SS SPDR N Ice Muni Bond ETFTFIETF
13F holders, Q1 2025 (March 31)309holders −14
26new positions
40sold out
4famous investors
$45.06avg. 13F price*
At the end of Q1 2025, 309 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings, down 14 from Q4 2024. 26 opened new positions and 40 sold out. The largest holders were Bank of America Corp. ($594.2M), Betterment LLC ($413.8M) and JPMorgan Chase & Co. ($284.6M). 4 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation'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 (Q1 2025)
- CUSIP
- 78468R721
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $12.3M |
| Exits | 40 | $14.5M |
All 13F filers, Q4 2024 → Q1 2025: 10,676,735 shares bought and 18,652,304 shares sold, net −7,975,569 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 309 holders
| Bank of America Corp. | 0.05% | Reduce -30.7% | 13,183,128 | $594.2M |
| Betterment LLC | 0.98% | Add +29.5% | 9,181,983 | $413.8M |
| JPMorgan Chase & Co. | 0.02% | Add +1104.7% | 6,315,309 | $284.6M |
| Northwestern Mutual Wealth Management Co. | 0.18% | Add +4.1% | 4,938,709 | $222.6M |
| Morgan Stanley | 0.01% | Reduce -71.1% | 3,943,150 | $177.7M |
| Fisher Asset Management | 0.06% | Reduce -4.8% | 3,236,702 | $145.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -4.6% | 1,925,669 | $86.8M |
| Bank of Montreal | 0.04% | Add +57.7% | 1,467,840 | $66.2M |
| LPL Financial LLC | 0.02% | Add +3.7% | 1,244,515 | $56.1M |
| UBS Group AG | 0.01% | Add +5.1% | 773,057 | $34.8M |
| Financial Engines Advisors L.L.C. | 0.07% | Reduce -3.1% | 734,069 | $33.1M |
| Assetmark, Inc. | 0.08% | Reduce -0.7% | 685,579 | $30.9M |
| Raymond James Financial Inc. | 0.01% | Add +89.3% | 513,756 | $23.2M |
| Foster Group, Inc. | 0.83% | Reduce -1.6% | 491,429 | $22.1M |
| One Capital Management, LLC | 0.75% | Reduce -6.7% | 489,070 | $22.0M |
| Wells Fargo & Company | 0.01% | Add +4.5% | 457,554 | $20.6M |
| Allworth Financial LP | 0.11% | Add +6.8% | 447,006 | $19.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.36% | Reduce -76.0% | 424,225 | $19.1M |
| Revolve Wealth Partners, LLC | 2.76% | Add +2.2% | 424,019 | $19.1M |
| Avidian Wealth Enterprises, LLC | 0.85% | Add +12.3% | 423,250 | $19.1M |
| Wealthcare Advisory Partners LLC | 0.50% | Add +41.7% | 416,343 | $18.8M |
| Austin Private Wealth, LLC | 1.46% | Add +735.1% | 361,314 | $16.3M |
| Elequin Capital, LP | 4.24% | Add +3714.2% | 356,854 | $16.1M |
| Arax Advisory Partners | 0.99% | Add +14.2% | 343,196 | $15.5M |
| Stifel Financial Corp. | 0.02% | Add +11.8% | 330,185 | $14.9M |
| Ackerman Capital Advisors, LLC | 3.86% | Reduce -5.4% | 323,890 | $14.6M |
| JFS Wealth Advisors, LLC | 0.96% | Reduce -2.3% | 316,310 | $14.3M |
| Cetera Investment Advisers | 0.03% | Add +31.5% | 289,995 | $13.1M |
| State of Wisconsin Investment Board | 0.03% | No change | 285,800 | $12.9M |
| HighTower Advisors, LLC | 0.02% | Add +13.0% | 281,724 | $12.7M |
| HBK Sorce Advisory LLC | 0.36% | Reduce -6.3% | 273,739 | $12.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -26.4% | 203,033 | $9.2M |
