SS SPDR N Ice Muni Bond ETFTFIETF
13F holders, Q3 2024 (September 30)302holders +5
32new positions
29sold out
2famous investors
$46.83avg. 13F price*
At the end of Q3 2024, 302 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings, up 5 from Q2 2024. 32 opened new positions and 29 sold out. The largest holders were Bank of America Corp. ($843.2M), Morgan Stanley ($539.7M) and Betterment LLC ($320.7M). 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 (Q3 2024)
- CUSIP
- 78468R721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $12.0M |
| Exits | 29 | $10.0M |
All 13F filers, Q2 2024 → Q3 2024: 2,481,985 shares bought and 1,941,160 shares sold, net +540,825 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| Bank of America Corp. | 0.07% | Add +5.3% | 18,005,638 | $843.2M |
| Morgan Stanley | 0.04% | Add +0.1% | 11,523,939 | $539.7M |
| Betterment LLC | 0.77% | Reduce -0.8% | 6,847,227 | $320.7M |
| Northwestern Mutual Wealth Management Co. | 0.19% | Add +1.8% | 4,602,361 | $215.5M |
| Fisher Asset Management | 0.07% | Reduce -11.4% | 3,548,891 | $166.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 1.85% | Add +4.1% | 1,710,414 | $80.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +22.4% | 1,299,308 | $60.8M |
| Bank of Montreal | 0.03% | Add +2.4% | 1,262,263 | $59.1M |
| LPL Financial LLC | 0.02% | Add +5.5% | 996,234 | $46.7M |
| Financial Engines Advisors L.L.C. | 0.08% | Reduce -2.2% | 785,219 | $36.8M |
| UBS Group AG | 0.01% | Reduce -14.2% | 725,292 | $34.0M |
| Assetmark, Inc. | 0.09% | Reduce -3.4% | 685,848 | $32.1M |
| One Capital Management, LLC | 0.89% | Reduce -3.3% | 595,626 | $27.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.4% | 532,139 | $24.9M |
| Foster Group, Inc. | 0.89% | Reduce -4.1% | 508,379 | $23.8M |
| Allworth Financial LP | 0.12% | Reduce -3.2% | 436,419 | $20.4M |
| Revolve Wealth Partners, LLC | 2.94% | Add +10.9% | 411,400 | $19.3M |
| HighTower Advisors, LLC | 0.03% | Add +168.0% | 380,574 | $17.8M |
| Avidian Wealth Enterprises, LLC | 0.79% | Add +4.5% | 370,865 | $17.4M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 354,350 | $16.6M |
| Ackerman Capital Advisors, LLC | 4.11% | Reduce -0.3% | 340,048 | $15.9M |
| JFS Wealth Advisors, LLC | 1.02% | Reduce -0.5% | 326,417 | $15.3M |
| Stifel Financial Corp. | 0.02% | Add +34.1% | 307,572 | $14.4M |
| Wealthcare Advisory Partners LLC | 0.41% | Reduce -2.0% | 306,829 | $14.4M |
| Osaic Holdings, Inc. | 0.03% | Add +0.5% | 298,678 | $14.0M |
| HBK Sorce Advisory LLC | 0.41% | Reduce -1.7% | 290,531 | $13.6M |
| State of Wisconsin Investment Board | 0.03% | No change | 285,800 | $13.4M |
| Arax Advisory Partners | 1.13% | Add +17.9% | 270,815 | $12.7M |
| Bailard, Inc. | 0.31% | Reduce -17.7% | 255,595 | $12.0M |
| McAdam, LLC | 0.65% | Add +23.4% | 247,344 | $11.6M |
| Renaissance Technologies | 0.02% | Add +63.2% | 232,900 | $10.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 216,444 | $10.1M |
| Cetera Investment Advisers | 0.02% | Add +7.7% | 211,130 | $9.9M |
| Sterling Financial Group, Inc. | 3.87% | Add +3.7% | 193,397 | $9.1M |
| Raymond James & Associates | 0.01% | Reduce -31.9% | 191,125 | $9.0M |
| Mather Group, Llc. | 0.11% | Reduce -10.9% | 182,322 | $8.5M |
| Wealthspire Advisors, LLC | 0.09% | Reduce -0.8% | 179,333 | $8.4M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.4% | 170,348 | $8.0M |
| Crestwood Advisors Group, LLC | 0.15% | Reduce -9.6% | 168,541 | $7.9M |
| Wealthcare Capital Management LLC | 0.74% | Reduce -17.8% | 157,169 | $7.4M |
