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
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 |
| Gradient Investments LLC | 0.02% | Reduce -33.9% | 31,392 | $1.4M |
| Sax Wealth Advisors, LLC | 0.07% | No change | 30,999 | $1.4M |
| Nicolet Bankshares Inc. | 0.05% | New | 30,911 | $1.4M |
| FMR LLC | 0.00% | Add +6.5% | 30,815 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +77.1% | 29,100 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -32.4% | 28,851 | $1.3M |
| Eagle Strategies LLC | 0.16% | Add +1.8% | 28,637 | $1.3M |
| Sei Investments Co. | 0.00% | Add +109.6% | 28,574 | $1.3M |
| Citigroup Inc. | 0.00% | Add +1.6% | 27,819 | $1.3M |
| Novus Advisors, LLC | 2.80% | No change | 27,622 | $1.3M |
| Olde Wealth Management, LLC | 0.38% | Add +6.4% | 26,309 | $1.2M |
| WBH Advisory Inc. | 0.09% | Reduce -0.0% | 25,877 | $1.2M |
| Independent Advisor Alliance | 0.01% | New | 25,652 | $1.2M |
| Fiduciary Alliance LLC | 0.07% | New | 25,223 | $1.1M |
| Idaho Trust Co | 0.36% | Add +3.5% | 24,310 | $1.1M |
| Tilson Financial Group, Inc. | 0.33% | Add +3.5% | 24,302 | $1.1M |
| 1900 Wealth Management LLC | 0.07% | Add +0.0% | 23,445 | $1.1M |
| FOCUS Wealth Advisors, LLC | 0.51% | Reduce -2.4% | 23,169 | $1.1M |
| Cumberland Advisors Inc. | 0.41% | Reduce -6.1% | 23,100 | $1.0M |
| Midwest Financial Network, LLC | 0.83% | Add +50.1% | 22,915 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -65.6% | 22,850 | $1.0M |
| World Investment Advisors | 0.02% | Reduce -5.0% | 22,593 | $1.0M |
| Creative Planning | 0.00% | Add +24.6% | 22,544 | $1.0M |
| IFP Advisors, Inc | 0.02% | Add +0.2% | 22,064 | $1.0M |
| Little House Capital LLC | 0.25% | Add +32.1% | 21,687 | $983K |
| Arkadios Wealth Advisors | 0.02% | Add +198.8% | 20,918 | $948K |
| Mayflower Financial Advisors, LLC | 0.11% | Add +0.2% | 20,623 | $935K |
| Signal Advisors Wealth, LLC | 0.06% | Add +3.3% | 20,313 | $921K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -80.5% | 20,225 | $917K |
| Renaissance Technologies | 0.00% | New | 20,100 | $911K |
| Sanchez Gaunt Capital Management, LLC | 0.55% | — | 19,453 | $882K |
| GAMMA Investing LLC | 0.04% | Add +90.6% | 19,393 | $879K |
| Cypress Financial Planning LLC | 0.24% | Add +17.5% | 19,134 | $868K |
| Facet Wealth, Inc. | 0.01% | Add +159.0% | 18,876 | $856K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 18,734 | $849K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 18,464 | $837K |
| St Germain D J Co. Inc. | 0.03% | No change | 18,425 | $835K |
| Aptus Capital Advisors, LLC | 0.01% | Add +471.2% | 18,106 | $821K |
| Strategic Financial Concepts, LLC | 0.20% | Add +155.9% | 17,993 | $816K |
| Financial Life Advisors | 0.25% | No change | 17,905 | $812K |
| Bragg Financial Advisors, Inc | 0.03% | Add +179.7% | 17,675 | $801K |
| Transcendent Capital Group LLC | 0.36% | Reduce -0.1% | 17,645 | $800K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -0.4% | 17,067 | $774K |
| Meadowbrook Advisors Group, LLC | 0.46% | No change | 16,996 | $771K |
| Dopkins Wealth Management, LLC | 0.31% | Add +3.3% | 16,858 | $764K |
| Hazlett, Burt & Watson, Inc. | 0.24% | No change | 16,739 | $759K |
| Linscomb Wealth, Inc. | 0.03% | Reduce -11.5% | 16,532 | $750K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -35.5% | 16,001 | $725K |
| BlackRock, Inc. | 0.00% | Reduce -4.2% | 15,927 | $722K |
| Ascent Group, LLC | 0.02% | Add +30.2% | 15,862 | $719K |
| Captrust Financial Advisors | 0.00% | Add +111.4% | 15,548 | $705K |
| Stokes Family Office, LLC | 0.07% | Reduce -1.9% | 15,479 | $702K |
| Fairway Wealth LLC | 0.19% | No change | 15,471 | $701K |
| Aprio Wealth Management, LLC | 0.04% | Reduce -11.4% | 15,437 | $700K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.5% | 15,325 | $695K |
| Wealthcare Capital Partners, LLC | 0.30% | Reduce -1.7% | 14,235 | $645K |
