SS SPDR N Ice Muni Bond ETFTFIETF

13F holders, Q2 2025 (June 30)
303holders −6
40new positions
49sold out
5famous investors
$44.67avg. 13F price*

At the end of Q2 2025, 303 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings, down 6 from Q1 2025. 40 opened new positions and 49 sold out. The largest holders were Bank of America Corp. ($606.2M), Betterment LLC ($586.4M) and Northwestern Mutual Wealth Management Co. ($227.9M). 5 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 SERIES TRUST (Q2 2025)
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 2025 → Q2 2025

InstitutionsTotal Value
New Positions40$24.1M
Exits49$22.2M

All 13F filers, Q1 2025 → Q2 2025: 7,766,136 shares bought and 8,755,942 shares sold, net −989,806 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 303 holders

Bank of America Corp. 0.05% Add +2.9% 13,570,885 $606.2M
Betterment LLC 1.25% Add +43.0% 13,127,515 $586.4M
Northwestern Mutual Wealth Management Co. 0.17% Add +3.3% 5,101,819 $227.9M
Morgan Stanley 0.01% Reduce -11.3% 3,498,811 $156.3M
Fisher Asset Management 0.06% Reduce -4.0% 3,106,329 $138.8M
Envestnet Asset Management Inc. 0.02% Reduce -5.0% 1,828,870 $81.7M
Bank of Montreal 0.04% Add +13.9% 1,672,375 $74.7M
LPL Financial LLC 0.02% Add +6.0% 1,319,151 $58.9M
Raymond James Financial Inc. 0.01% Add +72.3% 884,984 $39.5M
JPMorgan Chase & Co. 0.00% Reduce -87.9% 763,043 $34.1M
Financial Engines Advisors L.L.C. 0.06% Reduce -0.8% 728,219 $32.5M
Assetmark, Inc. 0.07% Reduce -2.5% 668,180 $29.8M
Austin Private Wealth, LLC 2.31% Add +80.7% 652,787 $29.2M
Wealthcare Advisory Partners LLC 0.64% Add +51.7% 631,414 $28.2M
Wells Fargo & Company 0.01% Add +19.9% 548,389 $24.5M
UBS Group AG 0.00% Reduce -34.6% 505,784 $22.6M
Foster Group, Inc. 0.73% Reduce -2.2% 480,422 $21.5M
One Capital Management, LLC 0.71% Reduce -5.6% 461,780 $20.6M
Jane Street Group, LLC 0.03% Add +570.7% 423,757 $18.9M
Avidian Wealth Enterprises, LLC 0.76% Reduce -1.7% 416,232 $18.6M
Allworth Financial LP 0.09% Reduce -7.0% 415,739 $18.6M
Revolve Wealth Partners, LLC 2.41% Reduce -2.8% 412,345 $18.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.28% Reduce -12.6% 370,864 $16.6M
Arax Advisory Partners 0.72% Add +2.8% 352,771 $15.8M
Stifel Financial Corp. 0.01% Add +2.0% 336,967 $15.1M
Osaic Holdings, Inc. 0.03% Add +61.1% 327,009 $14.7M
Truist Financial Corp. 0.02% Add +134.1% 303,170 $13.5M
State of Wisconsin Investment Board 0.03% No change 285,800 $12.8M
Cetera Investment Advisers 0.02% Reduce -1.7% 285,047 $12.7M
HighTower Advisors, LLC 0.01% Reduce -5.1% 267,236 $11.9M
JFS Wealth Advisors, LLC 0.71% Reduce -20.5% 251,420 $11.2M
HBK Sorce Advisory LLC 0.30% Reduce -9.8% 246,967 $11.0M
Royal Bank of Canada 0.00% Add +129.0% 235,140 $10.5M
Mariner, LLC 0.01% Add +60.9% 223,413 $10.0M
Crestwood Advisors Group, LLC 0.16% Add +25.3% 197,508 $8.8M
MML Investors Services, LLC 0.02% Reduce -8.7% 177,133 $7.9M
