SS SPDR N Ice Muni Bond ETFTFIETF

13F holders, Q3 2025 (September 30)
299holders −4
28new positions
26sold out
4famous investors
$45.57avg. 13F price*

At the end of Q3 2025, 299 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings, down 4 from Q2 2025. 28 opened new positions and 26 sold out. The largest holders were Bank of America Corp. ($620.0M), Betterment LLC ($574.8M) and Northwestern Mutual Wealth Management Co. ($238.2M). 4 famous investors held it, including Ken Fisher (0.0% 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 (Q3 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions28$60.9M
Exits26$30.0M

All 13F filers, Q2 2025 → Q3 2025: 3,805,786 shares bought and 3,035,312 shares sold, net +770,474 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 299 holders

Bank of America Corp. 0.05% Add +0.3% 13,605,513 $620.0M
Betterment LLC 1.14% Reduce -3.9% 12,614,228 $574.8M
Northwestern Mutual Wealth Management Co. 0.16% Add +2.5% 5,226,817 $238.2M
Morgan Stanley 0.01% Add +1.8% 3,562,137 $162.3M
Fisher Asset Management 0.04% Reduce -13.5% 2,687,863 $122.5M
Envestnet Asset Management Inc. 0.03% Add +16.6% 2,132,808 $97.2M
Bank of Montreal 0.04% Add +15.2% 1,926,094 $87.8M
LPL Financial LLC 0.02% Add +13.4% 1,496,191 $68.2M
Wellington Management Group LLP 0.01% New 870,000 $39.6M
Raymond James Financial Inc. 0.01% Reduce -5.2% 839,018 $38.2M
Financial Engines Advisors L.L.C. 0.06% Add +0.7% 733,308 $33.4M
Austin Private Wealth, LLC 2.54% Add +11.1% 725,231 $33.0M
Assetmark, Inc. 0.07% Add +2.7% 686,129 $31.3M
JPMorgan Chase & Co. 0.00% Reduce -15.3% 645,987 $29.4M
Wealthcare Advisory Partners LLC 0.56% Reduce -7.1% 586,785 $26.7M
Wells Fargo & Company 0.00% Reduce -9.6% 495,651 $22.6M
UBS Group AG 0.00% Reduce -3.9% 486,231 $22.2M
Foster Group, Inc. 0.68% Reduce -1.4% 473,601 $21.6M
Royal Bank of Canada 0.00% Add +89.4% 445,306 $20.3M
One Capital Management, LLC 0.64% Reduce -4.6% 440,744 $20.1M
Revolve Wealth Partners, LLC 2.30% Add +2.2% 421,438 $19.2M
Allworth Financial LP 0.08% Reduce -5.5% 392,788 $17.9M
Stifel Financial Corp. 0.02% Add +15.8% 390,203 $17.8M
Cetera Investment Advisers 0.02% Add +19.6% 340,906 $15.5M
Park Avenue Securities LLC 0.12% Add +147.1% 337,212 $15.4M
Osaic Holdings, Inc. 0.02% Reduce -1.1% 323,323 $14.6M
Truist Financial Corp. 0.02% Add +1.0% 306,189 $14.0M
State of Wisconsin Investment Board 0.03% No change 285,800 $13.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.21% Reduce -23.0% 285,600 $13.0M
HighTower Advisors, LLC 0.01% Reduce -6.3% 250,410 $11.4M
JFS Wealth Advisors, LLC 0.64% Reduce -4.7% 239,572 $10.9M
HBK Sorce Advisory LLC 0.26% Reduce -7.6% 228,176 $10.4M
Mariner, LLC 0.01% Reduce -0.2% 222,886 $10.2M
Cullen/Frost Bankers, Inc. 0.12% Add +117.0% 219,887 $10.0M
Avidian Wealth Enterprises, LLC 0.35% Reduce -51.1% 203,691 $9.3M