| Independent Wealth Network Inc. | 0.19% | Reduce -0.1% | 14,215 | $645K |
| Retirement Wealth Solutions LLC | 0.40% | Add +95.6% | 14,095 | $639K |
| Compound Planning, Inc. | 0.02% | Add +83.2% | 13,888 | $630K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -3.1% | 13,408 | $608K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 13,255 | $601K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -11.2% | 12,998 | $589K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 12,707 | $576K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -1.3% | 12,637 | $573K |
| Susquehanna International Group, LLP | 0.00% | New | 12,598 | $571K |
| Gateway Wealth Partners, LLC | 0.02% | New | 12,533 | $568K |
| OneDigital Investment Advisors LLC | 0.01% | Add +12.3% | 11,845 | $537K |
| Aft, Forsyth & Company, Inc. | 0.25% | No change | 11,750 | $533K |
| Bleakley Financial Group, LLC | 0.01% | New | 11,605 | $526K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 11,371 | $516K |
| DORVAL Corp | 0.16% | Reduce -7.4% | 11,342 | $514K |
| First Trust Advisors LP | 0.00% | Add +7.0% | 11,312 | $513K |
| Ameritas Advisory Services, LLC | 0.02% | Add +0.6% | 11,068 | $502K |
| Tortoise Investment Management, LLC | 0.04% | Reduce -0.7% | 11,007 | $499K |
| Brucke Financial, Inc. | 0.25% | Reduce -3.2% | 10,955 | $497K |
| Uniting Wealth Partners, LLC | 0.11% | New | 10,950 | $496K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -13.8% | 10,444 | $474K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -95.0% | 10,269 | $467K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 10,012 | $454K |
| M1 Capital Management LLC | 0.21% | Add +31.5% | 10,009 | $454K |
| BlueChip Wealth Advisors LLC | 0.19% | New | 9,634 | $437K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | Reduce -17.6% | 9,403 | $426K |
| Private Trust Co. NA | 0.04% | Reduce -2.3% | 9,365 | $425K |
| PFW Advisors LLC | 0.13% | Add +11.4% | 9,268 | $420K |
| Stablepoint Partners, LLC | 0.06% | Add +7.5% | 9,268 | $420K |
| First Heartland Consultants, Inc. | 0.03% | Reduce -17.7% | 9,027 | $409K |
| Vertex Planning Partners, LLC | 0.08% | Add +3.3% | 8,896 | $403K |
| Venturi Wealth Management, LLC | 0.02% | No change | 8,863 | $402K |
| Collaborative Wealth Managment Inc. | 0.18% | New | 8,762 | $397K |
| Simplicity Wealth,LLC | 0.02% | Add +9.5% | 8,743 | $396K |
| Hexagon Capital Partners LLC | 0.06% | New | 8,525 | $387K |
| Friedenthal Financial | 0.19% | Reduce -16.1% | 8,442 | $383K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.5% | 8,357 | $379K |
| Omega Financial Group, LLC | 0.12% | Reduce -3.8% | 8,291 | $376K |
| Silver Oak Securities, Incorporated | 0.03% | No change | 8,223 | $373K |
| One Day In July LLC | 0.03% | New | 8,174 | $371K |
| Aventura Private Wealth, LLC | 0.13% | Reduce -31.2% | 8,065 | $366K |
| Founders Financial Securities LLC | 0.02% | Reduce -0.3% | 8,007 | $365K |
| Tanager Wealth Management LLP | 0.04% | New | 8,022 | $364K |
| ShoreHaven Wealth Partners, LLC | 0.13% | Add +23.7% | 7,995 | $362K |
| Icon Wealth Advisors, LLC | 0.02% | Add +0.0% | 7,946 | $362K |
| Parkway Wealth Management Group, LLC | 0.05% | Add +8.3% | 7,871 | $359K |
| Sawgrass Asset Management LLC | 0.05% | No change | 7,876 | $357K |
| Focus Partners Wealth | 0.00% | Reduce -11.4% | 7,812 | $347K |
| Atria Investments, Inc | 0.00% | Reduce -25.3% | 7,636 | $346K |
| Corient Private Wealth LP | 0.00% | New | 7,630 | $344K |
| Juncture Wealth Strategies, LLC | 0.11% | Reduce -4.5% | 7,531 | $341K |
| West Michigan Advisors, LLC | 0.07% | Reduce -1.9% | 7,382 | $335K |
| One Wealth Advisors, LLC | 0.04% | Reduce -45.6% | 7,267 | $329K |
| RFG Advisory, LLC | 0.01% | New | 6,961 | $316K |
| SigFig Wealth Management, LLC | 0.01% | New | 6,918 | $314K |
