SS SPDR N Ice Muni Bond ETFTFIETF

13F holders, Q4 2025 (December 31)
322holders +23
35new positions
22sold out
3famous investors
$45.90avg. 13F price*

At the end of Q4 2025, 322 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings, up 23 from Q3 2025. 35 opened new positions and 22 sold out. The largest holders were Betterment LLC ($553.4M), Bank of America Corp. ($323.7M) and Northwestern Mutual Wealth Management Co. ($244.1M). 3 famous investors held it, including Ken Fisher (0.0% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).

Company
SS SPDR N Ice Muni Bond ETF
Filed as
SPDR SERIES TRUST (Q4 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions35$41.1M
Exits22$45.5M

All 13F filers, Q3 2025 → Q4 2025: 4,104,657 shares bought and 9,578,501 shares sold, net −5,473,844 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 322 holders

Betterment LLC 1.05% Reduce -4.0% 12,106,265 $553.4M
Bank of America Corp. 0.02% Reduce -48.0% 7,082,090 $323.7M
Northwestern Mutual Wealth Management Co. 0.15% Add +2.2% 5,340,865 $244.1M
Morgan Stanley 0.01% Reduce -14.3% 3,051,251 $139.5M
Fisher Asset Management 0.04% Reduce -6.6% 2,511,565 $114.8M
Envestnet Asset Management Inc. 0.03% Add +12.1% 2,390,890 $109.3M
Bank of Montreal 0.04% Add +6.5% 2,051,425 $93.8M
LPL Financial LLC 0.02% Add +8.2% 1,618,969 $74.0M
IHT Wealth Management, LLC 1.43% Add +2786.6% 742,063 $58.7M
Raymond James Financial Inc. 0.01% Add +15.7% 971,110 $44.4M
Austin Private Wealth, LLC 2.86% Add +15.3% 835,814 $38.2M
Financial Engines Advisors L.L.C. 0.06% Reduce -1.2% 724,240 $33.1M
Assetmark, Inc. 0.06% Reduce -0.3% 683,905 $31.3M
JPMorgan Chase & Co. 0.00% Reduce -5.1% 613,049 $28.0M
Wealthcare Advisory Partners LLC 0.48% Reduce -8.0% 539,613 $24.7M
Wells Fargo & Company 0.00% Add +3.4% 512,610 $23.4M
UBS Group AG 0.00% Add +2.4% 497,929 $22.8M
OpenArc Corporate Advisory, LLC 0.36% — 481,299 $22.0M
Foster Group, Inc. 0.65% Reduce -0.6% 470,893 $21.5M
Truist Financial Corp. 0.03% Add +51.6% 464,285 $21.2M
Revolve Wealth Partners, LLC 2.37% Add +4.9% 441,931 $20.2M
One Capital Management, LLC 0.60% Reduce -1.4% 434,688 $19.9M
Park Avenue Securities LLC 0.15% Add +13.6% 382,973 $17.5M
Jane Street Group, LLC 0.02% Add +219.8% 382,397 $17.5M
Allworth Financial LP 0.07% Reduce -5.4% 371,533 $17.0M
Cetera Investment Advisers 0.02% Add +7.4% 366,128 $16.7M
Stifel Financial Corp. 0.01% Reduce -9.1% 354,581 $16.2M
Arax Advisory Partners 0.45% New 339,813 $15.5M
State of Wisconsin Investment Board 0.03% No change 285,800 $13.1M
Cliftonlarsonallen Wealth Advisors, LLC 0.19% Reduce -2.6% 278,259 $12.7M
Royal Bank of Canada 0.00% Reduce -39.3% 270,152 $12.3M
HighTower Advisors, LLC 0.01% Add +0.7% 252,187 $11.5M
TD Private Client Wealth LLC 0.24% Add +24.2% 246,457 $11.3M
MML Investors Services, LLC 0.03% Add +34.5% 234,268 $10.7M
Mariner, LLC 0.01% Reduce -4.5% 212,929 $9.7M
Avidian Wealth Enterprises, LLC 0.35% Add +3.3% 210,449 $9.6M
Balentine LLC 0.36% Add +47.8% 210,261 $9.6M
HBK Sorce Advisory LLC 0.22% Reduce -10.9% 203,391 $9.4M
Dynasty Wealth Management, LLC 0.09% New 201,597 $9.2M
