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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

402 managers (407 13F filers) reported a position in SHM shares at 2024-12-31, 71,328,072 shares in all. 30 filers opened a position and 39 filers sold out during the quarter.

Managers
402
13F filers
407
New
30
Added
139
Reduced
138
Sold out
39
Shares held by filers
71,328,072

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
NewEdge Advisors, LLC15,511$735K<0.01%+2,33713F-HRTimeline
Merit Financial Group, LLC15,422$731K0.01%+3713F-HRTimeline
TOWNSQUARE CAPITAL LLC15,253$723K0.01%+1,32913F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC15,234$722K0.26%-1,38713F-HRTimeline
Jentner Corp14,952$709K0.21%013F-HRTimeline
Crews Bank & Trust14,852$704K0.12%13F-HRTimeline
Cambridge Investment Research Advisors,…14,787$701K<0.01%-55713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,481$686K0.02%+5,15013F-HRTimelineGroup
First Affirmative Financial Network13,945$661K0.38%-53413F-HRTimeline
L.K. Benson & Company, P.C.13,644$647K0.46%13F-HRTimeline
Strategic Blueprint, LLC13,493$639K0.04%+71813F-HRTimeline
Mayflower Financial Advisors, LLC13,345$632K0.09%-69113F-HRTimeline
Transcendent Capital Group LLC13,001$616K0.32%-6,30313F-HRTimeline
Burt Wealth Advisors13,000$616K0.16%013F-HRTimeline
Atria Wealth Solutions, Inc.12,915$612K0.01%+6,64913F-HRTimeline
&PARTNERS12,872$611K0.01%-1,63413F-HRTimeline
Canvas Wealth Advisors, LLC12,816$607K0.15%+1,24313F-HRTimeline
Tidemark, LLC12,786$606K0.23%+88213F-HRTimeline
RMR Wealth Builders12,684$601K0.06%013F-HR/ATimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,416$588K<0.01%-17,36213F-HRTimelineGroup
BLAIR WILLIAM & CO/IL12,194$578K<0.01%+1713F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.12,142$575K0.04%013F-HRTimelineGroup
Continuum Advisory, LLC12,107$574K0.07%+313F-HRTimeline
LEGACY SOLUTIONS, LLC12,094$573K0.62%13F-HRTimeline
RIVERSEDGE ADVISORS, LLC11,895$564K0.13%-43113F-HRTimeline
SEEDS INVESTOR LLC11,679$553K0.16%-11,87313F-HRTimeline
JFG Wealth Management, LLC11,470$544K0.12%+3,63913F-HRTimeline
Summit Financial, LLC11,380$539K0.02%new13F-HRTimeline
Evensky & Katz LLC11,350$538K0.04%+4513F-HRTimeline
Quotient Wealth Partners, LLC11,340$537K0.02%-1,86513F-HRTimeline
Equita Financial Network, Inc.11,167$529K0.19%013F-HRTimeline
Bristlecone Advisors, LLC11,057$524K0.04%-52013F-HRTimeline
Janney Montgomery Scott LLC10,932$518K<0.01%+2,15213F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,906$517K0.2%+44113F-HRTimeline
Heritage Wealth Management, Inc. /CA/10,894$516K0.44%+2,04513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,557$500K0.11%013F-HRTimeline
Strategic Wealth Partners, Ltd.10,447$498K0.04%-15013F-HRTimeline
Avid Wealth Partners LLC10,488$497K0.35%new13F-HRTimeline
VISTA INVESTMENT MANAGEMENT10,321$489K0.19%-99413F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,305$488K0.02%-2,50013F-HRTimeline
First Horizon Advisors, Inc.10,261$486K0.01%+3,66913F-HRTimeline
Rehmann Capital Advisory Group10,231$485K0.03%+8113F-HRTimeline
Tennessee Valley Asset Management Partn…10,215$484K0.08%-42813F-HRTimeline
Anson Capital, Inc.10,169$482K0.42%+1,53513F-HRTimeline
Capital Advisors, Ltd. LLC10,148$481K0.06%013F-HRTimeline
IFG Advisors, LLC9,988$473K0.09%+4013F-HRTimeline
WEDBUSH SECURITIES INC9,874$468K0.02%013F-HRTimeline
Apexium Financial, LP9,852$467K0.03%-1,70513F-HRTimeline
IFG Advisory, LLC9,803$465K0.03%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…9,778$463K<0.01%-4,60113F-HRTimelineGroup
Lifeworks Advisors, LLC9,384$445K0.08%013F-HRTimeline
Atria Investments, Inc9,377$444K0.01%+39813F-HRTimeline
Main Street Financial Solutions, LLC9,289$440K0.04%+2,64513F-HRTimeline
Arax Advisory Partners8,991$426K0.03%+2,35913F-HRTimeline
Proquility Private Wealth Partners, LLC8,941$424K0.14%-16,59413F-HRTimeline
FLP Wealth Management, LLC8,890$421K1.08%13F-HRTimeline
N.E.W. Advisory Services LLC8,865$420K0.04%-44513F-HRTimeline
CWA Asset Management Group, LLC8,706$413K0.02%013F-HRTimeline
SYNOVUS FINANCIAL CORP8,626$409K0.01%-8,60813F-HRTimeline
MBM WEALTH CONSULTANTS, LLC8,555$406K0.12%-74,87413F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.8,547$405K0.15%-1813F-HRTimeline
XML Financial, LLC8,466$401K0.04%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP8,141$386K<0.01%+2,78513F-HRTimelineGroup