TD Private Client Wealth LLC 0.20% Add +30.7% 198,474 $9.0M
Wealthcare Capital Management LLC 0.86% Add +20.7% 185,651 $8.5M
ACT Advisors, LLC. 3.39% New 184,387 $8.4M
MML Investors Services, LLC 0.02% Reduce -1.7% 174,171 $7.9M
Crestwood Advisors Group, LLC 0.13% Reduce -14.3% 169,276 $7.7M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.4% 169,075 $7.7M
Seeds Investor LLC 1.60% Add +126.5% 166,890 $7.6M
Commonwealth Equity Services, LLC 0.01% Reduce -8.0% 151,366 $6.9M
Balentine LLC 0.24% Add +41.0% 142,282 $6.5M
Tenret Co LLC 3.32% No change 140,767 $6.4M
&partners 0.04% Reduce -5.1% 139,330 $6.3M
McAdam, LLC 0.31% Add +7.7% 138,942 $6.3M
Mather Group, Llc. 0.06% Reduce -2.8% 122,909 $5.6M
Jane Street Group, LLC 0.01% Reduce -71.8% 119,573 $5.4M
Ameriprise Financial Inc. 0.00% Reduce -12.8% 116,539 $5.3M
Wealthspire Advisors, LLC 0.03% Reduce -14.3% 116,577 $5.3M
Sanctuary Advisors, LLC 0.03% Add +207.8% 113,217 $5.2M
Comerica Bank 0.02% Add +33.9% 107,722 $4.9M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -3.4% 103,775 $4.7M
TruNorth Capital Management, LLC 0.90% Add +37.9% 100,189 $4.6M
Collective Family Office LLC 1.05% Add +10.8% 95,922 $4.4M
Invst, LLC 0.48% Add +66.3% 93,222 $4.2M
BNP Paribas Financial Markets 0.00% Reduce -20.3% 92,361 $4.2M
Fourth Dimension Wealth, LLC 1.60% Reduce -0.9% 92,124 $4.2M
Aquire Wealth Advisors, LLC 1.00% Reduce -7.0% 88,877 $4.1M
Versant Capital Management, Inc 0.55% Add +2.2% 88,063 $4.0M
HHM Wealth Advisors, LLC 0.46% Add +0.2% 87,964 $4.0M
Ackerman Capital Advisors, LLC 0.83% No change 86,660 $3.9M
Ashton Thomas Securities, LLC 0.54% New 85,356 $3.9M
Pure Portfolios Holdings LLC 1.20% Add +6.9% 84,423 $3.8M
Great Valley Advisor Group, Inc. 0.08% Add +26.0% 83,971 $3.8M
Towercrest Capital Management 0.58% Add +4.3% 79,411 $3.6M
Northeast Financial Group, Inc. 0.90% Add +2.6% 79,157 $3.6M
Keebeck Wealth Management 0.41% Add +38.4% 76,709 $3.5M
Cwm, LLC 0.01% Reduce -4.2% 74,198 $3.4M
Alliance Wealth Management Group 0.75% Add +3.9% 73,814 $3.4M
Savvy Advisors, Inc. 0.15% Add +21.7% 72,201 $3.3M
CX Institutional 0.10% Add +133.9% 71,328 $3.3M
Steele Capital Management, Inc. 0.14% Reduce -2.0% 67,733 $3.1M
Private Advisor Group, LLC 0.01% Add +97.8% 66,331 $3.0M
Evensky & Katz LLC 0.16% Add +19.9% 59,229 $2.7M
Harbour Investments, Inc. 0.05% Add +48.9% 53,018 $2.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -3.7% 52,463 $2.4M
Manning & Napier Advisors LLC 0.03% New 50,176 $2.3M
Cornerstone Wealth Management, LLC 0.12% No change 48,237 $2.2M
SteelPeak Wealth, LLC 0.07% Reduce -23.8% 46,293 $2.1M
WealthShield Partners, LLC 0.23% Reduce -6.9% 44,970 $2.0M
Gradient Investments LLC 0.03% Add +101.3% 44,519 $2.0M
First National Corp. /Ma/ 0.38% No change 44,291 $2.0M
Vise Technologies, Inc. 0.07% Add +6.6% 43,898 $2.0M
