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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

404 managers (409 13F filers) reported a position in SHM shares at 2025-03-31, 66,773,419 shares in all. 32 filers opened a position and 29 filers sold out during the quarter.

Managers
404
13F filers
409
New
32
Added
119
Reduced
178
Sold out
29
Shares held by filers
66,773,419

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Canvas Wealth Advisors, LLC15,356$722K0.19%+2,54013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP15,118$719K<0.01%+6,97713F-HR/ATimelineGroup
Anson Capital, Inc.15,019$715K0.61%+4,85013F-HRTimeline
BCS Wealth Management15,008$714K0.18%-59513F-HRTimeline
PrairieView Partners, LLC14,624$696K0.07%-15,10213F-HRTimeline
Main Street Financial Solutions, LLC14,509$691K0.06%+5,22013F-HRTimeline
First Affirmative Financial Network14,504$690K0.42%+55913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC14,498$687K0.02%+1713F-HRTimelineGroup
RMR Wealth Builders14,359$683K0.07%+1,67513F-HRTimeline
Crews Bank & Trust14,327$682K0.12%-52513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC14,074$670K0.06%-9,12913F-HRTimelineGroup
L.K. Benson & Company, P.C.13,648$650K0.45%+413F-HRTimeline
Wealthspire Advisors, LLC13,617$648K<0.01%-2,14513F-HRTimeline
Tidemark, LLC13,295$633K0.23%+50913F-HRTimeline
Mayflower Financial Advisors, LLC13,225$630K0.1%-12013F-HRTimeline
Burt Wealth Advisors13,000$619K0.16%013F-HRTimeline
Financial Advocates Investment Manageme…12,923$615K0.04%new13F-HRTimeline
Transcendent Capital Group LLC12,784$609K0.34%-21713F-HRTimeline
One Capital Management, LLC12,631$601K0.02%-19,51713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,386$590K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL12,204$581K<0.01%+1013F-HRTimeline
LEGACY SOLUTIONS, LLC11,949$569K0.63%-14513F-HRTimeline
Heritage Wealth Management, Inc. /CA/11,948$569K0.49%+1,05413F-HRTimeline
&PARTNERS11,870$564K0.01%-1,00213F-HRTimeline
RIVERSEDGE ADVISORS, LLC11,845$564K0.13%-5013F-HRTimeline
SEEDS INVESTOR LLC11,577$551K0.15%-10213F-HRTimeline
Summit Financial, LLC11,549$550K0.02%+16913F-HRTimeline
Altus Wealth Management, LLC11,539$549K0.26%-9,07913F-HRTimeline
Equita Financial Network, Inc.11,167$532K0.19%013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.10,987$523K0.19%+2,44013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,962$522K0.04%-1,18013F-HRTimelineGroup
NORTHWEST WEALTH MANAGEMENT, LLC10,604$505K0.1%+4713F-HRTimeline
VISTA INVESTMENT MANAGEMENT10,321$491K0.19%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.10,305$491K0.02%013F-HRTimeline
Rehmann Capital Advisory Group10,274$489K0.03%+4313F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC10,057$479K0.19%-84913F-HRTimeline
IFG Advisors, LLC10,025$477K0.09%+3713F-HRTimeline
WEDBUSH SECURITIES INC9,874$470K0.02%013F-HRTimeline
IFG Advisory, LLC9,803$467K0.03%013F-HRTimeline
Continuum Advisory, LLC9,801$467K0.06%-2,30613F-HRTimeline
Apexium Financial, LP9,692$461K0.03%-16013F-HRTimeline
Tennessee Valley Asset Management Partn…9,513$453K0.07%-70213F-HRTimeline
Strategic Blueprint, LLC9,489$452K0.02%-4,00413F-HRTimeline
Lifeworks Advisors, LLC9,384$447K0.07%013F-HRTimeline
N.E.W. Advisory Services LLC9,193$438K0.03%+32813F-HRTimeline
Capital Advisors, Ltd. LLC9,097$433K0.06%-1,05113F-HRTimeline
SYNOVUS FINANCIAL CORP9,055$431K0.01%+42913F-HRTimeline
Arax Advisory Partners9,042$430K0.03%+5113F-HRTimeline
JFG Wealth Management, LLC8,809$419K0.1%-2,66113F-HRTimeline
CWA Asset Management Group, LLC8,706$414K0.02%013F-HRTimeline
Parkside Investments, LLC8,625$411K0.06%-11,85013F-HRTimeline
Quotient Wealth Partners, LLC8,500$405K0.01%-2,84013F-HRTimeline
XML Financial, LLC8,466$403K0.04%013F-HRTimeline
Janney Montgomery Scott LLC8,343$397K<0.01%-2,58913F-HRTimeline
Engineers Gate Manager LP7,864$374K0.01%+3,17613F-HRTimeline
Evensky & Katz LLC7,814$372K0.02%-3,53613F-HRTimeline
OLD MISSION CAPITAL LLC7,668$365K0.01%new13F-HRTimeline
SIERRA OCEAN, LLC7,498$357K0.28%-10013F-HRTimeline
Balance Wealth Partners LLC7,425$353K0.23%13F-HRTimeline
Forefront Wealth Partners, LLC7,295$347K0.24%new13F-HRTimeline
Icon Wealth Advisors, LLC7,271$346K0.03%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,271$346K0.01%013F-HRTimeline