| Jane Street Group, LLC | 0.01% | Reduce -43.9% | 156,960 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.0% | 152,897 | $7.2M |
| Steele Capital Management, Inc. | 0.37% | Reduce -3.9% | 151,366 | $7.1M |
| Comerica Bank | 0.03% | Add +0.4% | 145,850 | $6.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.8% | 144,405 | $6.8M |
| Cwm, LLC | 0.03% | Reduce -2.0% | 142,830 | $6.7M |
| TD Private Client Wealth LLC | 0.19% | Add +1.7% | 141,532 | $6.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Add +41.6% | 130,970 | $6.1M |
| Cullen/Frost Bankers, Inc. | 0.08% | Reduce -19.1% | 127,246 | $6.0M |
| MML Investors Services, LLC | 0.02% | Add +21.8% | 124,144 | $5.8M |
| Truist Financial Corp. | 0.01% | Reduce -3.7% | 123,297 | $5.8M |
| Towercrest Capital Management | 0.90% | Reduce -5.1% | 118,634 | $5.6M |
| Sage Financial Group Inc. | 0.45% | Reduce -20.7% | 117,632 | $5.5M |
| Mariner, LLC | 0.01% | Reduce -11.8% | 116,562 | $5.5M |
| Alliance Wealth Management Group | 1.42% | Reduce -2.3% | 113,694 | $5.3M |
| Pure Portfolios Holdings LLC | 1.99% | — | 112,393 | $5.3M |
| Invst, LLC | 0.59% | Add +7.8% | 103,503 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -12.5% | 103,426 | $4.8M |
| Mayflower Financial Advisors, LLC | 0.72% | Reduce -0.1% | 101,898 | $4.8M |
| Royal Bank of Canada | 0.00% | Reduce -2.2% | 98,291 | $4.6M |
| Versant Capital Management, Inc | 1.02% | Reduce -1.1% | 95,817 | $4.5M |
| SWS Partners | 1.37% | Add +1.4% | 91,947 | $4.3M |
| Aquire Wealth Advisors, LLC | 1.34% | Reduce -10.8% | 91,331 | $4.3M |
| Great Valley Advisor Group, Inc. | 0.10% | Add +2.8% | 89,201 | $4.2M |
| TruNorth Capital Management, LLC | 1.24% | Add +13.2% | 89,043 | $4.2M |
| &partners | 0.07% | New | 82,949 | $3.9M |
| Park Avenue Securities LLC | 0.04% | Add +24.6% | 79,037 | $3.7M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +3.8% | 65,468 | $3.1M |
| HHM Wealth Advisors, LLC | 0.40% | Reduce -1.0% | 60,649 | $2.8M |
| SteelPeak Wealth, LLC | 0.12% | Reduce -4.0% | 60,028 | $2.8M |
| Evensky & Katz LLC | 0.17% | Reduce -11.7% | 57,133 | $2.7M |
| Northeast Financial Group, Inc. | 1.00% | Add +58.4% | 55,648 | $2.6M |
| Prudential Financial Inc. | 0.00% | Add +113.7% | 54,481 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.0% | 53,513 | $2.5M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -29.6% | 50,164 | $2.3M |
| Collective Family Office LLC | 0.63% | Add +14.8% | 49,388 | $2.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.9% | 48,480 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.16% | Reduce -14.4% | 48,260 | $2.3M |
| Advisor OS, LLC | 0.21% | Reduce -3.8% | 44,119 | $2.1M |
| First National Corp. /Ma/ | 0.46% | Add +8.3% | 43,822 | $2.1M |
| Austin Private Wealth, LLC | 0.20% | Add +44.8% | 42,951 | $2.0M |
| EFG Asset Management (Americas) Corp. | 0.36% | Add +6.5% | 39,595 | $1.9M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.9% | 39,334 | $1.8M |
| Citigroup Inc. | 0.00% | Reduce -7.8% | 38,952 | $1.8M |
| Rockefeller Capital Management L.P. | 0.00% | Add +3.6% | 38,766 | $1.8M |
| CFS Investment Advisory Services, LLC | 0.15% | Add +5.0% | 38,672 | $1.8M |
| Goodman Advisory Group, LLC | 0.51% | No change | 38,383 | $1.8M |
| Moser Wealth Advisors, LLC | 0.90% | Reduce -3.4% | 36,890 | $1.7M |
| IFP Advisors, Inc | 0.06% | Reduce -1.0% | 36,373 | $1.7M |
| St Germain D J Co. Inc. | 0.08% | Reduce -0.8% | 35,520 | $1.7M |
| One Wealth Advisors, LLC | 0.25% | New | 35,196 | $1.6M |