ACT Advisors, LLC. 3.36% Add +1.1% 186,341 $8.5M
Osaic Holdings, Inc. 0.01% Reduce -43.6% 182,360 $8.3M
Wealthcare Capital Management LLC 0.82% Reduce -2.1% 181,721 $8.3M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.7% 175,271 $8.0M
Seeds Investor LLC 1.46% Reduce -0.3% 166,377 $7.6M
Cullen/Frost Bankers, Inc. 0.08% Reduce -25.5% 163,860 $7.5M
Crestwood Advisors Group, LLC 0.12% Reduce -3.4% 163,498 $7.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% New 159,163 $7.3M
JFS Wealth Advisors, LLC 0.40% Reduce -35.2% 155,344 $7.1M
McAdam, LLC 0.32% Add +11.7% 155,134 $7.1M
Commonwealth Equity Services, LLC 0.01% Add +0.2% 151,614 $6.9M
Ameriprise Financial Inc. 0.00% Add +28.6% 149,860 $6.9M
&partners 0.03% Add +1.8% 141,892 $6.5M
Tenret Co LLC 3.26% No change 140,767 $6.4M
TruNorth Capital Management, LLC 1.17% Add +34.8% 135,013 $6.2M
Mather Group, Llc. 0.06% Add +2.7% 126,201 $5.8M
Wealthspire Advisors, LLC 0.04% Add +2.8% 119,857 $5.5M
Sanctuary Advisors, LLC 0.03% Reduce -0.9% 112,212 $5.1M
Collective Family Office LLC 1.14% Add +13.3% 108,628 $5.0M
Fourth Dimension Wealth, LLC 1.76% Add +14.5% 105,497 $4.8M
Comerica Bank 0.02% Reduce -3.4% 104,085 $4.8M
Rockefeller Capital Management L.P. 0.01% Add +652.5% 103,505 $4.7M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -1.8% 101,869 $4.7M
Invst, LLC 0.48% Add +3.0% 96,028 $4.4M
Aquire Wealth Advisors, LLC 1.07% Add +0.9% 89,713 $4.1M
Great Valley Advisor Group, Inc. 0.08% Add +5.7% 88,727 $4.1M
Northeast Financial Group, Inc. 1.01% Add +11.0% 87,849 $4.0M
CX Institutional 0.12% Add +23.1% 87,807 $4.0M
Citadel Advisors 0.00% Add +282.8% 87,425 $4.0M
Versant Capital Management, Inc 0.50% Reduce -1.6% 86,626 $4.0M
Ackerman Capital Advisors, LLC 0.79% Reduce -0.3% 86,444 $4.0M
Pure Portfolios Holdings LLC 1.18% Add +2.0% 86,074 $3.9M
Beacon Pointe Advisors, LLC 0.03% Add +60.5% 84,196 $3.8M
Capital Investment Management, Inc. 1.32% — 82,823 $3.8M
Ashton Thomas Securities, LLC 0.72% Reduce -3.1% 82,719 $3.8M
Keebeck Wealth Management 0.40% Reduce -1.9% 75,279 $3.4M
Cwm, LLC 0.01% Reduce -0.3% 73,941 $3.4M
Towercrest Capital Management 0.52% Reduce -9.6% 71,770 $3.3M
HHM Wealth Advisors, LLC 0.39% Reduce -18.9% 71,379 $3.3M
Savvy Advisors, Inc. 0.10% Reduce -7.3% 66,926 $3.1M
BNP Paribas Financial Markets 0.00% Reduce -28.1% 66,389 $3.0M
WealthShield Partners, LLC 0.33% Add +44.0% 64,754 $3.0M
Private Advisor Group, LLC 0.01% Reduce -3.1% 64,275 $2.9M
Manning & Napier Advisors LLC 0.04% Add +27.1% 63,763 $2.9M
Evensky & Katz LLC 0.16% Add +2.1% 60,460 $2.8M
Steele Capital Management, Inc. 0.11% Reduce -14.1% 58,217 $2.7M
Alliance Wealth Management Group 0.57% Reduce -23.2% 56,675 $2.6M
Harbour Investments, Inc. 0.05% Add +1.0% 53,561 $2.4M
Cornerstone Wealth Management, LLC 0.11% No change 48,237 $2.2M
Gradient Investments LLC 0.03% Add +6.6% 47,461 $2.2M
Johnson Financial Group, LLC 0.13% Add +56.4% 46,752 $2.1M
Vise Technologies, Inc. 0.04% Add +3.4% 45,392 $2.1M
SteelPeak Wealth, LLC 0.07% Reduce -2.1% 45,336 $2.1M
Integrated Capital Management, Inc. 1.34% Add +3.8% 43,966 $2.0M