Sterling Financial Group, Inc. 2.63% Add +1.0% 175,675 $7.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.4% 166,670 $7.4M
Commonwealth Equity Services, LLC 0.01% Reduce -5.1% 164,588 $7.4M
Wealthcare Capital Management LLC 0.73% Add +10.0% 153,835 $6.9M
TD Private Client Wealth LLC 0.17% Reduce -24.1% 151,882 $6.8M
&partners 0.05% Add +15.9% 146,768 $6.6M
Renaissance Technologies 0.01% Add +162.1% 141,200 $6.3M
Tenret Co LLC 3.43% New 140,767 $6.3M
Park Avenue Securities LLC 0.06% Add +16.0% 136,476 $6.1M
Wealthspire Advisors, LLC 0.03% Reduce -19.4% 136,004 $6.1M
Ameriprise Financial Inc. 0.00% Reduce -20.6% 133,657 $6.0M
McAdam, LLC 0.32% Reduce -9.5% 129,011 $5.8M
Mather Group, Llc. 0.06% Reduce -25.0% 126,439 $5.6M
BNP Paribas Financial Markets 0.00% New 115,945 $5.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -14.9% 107,470 $4.8M
Cullen/Frost Bankers, Inc. 0.06% Add +10.7% 101,347 $4.5M
Balentine LLC 0.18% Add +3573.8% 100,918 $4.5M
Aquire Wealth Advisors, LLC 1.15% Add +0.5% 95,568 $4.3M
Fourth Dimension Wealth, LLC 1.75% Add +1.5% 92,998 $4.2M
HHM Wealth Advisors, LLC 0.47% Add +12.5% 87,759 $3.9M
Ackerman Capital Advisors, LLC 0.90% Reduce -73.2% 86,660 $3.9M
Collective Family Office LLC 0.99% Add +42.6% 86,551 $3.9M
Versant Capital Management, Inc 0.58% Reduce -2.6% 86,202 $3.9M
Comerica Bank 0.01% Reduce -5.9% 80,454 $3.6M
Pure Portfolios Holdings LLC 1.20% Reduce -18.7% 78,982 $3.5M
Cwm, LLC 0.01% Reduce -24.8% 77,460 $3.5M
Northeast Financial Group, Inc. 1.09% Add +12.6% 77,144 $3.4M
Towercrest Capital Management 0.61% Add +0.8% 76,157 $3.4M
Seeds Investor LLC 0.77% New 73,670 $3.3M
TruNorth Capital Management, LLC 0.72% Reduce -23.1% 72,680 $3.2M
Alliance Wealth Management Group 0.81% Add +0.9% 71,045 $3.2M
Steele Capital Management, Inc. 0.15% Add +9.5% 69,092 $3.1M
Great Valley Advisor Group, Inc. 0.07% Reduce -26.6% 66,656 $3.0M
SteelPeak Wealth, LLC 0.11% Add +2.9% 60,732 $2.7M
Avantax Advisory Services, Inc. 0.01% Add +17.3% 60,719 $2.7M
Savvy Advisors, Inc. 0.18% Add +146.2% 59,323 $2.6M
Invst, LLC 0.31% Reduce -23.4% 56,057 $2.5M
Keebeck Wealth Management 0.32% Add +96.2% 55,415 $2.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -2.0% 54,486 $2.4M
Citigroup Inc. 0.00% Add +31.0% 54,396 $2.4M
Evensky & Katz LLC 0.13% Reduce -12.4% 49,392 $2.2M
WealthShield Partners, LLC 0.26% Reduce -5.5% 48,320 $2.2M
Cornerstone Wealth Management, LLC 0.13% Reduce -0.0% 48,237 $2.2M
First National Corp. /Ma/ 0.40% Add +0.2% 44,291 $2.0M
Mayflower Financial Advisors, LLC 0.27% Reduce -49.2% 43,329 $1.9M
CFS Investment Advisory Services, LLC 0.15% Add +130.6% 41,647 $1.9M
JFG Wealth Management, LLC 0.39% Reduce -19.4% 41,630 $1.9M
Vise Technologies, Inc. 0.08% — 41,183 $1.8M
United Capital Financial Advisors, LLC 0.01% Reduce -0.9% 39,354 $1.8M
Sanctuary Advisors, LLC 0.01% Add +2.3% 36,779 $1.6M
Moser Wealth Advisors, LLC 0.78% Add +2.8% 36,440 $1.6M