CFS Investment Advisory Services, LLC 0.15% Add +3.6% 43,145 $2.0M
Integrated Capital Management, Inc. 1.35% New 42,346 $1.9M
EFG Asset Management (Americas) Corp. 0.33% Add +16.3% 42,331 $1.9M
Advisor OS, LLC 0.16% Add +70.6% 41,252 $1.9M
United Capital Financial Advisors, LLC 0.01% Add +2.9% 40,482 $1.8M
Citigroup Inc. 0.00% Reduce -32.6% 36,677 $1.7M
SWS Partners 0.40% Add +0.2% 35,636 $1.6M
Advus Financial Partners, LLC 0.38% Add +116.5% 34,768 $1.6M
Eagle Rock Investment Company, LLC 0.24% No change 34,561 $1.6M
Nicolet Advisory Services, LLC 0.12% Add +0.0% 33,516 $1.5M
Waverly Advisors, LLC 0.01% Reduce -2.7% 31,651 $1.4M
Foronjy Financial LLC 0.62% Reduce -2.4% 31,003 $1.4M
Eagle Strategies LLC 0.19% Add +7.0% 30,914 $1.4M
Jones Financial Companies LLLP 0.00% Add +622.4% 30,631 $1.4M
Johnson Financial Group, LLC 0.12% Reduce -10.9% 29,903 $1.4M
FMR LLC 0.00% Add +26.1% 29,399 $1.3M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -7.2% 27,649 $1.3M
Global Retirement Partners, LLC 0.03% Reduce -15.9% 27,482 $1.3M
Orion Porfolio Solutions, LLC 0.01% Reduce -3.6% 26,427 $1.2M
IHT Wealth Management, LLC 0.03% Add +77.7% 25,707 $1.2M
Pineridge Advisors LLC 0.33% New 25,474 $1.2M
Novus Advisors, LLC 2.66% Add +3.2% 25,411 $1.2M
Dakota Wealth Management 0.02% Add +6.3% 25,128 $1.1M
WBH Advisory Inc. 0.09% Reduce -12.1% 24,915 $1.1M
Olde Wealth Management, LLC 0.35% — 24,729 $1.1M
Cumberland Advisors Inc. 0.41% Add +8.5% 23,460 $1.1M
1900 Wealth Management LLC 0.07% Add +0.0% 23,439 $1.1M
Citadel Advisors 0.00% Reduce -22.5% 22,839 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -6.0% 22,752 $1.0M
Mattson Financial Services, LLC 0.25% New 22,577 $1.0M
FOCUS Wealth Advisors, LLC 0.49% Add +7.2% 22,572 $1.0M
Tilson Financial Group, Inc. 0.33% Add +10.3% 22,220 $1.0M
IFP Advisors, Inc 0.03% Reduce -0.4% 21,904 $998K
JFG Wealth Management, LLC 0.19% Reduce -48.4% 21,483 $979K
Alesco Advisors, LLC, An ESL Co 0.03% Add +3.6% 21,327 $972K
Mayflower Financial Advisors, LLC 0.12% Reduce -52.5% 20,588 $938K
Kestra Advisory Services, LLC 0.00% Add +10.5% 20,466 $933K
Linscomb Wealth, Inc. 0.04% Reduce -1.1% 20,284 $924K
Renaissance Technologies 0.00% Reduce -86.0% 19,800 $902K
St Germain D J Co. Inc. 0.04% Add +14.9% 19,735 $899K
Cypress Financial Planning LLC 0.26% Add +8.9% 18,836 $858K
Transcendent Capital Group LLC 0.38% Add +1.4% 18,514 $844K
Rwa Wealth Partners, LLC 0.01% No change 18,464 $841K
PNC Financial Services Group, Inc. 0.00% Add +38.5% 18,183 $829K
Financial Life Advisors 0.26% No change 17,905 $816K
Creative Planning 0.00% Add +2.7% 17,724 $808K
Little House Capital LLC 0.18% Add +4.0% 17,592 $802K
Aprio Wealth Management, LLC 0.08% Add +157.2% 17,244 $786K
Oppenheimer & Co. Inc. 0.01% Reduce -3.1% 17,220 $785K
AdvisorNet Financial, Inc 0.04% Reduce -0.0% 17,160 $782K
Idaho Trust Co 0.26% Reduce -6.4% 16,879 $769K
