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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

377 managers (382 13F filers) reported a position in SHM shares at 2025-09-30, 64,863,378 shares in all. 21 filers opened a position and 29 filers sold out during the quarter.

Managers
377
13F filers
382
New
21
Added
131
Reduced
144
Sold out
29
Shares held by filers
64,863,378

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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.13,212$637K0.22%-1,13613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP13,093$631K<0.01%+2,98713F-HRTimelineGroup
Whitegate Investment Counselors, Inc.13,030$628K0.21%-3,95213F-HRTimeline
SCS Capital Management LLC13,029$628K0.01%-1,43613F-HRTimeline
Burt Wealth Advisors13,000$627K0.15%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC12,606$608K<0.01%new13F-HR/ATimelineGroup
Mayflower Financial Advisors, LLC12,525$604K0.08%-313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.12,525$604K0.2%+913F-HRTimeline
Heritage Wealth Management, Inc. /CA/12,479$602K0.41%+49313F-HRTimeline
BCS Wealth Management12,461$601K0.14%-2,20313F-HRTimeline
NorthCoast Asset Management LLC12,336$595K<0.01%+3913F-HRTimeline
Anson Capital, Inc.12,329$595K0.45%-2,61013F-HRTimeline
One Capital Management, LLC11,768$567K0.02%-83713F-HRTimeline
BLAIR WILLIAM & CO/IL11,543$557K<0.01%-40513F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp11,051$533K<0.01%new13F-HRTimelineGroup
1834 INVESTMENT ADVISORS CO10,957$528K0.06%-4,04413F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,604$511K0.08%013F-HRTimeline
L.K. Benson & Company, P.C.10,511$507K0.27%+613F-HRTimeline
MAI Capital Management10,424$503K<0.01%-22213F-HRTimeline
Sequoia Financial Advisors, LLC10,411$502K<0.01%-11,39013F-HRTimeline
Rehmann Capital Advisory Group10,408$502K0.03%+6813F-HRTimeline
Altus Wealth Management, LLC10,379$500K0.22%013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC10,179$491K0.04%-20513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,155$490K0.01%-1,02013F-HRTimelineGroup
MY Wealth Management Inc.9,953$480K0.42%013F-HRTimeline
Wealthspire Advisors, LLC9,816$473K<0.01%-91413F-HRTimeline
WEDBUSH SECURITIES INC9,788$472K0.02%013F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,782$472K0.08%+6413F-HRTimeline
Apexium Financial, LP9,612$463K0.02%-1013F-HRTimeline
Strategic Wealth Partners, Ltd.9,601$463K0.03%-32613F-HRTimeline
Strategic Blueprint, LLC9,583$462K0.02%-1,36413F-HRTimeline
NewEdge Wealth, LLC9,600$460K0.01%new13F-HRTimeline
Continuum Advisory, LLC9,480$457K0.05%-30513F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,452$456K<0.01%-38713F-HRTimelineGroup
Lifeworks Advisors, LLC9,384$452K0.06%013F-HRTimeline
IFG Advisors, LLC9,336$450K0.07%+5513F-HRTimeline
APS Management Group, Inc.9,182$443K0.39%13F-HRTimeline
SYNOVUS FINANCIAL CORP9,107$439K0.01%+1013F-HRTimeline
Capital Advisors, Ltd. LLC9,097$439K0.05%013F-HRTimeline
Forefront Wealth Partners, LLC8,965$432K0.11%new13F-HRTimeline
&PARTNERS8,950$432K<0.01%-1,47913F-HRTimeline
SEEDS INVESTOR LLC8,921$430K0.09%-213F-HRTimeline
Janney Montgomery Scott LLC8,879$428K<0.01%013F-HRTimeline
Atlas Legacy Advisors, LLC8,860$427K0.08%-9813F-HRTimeline
Bristlecone Advisors, LLC8,689$419K0.04%013F-HRTimeline
XML Financial, LLC8,466$408K0.03%013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,465$408K0.02%-62713F-HRTimelineGroup
MOSELEY INVESTMENT MANAGEMENT INC8,280$399K0.12%-79013F-HRTimeline
Avant Financial Advisors LLC8,237$397K0.3%+3,00413F-HRTimeline
JFG Wealth Management, LLC8,136$392K0.08%013F-HRTimeline
Quotient Wealth Partners, LLC8,080$390K0.01%-35913F-HRTimeline
HCR Wealth Advisors8,000$385K0.04%013F-HRTimeline
Cascade Financial Partners, LLC7,784$375K0.04%+7013F-HRTimeline
Evensky & Katz LLC7,745$373K0.02%-92213F-HRTimeline