EFG Asset Management (Americas) Corp. 0.30% Add +4.0% 36,409 $1.6M
Harbour Investments, Inc. 0.04% Reduce -2.1% 35,610 $1.6M
SWS Partners 0.43% Reduce -34.5% 35,566 $1.6M
Eagle Rock Investment Company, LLC 0.24% Reduce -2.0% 34,561 $1.5M
Johnson Financial Group, LLC 0.14% Reduce -50.6% 33,556 $1.5M
Private Advisor Group, LLC 0.01% Reduce -17.8% 33,543 $1.5M
Nicolet Advisory Services, LLC 0.13% Reduce -3.1% 33,512 $1.5M
Global Retirement Partners, LLC 0.04% — 32,662 $1.5M
Waverly Advisors, LLC 0.02% Add +109.3% 32,543 $1.5M
Foronjy Financial LLC 0.66% — 31,771 $1.4M
CX Institutional 0.05% Reduce -49.3% 30,492 $1.4M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -30.7% 29,799 $1.3M
Citadel Advisors 0.00% Reduce -68.7% 29,480 $1.3M
Eagle Strategies LLC 0.20% Reduce -2.7% 28,884 $1.3M
WBH Advisory Inc. 0.11% Reduce -17.3% 28,349 $1.3M
Orion Porfolio Solutions, LLC 0.01% Add +3.6% 27,419 $1.2M
Novus Advisors, LLC 1.68% Reduce -4.0% 24,621 $1.1M
Integrated Wealth Concepts LLC 0.01% Add +4.0% 24,203 $1.1M
Advisor OS, LLC 0.11% Add +18.3% 24,179 $1.1M
Edgestream Partners, L.P. 0.03% Add +84.0% 24,002 $1.1M
Dakota Wealth Management 0.02% Add +74.5% 23,627 $1.1M
1900 Wealth Management LLC 0.08% Add +393.3% 23,436 $1.0M
Rockefeller Capital Management L.P. 0.00% Reduce -29.1% 23,388 $1.0M
FMR LLC 0.00% Reduce -16.9% 23,306 $1.0M
Gradient Investments LLC 0.02% Add +10.2% 22,120 $988K
IFP Advisors, Inc 0.03% Reduce -33.9% 21,995 $983K
Cumberland Advisors Inc. 0.41% Reduce -9.9% 21,625 $966K
FOCUS Wealth Advisors, LLC 0.49% Add +2.6% 21,063 $941K
Alesco Advisors, LLC, An ESL Co 0.03% Add +1.1% 20,583 $919K
Linscomb Wealth, Inc. 0.04% No change 20,500 $916K
Tilson Financial Group, Inc. 0.34% Add +11.9% 20,146 $900K
Forefront Wealth Partners, LLC 0.57% Add +21.1% 18,217 $831K
Kestra Advisory Services, LLC 0.00% Reduce -64.2% 18,526 $828K
Rwa Wealth Partners, LLC 0.01% No change 18,464 $825K
Transcendent Capital Group LLC 0.42% No change 18,254 $815K
One Wealth Advisors, LLC 0.11% Reduce -47.5% 18,178 $812K
Idaho Trust Co 0.29% Reduce -1.7% 18,037 $806K
Stokes Family Office, LLC 0.08% Reduce -2.0% 17,937 $801K
Financial Life Advisors 0.27% Reduce -12.6% 17,905 $800K
Oppenheimer & Co. Inc. 0.01% Reduce -12.7% 17,771 $794K
Cypress Financial Planning LLC 0.25% Add +95.3% 17,299 $773K
Creative Planning 0.00% Reduce -11.1% 17,265 $771K
St Germain D J Co. Inc. 0.03% Reduce -38.6% 17,170 $767K
AdvisorNet Financial, Inc 0.05% Add +24.8% 17,163 $767K
Sequoia Financial Advisors, LLC 0.01% Reduce -28.4% 17,058 $762K
Signal Advisors Wealth, LLC 0.06% Add +6.4% 17,020 $760K
Little House Capital LLC 0.19% Reduce -4.7% 16,920 $756K
Hazlett, Burt & Watson, Inc. 0.31% No change 16,739 $748K
CIBC Private Wealth Group LLC 0.00% Reduce -14.0% 16,710 $746K
Omega Financial Group, LLC 0.27% Reduce -0.3% 16,529 $738K
Fairway Wealth LLC 0.23% Add +204.7% 16,228 $725K
Advus Financial Partners, LLC 0.18% New 16,057 $717K
