13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCyclicalNet sold
SHM

SS SPDR N ICE ST MUNI ETF

424 institutions still hold SS SPDR N ICE ST MUNI ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R739·Exchange Traded Fund·424 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 9.0%
vs prior quarter
13F value held
$2.4B
74.0% inst. owned
of float
Holders
424
+37 QoQ
filers reporting
Activity
+48 / −82
+881 added · −805 reduced
this quarter
Concentration
42.84%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

424 institutions reported SHM in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 42.8% of the visible book. +37 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$1.0B21.3M0.07%Q1 202602
GOLDMAN SACHS GROUP INC
CIK 0000886982
$247M5.2M0.03%Q1 202603
WELLS FARGO & COMPANY/MN
CIK 0000072971
$170M3.5M0.03%Q1 202604
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$146M3.1M0.09%Q1 202605
MORGAN STANLEY
CIK 0000895421
$110M2.3M0.01%Q1 202606
Quent Capital, LLC
CIK 0001912338
$103M2.2M7.33%Q1 202607
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$91M1.9M0.02%Q1 202608
MERCER GLOBAL ADVISORS INC /ADV
CIK 0000853758
$74M1.5M0.11%Q1 202609
UNITED CAPITAL FINANCIAL ADVISORS, LLC
CIK 0001463217
$68M1.4M0.42%Q1 202610
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$67M1.4M0.04%Q4 202511
LPL Financial LLC
CIK 0001403438
$43M889K0.01%Q1 202612
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC
CIK 0000944361
$36M744K0.52%Q1 202613
Financial Engines Advisors L.L.C.
CIK 0001420473
$32M668K0.06%Q1 202614
HTLF Bank
CIK 0002003343
$30M642K3.44%Q4 202415
COMMONWEALTH EQUITY SERVICES, LLC
CIK 0000312272
$30M625K0.04%Q1 202616
Wealthcare Advisory Partners LLC
CIK 0001683059
$29M601K0.56%Q1 202617
UBS Group AG
CIK 0001610520
$23M490K0.00%Q1 202618
Alaska Wealth Advisors
CIK 0001731601
$22M467K2.68%Q1 202619
Gerber Kawasaki Wealth & Investment Management
CIK 0001666736
$22M462K0.70%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$18M383K0.02%Q1 2026
Page 1 of 22
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