Skip to content
Disclosery

SHM SPDR SERIES TRUST

Follow

ST NUVE TERM ETF (fund)

387 managers (396 13F filers) reported a position in SHM shares at 2026-06-30, 63,991,276 shares in all. 29 filers opened a position and 24 filers sold out during the quarter.

Managers
387
13F filers
396
New
29
Added
133
Reduced
147
Sold out
24
Shares held by filers
63,991,276

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/21,768,088$1.04B0.07%+441,22313F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,404,372$259M0.03%+249,38813F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,498,236$168M0.03%-50,47013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,144,684$151M0.08%+83,13213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,416,413$116M+509,530Timeline
Quent Capital, LLC2,299,297$110M6.78%+138,50713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,970,720$94.5M<0.01%-333,42513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,648,710$79.1M0.04%-83,32313F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,415,493$67.9M0.08%-130,25013F-HR/ATimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,357,212$65.1M0.36%-62,30413F-HRTimelineGroup
LPL Financial LLC1,170,165$56.1M0.01%+281,56013F-HRTimeline
CX Institutional1,121,562$53.8M1.55%+8,71713F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC749,168$35.9M0.47%+4,89613F-HRTimeline
Financial Engines Advisors L.L.C.677,616$32.5M0.06%+9,29513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC648,479$31.1M0.04%+23,88913F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding602,766$28.9M-7,143Timeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding540,486$25.9M+46,012Timeline
Gerber Kawasaki Wealth & Investment Man…507,618$24.3M0.65%+45,64513F-HRTimeline
UBS Group AGgroup of 2 filers holding486,481$23.3M-49,742Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO361,054$17.3M<0.01%+79,13113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP327,015$15.7M0.01%-55,62013F-HRTimelineGroup
Betterment LLC291,079$14M0.02%-15,25413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC280,152$13.4M<0.01%+2,56213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC268,727$12.9M<0.01%+14,58813F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO228,444$11M0.01%-8,32813F-HRTimelineGroup
Cetera Investment Advisers205,412$9.85M0.01%+33,67513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC201,593$9.67M0.18%-14,79913F-HRTimeline
Symmetry Partners, LLC199,906$9.59M0.49%+11,94113F-HRTimeline
Prime Capital Investment Advisors, LLC198,099$9.5M0.09%-10,34813F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP197,588$9.48M0.01%-3,40413F-HRTimelineGroup
Waverly Advisors, LLC197,418$9.47M0.05%+18,51213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…193,450$9.26M0.02%+38,77713F-HRTimeline
TruNorth Capital Management, LLC189,285$9.08M1.46%+12,31313F-HRTimeline
UMB Bank, n.a.186,016$8.92M0.11%-55,55113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BlackRock, Inc.in group BlackRock, Inc.181,109$8.69M<0.01%+1,83113F-HRTimelineGroup
Empirical Financial Services, LLC d.b.a…166,860$8M0.12%-1,54313F-HRTimeline
Allworth Financial LP158,979$7.63M0.03%-32,84913F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding150,863$7.24M-1,727Timeline
TRUSTMARK BANK TRUST DEPARTMENT149,790$7.18M0.43%+1,61913F-HRTimeline
Beacon Pointe Advisors, LLC146,608$7.03M0.03%-8,77413F-HRTimeline
NewEdge Advisors, LLC139,157$6.67M0.02%-8913F-HRTimeline