Hazlett, Burt & Watson, Inc. 0.27% No change 16,739 $763K
Stokes Family Office, LLC 0.07% Reduce -8.3% 16,447 $749K
Omega Financial Group, LLC 0.25% Reduce -1.4% 16,304 $743K
Signal Advisors Wealth, LLC 0.07% Reduce -4.8% 16,198 $738K
Focus Partners Advisor Solutions, LLC 0.01% Add +6.7% 16,137 $735K
Dopkins Wealth Management, LLC 0.30% Add +193.2% 15,827 $721K
Wealthcare Capital Partners, LLC 0.33% Reduce -1.9% 15,583 $710K
Fairway Wealth LLC 0.20% Reduce -4.7% 15,471 $705K
Sax Wealth Advisors, LLC 0.04% Add +1.8% 14,645 $667K
Edgestream Partners, L.P. 0.02% Reduce -40.6% 14,259 $650K
One Wealth Advisors, LLC 0.08% Reduce -21.7% 14,238 $649K
Level Four Advisory Services, LLC 0.02% Reduce -6.9% 14,035 $640K
Sei Investments Co. 0.00% Add +1.5% 13,805 $629K
Rockefeller Capital Management L.P. 0.00% Reduce -41.2% 13,755 $627K
CIBC Private Wealth Group LLC 0.00% Reduce -18.9% 13,561 $618K
Independent Wealth Network Inc. 0.20% Add +0.1% 13,543 $617K
Aventura Private Wealth, LLC 0.23% Reduce -8.6% 13,476 $614K
Crabel Capital Management, LLC 0.54% Reduce -5.3% 13,152 $599K
Deutsche Bank AG 0.00% No change 12,912 $588K
Magnus Financial Group LLC 0.05% Reduce -5.8% 12,720 $580K
Avantax Planning Partners, Inc. 0.02% Reduce -0.0% 12,707 $579K
DORVAL Corp 0.19% Reduce -0.8% 12,628 $575K
Midwest Financial Network, LLC 0.46% Add +5.0% 12,563 $573K
Ascent Group, LLC 0.02% Add +4.8% 12,501 $570K
Mercer Global Advisors Inc. 0.00% Add +15.6% 12,351 $563K
Tortoise Investment Management, LLC 0.05% No change 11,830 $539K
Pathstone Holdings, LLC 0.00% No change 11,754 $536K
Aft, Forsyth & Company, Inc. 0.26% No change 11,750 $535K
Brucke Financial, Inc. 0.31% Add +13.3% 11,510 $528K
Friedenthal Financial 0.27% Add +0.7% 11,442 $521K
Ashton Thomas Private Wealth, LLC 0.01% No change 11,371 $518K
Edge Financial Advisors LLC 0.23% Reduce -19.0% 11,342 $517K
PFW Advisors LLC 0.15% Reduce -2.1% 11,100 $506K
Uniting Wealth Partners, LLC 0.12% New 10,950 $499K
OneDigital Investment Advisors LLC 0.01% Add +17.6% 10,602 $483K
First Trust Advisors LP 0.00% Add +10.1% 10,555 $481K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -16.1% 10,317 $470K
Stablepoint Partners, LLC 0.07% Reduce -2.5% 10,285 $469K
Juncture Wealth Strategies, LLC 0.15% Reduce -24.9% 9,930 $453K
Captrust Financial Advisors 0.00% Add +36.7% 9,526 $434K
Strive Asset Management, LLC 0.23% Add +27.8% 9,510 $433K
Richardson Financial Services Inc. 0.26% Add +2.2% 9,275 $423K
Focus Partners Wealth 0.00% Add +2.7% 8,928 $407K
Venturi Wealth Management, LLC 0.02% No change 8,863 $404K
Goldman Sachs Group Inc. 0.00% No change 8,688 $396K
Vertex Planning Partners, LLC 0.08% Reduce -33.8% 8,614 $393K
Steward Partners Investment Advisory, LLC 0.00% No change 8,375 $382K
GAMMA Investing LLC 0.02% Add +47.2% 8,173 $372K
Farther Finance Advisors, LLC 0.01% Add +48.6% 8,166 $372K