| TD Private Client Wealth LLC | 0.25% | Add +7.2% | 200,022 | $9.0M |
| MML Investors Services, LLC | 0.03% | Reduce -2.5% | 194,011 | $8.7M |
| Sterling Financial Group, Inc. | 2.83% | Reduce -4.1% | 174,012 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.1% | 173,416 | $7.8M |
| Wealthspire Advisors, LLC | 0.05% | Reduce -1.7% | 168,824 | $7.6M |
| Mather Group, Llc. | 0.09% | Reduce -5.9% | 168,555 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.3% | 168,306 | $7.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +2.4% | 161,163 | $7.3M |
| Crestwood Advisors Group, LLC | 0.14% | Reduce -6.2% | 157,674 | $7.1M |
| McAdam, LLC | 0.40% | Reduce -38.7% | 142,491 | $6.4M |
| Wealthcare Capital Management LLC | 0.64% | Add +8.0% | 139,895 | $6.3M |
| Mariner, LLC | 0.01% | Add +4.9% | 138,897 | $6.2M |
| Truist Financial Corp. | 0.01% | Add +4.3% | 129,534 | $5.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -13.8% | 126,368 | $5.7M |
| &partners | 0.06% | Add +1.8% | 126,664 | $5.7M |
| Park Avenue Securities LLC | 0.07% | Reduce -4.5% | 117,679 | $5.3M |
| Sage Financial Group Inc. | 0.42% | Reduce -0.9% | 116,575 | $5.3M |
| Cwm, LLC | 0.02% | Reduce -23.4% | 102,962 | $4.6M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 102,669 | $4.6M |
| Pure Portfolios Holdings LLC | 1.61% | Add +6.9% | 97,175 | $4.4M |
| Aquire Wealth Advisors, LLC | 1.32% | Reduce -0.7% | 95,054 | $4.3M |
| TruNorth Capital Management, LLC | 1.06% | Add +12.8% | 94,482 | $4.3M |
| Citadel Advisors | 0.00% | Add +11.4% | 94,287 | $4.2M |
| Fourth Dimension Wealth, LLC | 2.00% | Add +20.8% | 91,651 | $4.1M |
| Cullen/Frost Bankers, Inc. | 0.06% | Reduce -2.7% | 91,553 | $4.1M |
| Great Valley Advisor Group, Inc. | 0.09% | Add +0.2% | 90,752 | $4.1M |
| Versant Capital Management, Inc | 0.67% | Reduce -6.4% | 88,514 | $4.0M |
| Comerica Bank | 0.02% | Reduce -38.2% | 85,474 | $3.9M |
| Mayflower Financial Advisors, LLC | 0.58% | Reduce -0.4% | 85,316 | $3.8M |
| Quadrature Capital Ltd | 0.08% | New | 83,607 | $3.8M |
| HHM Wealth Advisors, LLC | 0.47% | Add +8.3% | 77,981 | $3.5M |
| Towercrest Capital Management | 0.65% | Reduce -2.8% | 75,557 | $3.4M |
| Invst, LLC | 0.45% | Reduce -31.6% | 73,168 | $3.3M |
| Alliance Wealth Management Group | 0.85% | Reduce -3.2% | 70,378 | $3.2M |
| Northeast Financial Group, Inc. | 1.15% | Add +20.1% | 68,508 | $3.1M |
| Johnson Financial Group, LLC | 0.32% | Reduce -26.1% | 67,942 | $3.1M |
| Jane Street Group, LLC | 0.01% | Reduce -24.2% | 63,183 | $2.8M |
| Steele Capital Management, Inc. | 0.15% | Add +0.8% | 63,106 | $2.8M |
| Collective Family Office LLC | 0.74% | Add +7.8% | 60,690 | $2.7M |
| CX Institutional | 0.10% | Add +1296.8% | 60,145 | $2.7M |
| SteelPeak Wealth, LLC | 0.11% | Add +52.2% | 59,007 | $2.7M |
| Evensky & Katz LLC | 0.17% | Reduce -4.4% | 56,385 | $2.5M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -33.4% | 55,583 | $2.5M |
| SWS Partners | 0.80% | Reduce -40.4% | 54,309 | $2.4M |
