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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

389 managers (394 13F filers) reported a position in SHM shares at 2025-06-30, 66,072,920 shares in all. 25 filers opened a position and 41 filers sold out during the quarter.

Managers
389
13F filers
394
New
25
Added
113
Reduced
179
Sold out
41
Shares held by filers
66,072,920

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Equita Financial Network, Inc.14,348$686K0.27%+3,18113F-HRTimeline
First Affirmative Financial Network13,912$665K0.34%-59213F-HRTimeline
Crews Bank & Trust13,812$661K0.1%-51513F-HRTimeline
OLD MISSION CAPITAL LLC13,486$645K0.02%+5,81813F-HRTimeline
Transcendent Capital Group LLC13,069$625K0.32%+28513F-HRTimeline
Burt Wealth Advisors13,000$622K0.14%013F-HRTimeline
One Capital Management, LLC12,605$603K0.02%-2613F-HRTimeline
PrairieView Partners, LLC12,553$600K0.06%-2,07113F-HRTimeline
Mayflower Financial Advisors, LLC12,528$599K0.08%-69713F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.12,516$599K0.2%+1,52913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC12,513$598K<0.01%new13F-HRTimelineGroup
NorthCoast Asset Management LLC12,297$588K<0.01%-4,08113F-HRTimeline
Heritage Wealth Management, Inc. /CA/11,986$573K0.43%+3813F-HRTimeline
BLAIR WILLIAM & CO/IL11,948$571K<0.01%-25613F-HRTimeline
LEGACY SOLUTIONS, LLC11,713$560K0.54%-23613F-HRTimeline
Centennial Bank/AR/in group Centennial Bank/AR/11,251$538K0.23%new13F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC11,175$534K0.01%-3,32313F-HRTimelineGroup
Strategic Blueprint, LLC10,947$524K0.03%+1,45813F-HRTimeline
Advisor Resource Council10,855$519K0.25%-31013F-HRTimeline
Wealthspire Advisors, LLC10,730$513K<0.01%-2,88713F-HRTimeline
MAI Capital Management10,646$509K<0.01%-62,80513F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,604$507K0.09%013F-HRTimeline
L.K. Benson & Company, P.C.10,505$502K0.31%-3,14313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,384$497K0.05%-3,69013F-HRTimelineGroup
Altus Wealth Management, LLC10,379$496K0.24%-1,16013F-HRTimeline
Rehmann Capital Advisory Group10,340$495K0.03%+6613F-HRTimeline
&PARTNERS10,429$494K<0.01%-1,44113F-HRTimeline
VISTA INVESTMENT MANAGEMENT10,321$494K0.18%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP10,106$483K<0.01%-5,01213F-HRTimelineGroup
MY Wealth Management Inc.9,953$476K0.46%-128,04113F-HRTimeline
Strategic Wealth Partners, Ltd.9,927$475K0.04%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,839$471K<0.01%-8,89113F-HRTimelineGroup
WEDBUSH SECURITIES INC9,788$468K0.02%-8613F-HRTimeline
Continuum Advisory, LLC9,785$468K0.06%-1613F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,718$465K0.09%-2,12713F-HRTimeline
Apexium Financial, LP9,622$460K0.02%-7013F-HRTimeline
Lifeworks Advisors, LLC9,384$449K0.07%013F-HRTimeline
IFG Advisors, LLC9,281$444K0.07%-74413F-HRTimeline
SYNOVUS FINANCIAL CORP9,097$435K0.01%+4213F-HRTimeline
Capital Advisors, Ltd. LLC9,097$435K0.05%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.9,092$435K0.03%-1,87013F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC9,070$434K0.15%-98713F-HRTimeline
Atlas Legacy Advisors, LLC8,958$428K0.09%+2,59113F-HRTimeline
SEEDS INVESTOR LLC8,923$427K0.1%-2,65413F-HRTimeline
Janney Montgomery Scott LLC8,879$425K<0.01%+53613F-HRTimeline
Geneos Wealth Management Inc.8,832$422K0.01%-7,40613F-HRTimeline
Bristlecone Advisors, LLC8,689$416K0.03%-8,35713F-HRTimeline
Evensky & Katz LLC8,667$415K0.03%+85313F-HRTimeline
XML Financial, LLC8,466$405K0.04%013F-HRTimeline
Quotient Wealth Partners, LLC8,439$404K0.01%-6113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP8,227$393K<0.01%new13F-HRTimelineGroup
Wilmington Savings Fund Society, FSB8,217$393K0.01%+6,47113F-HRTimeline
JFG Wealth Management, LLC8,136$389K0.08%-67313F-HRTimeline
HCR Wealth Advisors8,000$383K0.05%+2,50013F-HRTimeline
Tennessee Valley Asset Management Partn…7,956$381K0.1%-1,55713F-HRTimeline
N.E.W. Advisory Services LLC7,742$370K0.04%-1,45113F-HRTimeline
Cascade Financial Partners, LLC7,714$369K0.04%new13F-HRTimeline
