 36,831 | $1.7M |
| IFP Advisors, Inc | 0.07% | Reduce -0.5% | 36,735 | $1.7M |
| St Germain D J Co. Inc. | 0.08% | Reduce -21.4% | 35,820 | $1.6M |
| Northeast Financial Group, Inc. | 0.69% | Add +48.2% | 35,142 | $1.6M |
| Eagle Rock Investment Company, LLC | 0.29% | Reduce -0.3% | 35,127 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | — | 34,909 | $1.6M |
| Cornerstone Wealth Group, LLC | 0.14% | Reduce -3.5% | 34,201 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Add +23.1% | 31,544 | $1.4M |
| Austin Private Wealth, LLC | 0.15% | Add +15.6% | 29,659 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.1% | 29,334 | $1.3M |
| WBH Advisory Inc. | 0.13% | Add +1.0% | 28,851 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Add +11.7% | 27,814 | $1.3M |
| Financial Life Advisors | 0.51% | No change | 27,621 | $1.3M |
| Prudential Financial Inc. | 0.00% | Add +39.0% | 25,497 | $1.2M |
| Tortoise Investment Management, LLC | 0.13% | Reduce -19.1% | 25,367 | $1.2M |
| DORVAL Corp | 0.50% | Reduce -7.0% | 25,104 | $1.1M |
| Olde Wealth Management, LLC | 0.43% | No change | 24,729 | $1.1M |
| WealthShield Partners, LLC | 0.17% | Reduce -1.7% | 24,629 | $1.1M |
| Eagle Strategies LLC | 0.21% | New | 24,370 | $1.1M |
| Savvy Advisors, Inc. | 0.36% | Reduce -0.8% | 24,349 | $1.1M |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.3% | 23,987 | $1.1M |
| Oppenheimer & Co. Inc. | 0.02% | New | 23,833 | $1.1M |
| Vise Technologies, Inc. | 0.19% | Reduce -0.5% | 23,789 | $1.1M |
| 1900 Wealth Management LLC | 0.10% | Reduce -0.7% | 23,380 | $1.1M |
| Transcendent Capital Group LLC | 0.62% | Reduce -1.1% | 23,360 | $1.1M |
| Independent Wealth Network Inc. | 0.50% | Add +0.6% | 23,325 | $1.1M |
| Private Trust Co. NA | 0.11% | No change | 22,901 | $1.0M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.3% | 22,669 | $1.0M |
| Concourse Financial Group Securities, Inc. | 0.06% | Add +36.3% | 22,470 | $1.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.0% | 22,197 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Add +39.7% | 21,222 | $971K |
| Facet Wealth, Inc. | 0.03% | Add +4.9% | 20,900 | $964K |
| Juncture Wealth Strategies, LLC | 0.39% | Reduce -7.5% | 20,550 | $940K |
| Cumberland Advisors Inc. | 0.38% | Add +6.3% | 20,360 | $931K |
| Gradient Investments LLC | 0.02% | Add +1.2% | 20,119 | $920K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.9% | 20,109 | $920K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -28.7% | 20,097 | $919K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Reduce -2.2% | 20,048 | $917K |
| Little House Capital LLC | 0.29% | Reduce -2.0% | 20,042 | $917K |
| New Potomac Partners, LLC | 0.50% | No change | 19,975 | $914K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Reduce -36.7% | 19,839 | $908K |
| FOCUS Wealth Advisors, LLC | 0.46% | Add +3.7% | 19,385 | $887K |
| Insigneo Advisory Services, LLC | 0.10% | New | 18,734 | $874K |
| Bragg Financial Advisors, Inc | 0.04% | Add +0.3% | 18,655 | $853K |
| Omega Financial Group, LLC | 0.34% | Reduce -18.8% | 18,601 | $851K |
| IHT Wealth Management, LLC | 0.03% | Reduce -28.7% | 18,550 | $849K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 18,464 | $845K |
| Idaho Trust Co | 0.43% | New | 18,363 | $840K |
| Charles Schwab Investment Management Inc. | 0.00% | New | 17,830 | $816K |
| Level Four Advisory Services, LLC | 0.04% | Reduce -4.4% | 17,350 | $794K |
| Cypress Financial Planning LLC | 0.32% | Add +15.2% | 16,960 | $776K |
