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
RMR Wealth Builders13,142$630K0.04%-42013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC13,000$624K<0.01%-14,29713F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC12,825$615K0.04%+3,42213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC12,816$614K0.01%+96513F-HRTimelineGroup
Steward Partners Investment Advisory, L…12,719$610K<0.01%-3,54613F-HRTimeline
Equita Financial Network, Inc.12,607$605K0.17%+7613F-HRTimeline
Mayflower Financial Advisors, LLC12,486$599K0.05%+7913F-HRTimeline
MONEYWISE, INC.12,452$597K0.22%-7113F-HRTimeline
Atlantic Edge Private Wealth Management…12,446$597K0.12%-95013F-HRTimeline
PFW Advisors LLC12,063$579K0.17%013F-HRTimeline
Valeo Financial Advisors, LLC11,825$567K0.01%-71113F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…11,661$559K0.13%-4,63413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP11,578$555K<0.01%-5,32813F-HR/ATimelineGroup
Strategic Blueprint, LLC11,434$548K0.03%+2,59213F-HRTimeline
IFG Advisory, LLC11,421$548K0.02%new13F-HRTimeline
One Capital Management, LLC11,207$536K0.01%013F-HRTimeline
BLAIR WILLIAM & CO/IL10,931$524K<0.01%-61213F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…10,848$520K0.21%+10,47113F-HRTimelineGroup
Gateway Wealth Partners, LLC10,729$515K0.03%-7,48713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.10,668$512K0.16%013F-HRTimeline
Wealthspire Advisors, LLC10,653$511K<0.01%+58413F-HRTimeline
Arkadios Wealth Advisors10,634$510K0.01%+9813F-HRTimeline
APS Management Group, Inc.10,620$509K0.39%+89213F-HRTimeline
Rehmann Capital Advisory Group10,618$509K0.02%+6913F-HRTimeline
Curi Capital, LLC10,399$499K0.01%-1,87013F-HRTimeline
ORBA Wealth Advisors, L.L.C.10,392$498K0.43%013F-HRTimeline
Altus Wealth Management, LLC10,379$498K0.19%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,185$489K<0.01%+4013F-HRTimelineGroup
Boston Trust Walden Corpin group Boston Trust Walden Corp9,766$468K<0.01%-16813F-HRTimelineGroup
MY Wealth Management Inc.9,743$467K0.33%-128,25113F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.9,741$467K<0.01%-65913F-HRTimelineGroup
Invst, LLC9,683$464K0.05%new13F-HRTimeline
Lifeworks Advisors, LLC9,384$450K0.05%013F-HRTimeline
Advisory Services Network, LLC9,307$446K0.01%+3,49513F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,185$441K0.06%-52213F-HRTimeline
MAI Capital Management9,150$439K<0.01%+913F-HRTimeline
Capital Advisors, Ltd. LLC9,097$436K0.04%013F-HRTimeline
Avant Financial Advisors LLC9,056$434K0.27%013F-HRTimeline
SEEDS INVESTOR LLC8,816$423K0.04%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp8,788$422K<0.01%-28613F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC8,744$419K0.06%-1,86013F-HRTimeline
Continuum Advisory, LLC8,541$410K0.03%-21613F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,465$406K0.02%013F-HRTimelineGroup
IFG Advisors, LLC8,401$403K0.06%-8413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,361$401K<0.01%+1113F-HRTimelineGroup
Evensky & Katz LLC8,128$390K0.02%+12213F-HRTimeline
World Investment Advisors8,081$388K0.01%new13F-HRTimeline
XML Financial, LLC7,840$376K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\7,838$376K<0.01%+5,28313F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO7,776$373K0.04%-3,18113F-HRTimeline
Atlas Legacy Advisors, LLC7,617$365K0.05%-10613F-HRTimeline
Wealthfront Advisers LLC7,585$364K<0.01%new13F-HRTimeline
KFA Private Wealth Group, LLC7,426$356K0.09%013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC7,409$355K0.01%new13F-HRTimeline
Phillip James Consulting Co.7,382$354K0.24%-42,12013F-HRTimeline
CAP Partners, LLC7,334$352K0.17%+2913F-HRTimeline
Fulton Bank, N.A.7,311$351K0.01%-7513F-HRTimeline
Icon Wealth Advisors, LLC7,271$349K0.02%013F-HRTimeline
Rock Point Advisors, LLC7,250$348K0.09%013F-HRTimeline
L. Roy Papp & Associates, LLP7,080$340K0.04%013F-HRTimeline