IFG Advisory, LLC7,678$367K0.02%-2,12513F-HRTimeline
SIERRA OCEAN, LLC7,498$359K0.26%013F-HRTimeline
KFA Private Wealth Group, LLC7,426$355K0.11%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP7,350$352K<0.01%new13F-HR/ATimelineGroup
Icon Wealth Advisors, LLC7,271$348K0.02%013F-HRTimeline
CAP Partners, LLC7,260$347K0.22%+2613F-HRTimeline
CWA Asset Management Group, LLC7,095$339K0.01%-1,61113F-HRTimeline
Rock Point Advisors, LLC7,000$335K0.09%013F-HRTimeline
Parallel Advisors, LLC6,923$331K0.01%-13,05013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,917$331K<0.01%new13F-HR/ATimelineGroup
Advisor OS, LLCin group Advisor OS, LLC6,920$331K0.03%+2,08813F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC6,896$330K0.02%013F-HRTimeline
Net Worth Advisory Group6,823$326K0.07%+16713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,800$325K<0.01%-47113F-HRTimeline
First Horizon Advisors, Inc.6,592$315K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton6,552$313K0.07%013F-HRTimeline
TWO SIGMA SECURITIES, LLC6,550$313K0.04%+1,92913F-HRTimeline
Venturi Wealth Management, LLC6,550$313K0.02%013F-HRTimeline
Quantinno Capital Management LP6,526$312K<0.01%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,519$312K<0.01%-48113F-HRTimelineGroup
New Perspectives, Inc6,491$310K0.15%013F-HRTimeline
Advisory Services Network, LLC6,466$310K<0.01%+2413F-HRTimeline
Next Level Private LLC6,403$306K0.1%+4113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC6,237$298K0.01%+13613F-HRTimelineGroup
Pinnacle Financial Partners Inc6,226$298K0.01%013F-HRTimeline
FLP Wealth Management, LLC6,070$290K0.81%+47713F-HRTimeline
Valmark Advisers, Inc.6,062$290K<0.01%013F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…5,929$284K0.05%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC5,862$280K<0.01%013F-HRTimeline
Parkside Investments, LLC5,625$269K0.04%-3,00013F-HRTimeline
MONETA GROUP INVESTMENT ADVISORS LLC5,519$264K<0.01%-2113F-HRTimeline
Aptus Capital Advisors, LLC5,474$262K<0.01%-8713F-HRTimeline
Diligent Investors, LLC5,468$262K0.06%+213F-HRTimeline
BAILARD, INC.5,422$259K0.01%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…5,275$252K0.23%-413F-HRTimeline
STAGE HARBOR FINANCIAL, LLC5,259$252K0.2%013F-HRTimeline
Topsail Wealth Management, LLC5,239$251K0.05%013F-HRTimeline
Avant Financial Advisors LLC5,233$250K0.21%+1,00313F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.5,124$245K<0.01%-1,16713F-HRTimelineGroup
VestGen Advisors, LLC5,115$245K0.01%+1113F-HRTimeline
CAPITAL ADVISORS INC/OK5,105$244K<0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,051$242K0.04%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC4,972$238K0.01%+3,19013F-HRTimelineGroup
One Wealth Advisors, LLC4,971$238K0.03%-1,16913F-HRTimeline
Keebeck Wealth Management4,922$235K0.03%new13F-HRTimeline
Linscomb Wealth, Inc.4,909$235K0.01%013F-HRTimeline
Smartleaf Asset Management LLC4,778$228K0.02%+1,42513F-HRTimeline
Curi Capital, LLC4,715$226K<0.01%new13F-HRTimeline
GLOBALT Investments LLC / GA4,685$224K0.01%013F-HRTimeline
PRIVATE TRUST CO NA4,585$219K0.02%+3,33313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,552$218K0.03%-3113F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,464$214K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC4,452$213K0.02%013F-HRTimeline
True Vision MN LLC4,423$212K0.12%+16913F-HRTimeline
Mullooly Asset Management, Inc.4,409$211K0.09%+2813F-HRTimeline
IEQ CAPITAL, LLC4,383$210K<0.01%+2813F-HRTimeline
Hardin Capital Partners, LLC4,352$208K0.12%-1013F-HRTimeline
WealthShield Partners, LLC4,296$205K0.02%013F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.4,275$204K0.01%-6,03013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,236$203K0.07%013F-HRTimeline
K2 Financial Inc.4,211$202K0.18%new13F-HRTimeline
Keener Financial Planning LLC3,367$161K0.08%+35713F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,344$160K0.11%-48113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,261$156K0.01%-53313F-HRTimelineGroup