Atlas Legacy Advisors, LLC8,139$386K0.09%13F-HRTimeline
One Wealth Advisors, LLC8,128$385K0.06%-10513F-HRTimeline
SIERRA OCEAN, LLC7,598$360K0.29%13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,562$358K<0.01%-15,55413F-HRTimelineGroup
CAP Partners, LLC7,530$357K0.25%+2113F-HRTimeline
Icon Wealth Advisors, LLC7,271$345K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,271$345K<0.01%013F-HRTimeline
Advisory Services Network, LLC7,090$336K0.01%-3,33313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,039$334K<0.01%013F-HRTimelineGroup
Rock Point Advisors, LLC7,000$332K0.1%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,896$327K0.02%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,837$324K<0.01%-28813F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC6,782$321K0.06%new13F-HRTimeline
Valmark Advisers, Inc.6,625$314K<0.01%new13F-HRTimeline
Agate Pass Investment Management, LLC6,610$313K0.14%-1,29713F-HRTimeline
Net Worth Advisory Group6,609$313K0.1%+4013F-HRTimeline
Rosenberg Matthew Hamilton6,552$310K0.08%013F-HRTimeline
Venturi Wealth Management, LLC6,550$310K0.02%013F-HRTimeline
Strategic Financial Concepts, LLC6,526$309K0.06%new13F-HR/ATimeline
Castle Rock Wealth Management, LLC6,400$305K0.07%013F-HRTimeline
Next Level Private LLC6,348$301K0.12%013F-HRTimeline
Pinnacle Financial Partners Inc6,226$300K0.01%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,156$292K0.01%+1,62013F-HRTimelineGroup
Dorsey & Whitney Trust CO LLC6,121$290K0.02%-2,38813F-HRTimeline
Axis Wealth Partners, LLC6,095$289K0.24%13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,078$288K<0.01%new13F-HRTimelineGroup
Roberts Financial Services LLC6,020$285K0.05%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources6,005$285K<0.01%new13F-HRTimelineGroup
HERITAGE INVESTORS MANAGEMENT CORP6,000$284K0.01%013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…5,929$281K0.05%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC5,862$278K<0.01%013F-HRTimeline
Diligent Investors, LLC5,605$266K0.06%-1,34713F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,540$263K<0.01%-5,94613F-HRTimeline
Aptus Capital Advisors, LLC5,506$261K<0.01%+2,39613F-HRTimeline
HCR Wealth Advisors5,500$261K0.03%013F-HRTimeline
Austin Wealth Management, LLC5,477$260K0.05%new13F-HRTimeline
DecisionMap Wealth Management, LLC5,441$258K0.2%13F-HRTimeline
Boyce & Associates Wealth Consulting, I…5,306$251K0.25%-7013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC5,300$251K0.03%+92513F-HRTimelineGroup
TRUE Private Wealth Advisors5,289$251K0.03%-1,53213F-HRTimeline
STAGE HARBOR FINANCIAL, LLC5,259$249K0.22%new13F-HRTimeline
Prospera Financial Services Inc5,225$248K0.01%-313F-HRTimeline
Auour Investments LLC5,110$244K0.09%new13F-HRTimeline
CAPITAL ADVISORS INC/OK5,105$242K<0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,051$240K0.04%013F-HRTimeline
Linscomb Wealth, Inc.4,909$233K0.01%013F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,783$227K0.03%013F-HRTimeline
Engineers Gate Manager LP4,688$222K<0.01%new13F-HRTimeline
GLOBALT Investments LLC / GA4,685$222K0.01%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,464$212K0.01%new13F-HRTimeline
Octavia Wealth Advisors, LLC4,452$211K0.03%013F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC4,420$209K<0.01%new13F-HRTimelineGroup
IEQ CAPITAL, LLC4,336$205K<0.01%+3413F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,257$202K0.07%013F-HRTimeline
True Vision MN LLC4,254$202K0.12%+2013F-HRTimeline
Avant Financial Advisors LLC4,230$200K0.18%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,947$187K0.01%+1213F-HRTimelineGroup
MilWealth Group LLC3,944$187K0.05%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,794$180K0.01%013F-HRTimelineGroup
Keener Financial Planning LLC3,772$178K0.11%+70113F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,366$160K0.11%-1,39913F-HRTimeline
HARBOUR INVESTMENTS, INC.3,071$146K<0.01%+1213F-HRTimeline
BFSG, LLC3,069$145K0.02%013F-HRTimeline
Hilltop National Bank2,933$139K0.04%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…2,750$130K<0.01%-36013F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,660$126K<0.01%-20913F-HR/ATimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,422$115K<0.01%+2,39013F-HRTimelineGroup