| Tilson Financial Group, Inc. | 0.77% | Reduce -8.1% | 16,582 | $759K |
| Flow Traders U.S. LLC | 0.04% | Reduce -11.6% | 16,431 | $752K |
| Creative Planning | 0.00% | Reduce -12.3% | 16,421 | $751K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +8.7% | 16,389 | $750K |
| Aveo Capital Partners, LLC | 0.08% | No change | 16,353 | $748K |
| Keebeck Wealth Management | 0.11% | Reduce -43.3% | 16,312 | $746K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -54.7% | 16,197 | $741K |
| Dakota Wealth Management | 0.02% | Add +5.1% | 16,131 | $738K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +6.7% | 15,804 | $723K |
| Claro Advisors Inc. | 0.11% | Add +10.5% | 15,558 | $712K |
| ICONIQ Capital, LLC | 0.02% | New | 15,504 | $709K |
| OneDigital Investment Advisors LLC | 0.01% | Add +104.7% | 14,326 | $655K |
| Ascent Group, LLC | 0.05% | Reduce -14.7% | 14,035 | $642K |
| Vertex Planning Partners, LLC | 0.16% | Reduce -1.6% | 13,755 | $629K |
| Intrua Financial, LLC | 0.10% | No change | 13,726 | $628K |
| PFW Advisors LLC | 0.20% | Reduce -15.4% | 13,664 | $625K |
| Sawgrass Asset Management LLC | 0.07% | Reduce -7.0% | 13,301 | $609K |
| Deutsche Bank AG | 0.00% | No change | 12,912 | $591K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +90.3% | 12,783 | $585K |
| Focus Partners Wealth | 0.00% | Reduce -5.4% | 12,471 | $571K |
| Stablepoint Partners, LLC | 0.11% | Add +20.6% | 12,089 | $558K |
| Family Asset Management, LLC | 0.35% | Reduce -7.3% | 11,971 | $548K |
| Friedenthal Financial | 0.34% | Add +2.9% | 11,791 | $539K |
| Aft, Forsyth & Company, Inc. | 0.26% | No change | 11,750 | $538K |
| Citadel Advisors | 0.00% | New | 11,654 | $533K |
| FMR LLC | 0.00% | Add +20.6% | 11,502 | $526K |
| Moors & Cabot, Inc. | 0.03% | Reduce -4.2% | 11,432 | $523K |
| Wealth Management Resources, Inc. | 0.22% | Reduce -37.9% | 11,237 | $514K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,128 | $509K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -12.6% | 11,123 | $509K |
| Nicolet Advisory Services, LLC | 0.05% | Reduce -32.5% | 10,301 | $473K |
| Magnus Financial Group LLC | 0.05% | Add +10.0% | 9,673 | $443K |
| My Legacy Advisors, LLC | 0.14% | Reduce -2.3% | 9,611 | $440K |
| Johnson Financial Group, LLC | 0.06% | Reduce -72.5% | 9,587 | $439K |
| First Affirmative Financial Network | 0.30% | Reduce -1.6% | 9,564 | $438K |
| First Trust Advisors LP | 0.00% | Add +1.5% | 9,503 | $435K |
| First Heartland Consultants, Inc. | 0.04% | Add +36.2% | 9,440 | $432K |
| OneAscent Financial Services LLC | 0.06% | Reduce -25.2% | 9,130 | $418K |
| Flagship Harbor Advisors, LLC | 0.03% | Reduce -0.6% | 9,107 | $417K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -16.7% | 8,929 | $409K |
| Lido Advisors, LLC | 0.00% | New | 8,692 | $398K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -11.2% | 8,477 | $388K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.1% | 8,316 | $380K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 8,232 | $377K |
| Dorsey & Whitney Trust CO LLC | 0.03% | Reduce -33.2% | 8,075 | $369K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 8,038 | $368K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,943 | $367K |
| Investment Planning Advisors, Inc. | 0.19% | — | 8,013 | $367K |
| Richardson Financial Services Inc. | 0.26% | Reduce -17.2% | 7,942 | $363K |
| Compound Planning, Inc. | 0.03% | Add +3.9% | 7,856 | $359K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 7,794 | $357K |
