SS SPDR N Ice Muni Bond ETFTFIETF
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $67.7M |
| Exits | 31 | $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.