| Eagle Rock Investment Company, LLC | 0.28% | No change | 35,127 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.5% | 34,725 | $1.6M |
| Concourse Financial Group Securities, Inc. | 0.09% | Add +42.2% | 31,943 | $1.5M |
| Harbour Investments, Inc. | 0.04% | Add +0.0% | 31,546 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.11% | Reduce -14.1% | 29,382 | $1.4M |
| WBH Advisory Inc. | 0.13% | Reduce -1.4% | 28,451 | $1.3M |
| Financial Life Advisors | 0.49% | No change | 27,621 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -28.9% | 26,305 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -28.9% | 26,305 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Add +16.8% | 24,788 | $1.2M |
| Olde Wealth Management, LLC | 0.41% | No change | 24,729 | $1.2M |
| Eagle Strategies LLC | 0.21% | Add +1.1% | 24,650 | $1.2M |
| Savvy Advisors, Inc. | 0.23% | No change | 24,349 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -12.8% | 24,245 | $1.1M |
| WealthShield Partners, LLC | 0.15% | Reduce -2.1% | 24,114 | $1.1M |
| Tortoise Investment Management, LLC | 0.12% | Reduce -5.0% | 24,089 | $1.1M |
| Private Trust Co. NA | 0.11% | Add +0.5% | 23,011 | $1.1M |
| Independent Wealth Network Inc. | 0.47% | Reduce -2.1% | 22,824 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +0.3% | 22,747 | $1.1M |
| Vise Technologies, Inc. | 0.13% | Reduce -7.3% | 22,049 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Add +15.9% | 21,495 | $1.0M |
| Gradient Investments LLC | 0.02% | Add +4.3% | 20,991 | $983K |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 20,959 | $982K |
| Transcendent Capital Group LLC | 0.50% | Reduce -10.9% | 20,801 | $974K |
| Elequin Capital, LP | 2.17% | Reduce -80.1% | 20,680 | $968K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -14.1% | 20,609 | $965K |
| Little House Capital LLC | 0.28% | Add +2.7% | 20,581 | $964K |
| Linscomb Wealth, Inc. | 0.05% | Reduce -46.8% | 20,500 | $960K |
| Cumberland Advisors Inc. | 0.38% | Add +0.4% | 20,445 | $957K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 20,257 | $949K |
| Claro Advisors Inc. | 0.12% | Add +29.8% | 20,201 | $946K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +0.0% | 20,053 | $939K |
| Forvis Mazars Wealth Advisors, LLC | 0.02% | Add +0.5% | 19,936 | $934K |
| New Potomac Partners, LLC | 0.48% | Reduce -1.0% | 19,775 | $926K |
| Facet Wealth, Inc. | 0.03% | Reduce -4.2% | 20,017 | $915K |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.9% | 19,518 | $914K |
| FOCUS Wealth Advisors, LLC | 0.45% | No change | 19,385 | $908K |
| Stokes Family Office, LLC | 0.10% | New | 19,282 | $903K |
| Juncture Wealth Strategies, LLC | 0.35% | Reduce -7.0% | 19,116 | $895K |
| DORVAL Corp | 0.36% | Reduce -24.7% | 18,898 | $877K |
| Omega Financial Group, LLC | 0.33% | Add +0.4% | 18,675 | $875K |
| Bragg Financial Advisors, Inc | 0.04% | No change | 18,655 | $874K |
| FMR LLC | 0.00% | Add +61.9% | 18,626 | $872K |
| Stratos Wealth Advisors, LLC | 0.04% | Add +13.2% | 18,544 | $868K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 18,464 | $865K |
| Mercer Global Advisors Inc. | 0.00% | Add +65.8% | 18,436 | $864K |
| Idaho Trust Co | 0.42% | Add +0.1% | 18,382 | $861K |
| Creative Planning | 0.00% | Add +9.3% | 17,956 | $841K |
| Crabel Capital Management, LLC | 0.57% | Add +164.1% | 17,345 | $812K |
| Cypress Financial Planning LLC | 0.30% | Add +2.3% | 17,345 | $812K |
| Hazlett, Burt & Watson, Inc. | 0.36% | New | 16,739 | $784K |