McAdam, LLC134,384$6.45M0.25%+25,07013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…124,171$5.96M0.05%+90,26413F-HRTimelineGroup
Farther Finance Advisors, LLC122,519$5.88M0.05%-3,67913F-HRTimeline
Foster Group, Inc.119,145$5.71M0.15%-2,01913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA118,097$5.66M<0.01%+1,02113F-HRTimelineGroup
Strategies Wealth Advisors, LLC117,928$5.66M0.51%-15,59613F-HRTimeline
MML INVESTORS SERVICES, LLC117,339$5.63M0.01%+84,91413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,171$5.33M0.01%+2,03113F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC110,515$5.3M0.01%+90313F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.109,399$5.25M0.05%+4,42213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding105,230$5.05M-2,409Timeline
Orion Porfolio Solutions, LLC104,645$5.02M0.04%-7213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC100,483$4.82M2.23%-3813F-HRTimeline
Ackerman Capital Advisors, LLC100,449$4.82M0.97%-2,55613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC98,919$4.74M0.04%-43,16213F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.95,375$4.57M0.58%-50013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC93,901$4.5M0.01%+6,49513F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/93,847$4.5M<0.01%+5,69613F-HRTimelineGroup
Paulson Wealth Management Inc.90,179$4.33M0.92%-11,83813F-HRTimeline
Apella Capital, LLC88,138$4.22M0.06%+83613F-HRTimeline
Brio Consultants, LLC86,254$4.14M0.48%+1,10213F-HRTimeline
Bragg Financial Advisors, Inc80,113$3.84M0.1%+913F-HRTimeline
Smithfield Trust Co79,658$3.82M0.15%+8,73113F-HRTimeline
GAMMA Investing LLC79,121$3.8M0.14%+11,33213F-HRTimeline
Bleakley Financial Group, LLC74,764$3.59M0.05%new13F-HRTimeline
Elequin Capital, LP73,072$3.5M0.12%+41,85813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.69,944$3.35M0.34%013F-HRTimeline
Janney Montgomery Scott LLC69,922$3.35M0.01%-42713F-HRTimeline
Ameraudi Asset Management, Inc.69,577$3.34M1.51%-50013F-HRTimeline
Royal Harbor Partners, LLC68,644$3.29M1.02%new13F-HRTimeline
GenTrust, LLC66,883$3.21M0.12%-63,71213F-HRTimeline
Crestwood Advisors Group, LLC66,577$3.19M0.05%-3,36413F-HRTimeline
RW Investment Management LLC63,821$3.06M0.27%-1,43713F-HRTimeline
Creative Planningin group Creative Planning62,263$2.99M<0.01%+51013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC61,848$2.97M0.02%new13F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC59,333$2.85M0.09%+3,75013F-HRTimeline
Columbia River Financial Group, LLC56,084$2.69M1.44%+4,78313F-HRTimeline
Tilson Financial Group, Inc.55,746$2.67M0.74%-44813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…53,870$2.58M<0.01%-19,08613F-HRTimelineGroup
HighTower Advisors, LLC53,232$2.55M<0.01%-2,12513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC52,529$2.52M0.08%-11,18513F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…49,793$2.39M<0.01%-3,67813F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/49,556$2.38M0.05%-1,29313F-HRTimeline
Integrated Wealth Concepts LLC48,632$2.33M0.01%+19,27213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co48,394$2.32M0.13%+113F-HRTimelineGroup
Dynamic Advisor Solutions LLC48,056$2.31M0.07%+85013F-HRTimeline
Leisure Capital Management47,883$2.3M0.72%-10113F-HRTimeline
Elmwood Wealth Management, Inc.47,159$2.26M0.57%+7,39313F-HRTimeline
Regal Investment Advisors LLC47,023$2.26M0.12%+71613F-HRTimeline
Independent Advisor Alliance46,698$2.24M0.05%-68,29413F-HRTimeline
McNaughton Wealth Management, LLC46,166$2.21M0.79%-1,66413F-HRTimeline