Icon Wealth Advisors, LLC 0.02% No change 7,943 $362K
Sawgrass Asset Management LLC 0.04% Add +52.2% 7,876 $359K
Villere St Denis J & Co. LLC 0.04% No change 7,794 $355K
Simplicity Wealth,LLC 0.02% Reduce -43.4% 7,653 $349K
Investment Planning Advisors, Inc. 0.10% Reduce -17.4% 7,302 $333K
Kagan Cocozza Asset Management 0.24% No change 7,060 $322K
Sequoia Financial Advisors, LLC 0.00% Reduce -59.0% 6,995 $319K
Arkadios Wealth Advisors 0.01% Add +1.4% 6,954 $317K
West Michigan Advisors, LLC 0.08% Add +3.1% 6,911 $315K
Crews Bank & Trust 0.05% Add +10.9% 6,830 $311K
M1 Capital Management LLC 0.13% Reduce -12.3% 6,726 $307K
ShoreHaven Wealth Partners, LLC 0.11% New 6,682 $304K
EverSource Wealth Advisors, LLC 0.01% No change 6,636 $302K
Engineers Gate Manager LP 0.00% Reduce -26.3% 6,498 $296K
Strathmore Capital Advisors, Inc. 0.12% No change 6,327 $288K
Smartleaf Asset Management LLC 0.02% Add +63140.0% 6,324 $288K
AQR Capital Management 0.00% No change 6,321 $288K
Compound Planning, Inc. 0.01% Add +12.1% 6,320 $288K
BlackRock, Inc. 0.00% Reduce -12.0% 6,192 $282K
HB Wealth Management, LLC 0.00% New 6,073 $277K
Beaumont Financial Advisors, LLC 0.02% No change 5,846 $266K
Total Clarity Wealth Management, Inc. 0.07% Add +8.9% 5,803 $264K
Facet Wealth, Inc. 0.01% Reduce -5.3% 5,771 $263K
Concurrent Investment Advisors, LLC 0.00% Add +0.8% 5,703 $260K
Braun-Bostich & Associates Inc. 0.16% Reduce -3.9% 5,651 $258K
First Heartland Consultants, Inc. 0.02% Add +16.8% 5,643 $257K
Prime Capital Investment Advisors, LLC 0.00% Reduce -10.4% 5,530 $252K
WealthTrust Axiom LLC 0.07% No change 5,500 $251K
Citizens National Bank Trust Department 0.04% No change 5,500 $251K
Charles Schwab Investment Management Inc. 0.00% New 5,456 $249K
PFG Advisors 0.01% Reduce -2.6% 5,316 $242K
World Investment Advisors 0.00% Reduce -3.1% 5,113 $233K
Inscription Capital, LLC 0.02% No change 5,000 $228K
Atria Investments, Inc 0.00% Add +6.8% 4,947 $225K
Wealthgarden F.S. LLC 0.16% Add +2.1% 4,900 $225K
Sowell Financial Services LLC 0.01% Reduce -0.7% 4,856 $221K
Colton Groome Financial Advisors, LLC 0.07% Add +7.8% 4,850 $221K
Merit Financial Group, LLC 0.00% Reduce -5.1% 4,789 $218K
Ridgeline Wealth, LLC 0.16% No change 4,729 $216K
Synovus Financial Corp. 0.00% Add +0.4% 4,725 $215K
Harmony Asset Management LLC 0.07% No change 4,662 $212K
Arista Wealth Management, LLC 0.03% No change 4,662 $212K
Taylor Hoffman Capital Management LLC 0.07% No change 4,656 $212K
Exchange Bank 0.15% No change 4,622 $211K
Apollon Financial, LLC 0.03% No change 4,563 $208K
Bragg Financial Advisors, Inc 0.01% New 4,532 $207K
US Bancorp \de 0.00% Add +28.1% 4,518 $206K
Oakwell Private Wealth Management, LLC 0.04% Reduce -13.8% 4,492 $205K
Capital Advisors, Ltd. LLC 0.02% No change 4,426 $202K
Wealthfront Advisers LLC 0.00% New 4,412 $201K