| Aveo Capital Partners, LLC | 0.08% | Add +2.0% | 16,688 | $781K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +29.3% | 16,529 | $774K |
| Keebeck Wealth Management | 0.11% | Reduce -0.1% | 16,298 | $763K |
| Tilson Financial Group, Inc. | 0.33% | Reduce -2.3% | 16,204 | $759K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -5.4% | 16,418 | $753K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.9% | 15,186 | $711K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -39.4% | 14,440 | $676K |
| Ascent Group, LLC | 0.05% | Add +1.3% | 14,212 | $666K |
| Intrua Financial, LLC | 0.10% | Reduce -0.0% | 13,725 | $643K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -28.6% | 13,367 | $626K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -19.6% | 13,019 | $610K |
| HB Wealth Management, LLC | 0.01% | New | 13,008 | $609K |
| Vertex Planning Partners, LLC | 0.15% | Reduce -5.5% | 13,003 | $609K |
| Deutsche Bank AG | 0.00% | No change | 12,912 | $605K |
| Waverly Advisors, LLC | 0.01% | Add +68.2% | 12,600 | $590K |
| Sawgrass Asset Management LLC | 0.06% | Reduce -6.4% | 12,451 | $583K |
| Focus Partners Wealth | 0.00% | Reduce -0.4% | 12,424 | $582K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -14.5% | 12,255 | $574K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -58.3% | 12,225 | $572K |
| Magnus Financial Group LLC | 0.06% | Add +26.0% | 12,191 | $571K |
| Stablepoint Partners, LLC | 0.10% | Reduce -0.7% | 11,999 | $562K |
| Friedenthal Financial | 0.33% | Add +1.3% | 11,938 | $559K |
| Aft, Forsyth & Company, Inc. | 0.27% | No change | 11,750 | $550K |
| Family Asset Management, LLC | 0.33% | Reduce -3.3% | 11,571 | $542K |
| Wealth Management Resources, Inc. | 0.21% | Add +0.1% | 11,243 | $527K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | No change | 11,128 | $521K |
| Edgestream Partners, L.P. | 0.02% | New | 10,310 | $483K |
| Moors & Cabot, Inc. | 0.02% | Reduce -10.6% | 10,219 | $479K |
| Johnson Financial Group, LLC | 0.06% | Add +2.8% | 9,856 | $462K |
| Equitable Holdings, Inc. | 0.00% | New | 9,064 | $424K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +9.4% | 8,792 | $412K |
| First Trust Advisors LP | 0.00% | Reduce -9.9% | 8,560 | $401K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -6.1% | 8,553 | $401K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -0.6% | 8,426 | $395K |
| Richardson Financial Services Inc. | 0.25% | Add +8.2% | 8,591 | $394K |
| Synovus Financial Corp. | 0.00% | New | 8,390 | $393K |
| Nations Financial Group Inc, /Ia/ | 0.03% | Add +0.1% | 8,325 | $390K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 8,232 | $386K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 8,075 | $378K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,943 | $372K |
| My Legacy Advisors, LLC | 0.15% | Reduce -18.0% | 7,877 | $369K |
| Dakota Wealth Management | 0.01% | Reduce -51.4% | 7,833 | $367K |
| Investment Planning Advisors, Inc. | 0.19% | No change | 8,013 | $367K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 7,794 | $365K |
| L.M. Kohn & Company | 0.09% | No change | 7,622 | $357K |
| Castleview Partners, LLC | 0.21% | Reduce -2.0% | 7,595 | $356K |
| Compound Planning, Inc. | 0.02% | Reduce -4.3% | 7,517 | $352K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -17.8% | 7,342 | $344K |
| Nicolet Advisory Services, LLC | 0.03% | Reduce -29.3% | 7,281 | $341K |
| Bristlecone Advisors, LLC | 0.03% | Add +6.5% | 7,162 | $335K |
| First Horizon Advisors, Inc. | 0.01% | No change | 7,125 | $334K |