Detalus Advisors, LLC45,737$2.19M0.43%-6,98413F-HRTimeline
ALTFEST L J & CO INC45,484$2.18M0.21%-1,44613F-HRTimeline
Sage Mountain Advisors LLC45,104$2.16M0.13%+10,28813F-HRTimeline
Mariner, LLCin group Mariner, LLC44,972$2.16M<0.01%-2,45713F-HRTimelineGroup
Precision Wealth Strategies, LLC44,926$2.15M0.65%-47,61013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…43,800$2.1M0.24%-1,54113F-HRTimeline
DAVIDSON INVESTMENT ADVISORS43,357$2.08M0.09%-4,00113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\42,962$2.06M<0.01%013F-HRTimelineGroup
Boston Standard Wealth Management, LLC42,429$2.03M0.29%-1613F-HRTimeline
Global Retirement Partners, LLC42,090$2.02M0.03%13F-HRTimeline
Chesley Taft & Associates LLC41,922$2.01M0.08%013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC41,708$2M0.07%-1,20013F-HRTimelineGroup
Horizon Family Wealth, Inc.41,058$1.97M0.9%-10,00413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,787$1.96M<0.01%+20013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.40,653$1.95M0.01%+1,40413F-HRTimelineGroup
LJI Wealth Management, LLC40,336$1.93M0.27%+10013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC38,947$1.87M0.14%-31413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC37,810$1.81M0.17%-70813F-HRTimeline
SteelPeak Wealth, LLC37,319$1.79M0.05%-5,17913F-HRTimeline
Sanctuary Advisors, LLC35,807$1.72M0.01%-30213F-HRTimeline
Main Street Financial Solutions, LLC35,597$1.71M0.11%+13,93313F-HRTimeline
Merit Financial Group, LLC35,120$1.68M0.01%-26313F-HR/ATimeline
Blueprint Investment Partners LLCgroup of 2 filers holding34,955$1.68M-1,250Timeline
Private Advisor Group, LLC34,699$1.66M0.01%-3713F-HRTimeline
Ashton Thomas Private Wealth, LLC34,536$1.66M0.03%-22613F-HRTimeline
HANCOCK WHITNEY CORP33,915$1.63M0.03%-1,51913F-HRTimeline
Cambridge Investment Research Advisors,…33,389$1.6M<0.01%+4513F-HR/ATimeline
FC Advisory LLC32,466$1.56M0.41%+7113F-HRTimeline
Westside Investment Management, Inc.32,391$1.55M0.2%-53113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC32,279$1.55M<0.01%+2,08513F-HRTimelineGroup
SageView Advisory Group, LLC31,759$1.52M0.05%-9513F-HRTimeline
Traveka Wealth, LLC31,473$1.51M0.5%-5,50213F-HRTimeline
Arax Advisory Partners31,457$1.51M0.01%+14,09713F-HRTimeline
Versant Capital Management, Inc31,265$1.5M0.13%+1,15913F-HRTimeline
Hurlow Wealth Management Group, Inc.31,219$1.5M0.31%+10013F-HRTimeline
Grey Fox Wealth Advisors, LLC30,980$1.49M0.23%-56213F-HRTimeline
FMR LLCin group FMR LLC30,947$1.48M<0.01%+4,19113F-HRTimelineGroup
Snowden Capital Advisors LLC30,591$1.47M0.03%+8,99013F-HRTimeline
Eagle Strategies LLC30,231$1.45M0.14%-6,65813F-HRTimeline
Wealth Enhancement Trust Services, Inc.30,212$1.45M0.16%+1,40213F-HR/ATimeline
Strategic Family Wealth Counselors, L.L…29,693$1.42M0.33%013F-HRTimeline
Karpus Management, Inc.29,400$1.41M0.04%-77,95013F-HRTimeline
Opal Wealth Advisors, LLC29,063$1.39M0.3%-7013F-HRTimeline
SIMON QUICK ADVISORS, LLC29,040$1.39M0.06%-1,26713F-HRTimeline
KWMG, LLC28,974$1.39M0.1%-1,23513F-HRTimeline
Premier Path Wealth Partners, LLC28,613$1.37M0.16%+3,77313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.28,545$1.37M0.26%013F-HRTimeline
Aquire Wealth Advisors, LLC26,806$1.29M0.29%-1,62913F-HRTimeline
OneDigital Investment Advisors LLC26,631$1.28M0.01%-1,54413F-HRTimeline
FORONJY FINANCIAL LLC26,504$1.27M0.47%-13,81313F-HRTimeline
Savant Capital, LLC26,492$1.27M<0.01%+11,21313F-HRTimeline
Perigon Wealth Management, LLC25,777$1.24M0.02%-2,45613F-HRTimeline
Rare Wolf Capital LLC25,693$1.23M0.79%+18,59813F-HRTimeline