| Castleview Partners, LLC | 0.20% | Reduce -3.0% | 7,754 | $355K |
| L.M. Kohn & Company | 0.09% | Reduce -11.6% | 7,622 | $349K |
| Spirepoint Private Client, LLC | 0.05% | No change | 7,498 | $343K |
| Waverly Advisors, LLC | 0.01% | Reduce -16.9% | 7,490 | $343K |
| Truepoint, Inc. | 0.01% | Reduce -33.2% | 7,422 | $340K |
| Braun-Bostich & Associates Inc. | 0.25% | Reduce -77.5% | 7,268 | $333K |
| First Horizon Advisors, Inc. | 0.01% | No change | 7,125 | $326K |
| Blair William & Co. | 0.00% | No change | 6,741 | $308K |
| Bristlecone Advisors, LLC | 0.03% | New | 6,727 | $308K |
| Keybank National Association | 0.00% | No change | 6,697 | $306K |
| Crabel Capital Management, LLC | 0.37% | Reduce -13.4% | 6,567 | $300K |
| JFG Wealth Management, LLC | 0.08% | Reduce -61.0% | 6,360 | $291K |
| Farther Finance Advisors, LLC | 0.01% | Add +20.4% | 6,335 | $289K |
| CX Institutional | 0.01% | Reduce -1.3% | 6,232 | $285K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -4.8% | 6,117 | $280K |
| 1620 Investment Advisors, Inc. | 0.22% | Reduce -11.6% | 6,088 | $279K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -0.7% | 6,060 | $277K |
| PFG Advisors | 0.02% | Reduce -5.3% | 5,980 | $274K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -0.5% | 5,629 | $258K |
| Diligent Investors, LLC | 0.06% | Add +0.1% | 5,618 | $257K |
| WealthTrust Axiom LLC | 0.08% | No change | 5,500 | $252K |
| Citizens National Bank Trust Department | 0.06% | No change | 5,500 | $252K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -0.1% | 5,453 | $249K |
| Arista Wealth Management, LLC | 0.06% | New | 5,219 | $239K |
| Twin Focus Capital Partners, LLC | 0.04% | No change | 5,186 | $237K |
| Pathstone Holdings, LLC | 0.00% | Reduce -27.4% | 5,123 | $234K |
| Inscription Capital, LLC | 0.04% | No change | 5,031 | $230K |
| Fairway Wealth LLC | 0.14% | Add +0.0% | 5,019 | $230K |
| Summit Financial, LLC | 0.01% | No change | 5,000 | $229K |
| Hardin Capital Partners, LLC | 0.15% | — | 4,846 | $229K |
| Wealthgarden F.S. LLC | 0.24% | — | 4,943 | $226K |
| Merit Financial Group, LLC | 0.00% | Reduce -65.4% | 4,873 | $223K |
| GAMMA Investing LLC | 0.03% | Add +59.2% | 4,798 | $220K |
| CW Advisors, LLC | 0.00% | New | 4,724 | $216K |
| Taylor Hoffman Wealth Management | 0.09% | No change | 4,656 | $212K |
| Exchange Bank | 0.18% | No change | 4,622 | $211K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -9.5% | 4,586 | $210K |
| Colton Groome Financial Advisors, LLC | 0.08% | No change | 4,550 | $208K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +0.7% | 4,515 | $207K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -35.9% | 4,464 | $204K |
| World Investment Advisors | 0.01% | New | 4,434 | $203K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 4,426 | $202K |
| Marquette Asset Management, LLC | 0.03% | No change | 4,066 | $186K |
| Private Wealth Management Group, LLC | 0.08% | No change | 4,041 | $185K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Add +12.2% | 4,021 | $184K |
| BNP Paribas Financial Markets | 0.00% | New | 3,331 | $152K |
| Opal Wealth Advisors, LLC | 0.05% | New | 3,094 | $142K |
| Bank of New Hampshire | 0.04% | No change | 3,000 | $137K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,962 | $136K |
| Caitlin John, LLC | 0.09% | New | 2,750 | $126K |
| BlackRock Inc. | 0.00% | Add +10.7% | 2,671 | $122K |
| US Bancorp \de | 0.00% | Add +68.2% | 2,666 | $122K |