CFS Investment Advisory Services, LLC 0.15% Add +1.3% 43,690 $2.0M
Envestnet Portfolio Solutions, Inc. 0.01% Add +54.4% 42,701 $2.0M
Crabel Capital Management, LLC 1.47% Add +223.5% 42,551 $1.9M
EFG International AG 0.04% — 42,416 $1.9M
Advisor OS, LLC 0.16% Add +2.8% 42,411 $1.9M
Equitable Holdings, Inc. 0.01% New 41,847 $1.9M
United Capital Financial Advisors, LLC 0.01% Add +0.6% 40,709 $1.9M
Advus Financial Partners, LLC 0.43% Add +11.3% 38,709 $1.8M
Foronjy Financial LLC 0.73% Add +22.6% 38,020 $1.7M
Eagle Rock Investment Company, LLC 0.22% No change 34,561 $1.6M
SWS Partners 0.38% Add +860.0% 342,120 $1.6M
Jones Financial Companies LLLP 0.00% Add +5.2% 32,218 $1.5M
Waverly Advisors, LLC 0.01% Add +1.5% 32,126 $1.5M
Nicolet Advisory Services, LLC 0.10% Reduce -5.1% 31,802 $1.5M
Sax Wealth Advisors, LLC 0.07% Add +111.7% 30,999 $1.4M
Orion Porfolio Solutions, LLC 0.01% Add +17.0% 30,908 $1.4M
Flow Traders U.S. LLC 0.05% New 30,001 $1.4M
FMR LLC 0.00% Reduce -1.6% 28,921 $1.3M
Global Retirement Partners, LLC 0.02% Add +3.1% 28,332 $1.3M
Eagle Strategies LLC 0.16% Reduce -9.0% 28,126 $1.3M
Novus Advisors, LLC 2.82% Add +8.7% 27,622 $1.3M
Citigroup Inc. 0.00% Reduce -25.4% 27,367 $1.3M
WBH Advisory Inc. 0.09% Add +3.9% 25,883 $1.2M
PNC Financial Services Group, Inc. 0.00% Add +36.4% 24,796 $1.1M
Olde Wealth Management, LLC 0.35% No change 24,729 $1.1M
Cumberland Advisors Inc. 0.43% Add +4.8% 24,590 $1.1M
World Investment Advisors 0.02% Add +365.3% 23,789 $1.1M
FOCUS Wealth Advisors, LLC 0.50% Add +5.2% 23,735 $1.1M
Idaho Trust Co 0.36% Add +39.1% 23,481 $1.1M
Tilson Financial Group, Inc. 0.33% Add +5.6% 23,469 $1.1M
1900 Wealth Management LLC 0.07% Add +0.0% 23,443 $1.1M
Mattson Financial Services, LLC 0.24% Add +0.5% 22,693 $1.0M
IFP Advisors, Inc 0.02% Add +0.5% 22,011 $1.0M
Mayflower Financial Advisors, LLC 0.11% No change 20,588 $941K
Kestra Advisory Services, LLC 0.00% Reduce -3.4% 19,777 $904K
Signal Advisors Wealth, LLC 0.07% Add +21.4% 19,660 $899K
Linscomb Wealth, Inc. 0.04% Reduce -7.9% 18,686 $854K
Rwa Wealth Partners, LLC 0.01% No change 18,464 $844K
St Germain D J Co. Inc. 0.03% Reduce -6.6% 18,425 $842K
Creative Planning 0.00% Add +2.1% 18,099 $827K
Integrated Wealth Concepts LLC 0.01% Reduce -21.0% 17,979 $822K
Financial Life Advisors 0.25% No change 17,905 $818K
Transcendent Capital Group LLC 0.37% Reduce -4.6% 17,670 $808K
Aprio Wealth Management, LLC 0.05% Add +1.1% 17,426 $797K
AdvisorNet Financial, Inc 0.04% Reduce -0.2% 17,128 $783K
Meadowbrook Advisors Group, LLC 0.44% — 16,996 $777K
Hazlett, Burt & Watson, Inc. 0.24% No change 16,739 $765K
BlackRock, Inc. 0.00% Add +168.5% 16,623 $760K
Mercer Global Advisors Inc. 0.00% Add +33.1% 16,434 $751K
Little House Capital LLC 0.19% Reduce -6.7% 16,414 $750K
Dopkins Wealth Management, LLC 0.30% Add +3.1% 16,318 $746K
Cypress Financial Planning LLC 0.21% Reduce -13.6% 16,279 $744K
Stokes Family Office, LLC 0.07% Reduce -4.1% 15,779 $721K
Fairway Wealth LLC 0.19% No change 15,471 $707K
Midwest Financial Network, LLC 0.54% Add +21.5% 15,267 $698K
Steward Partners Investment Advisory, LLC 0.00% Add +74.8% 14,643 $669K
