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

SS SPDR N ICE MUNI BOND ETF

349 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·349 13F holders·last filed Mar 31, 2026
Market cap
—
13F value held
$2.2B
visible holders
Holders
349
filers reporting
Concentration
23.51%
Betterment LLC #1
top holder share
AI Holders Summary · Q1 2026

349 institutions reported TFI in Q1 2026. Betterment LLC leads at 23.5% 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
$387M8.5M0.03%Q1 202603
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$253M5.6M0.16%Q1 202604
MORGAN STANLEY
CIK 0000895421
$143M3.1M0.01%Q1 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$122M2.7M0.03%Q1 202606
UBS Group AG
CIK 0001610520
$114M2.5M0.02%Q1 202607
Fisher Asset Management, LLC
CIK 0000850529
$111M2.5M0.04%Q1 202608
BANK OF MONTREAL /CAN/
CIK 0000927971
$75M1.7M0.03%Q1 202609
LPL Financial LLC
CIK 0001403438
$74M1.6M0.02%Q1 202610
IHT Wealth Management, LLC
CIK 0001697490
$56M742K1.30%Q1 202611
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$49M1.1M0.02%Q1 202612
Arax Advisory Partners
CIK 0001586767
$46M1.0M1.30%Q1 202613
Vestmark Advisory Solutions, Inc.
CIK 0001736982
$43M945K0.47%Q1 202614
Cerity Partners LLC
CIK 0001566475
$42M924K0.06%Q1 202615
Austin Private Wealth, LLC
CIK 0001800328
$38M836K2.84%Q4 202516
Financial Engines Advisors L.L.C.
CIK 0001420473
$34M751K0.07%Q1 202617
WELLS FARGO & COMPANY/MN
CIK 0000072971
$34M748K0.01%Q1 202618
ASSETMARK, INC
CIK 0001344551
$31M684K0.06%Q4 202519
JPMORGAN CHASE & CO
CIK 0000019617
$29M633K0.00%Q1 202620
STIFEL FINANCIAL CORP
CIK 0000720672
$26M570K0.02%Q1 2026
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