| Arkadios Wealth Advisors | 0.02% | New | 6,875 | $322K |
| Net Worth Advisory Group | 0.10% | — | 6,869 | $322K |
| Keybank National Association | 0.00% | Add +0.6% | 6,739 | $316K |
| EPG Wealth Management LLC | 0.08% | Add +0.0% | 6,605 | $309K |
| JFG Wealth Management, LLC | 0.08% | Reduce -1.0% | 6,298 | $295K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -1.3% | 6,256 | $293K |
| CX Institutional | 0.01% | Reduce -0.3% | 6,211 | $291K |
| Geneos Wealth Management Inc. | 0.01% | New | 6,162 | $289K |
| 1620 Investment Advisors, Inc. | 0.21% | No change | 6,088 | $285K |
| Truepoint, Inc. | 0.01% | Reduce -19.9% | 5,949 | $279K |
| PFG Advisors | 0.02% | Reduce -3.0% | 5,799 | $272K |
| GAMMA Investing LLC | 0.03% | Add +20.8% | 5,794 | $271K |
| Pathstone Holdings, LLC | 0.00% | Add +12.5% | 5,763 | $270K |
| Diligent Investors, LLC | 0.06% | Add +0.1% | 5,624 | $263K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -40.6% | 5,607 | $263K |
| Wealthgarden F.S. LLC | 0.25% | Add +11.7% | 5,521 | $259K |
| WealthTrust Axiom LLC | 0.08% | No change | 5,500 | $258K |
| Citizens National Bank Trust Department | 0.05% | No change | 5,500 | $258K |
| Twin Focus Capital Partners, LLC | 0.04% | Add +4.5% | 5,417 | $254K |
| Kestra Private Wealth Services, LLC | 0.00% | Reduce -7.0% | 5,233 | $245K |
| Arista Wealth Management, LLC | 0.06% | No change | 5,219 | $244K |
| NewEdge Advisors, LLC | 0.00% | New | 5,172 | $242K |
| Blair William & Co. | 0.00% | Reduce -24.4% | 5,095 | $239K |
| Inscription Capital, LLC | 0.04% | Add +0.6% | 5,063 | $237K |
| Fairway Wealth LLC | 0.12% | No change | 5,019 | $235K |
| Hanson & Doremus Investment Management | 0.04% | Reduce -8.8% | 4,972 | $233K |
| Merit Financial Group, LLC | 0.01% | Add +1.9% | 4,966 | $233K |
| Apollon Wealth Management, LLC | 0.01% | Add +8.8% | 4,859 | $228K |
| Hardin Capital Partners, LLC | 0.13% | Reduce -4.1% | 4,647 | $223K |
| 1900 Wealth Management LLC | 0.02% | Reduce -79.7% | 4,751 | $222K |
| Csenge Advisory Group | 0.01% | New | 4,748 | $220K |
| Exchange Bank | 0.18% | No change | 4,622 | $216K |
| Taylor Hoffman Capital Management LLC | 0.08% | — | 4,656 | $213K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -26.1% | 4,519 | $212K |
| Brophy Wealth Management, LLC | 0.08% | — | 4,505 | $211K |
| SageView Advisory Group, LLC | 0.01% | New | 4,423 | $207K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 4,426 | $207K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -5.5% | 4,300 | $201K |
| Qube Research & Technologies Ltd | 0.00% | New | 4,163 | $195K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,021 | $188K |
| Marquette Asset Management, LLC | 0.03% | Reduce -13.3% | 3,526 | $165K |
| Bank of New Hampshire | 0.04% | No change | 3,000 | $140K |
| Capital Investment Advisory Services, LLC | 0.01% | No change | 2,962 | $139K |
| BlackRock, Inc. | 0.00% | — | 2,770 | $130K |
| US Bancorp \de | 0.00% | Reduce -0.0% | 2,665 | $125K |
| Alaska Wealth Advisors, LLC | 0.02% | Add +0.5% | 2,414 | $113K |
| Principal Securities, Inc. | 0.00% | Reduce -0.9% | 2,337 | $109K |
| Johnson Financial Group, Inc. | 0.01% | New | 2,323 | $109K |
| Park Place Capital Corp | 0.03% | Add +17.4% | 2,299 | $108K |
| Balentine LLC | 0.00% | Add +646.0% | 2,238 | $105K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,226 | $104K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 2,200 | $103K |
| GeoWealth Management, LLC | 0.00% | New | 1,835 | $86K |