Wealthcare Capital Partners, LLC 0.31% Reduce -7.0% 14,485 $662K
Independent Wealth Network Inc. 0.20% Add +5.1% 14,231 $651K
Level Four Advisory Services, LLC 0.02% Reduce -1.4% 13,838 $633K
Sei Investments Co. 0.00% Reduce -1.3% 13,631 $623K
One Wealth Advisors, LLC 0.07% Reduce -6.2% 13,358 $611K
Oppenheimer & Co. Inc. 0.01% Reduce -23.0% 13,255 $606K
Kingswood Wealth Advisors, LLC 0.03% New 12,803 $585K
Avantax Planning Partners, Inc. 0.02% No change 12,707 $581K
DORVAL Corp 0.18% Reduce -3.0% 12,248 $560K
Magnus Financial Group LLC 0.04% Reduce -3.9% 12,223 $559K
Ascent Group, LLC 0.02% Reduce -2.6% 12,181 $557K
Insigneo Advisory Services, LLC 0.04% New 12,109 $554K
Aft, Forsyth & Company, Inc. 0.23% No change 11,750 $537K
Aventura Private Wealth, LLC 0.19% Reduce -13.1% 11,715 $535K
Alesco Advisors, LLC, An ESL Co 0.01% Reduce -46.5% 11,417 $522K
Edge Financial Advisors LLC 0.22% Add +0.5% 11,403 $521K
Ashton Thomas Private Wealth, LLC 0.01% No change 11,371 $520K
Brucke Financial, Inc. 0.28% Reduce -1.7% 11,317 $517K
CIBC Private Wealth Group LLC 0.00% Reduce -17.2% 11,232 $513K
Tortoise Investment Management, LLC 0.04% Reduce -6.3% 11,080 $506K
Ameritas Advisory Services, LLC 0.02% New 10,999 $503K
First Heartland Consultants, Inc. 0.04% Add +94.4% 10,971 $501K
Composition Wealth, LLC 0.01% New 10,771 $492K
First Trust Advisors LP 0.00% Add +0.2% 10,572 $483K
OneDigital Investment Advisors LLC 0.00% Reduce -0.5% 10,545 $482K
Atria Investments, Inc 0.01% Add +106.7% 10,227 $467K
GAMMA Investing LLC 0.02% Add +24.5% 10,173 $465K
Friedenthal Financial 0.24% Reduce -12.0% 10,066 $460K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -3.0% 10,012 $458K
Private Trust Co. NA 0.04% Add +304.9% 9,584 $438K
Thryve Wealth Management LLC 0.21% — 9,456 $432K
Richardson Financial Services Inc. 0.14% Add +1.3% 9,399 $428K
Venturi Wealth Management, LLC 0.02% No change 8,863 $405K
Focus Partners Wealth 0.00% Reduce -1.2% 8,820 $403K
Goldman Sachs Group Inc. 0.00% No change 8,688 $397K
Omega Financial Group, LLC 0.13% Reduce -47.1% 8,621 $394K
Stablepoint Partners, LLC 0.06% Reduce -16.2% 8,617 $394K
Vertex Planning Partners, LLC 0.09% No change 8,614 $394K
Concurrent Investment Advisors, LLC 0.00% Add +45.9% 8,318 $380K
PFW Advisors LLC 0.11% Reduce -25.1% 8,317 $380K
Silver Oak Securities, Incorporated 0.03% New 8,223 $376K
Founders Financial Securities LLC 0.02% New 8,034 $367K
Simplicity Wealth,LLC 0.02% Add +4.3% 7,986 $365K
Icon Wealth Advisors, LLC 0.02% No change 7,943 $363K
Juncture Wealth Strategies, LLC 0.12% Reduce -20.5% 7,890 $361K
Sawgrass Asset Management LLC 0.04% No change 7,876 $360K
Villere St Denis J & Co. LLC 0.04% No change 7,794 $356K
M1 Capital Management LLC 0.15% Add +13.2% 7,613 $348K
Compound Planning, Inc. 0.01% Add +19.9% 7,581 $347K
West Michigan Advisors, LLC 0.08% Add +8.9% 7,525 $344K
Farther Finance Advisors, LLC 0.00% Reduce -8.6% 7,464 $341K
Edgestream Partners, L.P. 0.01% Reduce -47.7% 7,458 $341K
Captrust Financial Advisors 0.00% Reduce -22.8% 7,355 $336K
Facet Wealth, Inc. 0.01% Add +26.3% 7,288 $335K
