SS SPDR N Ice Muni Bond ETFTFIETF

13F holders, Q1 2026 (March 31)
331holders +9
43new positions
31sold out
4famous investors
$45.70avg. 13F price*

At the end of Q1 2026, 331 institutions reported holding SS SPDR N Ice Muni Bond ETF (TFI) in their 13F filings, up 9 from Q4 2025. 43 opened new positions and 31 sold out. The largest holders were Betterment LLC ($524.3M), Bank of America Corp. ($387.0M) and Northwestern Mutual Wealth Management Co. ($252.7M). 4 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
SS SPDR N Ice Muni Bond ETF
Filed as
SPDR SERIES TRUST (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions43$67.7M
Exits31$32.8M

All 13F filers, Q4 2025 → Q1 2026: 8,992,818 shares bought and 3,892,056 shares sold, net +5,100,762 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 331 holders

Betterment LLC 0.99% Reduce -4.5% 11,563,595 $524.3M
Bank of America Corp. 0.03% Add +20.5% 8,536,414 $387.0M
Northwestern Mutual Wealth Management Co. 0.16% Add +4.3% 5,573,362 $252.7M
Morgan Stanley 0.01% Add +3.0% 3,143,584 $142.5M
Envestnet Asset Management Inc. 0.03% Add +12.3% 2,683,703 $121.7M
UBS Group AG 0.02% Add +404.1% 2,510,004 $113.8M
Fisher Asset Management 0.04% Reduce -2.3% 2,453,632 $111.2M
Bank of Montreal 0.03% Reduce -19.3% 1,656,625 $75.1M
LPL Financial LLC 0.02% Add +0.5% 1,627,016 $73.8M
IHT Wealth Management, LLC 1.30% Reduce -0.0% 741,800 $56.1M
Raymond James Financial Inc. 0.02% Add +11.8% 1,085,650 $49.2M
Arax Advisory Partners 1.30% Add +198.6% 1,014,807 $46.0M
Vestmark Advisory Solutions, Inc. 0.47% New 944,563 $42.8M
Cerity Partners LLC 0.06% Add +17368.8% 923,926 $41.9M
Financial Engines Advisors L.L.C. 0.07% Add +3.8% 751,415 $34.1M
Wells Fargo & Company 0.01% Add +46.0% 748,305 $33.9M
Assetmark, Inc. 0.07% Add +2.8% 703,278 $31.9M
JPMorgan Chase & Co. 0.00% Add +3.2% 632,641 $28.6M
Stifel Financial Corp. 0.02% Add +60.8% 570,108 $25.8M
Wealthcare Advisory Partners LLC 0.43% Reduce -9.4% 489,073 $22.2M
Foster Group, Inc. 0.64% Add +1.2% 476,439 $21.6M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +196.7% 472,267 $21.4M
Revolve Wealth Partners, LLC 2.59% Reduce -0.4% 439,995 $19.9M
Truist Financial Corp. 0.03% Reduce -8.0% 427,032 $19.4M
Cetera Investment Advisers 0.02% Add +14.5% 419,191 $19.0M
One Capital Management, LLC 0.52% Reduce -4.3% 416,214 $18.9M
OpenArc Corporate Advisory, LLC 0.23% Reduce -26.1% 355,428 $16.1M
Allworth Financial LP 0.07% Reduce -4.8% 353,790 $16.0M
TD Private Client Wealth LLC 0.30% Add +29.7% 319,649 $14.5M
Dynasty Wealth Management, LLC 0.11% Add +42.0% 286,177 $13.0M
State of Wisconsin Investment Board 0.03% No change 285,800 $13.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.18% Reduce -3.8% 267,577 $12.1M
Jane Street Group, LLC 0.01% Reduce -39.0% 233,289 $10.6M
Cambridge Investment Research Advisors, Inc. 0.03% Add +27.5% 223,497 $10.1M
HighTower Advisors, LLC 0.01% Reduce -16.9% 209,482 $9.5M
Wealthcare Capital Management LLC 0.83% Add +0.9% 183,337 $8.3M
Avidian Wealth Enterprises, LLC 0.26% Reduce -13.4% 182,178 $8.3M
Osaic Holdings, Inc. 0.01% Reduce -0.8% 180,934 $8.2M
MML Investors Services, LLC 0.02% Reduce -24.3% 177,279 $8.0M
Keebeck Wealth Management 0.86% Add +124.2% 168,742 $7.7M
Crestwood Advisors Group, LLC 0.12% Reduce -0.3% 163,072 $7.4M
McAdam, LLC 0.32% Add +0.5% 155,926 $7.1M