| Mattson Financial Services, LLC | 0.07% | Reduce -69.8% | 6,850 | $311K |
| Crews Bank & Trust | 0.04% | No change | 6,830 | $310K |
| GLR Partners, LLC | 0.17% | — | 6,825 | $309K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +19.2% | 6,780 | $307K |
| Quantinno Capital Management LP | 0.00% | New | 6,731 | $305K |
| Edgestream Partners, L.P. | 0.01% | Reduce -10.9% | 6,643 | $301K |
| EverSource Wealth Advisors, LLC | 0.01% | No change | 6,636 | $301K |
| Sowell Financial Services LLC | 0.01% | Reduce -0.7% | 6,591 | $299K |
| CIBC Bancorp USA Inc. | 0.00% | — | 6,473 | $293K |
| Strathmore Capital Advisors, Inc. | 0.08% | No change | 6,327 | $289K |
| AQR Capital Management | 0.00% | No change | 6,321 | $287K |
| Thrivent Financial for Lutherans | 0.00% | New | 6,271 | $284K |
| BCGM Wealth Management, LLC | 0.07% | New | 6,163 | $279K |
| Perigon Wealth Management, LLC | 0.01% | Add +4.3% | 6,137 | $278K |
| Investment Planning Advisors, Inc. | 0.08% | Add +16.5% | 6,075 | $275K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 5,846 | $265K |
| Colton Groome Financial Advisors, LLC | 0.07% | Add +3.6% | 5,750 | $261K |
| Resolute Wealth Advisor, Inc. | 0.15% | — | 5,623 | $255K |
| Braun-Bostich & Associates Inc. | 0.16% | Reduce -0.6% | 5,532 | $251K |
| ACT Advisors, LLC. | 0.11% | Reduce -97.0% | 5,517 | $250K |
| WealthTrust Axiom LLC | 0.06% | No change | 5,500 | $249K |
| Citizens National Bank Trust Department | 0.04% | No change | 5,500 | $249K |
| Diversify Wealth Management, LLC | 0.00% | New | 5,454 | $248K |
| Rare Wolf Capital LLC | 0.16% | No change | 5,467 | $248K |
| Brooklyn FI, LLC | 0.05% | No change | 5,463 | $248K |
| Kagan Cocozza Asset Management | 0.17% | No change | 5,421 | $246K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 5,341 | $242K |
| PFG Advisors | 0.01% | Add +0.6% | 5,238 | $238K |
| Johnson Investment Counsel Inc. | 0.00% | New | 5,022 | $228K |
| CRA Financial Services, LLC | 0.03% | Reduce -4.3% | 5,021 | $228K |
| Inscription Capital, LLC | 0.02% | No change | 5,000 | $227K |
| MAI Capital Management | 0.00% | Add +772.2% | 4,762 | $216K |
| Pacific Park Financial, Inc. | 0.14% | Reduce -11.9% | 4,750 | $215K |
| Ridgeline Wealth, LLC | 0.15% | No change | 4,729 | $214K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +2.2% | 4,728 | $214K |
| Arista Wealth Management, LLC | 0.03% | No change | 4,662 | $211K |
| Taylor Hoffman Capital Management LLC | 0.07% | No change | 4,656 | $211K |
| Wealthgarden F.S. LLC | 0.14% | Reduce -3.6% | 4,634 | $210K |
| Exchange Bank | 0.15% | No change | 4,622 | $210K |
| Strategic Blueprint, LLC | 0.01% | Reduce -17.6% | 4,621 | $210K |
| Composition Wealth, LLC | 0.00% | Reduce -58.6% | 4,464 | $202K |
| Wealthfront Advisers LLC | 0.00% | New | 4,438 | $201K |
| Capital Advisors, Ltd. LLC | 0.02% | Add +200.5% | 4,426 | $201K |
| Oakwell Private Wealth Management, LLC | 0.04% | Reduce -0.7% | 4,420 | $200K |
| Signature Equity Partners, LLC | 0.10% | Add +383.4% | 4,061 | $184K |
| Signaturefd, LLC | 0.00% | No change | 3,883 | $176K |
| Blair William & Co. | 0.00% | Reduce -9.5% | 3,804 | $172K |
| Blueline Advisors LLC | 0.13% | Add +11.4% | 3,587 | $163K |
| Lanark Financial, Inc. | 0.01% | No change | 3,500 | $159K |
| Cornerstone Planning Group LLC | 0.02% | Add +573.5% | 3,354 | $152K |
| Advisory Services Network, LLC | 0.00% | New | 3,270 | $148K |
| AE Wealth Management LLC | 0.00% | Add +8.6% | 3,000 | $136K |
| Bank of New Hampshire | 0.03% | No change | 3,000 | $136K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.2% | 2,914 | $132K |
| GeoWealth Management, LLC | 0.00% | Reduce -17.0% | 2,891 | $131K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -56.9% | 2,600 | $118K |
| Richardson Financial Services Inc. | 0.07% | Reduce -73.8% | 2,466 | $112K |