BFSG, LLC3,066$147K0.02%013F-HRTimeline
Hilltop National Bank2,916$139K0.04%13F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,555$122K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc2,550$122K<0.01%-14713F-HRTimeline
Brooklyn Investment Group2,367$113K0.01%013F-HR/ATimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,100$100K<0.01%013F-HR/ATimelineGroup
HARBOUR INVESTMENTS, INC.2,055$98.3K<0.01%-19713F-HRTimeline
Western Pacific Wealth Management, LP2,000$95.7K0.09%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,823$87.2K<0.01%-2,13113F-HRTimelineGroup
Pinnacle Bancorp, Inc.1,745$83.5K0.03%+41113F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,491$71.3K0.01%-3613F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,475$70.5K<0.01%-94713F-HRTimelineGroup
Running Point Capital Advisors, LLC1,417$67.8K0.02%+4613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,350$64.6K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,348$64.5K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,150$55K<0.01%013F-HRTimeline
Elequin Capital, LP1,094$52.3K0.01%-58,97713F-HRTimeline
Golden State Wealth Management, LLC1,039$49.7K0.01%-84713F-HRTimeline
FIRST UNITED BANK & TRUST975$46.6K0.02%+5013F-HRTimeline
Blue Trust, Inc.967$46.3K<0.01%+90113F-HRTimeline
CoreCap Advisors, LLC737$35.3K<0.01%+71913F-HRTimeline
LANARK FINANCIAL, INC.715$34K<0.01%+213F-HRTimeline
Independence Bank of Kentucky635$30.4K<0.01%013F-HRTimeline
1620 INVESTMENT ADVISORS, INC.600$28.7K0.02%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC572$27.4K<0.01%new13F-HRTimeline
Main Street Group, LTD569$27.2K0.01%+313F-HRTimeline
Transce3nd, LLC539$25.8K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.535$25.6K0.01%-3613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT533$25.5K<0.01%013F-HRTimeline
AlphaCore Capital LLC516$24.7K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.514$24.6K<0.01%013F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.509$24.3K0.01%013F-HRTimeline
ANGELES WEALTH MANAGEMENT, LLCin group ANGELES WEALTH MANAGEMENT, LLC490$23.4K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC485$23.2K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.476$22.8K0.01%013F-HRTimeline
Rise Advisors, LLC417$20K0.01%-8913F-HRTimeline
AllSquare Wealth Management LLC400$19.1K0.01%013F-HRTimeline
Bangor Savings Bank395$18.9K<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
WPG Advisers, LLC262$12.5K0.01%-11013F-HRTimeline
Rossby Financial, LCC218$10.4K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC166$7.94K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC163$7.8K<0.01%-1113F-HRTimeline
ROTHSCHILD INVESTMENT LLC157$7.51K<0.01%+8813F-HRTimeline
MassMutual Private Wealth & Trust, FSB145$6.93K<0.01%-33,91313F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…130$6.22K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC120$5.74K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100$4.78K<0.01%new13F-HRTimelineGroup
Larson Financial Group LLC95$4.56K<0.01%-5013F-HRTimeline
CBIZ Investment Advisory Services, LLC84$4.03K<0.01%013F-HRTimeline
EASTERN BANK77$3.68K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC75$3.61K<0.01%013F-HRTimeline
High Note Wealth, LLC72$3.44K<0.01%-5013F-HRTimeline
Iron Horse Wealth Management, LLC72$3.44K<0.01%+2613F-HRTimeline
HighMark Wealth Management LLC67$3.21K<0.01%new13F-HRTimeline
Capital A Wealth Management, LLC44$2.1K0.02%-86813F-HRTimeline
Global Wealth Strategies & Associates36$1.72K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.34$1.61K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.33$1.58K<0.01%-4013F-HRTimelineGroup
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32$1.49K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC9$430<0.01%-11713F-HRTimeline
LGT Financial Advisors LLC7$335<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.6$287<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$240<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…4$187<0.01%+213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.