JFS Wealth Advisors, LLC 0.39% Reduce -0.7% 154,341 $7.0M
Seeds Investor LLC 0.93% Reduce -9.9% 149,975 $6.8M
Ameriprise Financial Inc. 0.00% Add +0.3% 150,320 $6.8M
Mariner, LLC 0.01% Reduce -29.9% 149,202 $6.8M
&partners 0.03% Add +2.7% 145,693 $6.6M
Tenret Co LLC 3.08% No change 140,767 $6.4M
TruNorth Capital Management, LLC 1.20% Add +1.9% 137,583 $6.2M
Commonwealth Equity Services, LLC 0.01% Reduce -9.4% 137,302 $6.2M
Waverly Advisors, LLC 0.04% Add +307.6% 130,947 $5.9M
Mather Group, Llc. 0.05% Reduce -3.9% 121,230 $5.5M
Wealthspire Advisors, LLC 0.04% Add +0.8% 120,770 $5.5M
Sanctuary Advisors, LLC 0.03% Add +5.0% 117,857 $5.3M
Savvy Advisors, Inc. 0.14% Add +70.3% 113,974 $5.2M
Cullen/Frost Bankers, Inc. 0.06% Reduce -31.0% 113,128 $5.1M
Collective Family Office LLC 1.15% Add +4.1% 113,121 $5.1M
Advisors Preferred, LLC 0.74% New 110,894 $5.0M
Fourth Dimension Wealth, LLC 1.85% Add +2.2% 107,845 $4.9M
Great Valley Advisor Group, Inc. 0.08% Add +11.0% 98,475 $4.5M
Citadel Advisors 0.00% Add +12.3% 98,176 $4.5M
Capital Investment Management, Inc. 1.43% Add +10.6% 91,563 $4.2M
Fifth Third Bancorp 0.01% New 88,593 $4.0M
Ashton Thomas Securities, LLC 0.50% Add +6.1% 87,766 $4.0M
Versant Capital Management, Inc 0.39% Add +0.6% 87,149 $4.0M
Private Advisor Group, LLC 0.02% Add +19.0% 76,493 $3.5M
HHM Wealth Advisors, LLC 0.39% Add +5.2% 75,094 $3.4M
Beacon Pointe Advisors, LLC 0.02% Reduce -11.5% 74,551 $3.4M
Aquire Wealth Advisors, LLC 0.88% Reduce -17.4% 74,097 $3.4M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -28.9% 72,388 $3.3M
Invst, LLC 0.37% Reduce -24.6% 72,416 $3.3M
Towercrest Capital Management 0.49% Reduce -3.6% 69,179 $3.1M
Manning & Napier Advisors LLC 0.04% Add +8.3% 69,048 $3.1M
Integrated Capital Management, Inc. 2.08% Add +56.6% 68,871 $3.1M
Royal Bank of Canada 0.00% Reduce -74.7% 68,448 $3.1M
Choreo, LLC 0.04% New 68,007 $3.1M
Northeast Financial Group, Inc. 0.82% Reduce -22.8% 67,845 $3.1M
Cwm, LLC 0.01% Reduce -10.9% 65,889 $3.0M
Evensky & Katz LLC 0.16% Add +3.5% 62,591 $2.8M
Harbour Investments, Inc. 0.04% Add +8.0% 57,829 $2.6M
Steele Capital Management, Inc. 0.11% Reduce -1.7% 57,217 $2.6M
Alliance Wealth Management Group 0.54% Reduce -4.2% 54,281 $2.5M
Johnson Financial Group, LLC 0.15% Add +8.2% 50,560 $2.3M
Cornerstone Wealth Management, LLC 0.11% No change 48,237 $2.2M
Advisor OS, LLC 0.15% Add +10.4% 46,824 $2.1M
Integrated Wealth Concepts LLC 0.02% Add +159.9% 46,720 $2.1M
Vise Technologies, Inc. 0.04% No change 45,392 $2.1M
United Capital Financial Advisors, LLC 0.01% Add +9.1% 44,409 $2.0M
CX Institutional 0.06% Reduce -49.7% 44,132 $2.0M
CFS Investment Advisory Services, LLC 0.14% Reduce -0.6% 43,430 $2.0M
Advus Financial Partners, LLC 0.49% Add +11.8% 43,286 $2.0M
EFG International AG 0.04% Add +0.1% 42,445 $1.9M
Balentine LLC 0.07% Reduce -81.5% 38,989 $1.8M
Jones Financial Companies LLLP 0.00% Add +17.3% 37,782 $1.7M
WealthShield Partners, LLC 0.18% Reduce -44.1% 36,222 $1.6M
Foronjy Financial LLC 0.68% Reduce -5.5% 35,947 $1.6M
Eagle Rock Investment Company, LLC 0.22% Reduce -1.7% 33,959 $1.5M
SWS Partners 0.38% Reduce -90.2% 33,576 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +6.1% 32,803 $1.5M
Farther Finance Advisors, LLC 0.01% Add +329.0% 32,021 $1.5M

"% 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.

Show all 331 holders