Brooklyn Investment Group2,368$112K0.03%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,100$100K<0.01%013F-HRTimelineGroup
Western Pacific Wealth Management, LP2,000$94.8K0.08%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,893$89.7K<0.01%-61613F-HRTimeline
Golden State Wealth Management, LLC1,878$89K0.01%13F-HRTimeline
Pinnacle Bancorp, Inc.1,726$81.8K0.03%+34813F-HRTimeline
WealthShield Partners, LLC1,712$81.1K0.01%013F-HRTimeline
Avior Wealth Management, LLC1,626$77.1K<0.01%+49413F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,583$75K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA1,426$67.6K0.01%-613F-HRTimeline
Running Point Capital Advisors, LLC1,371$65K0.02%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,350$64.3K<0.01%-1,15013F-HRTimeline
Blume Capital Management, Inc.1,348$63.9K0.01%013F-HRTimeline
Atlatl Advisers LLC1,300$61.6K0.04%13F-HRTimeline
Wingate Wealth Advisors, Inc.1,145$54.3K0.05%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS1,105$52.4K<0.01%-9,12313F-HRTimelineGroup
Capital A Wealth Management, LLC1,090$51.7K0.09%13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,075$51K<0.01%013F-HRTimelineGroup
OARSMAN CAPITAL, INC.950$45K0.01%013F-HRTimeline
FIRST UNITED BANK & TRUST925$43.8K0.02%013F-HRTimeline
Global Wealth Strategies & Associates882$41.8K0.01%-3313F-HRTimeline
IFP Advisors, Inc794$37.6K<0.01%+42313F-HRTimeline
Transce3nd, LLC689$32.7K0.01%13F-HRTimeline
Independence Bank of Kentucky635$30.1K<0.01%+9013F-HRTimeline
Van Hulzen Asset Management, LLC625$29.6K<0.01%new13F-HRTimeline
1620 INVESTMENT ADVISORS, INC.600$28.4K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.569$27.2K0.01%13F-HRTimeline
Main Street Group, LTD564$26.7K0.01%+513F-HRTimeline
Davis Capital Management550$26.1K0.02%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT533$25.3K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.531$25.2K<0.01%013F-HRTimeline
Private Wealth Management Group, LLC530$25.1K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.514$24.4K<0.01%-3,35013F-HRTimelineGroup
Rise Advisors, LLC504$23.9K0.01%+9413F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC490$23.2K<0.01%013F-HRTimelineGroup
BARRETT & COMPANY, INC.476$22.6K0.01%new13F-HRTimeline
Bangor Savings Bank406$19.2K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC400$19K0.01%013F-HRTimeline
WPG Advisers, LLC372$17.6K0.02%13F-HRTimeline
Larson Financial Group LLC366$17.3K<0.01%+313F-HRTimeline
NorthRock Partners, LLC358$17K<0.01%+213F-HR/ATimeline
Stonebridge Financial Group, LLC357$16.9K<0.01%13F-HRTimeline
Winthrop Capital Management, LLC336$16K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC325$15.4K<0.01%013F-HRTimeline
NEW WAVE WEALTH ADVISORS LLC319$15.1K0.01%new13F-HRTimeline
High Note Wealth, LLC222$10.5K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC174$8.25K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.170$8.06K<0.01%+713F-HRTimelineGroup
Pillar Financial Advisors, LLC166$7.87K0.01%13F-HRTimeline
Front Row Advisors LLC120$5.69K<0.01%013F-HRTimeline
GeoWealth Management, LLC110$5.21K<0.01%-1413F-HRTimeline
BOKF, NAin group BOKF, NA109$5.16K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC98$4.65K<0.01%new13F-HRTimeline
Advantage Trust Co97$4.59K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC94$4.46K<0.01%-15213F-HRTimeline
LGT Financial Advisors LLC87$4.13K0.01%+113F-HRTimeline
CBIZ Investment Advisory Services, LLC83$3.95K<0.01%+113F-HRTimeline
Glen Eagle Advisors, LLC75$3.54K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC69$3.27K<0.01%013F-HRTimeline
Blue Trust, Inc.68$3.22K<0.01%-11413F-HR/ATimeline
Ancora Advisors LLCin group Ancora Advisors LLC47$2.23K<0.01%new13F-HRTimelineGroup
Iron Horse Wealth Management, LLC46$2.18K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32$2K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC40$1.9K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.34$1.61K<0.01%013F-HRTimeline
CoreCap Advisors, LLC17$829<0.01%013F-HRTimeline
Signature Resources Capital Management,…11$521<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.6$284<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$237<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$190<0.01%-1113F-HRTimelineGroup