| Adirondack Trust Co. | 0.03% | No change | 1,500 | $70K |
| Spire Wealth Management | 0.00% | No change | 1,363 | $64K |
| Aptus Capital Advisors, LLC | 0.00% | Add +52.5% | 1,258 | $59K |
| Oarsman Capital, Inc. | 0.01% | New | 1,230 | $58K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.8% | 1,225 | $57K |
| Godsey & Gibb, Inc. | 0.01% | New | 1,142 | $53K |
| Founders Financial Alliance, LLC | 0.01% | No change | 1,054 | $49K |
| Venturi Wealth Management, LLC | 0.00% | No change | 1,007 | $47K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,000 | $47K |
| Jones Financial Companies LLLP | 0.00% | New | 839 | $39K |
| Sound Income Strategies, LLC | 0.00% | No change | 836 | $39K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -11.9% | 812 | $38K |
| St. Johns Investment Management Company, LLC | 0.02% | New | 794 | $37K |
| Salomon & Ludwin, LLC | 0.00% | No change | 791 | $37K |
| Caitlin John, LLC | 0.02% | Reduce -70.9% | 800 | $37K |
| Salem Investment Counselors Inc. | 0.00% | No change | 777 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.7% | 766 | $36K |
| Ballast Advisors LLC | 0.01% | No change | 745 | $35K |
| Bokf, NA | 0.00% | No change | 742 | $35K |
| Operose Advisors LLC | 0.01% | New | 669 | $31K |
| Asset Dedication, LLC | 0.00% | No change | 572 | $27K |
| LGT Financial Advisors LLC | 0.04% | Add +0.8% | 388 | $18K |
| Larson Financial Group LLC | 0.00% | Add +14.9% | 362 | $17K |
| Tucker Asset Management LLC | 0.00% | Add +3.8% | 352 | $16K |
| Sunbelt Securities, Inc. | 0.00% | No change | 313 | $15K |
| WASHINGTON TRUST Co | 0.00% | No change | 256 | $12K |
| Global Financial Private Client, LLC | 0.00% | No change | 250 | $12K |
| Hexagon Capital Partners LLC | 0.00% | Reduce -39.3% | 227 | $11K |
| Avior Wealth Management, LLC | 0.00% | Add +0.5% | 194 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 169 | $8K |
| Private Wealth Management Group, LLC | 0.00% | Reduce -96.1% | 159 | $7K |
| Delta Asset Management LLC | 0.00% | No change | 154 | $7K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +81.9% | 131 | $6K |
| Tsfg, LLC | 0.00% | New | 112 | $5K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -42.7% | 98 | $5K |
| Planned Solutions, Inc. | 0.00% | New | 75 | $4K |
| Signaturefd, LLC | 0.00% | Reduce -31.0% | 69 | $3K |
| Painted Porch Advisors LLC | 0.00% | New | 45 | $2K |
| Caldwell Trust Co | 0.00% | New | 41 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $2K |
| WFA of San Diego, LLC | 0.00% | No change | 33 | $2K |
| Key Financial Inc | 0.00% | No change | 25 | $1K |
| Missouri Trust & Investment Co | 0.00% | No change | 20 | $937 |
| Farmers & Merchants Investments Inc. | 0.00% | New | 14 | $656 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -7.1% | 13 | $606 |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | No change | 12 | $562 |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | New | 11 | $515 |
| Global Wealth Strategies & Associates | 0.00% | No change | 11 | $515 |
| Glen Eagle Advisors, LLC | 0.00% | No change | 4 | $187 |
| WealthCollab, LLC | 0.00% | New | 2 | $94 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $91 |
| Grove Bank & Trust | 0.00% | Reduce -99.9% | 1 | $47 |
| Russell Investments Group, Ltd. | 0.00% | New | 1 | $42 |
| Avion Wealth | 0.00% | No change | 3 | $0 |
| Hemington Wealth Management | 0.00% | New | 20 | $0 |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | New | 12 | $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.