Wealthcare Capital Partners, LLC 0.36% Reduce -10.6% 15,877 $709K
Focus Partners Advisor Solutions, LLC 0.01% Add +17.0% 15,123 $676K
Level Four Advisory Services, LLC 0.02% Reduce -3.7% 15,075 $673K
Aventura Private Wealth, LLC 0.29% No change 14,741 $658K
IHT Wealth Management, LLC 0.02% Add +21.0% 14,465 $646K
Sax Wealth Advisors, LLC 0.04% New 14,390 $643K
Two Sigma Securities, LLC 0.08% Add +88.7% 14,190 $634K
Edge Financial Advisors LLC 0.33% Reduce -26.3% 14,002 $624K
Crabel Capital Management, LLC 0.38% New 13,893 $621K
Sei Investments Co. 0.00% Add +83.9% 13,599 $607K
Independent Wealth Network Inc. 0.22% Add +0.1% 13,536 $605K
Simplicity Wealth,LLC 0.03% New 13,530 $604K
Magnus Financial Group LLC 0.05% Add +6.4% 13,501 $603K
Juncture Wealth Strategies, LLC 0.21% Reduce -22.5% 13,214 $590K
PNC Financial Services Group, Inc. 0.00% Add +6.2% 13,126 $586K
Qube Research & Technologies Ltd 0.00% New 13,055 $583K
Vertex Planning Partners, LLC 0.12% No change 13,003 $581K
Deutsche Bank AG 0.00% No change 12,912 $577K
DORVAL Corp 0.20% Reduce -14.2% 12,727 $568K
Avantax Planning Partners, Inc. 0.02% New 12,708 $568K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -4.8% 12,300 $549K
Midwest Financial Network, LLC 0.53% Add +6.4% 11,968 $535K
Ascent Group, LLC 0.02% Reduce -1.9% 11,930 $533K
Tortoise Investment Management, LLC 0.05% Reduce -50.8% 11,830 $528K
Pathstone Holdings, LLC 0.00% Add +26.3% 11,754 $525K
Aft, Forsyth & Company, Inc. 0.27% No change 11,750 $525K
Sage Financial Group Inc. 0.04% Reduce -90.0% 11,678 $522K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -1.8% 11,371 $508K
Friedenthal Financial 0.28% Reduce -0.0% 11,366 $508K
PFW Advisors LLC 0.16% Reduce -6.1% 11,342 $507K
Legacy Edge Advisors, LLC 0.07% New 10,927 $488K
Mercer Global Advisors Inc. 0.00% Add +15.7% 10,686 $477K
Stablepoint Partners, LLC 0.08% Reduce -6.1% 10,548 $471K
Brucke Financial, Inc. 0.32% Add +23.0% 10,162 $454K
Atria Wealth Solutions, Inc. 0.01% Reduce -57.9% 9,622 $430K
First Trust Advisors LP 0.00% Add +9.3% 9,584 $428K
Cerity Partners LLC 0.00% Add +18.1% 9,211 $411K
Old Mission Capital LLC 0.01% New 9,146 $409K
Richardson Financial Services Inc. 0.27% Add +1.9% 9,076 $405K
OneDigital Investment Advisors LLC 0.00% Reduce -26.3% 9,014 $403K
Venturi Wealth Management, LLC 0.02% No change 8,863 $396K
Investment Planning Advisors, Inc. 0.14% Reduce -6.6% 8,835 $395K
Engineers Gate Manager LP 0.00% New 8,812 $394K
Focus Partners Wealth 0.00% Add +4.4% 8,692 $388K
Goldman Sachs Group Inc. 0.00% Reduce -13.5% 8,688 $388K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.3% 8,375 $374K
Susquehanna International Group, LLP 0.00% New 8,268 $369K
Composition Wealth, LLC 0.01% Reduce -6.0% 8,203 $366K
Icon Wealth Advisors, LLC 0.03% No change 7,943 $355K
Villere St Denis J & Co. LLC 0.03% No change 7,794 $348K
M1 Capital Management LLC 0.17% Reduce -2.6% 7,671 $343K