CAP Partners, LLC7,234$344K0.25%-29613F-HRTimeline
Fisher Asset Management, LLC7,060$336K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…7,000$333K<0.01%-3913F-HRTimelineGroup
Rock Point Advisors, LLC7,000$333K0.1%013F-HRTimeline
Sage Mountain Advisors LLC6,929$330K0.02%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC6,896$328K0.02%013F-HRTimeline
Savvy Advisors, Inc.6,729$320K0.03%new13F-HRTimeline
Net Worth Advisory Group6,656$317K0.1%+4713F-HRTimeline
First Horizon Advisors, Inc.6,592$314K0.01%-3,66913F-HRTimeline
Rosenberg Matthew Hamilton6,552$312K0.08%013F-HRTimeline
Venturi Wealth Management, LLC6,550$312K0.02%013F-HRTimeline
New Perspectives, Inc6,491$309K0.16%new13F-HRTimeline
Advisory Services Network, LLC6,442$307K0.01%-64813F-HRTimeline
Castle Rock Wealth Management, LLC6,400$305K0.08%013F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC6,394$304K0.04%new13F-HRTimelineGroup
Atlas Legacy Advisors, LLC6,367$303K0.08%-1,77213F-HRTimeline
Next Level Private LLC6,362$303K0.11%+1413F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.6,291$296K<0.01%-54613F-HRTimelineGroup
Pinnacle Financial Partners Inc6,226$295K0.01%013F-HRTimeline
One Wealth Advisors, LLC6,140$292K0.04%-1,98813F-HRTimeline
Axis Wealth Partners, LLC6,121$291K0.22%+2613F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,101$290K0.01%-5513F-HRTimelineGroup
Atria Wealth Solutions, Inc.6,064$289K<0.01%-6,85113F-HRTimeline
Valmark Advisers, Inc.6,062$289K<0.01%-56313F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP6,000$286K0.01%013F-HRTimeline
Strategic Financial Concepts, LLC5,978$285K0.05%-54813F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…5,929$282K0.05%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC5,862$279K<0.01%013F-HRTimeline
Roberts Financial Services LLC5,635$268K0.05%-38513F-HRTimeline
FLP Wealth Management, LLC5,593$266K0.85%-3,29713F-HRTimeline
Aptus Capital Advisors, LLC5,561$265K<0.01%+5513F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,540$264K<0.01%013F-HRTimeline
HCR Wealth Advisors5,500$262K0.03%013F-HRTimeline
Diligent Investors, LLC5,466$260K0.06%-13913F-HRTimeline
Boyce & Associates Wealth Consulting, I…5,279$251K0.25%-2713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,263$251K<0.01%-81513F-HRTimelineGroup
STAGE HARBOR FINANCIAL, LLC5,259$250K0.21%013F-HRTimeline
Topsail Wealth Management, LLC5,239$249K0.05%new13F-HRTimeline
CAPITAL ADVISORS INC/OK5,105$243K<0.01%013F-HRTimeline
VestGen Advisors, LLC5,104$243K0.01%13F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,051$240K0.04%013F-HRTimeline
Jentner Corp4,984$237K0.07%-9,96813F-HRTimeline
Linscomb Wealth, Inc.4,909$234K0.01%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC4,832$230K0.03%-46813F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,820$229K<0.01%new13F-HRTimelineGroup
GLOBALT Investments LLC / GA4,685$223K0.01%013F-HRTimeline
TWO SIGMA SECURITIES, LLC4,621$220K0.03%-2,16113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,583$218K0.03%-20013F-HRTimeline
Avid Wealth Partners LLC4,559$217K0.15%-5,92913F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,464$212K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC4,452$212K0.03%013F-HRTimeline
World Investment Advisors4,437$211K0.01%new13F-HRTimeline
DecisionMap Wealth Management, LLC4,437$211K0.16%-1,00413F-HRTimeline
Dorsey & Whitney Trust CO LLC4,427$211K0.01%-1,69413F-HRTimeline
Mullooly Asset Management, Inc.4,381$209K0.09%13F-HR/ATimeline
Hardin Capital Partners, LLC4,362$208K0.13%new13F-HRTimeline
IEQ CAPITAL, LLC4,355$207K<0.01%+1913F-HRTimeline
WealthShield Partners, LLC4,296$204K0.03%+2,58413F-HRTimeline
True Vision MN LLC4,254$202K0.12%013F-HRTimeline
Austin Wealth Management, LLC4,285$202K0.04%-1,19213F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,236$202K0.07%-2113F-HRTimeline
Avant Financial Advisors LLC4,230$201K0.18%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3,954$188K0.01%+713F-HRTimelineGroup
RICHARDSON FINANCIAL SERVICES INC.3,825$182K0.14%+45913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,794$181K0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC3,353$159K0.02%+3,25513F-HRTimeline
BFSG, LLC3,066$146K0.02%-313F-HRTimeline
Keener Financial Planning LLC3,010$143K0.09%-76213F-HRTimeline