1620 Investment Advisors, Inc. 0.13% No change 4,326 $197K
Blair William & Co. 0.00% Reduce -2.5% 4,204 $192K
Signaturefd, LLC 0.00% New 3,883 $177K
Whittier Trust Co. of Nevada Inc. 0.00% Reduce -5.7% 3,793 $173K
GeoWealth Management, LLC 0.01% Add +354.9% 3,726 $170K
Qube Research & Technologies Ltd 0.00% Reduce -72.5% 3,596 $164K
Lanark Financial, Inc. 0.01% New 3,500 $159K
Aptus Capital Advisors, LLC 0.00% Reduce -36.0% 3,115 $142K
Fairscale Capital, LLC 0.10% No change 3,098 $141K
Bank of New Hampshire 0.03% No change 3,000 $137K
Advisory Services Network, LLC 0.00% New 2,992 $136K
Root Financial Partners, LLC 0.01% New 2,958 $135K
AE Wealth Management LLC 0.00% Add +33.5% 2,622 $119K
Brown Brothers Harriman & Co. 0.00% No change 2,600 $118K
Capital Investment Advisory Services, LLC 0.01% Add +0.4% 2,506 $114K
Private Trust Co. NA 0.01% Add +172.4% 2,367 $108K
Park Place Capital Corp 0.02% Reduce -2.4% 2,250 $103K
Bartlett & Co. Wealth Management LLC 0.00% No change 2,225 $101K
Kilter Group LLC 0.04% New 1,726 $79K
Principal Securities, Inc. 0.00% Reduce -47.8% 1,569 $71K
WFA of San Diego, LLC 0.05% Add +0.3% 1,550 $71K
Blue Trust, Inc. 0.00% No change 1,497 $68K
Greykasell Wealth Strategies, Inc. 0.02% No change 1,137 $52K
Founders Financial Alliance, LLC 0.01% New 913 $42K
Parkside Financial Bank & Trust 0.00% No change 812 $37K
Pinnacle Bancorp, Inc. 0.01% Add +0.9% 791 $36K
Salomon & Ludwin, LLC 0.00% No change 791 $36K
Ballast Advisors LLC 0.01% Reduce -13.2% 647 $29K
O'shaughnessy Asset Management, LLC 0.00% Add +405.7% 617 $28K
Elequin Capital, LP 0.00% Reduce -85.8% 572 $26K
Caitlin John, LLC 0.02% New 500 $23K
Rossby Financial, LCC 0.01% No change 501 $23K
NewEdge Advisors, LLC 0.00% Add +0.9% 446 $20K
Parallel Advisors, LLC 0.00% No change 376 $17K
Boyd Watterson Asset Management LLC 0.00% New 331 $15K
Sunbelt Securities, Inc. 0.00% No change 313 $14K
N.E.W. Advisory Services LLC 0.00% Add +0.4% 275 $13K
Spire Wealth Management 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
LGT Financial Advisors LLC 0.02% New 204 $9K
Navigoe, LLC 0.01% No change 200 $9K
Rothschild Investment LLC 0.00% No change 169 $8K
MAI Capital Management 0.00% Reduce -77.5% 103 $5K
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
North Ridge Wealth Advisors, Inc. 0.00% No change 55 $3K
Atlantic Union Bankshares Corp 0.00% New 52 $2K
Grey Fox Wealth Advisors, LLC 0.00% New 46 $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
CoreCap Advisors, LLC 0.00% New 23 $1K
Bear Mountain Capital, Inc. 0.00% New 18 $826
Cornerstone Planning Group LLC 0.00% New 11 $528
Compass Financial Services Inc 0.00% No change 11 $507
Global Wealth Strategies & Associates 0.00% No change 11 $501
Russell Investments Group, Ltd. 0.00% Add +50.0% 6 $257
WealthCollab, LLC 0.00% No change 2 $92
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.