| Renaissance Technologies | 0.00% | Reduce -44.0% | 53,881 | $2.4M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -30.8% | 51,777 | $2.3M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -4.0% | 51,746 | $2.3M |
| JFG Wealth Management, LLC | 0.53% | Reduce -3.4% | 51,654 | $2.3M |
| WealthShield Partners, LLC | 0.30% | Reduce -7.6% | 51,146 | $2.3M |
| Cornerstone Wealth Management, LLC | 0.15% | No change | 48,252 | $2.2M |
| First National Corp. /Ma/ | 0.44% | Add +0.7% | 44,188 | $2.0M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -82.3% | 43,001 | $1.9M |
| Citigroup Inc. | 0.00% | Add +3.1% | 41,512 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +94.6% | 40,810 | $1.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +0.1% | 39,706 | $1.8M |
| Harbour Investments, Inc. | 0.05% | Reduce -6.1% | 36,371 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -0.3% | 35,970 | $1.6M |
| Cornerstone Wealth Group, LLC | 0.13% | Add +16.6% | 35,646 | $1.6M |
| Moser Wealth Advisors, LLC | 0.84% | Add +1.1% | 35,440 | $1.6M |
| Eagle Rock Investment Company, LLC | 0.27% | No change | 35,257 | $1.6M |
| EFG Asset Management (Americas) Corp. | 0.32% | Add +0.8% | 35,010 | $1.6M |
| One Wealth Advisors, LLC | 0.23% | Reduce -1.7% | 34,603 | $1.6M |
| WBH Advisory Inc. | 0.14% | Add +7.2% | 34,271 | $1.5M |
| Facet Wealth, Inc. | 0.04% | Add +375.3% | 34,295 | $1.5M |
| Nicolet Advisory Services, LLC | 0.15% | Add +428.7% | 34,590 | $1.5M |
| Goodman Advisory Group, LLC | 0.46% | Reduce -11.6% | 33,296 | $1.5M |
| IFP Advisors, Inc | 0.05% | Reduce -8.3% | 33,250 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -1.7% | 32,989 | $1.5M |
| Fortis Capital Advisors, LLC | 0.30% | New | 32,427 | $1.5M |
| Belpointe Asset Management LLC | 0.08% | New | 32,427 | $1.5M |
| Flow Traders U.S. LLC | 0.06% | New | 30,515 | $1.4M |
| Eagle Strategies LLC | 0.23% | Add +21.3% | 29,688 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +211.5% | 28,312 | $1.3M |
| Keebeck Wealth Management | 0.19% | Add +65.0% | 28,238 | $1.3M |
| Bowman & Co S.C. | 0.63% | Add +32.4% | 28,153 | $1.3M |
| FMR LLC | 0.00% | Add +3.0% | 28,059 | $1.3M |
| St Germain D J Co. Inc. | 0.06% | Reduce -15.6% | 27,977 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +7.7% | 26,471 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +7.7% | 26,471 | $1.2M |
| Novus Advisors, LLC | 1.16% | Reduce -2.4% | 25,633 | $1.2M |
| Olde Wealth Management, LLC | 0.39% | No change | 24,729 | $1.1M |
| Savvy Advisors, Inc. | 0.11% | Reduce -0.7% | 24,092 | $1.1M |
| Tortoise Investment Management, LLC | 0.11% | Reduce -0.3% | 24,019 | $1.1M |
| Cumberland Advisors Inc. | 0.49% | Add +2.3% | 24,005 | $1.1M |
| Sequoia Financial Advisors, LLC | 0.01% | Add +4.9% | 23,837 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -18.2% | 23,272 | $1.0M |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -15.3% | 22,836 | $1.0M |
| FOCUS Wealth Advisors, LLC | 0.51% | Add +11.5% | 20,528 | $925K |
| Linscomb Wealth, Inc. | 0.05% | No change | 20,500 | $924K |
| Financial Life Advisors | 0.34% | Reduce -24.8% | 20,490 | $923K |
| Advisor OS, LLC | 0.10% | Reduce -3.3% | 20,443 | $921K |
