13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundHigh-convictionMulti-bagger
TFI

SS SPDR N ICE MUNI BOND ETF

350 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·350 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 8.6%
vs prior quarter
13F value held
$1.7B
58.0% inst. owned
of float
Holders
350
-40 QoQ
filers reporting
Activity
+58 / −50
+888 added · −700 reduced
this quarter
Concentration
22.40%
BANK OF AMERICA CORP /DE/ #1
top holder share
AI Holders Summary · Q1 2026

350 institutions reported TFI in Q1 2026. BANK OF AMERICA CORP /DE/ leads at 22.4% of the visible book. -40 net institutions QoQ — distribution reading.

Top holders

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

#HolderValueShares% port.Quarter
01
BANK OF AMERICA CORP /DE/
CIK 0000070858
$387M8.5M0.03%Q1 202602
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$253M5.6M0.16%Q1 202603
MORGAN STANLEY
CIK 0000895421
$143M3.1M0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$122M2.7M0.03%Q1 202605
UBS Group AG
CIK 0001610520
$114M2.5M0.02%Q1 202606
Fisher Asset Management, LLC
CIK 0000850529
$111M2.5M0.04%Q1 202607
BANK OF MONTREAL /CAN/
CIK 0000927971
$75M1.7M0.03%Q1 202608
LPL Financial LLC
CIK 0001403438
$74M1.6M0.02%Q1 202609
IHT Wealth Management, LLC
CIK 0001697490
$56M742K1.30%Q1 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M1.1M0.02%Q1 202611
Arax Advisory Partners
CIK 0001586767
$46M1.0M1.30%Q1 202612
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$43M945K0.47%Q1 202613
Cerity Partners LLC
CIK 0001566475
$42M924K0.06%Q1 202614
Austin Private Wealth, LLC
CIK 0001800328
$38M836K2.84%Q4 202515
Financial Engines Advisors L.L.C.
CIK 0001420473
$34M751K0.07%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$34M748K0.01%Q1 202617
ASSETMARK, INC
CIK 0001344551
$31M684K0.06%Q4 202518
JPMORGAN CHASE & CO
CIK 0000019617
$29M633K0.00%Q1 202619
STIFEL FINANCIAL CORP
CIK 0000720672
$26M570K0.02%Q1 202620
Wealthcare Advisory Partners LLC
CIK 0001683059
$22M489K0.43%Q1 2026
Page 1 of 18
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