13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded Fund
TFI

SS SPDR N ICE MUNI BOND ETF

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

CUSIP 78468R721·Exchange Traded Fund·355 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.3B
visible holders
Holders
355
filers reporting
Concentration
23.04%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

355 institutions reported TFI in Q1 2026. Betterment LLC leads at 23.0% 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
$266M5.8M0.14%Q2 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$134M2.9M0.03%Q2 202605
UBS Group AG
CIK 0001610520
$116M2.5M0.01%Q2 202606
MORGAN STANLEY
CIK 0000895421
$112M2.5M0.01%Q2 202607
Fisher Asset Management, LLC
CIK 0000850529
$106M2.3M0.03%Q2 202608
LPL Financial LLC
CIK 0001403438
$82M1.8M0.02%Q2 202609
BANK OF MONTREAL /CAN/
CIK 0000927971
$70M1.5M0.02%Q2 202610
Arax Advisory Partners
CIK 0001586767
$62M1.3M0.41%Q2 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$54M1.2M0.01%Q2 202612
JPMORGAN CHASE & CO
CIK 0000019617
$51M1.1M0.00%Q2 202613
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$47M1.0M0.44%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$46M1.0M0.01%Q2 202615
Cerity Partners LLC
CIK 0001566475
$45M973K0.05%Q2 202616
Austin Private Wealth, LLC
CIK 0001800328
$38M836K2.84%Q4 202517
Financial Engines Advisors L.L.C.
CIK 0001420473
$35M766K0.06%Q2 202618
ASSETMARK, INC
CIK 0001344551
$31M681K0.05%Q2 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$27M589K0.02%Q2 202620
TRUIST FINANCIAL CORP
CIK 0000092230
$24M515K0.03%Q2 2026
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