| Alesco Advisors, LLC, An ESL Co | 0.03% | Add +2.3% | 20,351 | $917K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -7.7% | 20,345 | $917K |
| Gradient Investments LLC | 0.02% | Add +7.4% | 20,081 | $905K |
| Creative Planning | 0.00% | Add +4.3% | 19,428 | $876K |
| Edge Financial Advisors LLC | 0.54% | New | 18,996 | $856K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.5% | 19,422 | $851K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 18,464 | $832K |
| Idaho Trust Co | 0.34% | No change | 18,350 | $827K |
| Stokes Family Office, LLC | 0.09% | Reduce -5.1% | 18,297 | $825K |
| Transcendent Capital Group LLC | 0.46% | Reduce -1.8% | 18,254 | $823K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -23.5% | 18,059 | $814K |
| Tilson Financial Group, Inc. | 0.32% | Add +1.7% | 18,009 | $811K |
| Wealthcare Capital Partners, LLC | 0.41% | Add +0.2% | 17,762 | $801K |
| Little House Capital LLC | 0.22% | Reduce -1.1% | 17,761 | $800K |
| NewEdge Advisors, LLC | 0.00% | Reduce -10.9% | 17,314 | $780K |
| Juncture Wealth Strategies, LLC | 0.30% | Add +4.1% | 17,049 | $768K |
| Hazlett, Burt & Watson, Inc. | 0.34% | No change | 16,739 | $754K |
| Omega Financial Group, LLC | 0.29% | Reduce -10.0% | 16,570 | $747K |
| Tudor Investment Corporation | 0.01% | Add +84.0% | 16,399 | $739K |
| Signal Advisors Wealth, LLC | 0.07% | Add +82.0% | 15,999 | $721K |
| Level Four Advisory Services, LLC | 0.03% | Reduce -4.9% | 15,650 | $705K |
| Waverly Advisors, LLC | 0.01% | Add +18.7% | 15,546 | $701K |
| DORVAL Corp | 0.28% | Reduce -7.0% | 14,839 | $686K |
| Forefront Wealth Partners, LLC | 0.46% | Reduce -17.4% | 15,046 | $678K |
| Aventura Private Wealth, LLC | 0.35% | Reduce -21.4% | 14,741 | $664K |
| Wealthfront Advisers LLC | 0.00% | Reduce -14.9% | 14,353 | $647K |
| Compound Planning, Inc. | 0.03% | Add +10.9% | 14,267 | $643K |
| AdvisorNet Financial, Inc | 0.05% | Add +53.6% | 13,755 | $620K |
| HB Wealth Management, LLC | 0.01% | Add +4.4% | 13,580 | $612K |
| Dakota Wealth Management | 0.01% | Add +33.1% | 13,543 | $610K |
| Independent Wealth Network Inc. | 0.24% | Reduce -0.8% | 13,529 | $610K |
| Edgestream Partners, L.P. | 0.02% | Add +76.3% | 13,047 | $588K |
| Vertex Planning Partners, LLC | 0.13% | No change | 13,003 | $586K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -24.5% | 12,929 | $583K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -28.7% | 12,925 | $583K |
| Deutsche Bank AG | 0.00% | No change | 12,912 | $582K |
| Magnus Financial Group LLC | 0.06% | Reduce -13.4% | 12,688 | $572K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.7% | 12,365 | $557K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -3.7% | 12,231 | $551K |
| Ascent Group, LLC | 0.02% | Reduce -13.5% | 12,167 | $548K |
| PFW Advisors LLC | 0.17% | No change | 12,078 | $544K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.7% | 11,958 | $539K |
| Bristlecone Advisors, LLC | 0.04% | Add +85.7% | 11,895 | $536K |
| Claro Advisors Inc. | 0.07% | Reduce -22.3% | 11,880 | $535K |
| Aft, Forsyth & Company, Inc. | 0.29% | No change | 11,750 | $530K |