| Alaska Wealth Advisors, LLC | 0.02% | Reduce -9.5% | 2,403 | $110K |
| Principal Securities, Inc. | 0.00% | Add +0.9% | 2,359 | $108K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -54.8% | 2,226 | $102K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,200 | $101K |
| Private Ocean, LLC | 0.01% | No change | 2,024 | $93K |
| Park Place Capital Corp | 0.03% | Add +127.5% | 1,959 | $90K |
| Adirondack Trust Co. | 0.03% | No change | 1,500 | $69K |
| Capital Analysts, LLC | 0.00% | Add +1.4% | 1,418 | $65K |
| Lynx Investment Advisory | 0.05% | — | 1,366 | $63K |
| Spire Wealth Management | 0.00% | No change | 1,363 | $62K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 1,215 | $56K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,054 | $48K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,007 | $46K |
| Laurel Wealth Advisors LLC | 0.01% | Reduce -50.0% | 1,000 | $46K |
| Parkside Financial Bank & Trust | 0.01% | New | 922 | $42K |
| Continuum Advisory, LLC | 0.01% | Add +0.2% | 900 | $41K |
| Sound Income Strategies, LLC | 0.00% | No change | 836 | $38K |
| Aptus Capital Advisors, LLC | 0.00% | Add +103.2% | 825 | $38K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -43.7% | 791 | $36K |
| Salem Investment Counselors Inc. | 0.00% | New | 777 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.8% | 761 | $35K |
| Ballast Advisors LLC | 0.01% | Reduce -24.7% | 745 | $34K |
| Bokf, NA | 0.00% | New | 742 | $34K |
| Grove Bank & Trust | 0.01% | No change | 729 | $33K |
| Asset Dedication, LLC | 0.00% | New | 572 | $26K |
| Realta Investment Advisors | 0.00% | Reduce -17.3% | 521 | $24K |
| LGT Financial Advisors LLC | 0.04% | Reduce -87.7% | 385 | $18K |
| Hexagon Capital Partners LLC | 0.00% | Add +18.7% | 374 | $17K |
| Tucker Asset Management LLC | 0.00% | New | 339 | $16K |
| Larson Financial Group LLC | 0.00% | Add +3050.0% | 315 | $14K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -0.3% | 313 | $14K |
| Balentine LLC | 0.00% | No change | 300 | $14K |
| Fifth Third Bancorp | 0.00% | No change | 264 | $12K |
| WASHINGTON TRUST Co | 0.00% | No change | 256 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 250 | $11K |
| CoreCap Advisors, LLC | 0.00% | No change | 220 | $10K |
| Avior Wealth Management, LLC | 0.00% | Add +4725.0% | 193 | $9K |
| Baldwin Wealth Partners LLC | 0.00% | New | 171 | $8K |
| Rothschild Investment LLC | 0.00% | Add +322.5% | 169 | $8K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 167 | $8K |
| Delta Asset Management LLC | 0.00% | No change | 154 | $7K |
| Signaturefd, LLC | 0.00% | Add +47.1% | 100 | $5K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 71 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -93.7% | 72 | $3K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $2K |
| WFA of San Diego, LLC | 0.00% | — | 33 | $2K |
| Key Financial Inc | 0.00% | No change | 25 | $1K |
| Missouri Trust & Investment Co | 0.00% | New | 20 | $915 |
| Parallel Advisors, LLC | 0.00% | No change | 20 | $915 |
| Cornerstone Planning Group LLC | 0.00% | No change | 14 | $613 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 12 | $549 |
| Global Wealth Strategies & Associates | 0.00% | No change | 11 | $503 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $183 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $72 |
| Summit Securities Group LLC | 0.00% | New | 1 | $0 |
| Avion Wealth | 0.00% | No change | 3 | $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.