13F Insight
DOSSIER · 13F Holders · Q3 2026ETF · Exchange Traded Fund
TFI

SS SPDR N ICE MUNI BOND ETF

362 institutions still hold SS SPDR N ICE MUNI BOND ETF as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78468R721·Exchange Traded Fund·362 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.8B
visible holders
Holders
362
filers reporting
Concentration
18.58%
Betterment LLC #1
top holder share
AI Holders Summary · Q3 2026

362 institutions reported TFI in Q3 2026. Betterment LLC leads at 18.6% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Betterment LLC
CIK 0001633901
$524M11.6M0.99%Q1 202602
BANK OF AMERICA CORP /DE/
CIK 0000070858
$404M8.8M0.03%Q2 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$256M6.0M0.13%Q3 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$134M2.9M0.03%Q2 202605
UBS Group AG
CIK 0001610520
$127M3.0M0.02%Q3 202606
MORGAN STANLEY
CIK 0000895421
$96M2.3M0.00%Q3 202607
LPL Financial LLC
CIK 0001403438
$72M1.7M0.02%Q3 202608
BANK OF MONTREAL /CAN/
CIK 0000927971
$58M1.4M0.02%Q3 202609
JPMORGAN CHASE & CO
CIK 0000019617
$53M1.2M0.00%Q3 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$51M1.2M0.01%Q3 202611
Arax Advisory Partners
CIK 0001586767
$48M1.1M0.27%Q3 202612
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$47M1.0M0.44%Q2 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$46M1.0M0.01%Q2 202614
Cerity Partners LLC
CIK 0001566475
$42M972K0.05%Q3 202615
Austin Private Wealth, LLC
CIK 0001800328
$38M836K2.84%Q4 202516
Financial Engines Advisors L.L.C.
CIK 0001420473
$35M766K0.06%Q2 202617
MANNING & NAPIER ADVISORS LLC
CIK 0000062039
$32M736K0.44%Q3 202618
TRUIST FINANCIAL CORP
CIK 0000092230
$28M656K0.03%Q3 202619
ASSETMARK, INC
CIK 0001344551
$28M647K0.05%Q3 202620
Quadrature Capital Ltd
CIK 0001651424
$24M557K0.15%Q3 2026
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