| Ashton Thomas Private Wealth, LLC | 0.02% | No change | 11,573 | $522K |
| Friedenthal Financial | 0.31% | Reduce -5.4% | 11,370 | $512K |
| Midwest Financial Network, LLC | 0.51% | Add +13.2% | 11,245 | $507K |
| Stablepoint Partners, LLC | 0.09% | Reduce -1.3% | 11,229 | $506K |
| XTX Topco Ltd | 0.02% | New | 10,716 | $483K |
| Cypress Wealth Services, LLC | 0.10% | New | 10,679 | $481K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.0% | 10,040 | $453K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +26.8% | 9,819 | $443K |
| Investment Planning Advisors, Inc. | 0.17% | Add +8.9% | 9,459 | $426K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 9,332 | $421K |
| Pathstone Holdings, LLC | 0.00% | Add +32.0% | 9,308 | $419K |
| GAMMA Investing LLC | 0.03% | Add +7.6% | 9,302 | $419K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -32.1% | 9,233 | $416K |
| Moors & Cabot, Inc. | 0.02% | No change | 8,919 | $402K |
| Richardson Financial Services Inc. | 0.31% | Add +7.8% | 8,910 | $402K |
| Venturi Wealth Management, LLC | 0.02% | Add +780.1% | 8,863 | $399K |
| Strive Asset Management, LLC | 0.28% | Reduce -83.4% | 8,862 | $399K |
| Cypress Financial Planning LLC | 0.14% | No change | 8,859 | $399K |
| First Trust Advisors LP | 0.00% | Reduce -16.2% | 8,772 | $395K |
| Composition Wealth, LLC | 0.01% | Reduce -16.3% | 8,729 | $393K |
| Beaumont Financial Advisors, LLC | 0.03% | No change | 8,546 | $385K |
| Focus Partners Wealth | 0.00% | Reduce -5.8% | 8,325 | $375K |
| Brucke Financial, Inc. | 0.32% | Add +34.9% | 8,263 | $369K |
| Icon Wealth Advisors, LLC | 0.03% | No change | 7,943 | $358K |
| M1 Capital Management LLC | 0.22% | Add +7.9% | 7,876 | $355K |
| Cerity Partners LLC | 0.00% | New | 7,801 | $352K |
| Villere St Denis J & Co. LLC | 0.03% | No change | 7,794 | $351K |
| Two Sigma Securities, LLC | 0.05% | Add +67.4% | 7,521 | $339K |
| Captrust Financial Advisors | 0.00% | New | 7,465 | $336K |
| Sei Investments Co. | 0.00% | Reduce -23.2% | 7,393 | $333K |
| Badgley Phelps Wealth Managers, LLC | 0.01% | Reduce -35.4% | 7,193 | $324K |
| First Horizon Advisors, Inc. | 0.01% | Reduce -33.7% | 7,125 | $321K |
| Kagan Cocozza Asset Management | 0.26% | Reduce -0.1% | 7,112 | $321K |
| Csenge Advisory Group | 0.02% | Add +40.1% | 7,192 | $318K |
| Intrua Financial, LLC | 0.05% | Reduce -4.6% | 6,864 | $309K |
| Arkadios Wealth Advisors | 0.01% | Add +0.5% | 6,827 | $308K |
| EPG Wealth Management LLC | 0.08% | Add +0.5% | 6,707 | $302K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 6,636 | $299K |
| Bragg Financial Advisors, Inc | 0.01% | Reduce -46.5% | 6,562 | $296K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -25.8% | 6,515 | $294K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.4% | 6,453 | $291K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 6,401 | $288K |
| L.M. Kohn & Company | 0.07% | No change | 6,250 | $282K |
| Crews Bank & Trust | 0.05% | Reduce -43.2% | 6,160 | $278K |
| Keybank National Association | 0.00% | Reduce -1.1% | 6,095 | $275K |