Parkway Wealth Management Group, LLC 0.04% — 7,268 $332K
Retirement Wealth Solutions LLC 0.21% New 7,205 $329K
Strategic Financial Concepts, LLC 0.29% New 7,030 $321K
Arkadios Wealth Advisors 0.01% Add +0.7% 7,001 $320K
Crews Bank & Trust 0.04% No change 6,830 $312K
Sowell Financial Services LLC 0.01% Add +36.7% 6,640 $304K
EverSource Wealth Advisors, LLC 0.01% No change 6,636 $303K
ShoreHaven Wealth Partners, LLC 0.11% Reduce -3.3% 6,465 $296K
Strathmore Capital Advisors, Inc. 0.09% No change 6,327 $289K
AQR Capital Management 0.00% No change 6,321 $289K
Bragg Financial Advisors, Inc 0.01% Add +39.4% 6,319 $289K
Brown Brothers Harriman & Co. 0.00% Add +131.9% 6,029 $276K
Perigon Wealth Management, LLC 0.00% New 5,882 $269K
Beaumont Financial Advisors, LLC 0.02% No change 5,846 $267K
Prime Capital Investment Advisors, LLC 0.00% Add +2.9% 5,688 $260K
Strategic Blueprint, LLC 0.02% New 5,609 $256K
Braun-Bostich & Associates Inc. 0.16% Reduce -1.5% 5,567 $254K
Colton Groome Financial Advisors, LLC 0.07% Add +14.4% 5,550 $254K
WealthTrust Axiom LLC 0.06% No change 5,500 $251K
Citizens National Bank Trust Department 0.04% No change 5,500 $251K
Rare Wolf Capital LLC 0.16% — 5,467 $250K
Brooklyn FI, LLC 0.05% New 5,463 $250K
Kagan Cocozza Asset Management 0.18% Reduce -23.2% 5,421 $248K
Pacific Park Financial, Inc. 0.15% — 5,390 $246K
HB Wealth Management, LLC 0.00% Reduce -11.4% 5,380 $246K
Cerity Partners LLC 0.00% New 5,289 $242K
CRA Financial Services, LLC 0.03% New 5,245 $240K
Investment Planning Advisors, Inc. 0.07% Reduce -28.6% 5,214 $238K
PFG Advisors 0.01% Reduce -2.0% 5,209 $238K
Charles Schwab Investment Management Inc. 0.00% Reduce -6.0% 5,131 $235K
Old Mission Capital LLC 0.01% New 5,036 $230K
Inscription Capital, LLC 0.02% No change 5,000 $229K
Wealthgarden F.S. LLC 0.15% Reduce -1.9% 4,809 $221K
Ridgeline Wealth, LLC 0.15% No change 4,729 $216K
Pinnacle Financial Partners, Inc. 0.00% — 4,727 $216K
Harmony Asset Management LLC 0.07% No change 4,662 $213K
Arista Wealth Management, LLC 0.03% No change 4,662 $213K
Taylor Hoffman Capital Management LLC 0.06% No change 4,656 $213K
Sequoia Financial Advisors, LLC 0.00% Reduce -33.9% 4,625 $211K
Exchange Bank 0.15% No change 4,622 $211K
Qube Research & Technologies Ltd 0.00% Add +28.5% 4,622 $211K
Oakwell Private Wealth Management, LLC 0.04% Reduce -0.9% 4,450 $203K
Flagstar Securities, Inc. 0.07% New 4,403 $201K
Apollon Financial, LLC 0.03% Reduce -4.0% 4,381 $200K
Blair William & Co. 0.00% No change 4,204 $192K
Signaturefd, LLC 0.00% No change 3,883 $177K
Whittier Trust Co. of Nevada Inc. 0.00% No change 3,793 $174K
US Bancorp \de 0.00% Reduce -20.8% 3,577 $164K
Lanark Financial, Inc. 0.01% No change 3,500 $160K
GeoWealth Management, LLC 0.01% Reduce -6.5% 3,483 $159K
Blueline Advisors LLC 0.12% — 3,220 $147K
Aptus Capital Advisors, LLC 0.00% Add +1.8% 3,170 $145K
SageView Advisory Group, LLC 0.00% New 3,095 $141K
Bank of New Hampshire 0.03% No change 3,000 $137K
Root Financial Partners, LLC 0.01% Reduce -1.3% 2,919 $133K
AE Wealth Management LLC 0.00% Add +5.4% 2,763 $126K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.04% New 2,299 $105K