HOWE & RUSLING INC25,541$1.23M0.07%+97913F-HRTimeline
Johnson Financial Group, LLC25,491$1.22M0.07%-82513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,405$1.22M<0.01%+6,11313F-HRTimelineGroup
AE Wealth Management LLC24,855$1.19M0.01%+1,23613F-HRTimeline
Aviance Capital Partners, LLC24,796$1.19M0.12%-4,27213F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC24,605$1.18M0.31%-60313F-HRTimeline
Modera Wealth Management, LLC24,053$1.15M0.01%+3613F-HRTimeline
Savvy Advisors, Inc.23,605$1.13M0.02%+2,22113F-HRTimeline
&PARTNERS23,400$1.12M<0.01%+11,89113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA23,108$1.11M0.03%-3,23013F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC22,984$1.1M0.27%+2,49713F-HRTimeline
Veratis Advisors, Inc.22,498$1.08M0.76%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC22,010$1.06M0.01%-3,90513F-HRTimelineGroup
RiverGlades Family Offices LLC21,602$1.04M0.48%-8,11613F-HRTimeline
STALEY CAPITAL ADVISERS INC21,400$1.03M0.04%013F-HRTimeline
Forefront Wealth Partners, LLC21,195$1.02M0.31%+11,72413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,019$1.01M0.03%013F-HRTimelineGroup
Capital Advisors Wealth Management, LLC20,775$996K0.12%-13,63413F-HRTimeline
Omega Financial Group, LLC20,552$986K0.3%+32113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC20,113$965K<0.01%-36,20513F-HRTimelineGroup
CHOREO, LLC19,904$955K0.01%+42913F-HRTimeline
OpenArc Corporate Advisory, LLC19,775$949K0.01%-15,10813F-HRTimeline
Financial Strategies Group, Inc.19,842$948K0.15%+24113F-HRTimeline
Prairiewood Capital, LLC19,630$942K0.24%+1,17313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC19,435$932K0.01%-41,85713F-HRTimeline
Clearstead Advisors, LLC18,861$905K0.01%+1613F-HRTimeline
Crews Bank & Trust18,827$903K0.12%013F-HRTimeline
Mutual Advisors, LLC18,740$899K0.02%+49813F-HRTimeline
CNB Bank18,721$898K0.35%-48313F-HRTimeline
VISTA INVESTMENT MANAGEMENT18,715$898K0.27%013F-HRTimeline
WBH ADVISORY INC18,421$884K0.06%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,199$873K0.01%+4613F-HR/ATimeline
BROWN WEALTH MANAGEMENT, LLC18,138$870K0.19%+93913F-HRTimeline
Heritage Wealth Management, Inc. /CA/18,085$867K0.43%+3,09513F-HRTimeline
Transcendent Capital Group LLC18,023$864K0.34%-9213F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding17,637$846K+8,600Timeline
Avantax Planning Partners, Inc.17,454$837K0.02%-14513F-HRTimeline
Quantinno Capital Management LP16,993$815K<0.01%-3,71913F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,949$812K0.03%013F-HRTimelineGroup
Friedenthal Financial16,705$801K0.37%-2,44913F-HRTimeline
BCS Wealth Management16,685$800K0.14%+63813F-HRTimeline
PAX Financial Group, LLC16,458$789K0.12%+2,19013F-HRTimeline
Clearwater Capital Advisors, LLC16,250$779K0.06%013F-HRTimeline
QP WEALTH MANAGEMENT, LLC16,117$773K1.1%+99013F-HRTimeline
IHT Wealth Management, LLC15,958$765K0.02%+26013F-HRTimeline
Mesirow Financial Investment Management…15,858$761K0.01%+413F-HRTimeline
L.K. Benson & Company, P.C.15,787$757K0.23%-88613F-HRTimeline
MATHER GROUP, LLC.15,383$738K0.01%-2113F-HRTimeline
LEGACY SOLUTIONS, LLC15,334$736K0.6%+28013F-HRTimeline
Anson Capital, Inc.15,267$732K0.48%+2,42013F-HRTimeline
Canvas Wealth Advisors, LLC15,224$730K0.1%+1,71713F-HRTimeline
Sunflower Bank, N.A.14,851$712K0.17%013F-HR/ATimeline
Parcion Private Wealth LLC14,019$672K0.04%013F-HRTimeline
NewEdge Wealth, LLC13,541$650K0.01%+1,64713F-HRTimeline
Dakota Wealth Management13,205$633K0.01%-4,62513F-HRTimeline