| Independent Advisor Alliance | 0.01% | Reduce -79.8% | 6,040 | $272K |
| OneAscent Financial Services LLC | 0.02% | Reduce -4.1% | 5,838 | $264K |
| Bailard, Inc. | 0.01% | Reduce -58.0% | 5,708 | $257K |
| PFG Advisors | 0.01% | Reduce -1.6% | 5,612 | $253K |
| WealthTrust Axiom LLC | 0.08% | No change | 5,500 | $248K |
| Citizens National Bank Trust Department | 0.05% | No change | 5,500 | $248K |
| Fairway Wealth LLC | 0.09% | Add +0.0% | 5,326 | $240K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -2.3% | 5,284 | $238K |
| Arista Wealth Management, LLC | 0.06% | No change | 5,219 | $235K |
| Blair William & Co. | 0.00% | Reduce -0.3% | 5,204 | $235K |
| Inscription Capital, LLC | 0.04% | — | 5,031 | $234K |
| Sawgrass Asset Management LLC | 0.03% | No change | 5,176 | $233K |
| My Legacy Advisors, LLC | 0.09% | Reduce -34.2% | 5,088 | $229K |
| World Investment Advisors | 0.01% | New | 4,988 | $225K |
| Sowell Financial Services LLC | 0.01% | New | 4,914 | $221K |
| Wealthgarden F.S. LLC | 0.21% | Reduce -18.4% | 4,863 | $219K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.5% | 4,828 | $218K |
| Harmony Asset Management LLC | 0.09% | New | 4,762 | $215K |
| 1900 Wealth Management LLC | 0.02% | No change | 4,751 | $214K |
| Ridgeline Wealth, LLC | 0.18% | No change | 4,729 | $213K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.8% | 4,727 | $213K |
| Synovus Financial Corp. | 0.00% | New | 4,688 | $211K |
| Taylor Hoffman Capital Management LLC | 0.08% | No change | 4,656 | $210K |
| 1620 Investment Advisors, Inc. | 0.16% | No change | 4,638 | $209K |
| Exchange Bank | 0.17% | No change | 4,622 | $208K |
| Apollon Financial, LLC | 0.05% | Reduce -18.6% | 4,563 | $206K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.4% | 4,554 | $205K |
| Strategic Blueprint, LLC | 0.01% | Reduce -23.7% | 4,531 | $204K |
| Twin Focus Capital Partners, LLC | 0.03% | Reduce -17.4% | 4,475 | $202K |
| Capital Advisors, Ltd. LLC | 0.03% | No change | 4,426 | $199K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 4,021 | $181K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +22.9% | 3,640 | $164K |
| Marquette Asset Management, LLC | 0.03% | No change | 3,526 | $159K |
| US Bancorp \de | 0.00% | No change | 3,526 | $159K |
| Keystone Global Partners, LLC | 0.11% | — | 3,485 | $157K |
| Principal Securities, Inc. | 0.00% | Add +4.3% | 3,188 | $145K |
| Brooklyn Investment Group | 0.03% | Add +0.4% | 3,119 | $141K |
| Bank of New Hampshire | 0.04% | No change | 3,000 | $135K |
| BlackRock, Inc. | 0.00% | Reduce -3.4% | 2,842 | $128K |
| Balentine LLC | 0.01% | Reduce -92.4% | 2,747 | $124K |
| Jones Financial Companies LLLP | 0.00% | Add +111.3% | 2,532 | $114K |
| Park Place Capital Corp | 0.03% | Add +129.6% | 2,305 | $104K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,225 | $100K |
| Private Trust Co. NA | 0.01% | Reduce -91.7% | 1,974 | $89K |
| AE Wealth Management LLC | 0.00% | Reduce -12.6% | 1,852 | $83K |
| Mattson Financial Services, LLC | 0.02% | New | 1,576 | $71K |
| Adirondack Trust Co. | 0.03% | No change | 1,500 | $68K |
