SS SPDR N ICE ST MUNI ETF SHM
$47.90
+0.1% 52w: $46.44 – $48.01
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data46.4447.2248.01
Jun 20, 2025 Jul 2, 2026
Institutional holders
394
-2 QoQ
13F value
$3.05B
-0.6% QoQ
Smart-money holders
5
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns SHM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | Bank broker | 21.3M | $1.02B | 0.1% | +3.9% |
| GOLDMAN SACHS GROUP INC | Bank broker | 5.2M | $246.6M | 0.0% | -3.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 3.5M | $169.7M | 0.0% | -13.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 3.1M | $146.4M | 0.1% | +3.8% |
| MORGAN STANLEY | Bank broker | 2.3M | $110.2M | 0.0% | +7.9% |
| Quent Capital, LLC | Wealth advisor | 2.2M | $103.4M | 7.3% | +20.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.9M | $90.6M | 0.0% | +89.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.7M | $82.8M | 0.0% | +9.4% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 1.5M | $73.9M | 0.1% | -9.8% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.4M | $67.9M | 0.4% | -21.9% |
| CX Institutional | Wealth advisor | 1.1M | $53.2M | 1.6% | +5.2% |
| LPL Financial LLC | Bank broker | 888.6K | $42.5M | 0.0% | +5.2% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 744.3K | $35.6M | 0.5% | -56.6% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 668.3K | $32.0M | 0.1% | +0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 624.6K | $29.9M | 0.0% | +2.1% |
| Wealthcare Advisory Partners LLC | Wealth advisor | 600.6K | $28.7M | 0.6% | -2.7% |
| UBS Group AG | Bank broker | 489.7K | $23.4M | 0.0% | +71.2% |
| Alaska Wealth Advisors, LLC | Wealth advisor | 467.2K | $22.3M | 2.7% | +15.1% |
| Gerber Kawasaki Wealth & Investment Management | Wealth advisor | 462.0K | $22.1M | 0.7% | +10.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 382.6K | $18.3M | 0.0% | -23.7% |
| Betterment LLC | Wealth advisor | 306.3K | $14.7M | 0.0% | -5.8% |
| JPMORGAN CHASE & CO | Bank broker | 281.9K | $13.5M | 0.0% | -4.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 277.6K | $13.3M | 0.0% | +18.0% |
| JANE STREET GROUP, LLC | Market maker | 276.2K | $13.2M | 0.0% | +511.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 254.1K | $12.2M | 0.0% | +1.2% |
| UMB Bank, n.a. | Diversified mechanical | 241.6K | $11.6M | 0.2% | -54.3% |
| SEI INVESTMENTS CO | Diversified mechanical | 236.8K | $11.3M | 0.0% | -3.7% |
| TD PRIVATE CLIENT WEALTH LLC | Wealth advisor | 216.4K | $10.4M | 0.2% | -9.1% |
| Prime Capital Investment Advisors, LLC | Wealth advisor | 208.4K | $10.0M | 0.1% | -6.4% |
| Cercano Management LLC ★2 | Fundamental diversified | 206.6K | $9.9M | 0.4% | -34.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 201.0K | $9.6M | 0.0% | +10.7% |
| Allworth Financial LP | Wealth advisor | 191.8K | $9.2M | 0.0% | -3.0% |
| Symmetry Partners, LLC | Wealth advisor | 188.0K | $9.0M | 0.5% | +6.5% |
| BlackRock, Inc. | Index provider | 179.3K | $8.6M | 0.0% | +13.0% |
| Waverly Advisors, LLC | Wealth advisor | 178.9K | $8.6M | 0.1% | +555.6% |
| TruNorth Capital Management, LLC | Wealth advisor | 177.0K | $8.5M | 1.6% | +3.9% |
| Cetera Investment Advisers | Wealth advisor | 171.7K | $8.2M | 0.0% | -48.5% |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | Wealth advisor | 168.4K | $8.1M | 0.1% | +5.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 155.4K | $7.4M | 0.0% | +24.2% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 154.7K | $7.4M | 0.0% | -37.6% |
| TRUSTMARK BANK TRUST DEPARTMENT | Wealth advisor | 148.2K | $7.1M | 0.5% | -5.1% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 142.1K | $6.8M | 0.1% | +11.6% |
| NewEdge Advisors, LLC | Diversified mechanical | 139.2K | $6.7M | 0.0% | +594.4% |
| MY Wealth Management Inc. | Wealth advisor | 138.0K | $6.6M | 6.4% | +1286.5% |
| Strategies Wealth Advisors, LLC | Wealth advisor | 133.5K | $6.4M | 0.6% | +4.2% |
| GenTrust, LLC | Wealth advisor | 130.6K | $6.2M | 0.3% | -8.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 126.2K | $6.0M | 0.1% | +2.5% |
| Foster Group, Inc. | Wealth advisor | 121.2K | $5.8M | 0.2% | -0.2% |
| ROYAL BANK OF CANADA | Bank broker | 117.1K | $5.6M | 0.0% | +5.9% |
| Independent Advisor Alliance | Wealth advisor | 115.0K | $5.5M | 0.1% | +171.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.