Strive Asset Management, LLC 0.20% Reduce -16.1% 7,440 $332K
Kagan Cocozza Asset Management 0.24% Reduce -0.7% 7,060 $315K
Csenge Advisory Group 0.02% Reduce -1.4% 7,092 $315K
BlackRock, Inc. 0.00% Add +147.6% 7,036 $314K
Captrust Financial Advisors 0.00% Reduce -6.7% 6,967 $311K
Arkadios Wealth Advisors 0.01% Add +0.5% 6,859 $306K
Thrivent Financial for Lutherans 0.00% New 6,763 $302K
Aprio Wealth Management, LLC 0.03% New 6,704 $299K
West Michigan Advisors, LLC 0.08% New 6,703 $299K
EverSource Wealth Advisors, LLC 0.01% No change 6,636 $296K
Geneos Wealth Management Inc. 0.01% No change 6,453 $288K
AQR Capital Management 0.00% New 6,321 $282K
Strathmore Capital Advisors, Inc. 0.12% — 6,327 $282K
Prime Capital Investment Advisors, LLC 0.00% Reduce -37.1% 6,175 $276K
Crews Bank & Trust 0.04% No change 6,160 $275K
Facet Wealth, Inc. 0.01% Reduce -82.2% 6,094 $271K
Moors & Cabot, Inc. 0.01% Reduce -32.5% 6,019 $269K
Independent Advisor Alliance 0.01% Reduce -1.4% 5,956 $266K
Braun-Bostich & Associates Inc. 0.18% New 5,883 $263K
Beaumont Financial Advisors, LLC 0.02% Reduce -31.6% 5,846 $261K
Resolute Wealth Advisor, Inc. 0.15% — 5,623 $255K
Concurrent Investment Advisors, LLC 0.00% Add +17.2% 5,657 $253K
Compound Planning, Inc. 0.01% Reduce -60.5% 5,636 $252K
Calton & Associates, Inc. 0.04% New 5,574 $249K
GAMMA Investing LLC 0.02% Reduce -40.3% 5,554 $248K
WealthTrust Axiom LLC 0.07% No change 5,500 $246K
Citizens National Bank Trust Department 0.05% No change 5,500 $246K
Farther Finance Advisors, LLC 0.00% Add +4.0% 5,495 $245K
PFG Advisors 0.01% Reduce -2.7% 5,460 $244K
Millennium Management 0.00% New 5,401 $241K
Dopkins Wealth Management, LLC 0.11% New 5,399 $241K
Total Clarity Wealth Management, Inc. 0.07% New 5,327 $238K
World Investment Advisors 0.01% Add +5.8% 5,275 $236K
Oakwell Private Wealth Management, LLC 0.05% New 5,214 $233K
Sawgrass Asset Management LLC 0.03% No change 5,176 $231K
Merit Financial Group, LLC 0.00% New 5,048 $226K
Inscription Capital, LLC 0.03% Reduce -0.6% 5,000 $223K
My Legacy Advisors, LLC 0.08% Reduce -3.2% 4,925 $220K
Sowell Financial Services LLC 0.01% Reduce -0.5% 4,892 $219K
Aptus Capital Advisors, LLC 0.00% Reduce -25.3% 4,869 $217K
First Heartland Consultants, Inc. 0.02% New 4,832 $216K
Wealthgarden F.S. LLC 0.18% Reduce -1.3% 4,801 $213K
Ridgeline Wealth, LLC 0.17% No change 4,729 $211K
Synovus Financial Corp. 0.00% Add +0.4% 4,706 $210K
Harmony Asset Management LLC 0.08% Reduce -2.1% 4,662 $208K
Arista Wealth Management, LLC 0.03% Reduce -10.7% 4,662 $208K
Taylor Hoffman Capital Management LLC 0.07% No change 4,656 $208K
Atria Investments, Inc 0.00% New 4,632 $207K
Exchange Bank 0.16% No change 4,622 $206K
Apollon Financial, LLC 0.04% No change 4,563 $204K
Colton Groome Financial Advisors, LLC 0.07% New 4,500 $201K
Capital Advisors, Ltd. LLC 0.02% No change 4,426 $198K
1620 Investment Advisors, Inc. 0.14% Reduce -6.7% 4,326 $193K