Burk Holdings LLC7,002$336K0.12%+1,21213F-HRTimeline
Cascade Financial Partners, LLC6,944$333K0.03%-41813F-HRTimeline
JFS WEALTH ADVISORS, LLC6,896$331K0.02%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,859$329K<0.01%+1,90713F-HRTimelineGroup
Global Wealth Management Investment Adv…6,831$328K0.05%+1,95313F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,800$326K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,784$325K0.01%-44313F-HRTimeline
BAILARD, INC.6,752$324K0.01%new13F-HRTimeline
Parallel Advisors, LLC6,673$320K<0.01%013F-HRTimeline
FIRST HORIZON CORP6,592$316K0.01%013F-HRTimeline
Keener Financial Planning LLC6,607$316K0.11%+1,07913F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,579$316K<0.01%+2613F-HRTimelineGroup
Next Level Private LLC6,575$315K0.06%+4313F-HRTimeline
Rosenberg Matthew Hamilton6,552$314K0.06%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,519$313K<0.01%013F-HRTimelineGroup
New Perspectives, Inc6,491$311K0.1%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,374$306K0.01%new13F-HRTimelineGroup
WEDBUSH SECURITIES INC6,313$303K0.01%-20213F-HRTimeline
Krane Financial Solutions LLC6,289$302K0.19%+1,07113F-HRTimeline
PRIVATE TRUST CO NA6,250$300K0.02%+3,15213F-HRTimeline
Fullerton Advisors, LLC6,182$297K0.28%-34113F-HRTimeline
IFP Advisors, Inc6,174$296K0.01%-913F-HRTimeline
HRT FINANCIAL LP6,070$291K<0.01%new13F-HRTimeline
Strategic Wealth Partners, Ltd.6,039$290K0.02%-74313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,990$287K<0.01%new13F-HRTimelineGroup
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…5,929$284K0.04%013F-HRTimelineGroup
Vise Technologies, Inc.5,911$284K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC5,872$282K0.02%-1,27513F-HRTimeline
MANNING & NAPIER ADVISORS LLC5,862$281K<0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC5,793$278K<0.01%-31313F-HRTimeline
Fortis Capital Management LLC5,699$273K0.03%-4,17113F-HRTimeline
Aptus Capital Advisors, LLC5,671$272K<0.01%+73413F-HRTimeline
Quotient Wealth Partners, LLC5,581$268K0.01%-49413F-HRTimeline
HUB Investment Partners, LLC5,551$266K<0.01%-3,90513F-HRTimeline
SigFig Wealth Management, LLC5,369$258K0.01%+75813F-HRTimeline
STOCK YARDS BANK & TRUST CO5,366$257K0.01%013F-HR/ATimeline
VestGen Advisors, LLC5,325$255K0.01%+8413F-HRTimeline
Marshall Financial Group, LLC5,293$254K0.04%013F-HRTimeline
Topsail Wealth Management, LLC5,239$251K0.03%013F-HRTimeline
CWA Asset Management Group, LLC5,150$247K0.01%-1,02113F-HRTimeline
Tennessee Valley Asset Management Partn…5,016$241K0.03%-14813F-HRTimeline
Linscomb Wealth, Inc.4,909$235K0.01%013F-HRTimeline
Keebeck Wealth Management4,823$231K0.02%013F-HRTimeline
Net Worth Advisory Group4,814$231K0.06%+1513F-HRTimeline
GLOBALT Investments LLC / GA4,685$225K0.01%013F-HRTimeline
Kesler, Norman & Wride, LLC4,650$223K0.04%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,644$223K0.15%-3413F-HRTimeline
Mullooly Asset Management, Inc.4,528$217K0.07%+3013F-HRTimeline
Clarity Financial LLC4,525$217K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.4,516$217K0.06%+2,35213F-HRTimeline
Octavia Wealth Advisors, LLC4,452$214K0.02%013F-HRTimeline
RMG Wealth Management LLC8,544$213K0.02%new13F-HRTimeline
CAPITAL ADVISORS INC/OK4,325$207K<0.01%-78013F-HRTimeline
Hardin Capital Partners, LLC4,257$204K0.09%013F-HRTimeline
Nuveen, LLCin group TIAA4,224$203K<0.01%new13F-HRTimelineGroup
SAX WEALTH ADVISORS, LLC4,233$202K0.01%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC4,205$202K<0.01%-1,80813F-HRTimelineGroup
Smartleaf Asset Management LLC3,393$163K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,261$156K<0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB3,146$151K<0.01%-6713F-HRTimeline
Rossmore Private Capital2,195$105K0.01%013F-HRTimeline
Blue Trust, Inc.2,194$105K<0.01%+4813F-HRTimeline