Tennessee Valley Asset Management Partn…7,718$372K0.05%-23813F-HRTimeline
IFG Advisory, LLC7,678$370K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC7,574$365K0.03%-16813F-HRTimeline
KFA Private Wealth Group, LLC7,426$358K0.1%013F-HRTimeline
Rock Point Advisors, LLC7,315$353K0.09%+31513F-HRTimeline
CAP Partners, LLC7,288$351K0.2%+2813F-HRTimeline
Icon Wealth Advisors, LLC7,271$351K0.02%013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC7,172$346K0.03%+25213F-HRTimelineGroup
Parallel Advisors, LLC6,923$334K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,896$333K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,800$328K<0.01%013F-HRTimeline
Net Worth Advisory Group6,782$327K0.09%-4113F-HRTimeline
CWA Asset Management Group, LLC6,673$322K0.01%-42213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP6,644$320K<0.01%-70613F-HRTimelineGroup
Advisory Services Network, LLC6,631$320K<0.01%+16513F-HRTimeline
FIRST HORIZON CORP6,592$318K0.01%13F-HRTimeline
Rosenberg Matthew Hamilton6,552$316K0.07%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,519$314K<0.01%013F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.6,511$314K<0.01%new13F-HRTimelineGroup
New Perspectives, Inc6,491$313K0.14%013F-HRTimeline
Next Level Private LLC6,459$311K0.09%+5613F-HRTimeline
Sageworth Trust Co6,169$297K0.01%new13F-HRTimeline
Valmark Advisers, Inc.6,062$292K<0.01%013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC5,952$287K<0.01%-28513F-HRTimelineGroup
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…5,929$286K0.04%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC5,862$283K<0.01%013F-HRTimeline
Gateway Wealth Partners, LLC5,703$275K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC5,477$264K<0.01%+313F-HRTimeline
Diligent Investors, LLC5,470$264K0.07%+213F-HRTimeline
Sage Mountain Advisors LLC5,250$253K0.01%new13F-HRTimeline
Topsail Wealth Management, LLC5,239$253K0.04%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…5,207$251K0.21%-6813F-HRTimeline
VestGen Advisors, LLC5,149$248K0.01%+3413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,109$247K0.01%+13713F-HRTimelineGroup
CAPITAL ADVISORS INC/OK5,105$246K<0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,051$244K0.03%013F-HRTimeline
Quantinno Capital Management LP5,026$242K<0.01%-1,50013F-HRTimeline
Curi Capital, LLC5,020$242K<0.01%+30513F-HRTimeline
Parkside Investments, LLC5,000$241K0.03%-62513F-HRTimeline
TWO SIGMA SECURITIES, LLC4,955$239K0.04%-1,59513F-HRTimeline
Keebeck Wealth Management4,922$237K0.03%013F-HRTimeline
Linscomb Wealth, Inc.4,909$237K0.01%013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC4,695$226K0.04%-9,94013F-HRTimeline
GLOBALT Investments LLC / GA4,685$226K0.01%013F-HRTimeline
Agate Pass Investment Management, LLC4,666$225K0.09%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC4,655$224K0.01%new13F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT4,552$220K0.02%013F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,464$215K0.01%013F-HRTimeline
Octavia Wealth Advisors, LLC4,452$215K0.02%013F-HRTimeline
Mullooly Asset Management, Inc.4,438$214K0.08%+2913F-HRTimeline
True Vision MN LLC4,423$213K0.11%013F-HRTimeline
Hardin Capital Partners, LLC4,352$210K0.11%013F-HRTimeline
ARK & TLK INVESTMENTS, LLC4,348$210K0.07%+11213F-HRTimeline
WealthShield Partners, LLC4,235$204K0.02%-6113F-HRTimeline
K2 Financial Inc.4,180$201K0.16%-3113F-HRTimeline
IFP Advisors, Inc3,497$169K<0.01%+94713F-HR/ATimeline
Smartleaf Asset Management LLC3,446$166K0.01%-1,33213F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,344$161K0.1%013F-HRTimeline
Keener Financial Planning LLC3,289$158K0.07%-7813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,261$157K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,245$156K0.01%-1,34013F-HRTimeline
