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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

390 managers (396 13F filers) reported a position in SHM shares at 2025-12-31, 63,888,955 shares in all. 32 filers opened a position and 20 filers sold out during the quarter.

Managers
390
13F filers
396
New
32
Added
136
Reduced
139
Sold out
20
Shares held by filers
63,888,955

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Integrated Wealth Concepts LLC12,618$606K0.01%-21,46913F-HRTimeline
Mayflower Financial Advisors, LLC12,503$600K0.07%-2213F-HRTimeline
Equita Financial Network, Inc.12,480$599K0.18%-73213F-HRTimeline
Anson Capital, Inc.12,436$597K0.43%+10713F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC12,074$581K0.04%-2,79513F-HRTimelineGroup
IFG Advisory, LLC12,048$578K0.03%+4,37013F-HRTimeline
Snowden Capital Advisors LLC11,961$574K0.01%new13F-HRTimeline
SCS Capital Management LLC11,903$571K0.01%-1,12613F-HRTimeline
One Capital Management, LLC11,726$563K0.02%-4213F-HRTimeline
BLAIR WILLIAM & CO/IL11,563$555K<0.01%+2013F-HRTimeline
Wealthspire Advisors, LLC11,484$551K<0.01%+1,66813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP11,383$546K<0.01%-1,71013F-HRTimelineGroup
Idaho Trust Co10,986$527K0.17%-3,87713F-HRTimeline
MAI Capital Management10,966$526K<0.01%+54213F-HRTimeline
1834 INVESTMENT ADVISORS CO10,957$526K0.07%013F-HRTimeline
PFW Advisors LLC10,927$524K0.16%-3,65113F-HRTimeline
D.A. DAVIDSON & CO.10,826$520K<0.01%new13F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.10,668$512K0.18%-1,85713F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,604$509K0.08%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC10,586$508K0.01%+5,47713F-HR/ATimelineGroup
Janney Montgomery Scott LLC10,528$505K<0.01%+1,64913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,506$504K<0.01%-40,28213F-HRTimelineGroup
Rehmann Capital Advisory Group10,501$504K0.03%+9313F-HRTimeline
Altus Wealth Management, LLC10,379$498K0.21%013F-HRTimeline
L.K. Benson & Company, P.C.10,272$493K0.25%-23913F-HRTimeline
&PARTNERS10,246$492K<0.01%+1,29613F-HRTimeline
M&T Bank Corpin group M&T Bank Corp10,157$487K<0.01%+70513F-HR/ATimelineGroup
Whitegate Investment Counselors, Inc.10,030$481K0.15%-3,00013F-HRTimeline
MY Wealth Management Inc.9,953$478K0.42%013F-HRTimeline
Forefront Wealth Partners, LLC9,887$474K0.22%+92213F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp9,766$469K<0.01%-1,28513F-HRTimelineGroup
RIVERSEDGE ADVISORS, LLC9,731$467K0.08%-5113F-HRTimeline
Sequoia Financial Advisors, LLC9,606$461K<0.01%-80513F-HRTimeline
NewEdge Wealth, LLC9,605$461K0.01%+513F-HRTimeline
Strategic Wealth Partners, Ltd.9,586$460K0.03%-1513F-HRTimeline
APS Management Group, Inc.9,440$453K0.39%+25813F-HRTimeline
Lifeworks Advisors, LLC9,384$450K0.06%013F-HRTimeline
Strategic Blueprint, LLC9,233$443K0.03%-35013F-HRTimeline
Continuum Advisory, LLC9,226$443K0.04%-25413F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …9,121$438K<0.01%13F-HR/ATimelineGroup
Capital Advisors, Ltd. LLC9,097$437K0.05%013F-HRTimeline
IFG Advisors, LLC9,030$433K0.07%-30613F-HRTimeline
Avant Financial Advisors LLC8,853$425K0.31%+61613F-HRTimeline
SEEDS INVESTOR LLC8,816$423K0.08%-10513F-HRTimeline
Legacy Edge Advisors, LLC8,656$415K0.05%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,465$406K0.02%013F-HRTimelineGroup
Atlas Legacy Advisors, LLC8,348$401K0.07%-51213F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC8,249$396K0.03%+1,07713F-HRTimelineGroup
Gateway Wealth Partners, LLC8,243$396K0.04%+2,54013F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC8,140$391K0.01%new13F-HR/ATimeline
MOSELEY INVESTMENT MANAGEMENT INC7,981$383K0.12%-29913F-HRTimeline
Evensky & Katz LLC7,856$377K0.02%+11113F-HRTimeline
XML Financial, LLC7,840$376K0.03%-62613F-HRTimeline
Cascade Financial Partners, LLC7,784$374K0.04%013F-HRTimeline
Rare Wolf Capital LLC7,720$370K0.23%13F-HRTimeline
Tennessee Valley Asset Management Partn…7,673$368K0.05%-4513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7,430$357K0.01%-2,72513F-HRTimelineGroup