| Spire Wealth Management | 0.00% | No change | 1,363 | $61K |
| GeoWealth Management, LLC | 0.00% | Reduce -27.3% | 1,357 | $61K |
| Carolinas Wealth Consulting LLC | 0.01% | Add +0.5% | 1,243 | $56K |
| Godsey & Gibb, Inc. | 0.01% | No change | 1,142 | $51K |
| Greykasell Wealth Strategies, Inc. | 0.03% | New | 1,137 | $51K |
| Laurel Wealth Advisors LLC | 0.01% | No change | 1,000 | $45K |
| Legacy Wealth Managment, LLC | 0.03% | New | 981 | $44K |
| Founders Financial Alliance, LLC | 0.01% | Add +0.6% | 898 | $40K |
| Sound Income Strategies, LLC | 0.00% | No change | 836 | $38K |
| Parkside Financial Bank & Trust | 0.00% | No change | 812 | $37K |
| Salomon & Ludwin, LLC | 0.00% | No change | 791 | $36K |
| Pinnacle Bancorp, Inc. | 0.01% | Add +0.5% | 778 | $35K |
| Ballast Advisors LLC | 0.01% | No change | 745 | $34K |
| Bokf, NA | 0.00% | No change | 742 | $33K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 666 | $30K |
| Whipplewood Advisors, LLC | 0.01% | New | 33 | $25K |
| Rossby Financial, LCC | 0.01% | New | 501 | $22K |
| Hantz Financial Services, Inc. | 0.00% | New | 443 | $20K |
| N.E.W. Advisory Services LLC | 0.00% | New | 317 | $14K |
| Sunbelt Securities, Inc. | 0.00% | No change | 313 | $14K |
| LGT Financial Advisors LLC | 0.04% | Reduce -73.1% | 304 | $14K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 296 | $13K |
| Global Financial Private Client, LLC | 0.00% | No change | 250 | $11K |
| Hexagon Capital Partners LLC | 0.00% | Add +7.8% | 235 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -90.4% | 225 | $10K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +25.8% | 224 | $10K |
| HFM Investment Advisors, LLC | 0.00% | — | 205 | $9K |
| Navigoe, LLC | 0.01% | No change | 200 | $9K |
| Rothschild Investment LLC | 0.00% | No change | 169 | $8K |
| Angeles Wealth Management, LLC | 0.00% | New | 106 | $5K |
| MAI Capital Management | 0.00% | No change | 103 | $5K |
| Curio Wealth, LLC | 0.00% | Reduce -98.7% | 1 | $3K |
| Delta Asset Management LLC | 0.00% | No change | 74 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 70 | $3K |
| Missouri Trust & Investment Co | 0.00% | No change | 60 | $3K |
| Painted Porch Advisors LLC | 0.00% | No change | 45 | $2K |
| NorthRock Partners, LLC | 0.00% | No change | 42 | $2K |
| Caldwell Trust Co | 0.00% | No change | 41 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 40 | $2K |
| Reyes Financial Architecture, Inc. | 0.00% | No change | 36 | $2K |
| Innovative Advisory Group, LLC | 0.00% | No change | 31 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | New | 25 | $1K |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 19 | $847 |
| Global Wealth Strategies & Associates | 0.00% | No change | 11 | $496 |
| Russell Investments Group, Ltd. | 0.00% | No change | 2 | $104 |
| WealthCollab, LLC | 0.00% | No change | 2 | $91 |
| Ruedi Wealth Management, Inc. | 0.00% | No change | 2 | $71 |
| Avion Wealth | 0.00% | New | 3 | $0 |
| Hemington Wealth Management | 0.00% | No change | 20 | $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.