SIGNATUREFD, LLC2,999$145K<0.01%new13F-HRTimeline
Hilltop National Bank2,916$141K0.03%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,555$123K<0.01%013F-HRTimelineGroup
Rossmore Private Capital2,195$106K0.01%new13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,100$101K<0.01%013F-HRTimelineGroup
BFSG, LLC2,066$99.6K0.01%-1,00013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,054$99K<0.01%-113F-HRTimeline
Pinnacle Bancorp, Inc.1,940$93.5K0.03%+19513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,491$71.9K<0.01%013F-HRTimelineGroup
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…1,474$71.1K<0.01%-113F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,442$69.5K<0.01%-38113F-HRTimelineGroup
Running Point Capital Advisors, LLC1,417$68.3K0.02%013F-HRTimeline
Blume Capital Management, Inc.1,348$65K0.01%013F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,350$64.9K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,235$59.6K<0.01%-7,59713F-HRTimeline
Capital Investment Advisory Services, L…1,159$55.9K<0.01%+913F-HRTimeline
Golden State Wealth Management, LLC1,046$50.5K0.01%+713F-HRTimeline
Blue Trust, Inc.996$48K<0.01%+2913F-HRTimeline
AMERIFLEX GROUP, INC.884$42.6K0.02%+34913F-HRTimeline
FIRST UNITED BANK & TRUST775$37.4K0.01%-20013F-HRTimeline
CoreCap Advisors, LLC737$35.6K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.616$29.7K<0.01%-9913F-HRTimeline
1620 INVESTMENT ADVISORS, INC.600$28.9K0.02%013F-HRTimeline
Main Street Group, LTD573$27.6K0.01%+413F-HRTimeline
Davis Capital Management550$26.5K0.02%13F-HRTimeline
Independence Bank of Kentucky545$26.3K<0.01%-9013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT533$25.7K<0.01%013F-HRTimeline
AlphaCore Capital LLC516$24.9K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.509$24.5K0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$24.1K<0.01%-1413F-HRTimelineGroup
Private Wealth Management Group, LLC485$23.4K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.476$23K0.01%013F-HRTimeline
Rise Advisors, LLC420$20.3K0.01%+313F-HRTimeline
AllSquare Wealth Management LLC400$19.3K0.01%013F-HRTimeline
Bangor Savings Bank395$19K<0.01%013F-HRTimeline
Winthrop Capital Management, LLC336$16K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC325$15.6K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC591$15.3K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…300$14.5K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC262$12.6K0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO250$12.1K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC218$10.5K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC166$8.01K0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC163$7.86K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB145$6.99K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…130$6.27K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC120$5.79K<0.01%013F-HRTimeline
EASTERN BANK77$3.71K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC76$3.66K<0.01%+113F-HRTimeline
High Note Wealth, LLC72$3.47K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC69$3.33K<0.01%-8813F-HRTimeline
HighMark Wealth Management LLC67$3.25K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS56$2.7K<0.01%-4413F-HRTimelineGroup
Larson Financial Group LLC46$2.21K<0.01%-4913F-HRTimeline
Global Wealth Strategies & Associates36$1.74K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.34$1.64K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…32$1.5K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC28$1.35K<0.01%+1913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$310<0.01%+213F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.6$289<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$242<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4$193<0.01%new13F-HRTimelineGroup