IFP Advisors, Inc2,697$128K<0.01%+1,90313F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,555$122K<0.01%-10513F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…2,422$115K<0.01%013F-HRTimelineGroup
Brooklyn Investment Group2,367$113K0.02%-113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,252$107K<0.01%-81913F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,100$100K<0.01%013F-HRTimelineGroup
Western Pacific Wealth Management, LP2,000$95.2K0.09%013F-HRTimeline
Golden State Wealth Management, LLC1,886$89.8K0.01%+813F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC1,782$85K<0.01%-97,23313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB1,746$83.1K<0.01%-14713F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,527$72.7K0.01%-5613F-HRTimelineGroup
Running Point Capital Advisors, LLC1,371$65.3K0.02%013F-HRTimeline
Private Wealth Asset Management, LLC1,367$65.1K0.01%13F-HRTimeline
Blume Capital Management, Inc.1,348$64.2K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,350$63.6K<0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.1,334$63.5K0.02%-39213F-HRTimeline
PRIVATE TRUST CO NA1,252$59.6K0.01%-17413F-HRTimeline
Capital Investment Advisory Services, L…1,150$54.7K<0.01%new13F-HRTimeline
FIRST UNITED BANK & TRUST925$44K0.02%013F-HRTimeline
Capital A Wealth Management, LLC912$43.4K0.05%-17813F-HRTimeline
LANARK FINANCIAL, INC.713$33K<0.01%new13F-HRTimeline
Independence Bank of Kentucky635$30.2K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.600$28.6K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.571$27.2K0.01%+213F-HRTimeline
Main Street Group, LTD566$26.9K0.01%+213F-HRTimeline
Davis Capital Management550$26.2K0.02%013F-HRTimeline
Transce3nd, LLC539$25.7K0.01%-15013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT533$25.4K<0.01%013F-HRTimeline
AlphaCore Capital LLC516$24.6K<0.01%new13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.514$24.5K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.509$24.2K0.01%new13F-HRTimeline
Rise Advisors, LLC506$24.1K0.01%+213F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC490$23.3K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC485$23.1K0.01%-4513F-HRTimeline
BARRETT & COMPANY, INC.476$22.7K0.01%013F-HRTimeline
AllSquare Wealth Management LLC400$19K0.01%013F-HRTimeline
Bangor Savings Bank395$18.8K<0.01%-1113F-HRTimeline
WPG Advisers, LLC372$17.7K0.02%013F-HRTimeline
Stonebridge Financial Group, LLC357$17K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC336$16K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC325$15.5K<0.01%013F-HRTimeline
Advisor Resource Council11,165$15.3K<0.01%new13F-HRTimeline
10Elms LLP300$14.3K0.01%new13F-HRTimeline
Compass Wealth Management LLC291$13.9K<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC225$10.7K0.01%new13F-HRTimeline
Rossby Financial, LCC218$10.3K<0.01%new13F-HRTimeline
Morton Brown Family Wealth, LLC174$8.28K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC166$7.9K0.01%013F-HRTimeline
Larson Financial Group LLC145$6.88K<0.01%-22113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…130$6.19K<0.01%-2,62013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC126$6K<0.01%new13F-HRTimeline
High Note Wealth, LLC122$5.81K<0.01%-10013F-HRTimeline
Front Row Advisors LLC120$5.71K<0.01%013F-HRTimeline
BOKF, NAin group BOKF, NA109$5.19K<0.01%013F-HRTimelineGroup
NorthRock Partners, LLC108$5.12K<0.01%-25013F-HRTimeline
McIlrath & Eck, LLC94$4.47K<0.01%013F-HRTimeline
CBIZ Investment Advisory Services, LLC84$3.98K<0.01%+113F-HR/ATimeline
EASTERN BANK77$3.67K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC75$3.57K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.73$3.48K<0.01%-9713F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC69$3.28K<0.01%013F-HRTimeline
Blue Trust, Inc.66$3.14K<0.01%-213F-HRTimeline
Iron Horse Wealth Management, LLC46$2.19K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32$2K<0.01%013F-HRTimelineGroup
Global Wealth Strategies & Associates36$1.71K<0.01%-84613F-HRTimeline
Sunbelt Securities, Inc.34$1.62K<0.01%013F-HRTimeline
CoreCap Advisors, LLC18$836<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…16$762<0.01%+1213F-HRTimelineGroup
Signature Resources Capital Management,…11$524<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.6$286<0.01%013F-HRTimeline