Park Place Capital Corp 0.02% Add +0.3% 2,256 $103K
Smartleaf Asset Management LLC 0.00% Reduce -67.0% 2,087 $95K
1620 Investment Advisors, Inc. 0.06% Reduce -52.6% 2,049 $94K
Kilter Group LLC 0.04% Add +0.9% 1,741 $80K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -24.7% 1,675 $77K
WFA of San Diego, LLC 0.06% Add +6.5% 1,651 $75K
Capital Advisors, Ltd. LLC 0.01% Reduce -66.7% 1,473 $69K
Blue Trust, Inc. 0.00% No change 1,497 $68K
Flagship Harbor Advisors, LLC 0.00% New 1,467 $67K
Sittner & Nelson, LLC 0.02% New 1,148 $53K
Delta Asset Management LLC 0.00% Add +1386.5% 1,100 $50K
Breakwater Investment Management 0.02% New 1,069 $49K
Laurel Wealth Advisors LLC 0.01% New 1,000 $46K
International Assets Investment Management, LLC 0.00% New 895 $41K
Signature Equity Partners, LLC 0.02% — 840 $38K
Parkside Financial Bank & Trust 0.00% No change 812 $37K
Pinnacle Bancorp, Inc. 0.01% Add +0.3% 793 $36K
Salomon & Ludwin, LLC 0.00% No change 791 $36K
Capital Investment Advisory Services, LLC 0.00% Reduce -72.5% 689 $31K
Ballast Advisors LLC 0.01% No change 647 $30K
Coston, McIsaac & Partners 0.01% New 609 $27K
Nvest Wealth Strategies, Inc. 0.02% — 554 $25K
Greykasell Wealth Strategies, Inc. 0.01% Reduce -51.5% 552 $25K
MAI Capital Management 0.00% Add +430.1% 546 $25K
Cornerstone Planning Group LLC 0.00% Add +4427.3% 498 $23K
Caitlin John, LLC 0.01% No change 500 $23K
NewEdge Advisors, LLC 0.00% Add +1.1% 451 $21K
AlphaCore Capital LLC 0.00% New 396 $18K
Parallel Advisors, LLC 0.00% No change 376 $17K
Sunbelt Securities, Inc. 0.00% No change 313 $14K
N.E.W. Advisory Services LLC 0.00% Add +0.7% 277 $13K
Spire Wealth Management 0.00% No change 244 $11K
Ameritas Investment Partners, Inc. 0.00% No change 225 $10K
Rachor Investment Advisory Services, LLC 0.01% — 207 $9K
HFM Investment Advisors, LLC 0.00% No change 205 $9K
Navigoe, LLC 0.01% No change 200 $9K
Quaker Wealth Management, LLC 0.00% New 184 $8K
Planning Project LLC 0.00% — 171 $8K
Rothschild Investment LLC 0.00% No change 169 $8K
O'shaughnessy Asset Management, LLC 0.00% Reduce -81.0% 117 $5K
Tsfg, LLC 0.00% New 89 $4K
Strive Financial Group ,LLC 0.00% — 82 $4K
Optima Capital LLC 0.00% New 78 $4K
Private Wealth Management Group, LLC 0.00% No change 70 $3K
Godfrey Financial Associates, Inc. 0.00% — 60 $3K
Missouri Trust & Investment Co 0.00% No change 60 $3K
North Ridge Wealth Advisors, Inc. 0.00% Reduce -5.5% 52 $2K
Atlantic Union Bankshares Corp 0.00% No change 52 $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
CoreCap Advisors, LLC 0.00% No change 23 $1K
Longview Financial Advisors LLC 0.00% New 21 $960
Cape Investment Advisory, Inc. 0.00% Reduce -16.0% 21 $958
Allspring Global Investments Holdings, LLC 0.00% New 18 $838
Compass Financial Services Inc 0.00% No change 11 $515
Global Wealth Strategies & Associates 0.00% No change 11 $503
Russell Investments Group, Ltd. 0.00% No change 6 $258
Networth Advisors, LLC 0.00% — 5 $229
WealthCollab, LLC 0.00% No change 2 $92
Pinnacle Wealth Planning Services, Inc. 0.00% New 1 $46

"% 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.