Blair William & Co. 0.00% Reduce -17.1% 4,313 $193K
Jones Financial Companies LLLP 0.00% Add +67.5% 4,240 $189K
Whittier Trust Co. of Nevada Inc. 0.00% No change 4,021 $180K
Elequin Capital, LP 0.06% Reduce -98.9% 4,020 $180K
US Bancorp \de 0.00% No change 3,526 $158K
Keystone Global Partners, LLC 0.08% Reduce -7.0% 3,240 $145K
Brooklyn Investment Group 0.02% Reduce -0.4% 3,106 $139K
Fairscale Capital, LLC 0.10% New 3,098 $138K
Principal Securities, Inc. 0.00% Reduce -5.7% 3,007 $134K
Bank of New Hampshire 0.03% No change 3,000 $134K
Brown Brothers Harriman & Co. 0.00% New 2,600 $116K
Capital Investment Advisory Services, LLC 0.01% Reduce -31.4% 2,496 $111K
Park Place Capital Corp 0.02% Add +0.0% 2,306 $103K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,225 $99K
AE Wealth Management LLC 0.00% Add +6.0% 1,964 $88K
WFA of San Diego, LLC 0.05% — 1,545 $69K
Adirondack Trust Co. 0.02% No change 1,500 $67K
Blue Trust, Inc. 0.00% New 1,497 $67K
Greykasell Wealth Strategies, Inc. 0.02% No change 1,137 $51K
Private Trust Co. NA 0.00% Reduce -56.0% 869 $39K
GeoWealth Management, LLC 0.00% Reduce -39.6% 819 $37K
Parkside Financial Bank & Trust 0.00% No change 812 $36K
Abound Wealth Management 0.01% New 809 $36K
Salomon & Ludwin, LLC 0.00% No change 791 $35K
Pinnacle Bancorp, Inc. 0.01% Add +0.8% 784 $35K
Ballast Advisors LLC 0.01% No change 745 $33K
Rossby Financial, LCC 0.01% No change 501 $22K
MAI Capital Management 0.00% Add +344.7% 458 $20K
NewEdge Advisors, LLC 0.00% Reduce -97.5% 442 $20K
Parallel Advisors, LLC 0.00% New 376 $17K
Sunbelt Securities, Inc. 0.00% No change 313 $14K
N.E.W. Advisory Services LLC 0.00% Reduce -13.6% 274 $12K
Ameritas Advisory Services, LLC 0.00% New 267 $12K
Plante Moran Financial Advisors, LLC 0.00% New 244 $11K
Ameritas Investment Partners, Inc. 0.00% No change 225 $10K
HFM Investment Advisors, LLC 0.00% No change 205 $9K
Navigoe, LLC 0.01% No change 200 $8K
Rothschild Investment LLC 0.00% No change 169 $8K
O'shaughnessy Asset Management, LLC 0.00% Reduce -45.5% 122 $5K
Curio Wealth, LLC 0.00% Add +7300.0% 74 $3K
Delta Asset Management LLC 0.00% No change 74 $3K
Private Wealth Management Group, LLC 0.00% No change 70 $3K
Twin Peaks Wealth Advisors, LLC 0.00% New 70 $3K
Missouri Trust & Investment Co 0.00% No change 60 $3K
North Ridge Wealth Advisors, Inc. 0.00% New 55 $2K
Tower Research Capital LLC (TRC) 0.00% New 50 $2K
Painted Porch Advisors LLC 0.00% No change 45 $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% No change 25 $1K
Parkworth Wealth Management, Inc. 0.00% No change 19 $846
Iron Horse Wealth Management, LLC 0.00% New 15 $670
Compass Financial Services Inc 0.00% New 11 $493
Global Wealth Strategies & Associates 0.00% No change 11 $491
Smartleaf Asset Management LLC 0.00% New 10 $445
Russell Investments Group, Ltd. 0.00% Add +100.0% 4 $171
WealthCollab, LLC 0.00% No change 2 $90
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.