KFA Private Wealth Group, LLC7,426$356K0.09%013F-HRTimeline
Rock Point Advisors, LLC7,315$351K0.09%013F-HRTimeline
CAP Partners, LLC7,286$350K0.2%-213F-HRTimeline
Icon Wealth Advisors, LLC7,271$349K0.02%013F-HRTimeline
N.E.W. Advisory Services LLC7,260$348K0.03%-31413F-HRTimeline
Octavia Wealth Advisors, LLC7,094$340K0.03%+2,64213F-HRTimeline
STOCK YARDS BANK & TRUST CO7,090$340K0.01%new13F-HRTimeline
L. Roy Papp & Associates, LLP7,080$340K0.04%new13F-HRTimeline
WASHINGTON TRUST Co7,009$336K0.01%-12,48813F-HRTimeline
JFS WEALTH ADVISORS, LLC6,896$331K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,800$326K<0.01%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,784$326K0.01%+2,12913F-HRTimeline
Parallel Advisors, LLC6,673$320K0.01%-25013F-HRTimeline
Fullerton Advisors, LLC6,643$319K0.32%13F-HRTimeline
CWA Asset Management Group, LLC6,636$318K0.01%-3713F-HRTimeline
FIRST HORIZON CORP6,592$316K0.01%013F-HRTimeline
Advisory Services Network, LLC6,558$315K<0.01%-7313F-HRTimeline
Rosenberg Matthew Hamilton6,552$314K0.07%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,525$313K<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,519$313K<0.01%013F-HRTimelineGroup
Next Level Private LLC6,503$312K0.08%+4413F-HRTimeline
New Perspectives, Inc6,491$312K0.11%013F-HRTimeline
Quotient Wealth Partners, LLC6,423$308K0.01%-1,65713F-HRTimeline
IFP Advisors, Inc6,183$297K0.01%+2,68613F-HRTimeline
Burk Holdings LLC6,111$293K0.14%new13F-HRTimeline
Aptus Capital Advisors, LLC5,980$287K<0.01%+50313F-HRTimeline
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…5,929$285K0.04%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC5,862$281K<0.01%013F-HRTimeline
Strategic Financial Concepts, LLC5,573$267K0.24%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,390$259K<0.01%-1,12113F-HRTimelineGroup
Marshall Financial Group, LLC5,293$254K0.05%new13F-HRTimeline
Agate Pass Investment Management, LLC5,285$254K0.09%+61913F-HRTimeline
Sage Mountain Advisors LLC5,250$252K0.01%013F-HRTimeline
Topsail Wealth Management, LLC5,239$251K0.04%013F-HRTimeline
ORBA Wealth Advisors, L.L.C.5,200$250K0.22%new13F-HRTimeline
VestGen Advisors, LLC5,195$249K0.01%+4613F-HRTimeline
CAPITAL ADVISORS INC/OK5,105$245K<0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP5,051$242K0.03%013F-HRTimeline
Parkside Investments, LLC5,000$240K0.03%013F-HRTimeline
Linscomb Wealth, Inc.4,909$236K0.01%013F-HRTimeline
Keebeck Wealth Management4,823$231K0.03%-9913F-HRTimeline
WEDBUSH SECURITIES INC4,788$230K0.01%-5,00013F-HRTimeline
Keener Financial Planning LLC4,768$228K0.1%+1,47913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC4,703$226K<0.01%-1,24913F-HRTimelineGroup
GLOBALT Investments LLC / GA4,685$225K0.01%013F-HRTimeline
Clarity Financial LLC4,665$224K0.02%new13F-HRTimeline
Kesler, Norman & Wride, LLC4,650$223K0.04%new13F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,645$223K0.19%-56213F-HRTimeline
True Vision MN LLC4,499$216K0.11%+7613F-HRTimeline
Mullooly Asset Management, Inc.4,478$215K0.08%+4013F-HRTimeline
Net Worth Advisory Group4,465$214K0.04%-2,31713F-HRTimeline
Peak Wealth Management LLC4,368$210K0.18%13F-HRTimeline
Global Wealth Management Investment Adv…4,318$207K0.03%new13F-HRTimeline
Hardin Capital Partners, LLC4,290$206K0.1%-6213F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,243$204K0.01%-22113F-HRTimeline
WealthShield Partners, LLC4,235$203K0.02%013F-HRTimeline
VCI Wealth Management LLC4,214$202K0.06%new13F-HRTimeline
K2 Financial Inc.4,156$200K0.15%-2413F-HRTimeline
Smartleaf Asset Management LLC3,393$163K0.01%-5313F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,261$157K0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,145$151K0.01%-10013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.3,250$150K0.05%-9413F-HRTimeline
SIGNATUREFD, LLC2,999$144K<0.01%013F-HRTimeline
Hilltop National Bank2,911$140K0.03%-513F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,555$123K<0.01%013F-HRTimelineGroup
Rossmore Private Capital2,195$105K0.01%013F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,100$101K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,068$99.2K<0.01%+1413F-HRTimeline