HARBOUR INVESTMENTS, INC.2,112$101K<0.01%-913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,100$101K<0.01%013F-HRTimelineGroup
WealthShield Partners, LLC1,712$82.1K0.01%-2,52313F-HRTimeline
BFSG, LLC1,563$75K0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,508$72.3K<0.01%+1,48013F-HRTimelineGroup
Frazier Financial Advisors, LLC1,440$69.1K0.03%-1,01013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,384$66.4K<0.01%-82513F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,350$64.8K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,348$64.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,235$59.2K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC1,067$51.2K<0.01%+713F-HRTimeline
Atlatl Advisers LLC1,000$48K0.01%new13F-HRTimeline
Hilltop National Bank992$47.6K0.01%013F-HRTimeline
Private Wealth Asset Management, LLC818$39.2K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST775$37.2K0.01%013F-HRTimeline
LGT Financial Advisors LLC731$35.1K0.19%new13F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.689$33K0.02%-7213F-HRTimeline
Rossby Financial, LCC688$33K0.01%-1413F-HRTimeline
Private Wealth Management Group, LLC547$26.2K0.01%+6213F-HRTimeline
Independence Bank of Kentucky545$26.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.537$25.8K0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT533$25.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.530$25.4K<0.01%+213F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding508$24.3K+378Timeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO500$24K<0.01%new13F-HRTimelineGroup
NBT BANK, N.A.in group NBT BANK, N.A.500$24K<0.01%013F-HRTimelineGroup
Silver Grove Financial Group, Inc.481$23.1K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.476$22.8K0.01%013F-HRTimeline
CoreCap Advisors, LLC474$22.7K<0.01%-11813F-HRTimeline
Davis Capital Management450$21.6K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…395$18.9K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC336$16K<0.01%013F-HRTimeline
Main Street Group, LTD325$15.6K<0.01%+213F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS294$14.1K<0.01%new13F-HRTimeline
Vision Retirement, LLC279$13.4K<0.01%013F-HRTimeline
WPG Advisers, LLC262$12.6K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC213$10.2K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC203$9.69K<0.01%+17213F-HRTimeline
Greykasell Wealth Strategies, Inc.199$9.56K<0.01%013F-HRTimeline
CENTRAL TRUST Co173$8.3K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC166$7.96K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC163$7.82K<0.01%013F-HRTimeline
Park Place Capital Corp146$7K<0.01%new13F-HRTimeline
Bangor Savings Bank134$6.43K<0.01%013F-HRTimeline
Crewe Advisors LLC133$6.38K<0.01%013F-HRTimeline
Front Row Advisors LLC120$5.73K<0.01%013F-HRTimeline
RED REEF ADVISORS LLC116$5.56K0.01%013F-HRTimeline
SIGNATUREFD, LLC96$4.59K<0.01%-2,90313F-HRTimeline
Nvest Wealth Strategies, Inc.80$3.84K<0.01%013F-HRTimeline
EASTERN BANK77$3.69K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC73$3.48K<0.01%-413F-HRTimeline
High Note Wealth, LLC72$3.45K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC69$3.31K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC69$3.31K<0.01%new13F-HRTimeline
HighMark Wealth Management LLC69$3.3K<0.01%+113F-HRTimeline
COUNTRY TRUST BANK65$3.12K<0.01%new13F-HRTimeline
Delos Wealth Advisors, LLC59$2.83K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC53$2.55K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…53$2.54K<0.01%-1,17413F-HRTimelineGroup
Larson Financial Group LLC47$2.24K<0.01%+113F-HRTimeline
Integrity Financial Corp /WA41$1.97K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…14$654<0.01%+813F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.6$288<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$240<0.01%-7,96613F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$240<0.01%013F-HRTimeline