| US Bancorp \de | 0.00% | Reduce -33.0% | 2,396 | $109K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.04% | No change | 2,299 | $104K |
| 1620 Investment Advisors, Inc. | 0.06% | No change | 2,049 | $93K |
| Park Place Capital Corp | 0.02% | Reduce -11.1% | 2,005 | $91K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.2% | 1,978 | $89K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,675 | $76K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Reduce -57.0% | 1,633 | $74K |
| Blue Trust, Inc. | 0.00% | No change | 1,497 | $68K |
| MCF Advisors LLC | 0.00% | New | 1,447 | $66K |
| Sittner & Nelson, LLC | 0.02% | No change | 1,148 | $52K |
| Delta Asset Management LLC | 0.00% | No change | 1,100 | $50K |
| Breakwater Investment Management | 0.02% | No change | 1,069 | $48K |
| DHJJ Financial Advisors, Ltd. | 0.02% | New | 1,010 | $46K |
| UMB Bank, n.a. | 0.00% | New | 986 | $45K |
| Founders Financial Alliance, LLC | 0.01% | New | 929 | $42K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +21.9% | 840 | $38K |
| Parkside Financial Bank & Trust | 0.00% | No change | 812 | $37K |
| Pinnacle Bancorp, Inc. | 0.01% | No change | 793 | $36K |
| Salomon & Ludwin, LLC | 0.00% | No change | 791 | $36K |
| Ballast Advisors LLC | 0.01% | No change | 647 | $29K |
| Coston, McIsaac & Partners | 0.01% | No change | 609 | $27K |
| Nvest Wealth Strategies, Inc. | 0.02% | No change | 554 | $25K |
| Greykasell Wealth Strategies, Inc. | 0.01% | No change | 552 | $25K |
| Caitlin John, LLC | 0.01% | No change | 500 | $23K |
| Parallel Advisors, LLC | 0.00% | No change | 376 | $17K |
| Sunbelt Securities, Inc. | 0.00% | No change | 313 | $14K |
| Spire Wealth Management | 0.00% | Add +20.9% | 295 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | Add +0.4% | 278 | $13K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 225 | $10K |
| Rachor Investment Advisory Services, LLC | 0.00% | No change | 207 | $9K |
| HFM Investment Advisors, LLC | 0.00% | No change | 205 | $9K |
| Navigoe, LLC | 0.01% | No change | 200 | $9K |
| CoreCap Advisors, LLC | 0.00% | Add +687.0% | 181 | $8K |
| Rothschild Investment LLC | 0.00% | No change | 169 | $8K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +39.3% | 163 | $7K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 105 | $5K |
| Quaker Wealth Management, LLC | 0.00% | Reduce -46.2% | 99 | $4K |
| Strive Financial Group ,LLC | 0.00% | No change | 82 | $4K |
| Glen Eagle Advisors, LLC | 0.00% | New | 74 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 70 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 70 | $3K |
| Anchor Investment Management, LLC | 0.00% | New | 69 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 60 | $3K |
| Missouri Trust & Investment Co | 0.00% | No change | 60 | $3K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 52 | $2K |
| North Ridge Wealth Advisors, Inc. | 0.00% | Reduce -5.8% | 49 | $2K |
| Evermay Wealth Management LLC | 0.00% | New | 46 | $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 |
| Providence Capital Advisors, LLC | 0.00% | New | 29 | $1K |
| Cassaday & Co Wealth Management LLC | 0.00% | New | 25 | $1K |
| Bessemer Group Inc. | 0.00% | New | 28 | $1K |
| Longview Financial Advisors LLC | 0.00% | No change | 21 | $953 |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 18 | $829 |
| LRI Investments, LLC | 0.00% | New | 12 | $544 |
| Global Wealth Strategies & Associates | 0.00% | No change | 11 | $499 |
| Russell Investments Group, Ltd. | 0.00% | Add +66.7% | 10 | $454 |
| Silver Grove Financial Group, Inc. | 0.00% | New | 6 | $292 |
| Networth Advisors, LLC | 0.00% | No change | 5 | $227 |
| Vanguard Advisers Inc. | 0.00% | — | 3 | $136 |
| WealthCollab, LLC | 0.00% | No change | 2 | $91 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 1 | $45 |
"% 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.