Pinnacle Bancorp, Inc.2,066$99.1K0.03%+12613F-HRTimeline
SHP Wealth Management1,773$85.1K0.01%13F-HRTimeline
BFSG, LLC1,563$75K0.01%-50313F-HRTimeline
Integrity Financial Corp /WA1,547$74.2K0.04%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,495$71.7K<0.01%+5313F-HRTimelineGroup
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,491$71.6K<0.01%013F-HRTimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC1,400$67.2K<0.01%new13F-HRTimeline
Running Point Capital Advisors, LLC1,371$65.8K0.02%-4613F-HRTimeline
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,350$65.1K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,348$64.7K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,235$59.3K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.1,165$55.9K0.02%new13F-HRTimeline
Capital Investment Advisory Services, L…1,160$55.7K<0.01%+113F-HRTimeline
Golden State Wealth Management, LLC1,055$50.7K0.01%+913F-HRTimeline
Blue Trust, Inc.987$47.4K<0.01%-913F-HRTimeline
FIRST UNITED BANK & TRUST775$37.2K0.01%013F-HRTimeline
CoreCap Advisors, LLC738$35.4K<0.01%+113F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…737$35.4K<0.01%-73713F-HRTimelineGroup
LANARK FINANCIAL, INC.597$28.7K<0.01%-1913F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO591$28.4K<0.01%+34113F-HRTimelineGroup
Davis Capital Management550$26.4K0.02%013F-HRTimeline
Independence Bank of Kentucky545$26.2K<0.01%013F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT533$25.6K<0.01%013F-HRTimeline
AlphaCore Capital LLC516$24.8K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$24K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC485$23.3K0.01%013F-HRTimeline
BARRETT & COMPANY, INC.476$22.8K0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.442$21.2K0.01%-44213F-HRTimeline
Winthrop Capital Management, LLC336$16K<0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC325$15.6K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…300$14.4K<0.01%013F-HRTimelineGroup
Advocate Investing Services LLC300$14.4K0.01%13F-HRTimeline
Vision Retirement, LLC279$13.4K<0.01%13F-HRTimeline
WPG Advisers, LLC262$12.6K0.01%013F-HRTimeline
Litman Gregory Wealth Management LLC259$12.4K<0.01%new13F-HRTimeline
Rossby Financial, LCC218$10.5K<0.01%013F-HRTimeline
Greykasell Wealth Strategies, Inc.199$9.55K<0.01%-31013F-HRTimeline
Elevated Capital Advisors, LLC177$8.48K<0.01%new13F-HRTimeline
CENTRAL TRUST Co173$8.3K<0.01%new13F-HRTimeline
Pillar Financial Advisors, LLC166$7.97K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC163$7.82K<0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB145$6.96K<0.01%013F-HRTimeline
Bangor Savings Bank134$6.43K<0.01%-26113F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…130$6.24K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC120$5.76K<0.01%013F-HRTimeline
RED REEF ADVISORS LLC116$5.57K0.01%13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC88$4.22K<0.01%+6013F-HRTimeline
Nvest Wealth Strategies, Inc.80$3.84K<0.01%13F-HRTimeline
EASTERN BANK77$3.69K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC77$3.68K<0.01%+113F-HRTimeline
High Note Wealth, LLC72$3.46K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC69$3.31K<0.01%013F-HRTimeline
HighMark Wealth Management LLC68$3.27K<0.01%+113F-HRTimeline
Cornerstone Planning Group LLC53$2.56K<0.01%-53813F-HRTimeline
Larson Financial Group LLC46$2.22K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS46$2.21K<0.01%-1013F-HRTimelineGroup
TSFG, LLC45$2K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates36$1.73K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…31$1.5K<0.01%-113F-HRTimelineGroup
Garner Asset Management Corp23$1.1K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC21$1.01K<0.01%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.6$288<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…5$256<0.01%-113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…5$240<0.01%+113F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.5$240<0.01%013F-HRTimeline