13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
SHM

SS SPDR N ICE ST MUNI ETF

426 institutions still hold SS SPDR N ICE ST MUNI ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R739·Exchange Traded Fund·426 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$2.5B
visible holders
Holders
426
filers reporting
Concentration
42.31%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q2 2026

426 institutions reported SHM in Q2 2026. BANK OF AMERICA CORP /DE/ leads at 42.3% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.0B21.8M0.07%Q2 202602
GOLDMAN SACHS GROUP INC
CIK 0000886982
$259M5.4M0.02%Q2 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$168M3.5M0.03%Q2 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$151M3.1M0.08%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$115M2.4M0.03%Q2 202606
Quent Capital, LLC
CIK 0001912338
$110M2.3M6.77%Q2 202607
MORGAN STANLEY
CIK 0000895421
$95M2.0M0.01%Q2 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$68M1.4M0.08%Q2 202609
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$67M1.4M0.04%Q4 202510
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$65M1.4M0.36%Q2 202611
LPL Financial LLC
CIK 0001403438
$56M1.2M0.01%Q2 202612
CX Institutional
CIK 0001737089
$54M1.1M1.55%Q2 202613
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$36M749K0.47%Q2 202614
Financial Engines Advisors L.L.C.
CIK 0001420473
$33M678K0.06%Q2 202615
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$31M648K0.04%Q2 202616
Wealthcare Advisory Partners LLC
CIK 0001683059
$28M594K0.54%Q2 202617
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$24M508K0.65%Q2 202618
Alaska Wealth Advisors
CIK 0001731601
$24M492K2.56%Q2 202619
UBS Group AG
CIK 0001610520
$23M486K0.00%Q2 202620
JPMORGAN CHASE & CO
CIK 0000019617
$17M361K0.00%Q2 2026
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