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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

389 managers (396 13F filers) reported a position in SHM shares at 2026-03-31, 63,747,392 shares in all. 26 filers opened a position and 21 filers sold out during the quarter.

Managers
389
13F filers
396
New
26
Added
135
Reduced
145
Sold out
21
Shares held by filers
63,747,392

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Heritage Wealth Management, Inc. /CA/14,990$717K0.4%+1,66313F-HRTimeline
Sunflower Bank, N.A.14,851$710K0.18%013F-HRTimeline
PAX Financial Group, LLC14,268$682K0.12%-1,79613F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP16,906$674K<0.01%+1,55013F-HRTimelineGroup
Parcion Private Wealth LLC14,019$671K0.04%013F-HRTimeline
RMR Wealth Builders13,562$649K0.05%-1,02713F-HRTimeline
Canvas Wealth Advisors, LLC13,507$646K0.11%-1,29613F-HRTimeline
Atlantic Edge Private Wealth Management…13,396$641K0.16%-25013F-HRTimeline
Anson Capital, Inc.12,847$614K0.42%+41113F-HRTimeline
Valeo Financial Advisors, LLC12,536$600K0.01%new13F-HRTimeline
Equita Financial Network, Inc.12,531$599K0.19%+5113F-HRTimeline
MONEYWISE, INC.12,523$599K0.26%-17313F-HRTimeline
Mayflower Financial Advisors, LLC12,407$593K0.07%-9613F-HRTimeline
Curi Capital, LLC12,269$587K0.01%-55413F-HRTimeline
PFW Advisors LLC12,063$577K0.18%+1,13613F-HRTimeline
NewEdge Wealth, LLC11,894$569K0.01%+2,28913F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC11,851$567K0.01%+1,26513F-HRTimelineGroup
BLAIR WILLIAM & CO/IL11,543$552K<0.01%-2013F-HRTimeline
&PARTNERS11,509$550K<0.01%+1,26313F-HRTimeline
One Capital Management, LLC11,207$536K0.01%-51913F-HRTimeline
1834 INVESTMENT ADVISORS CO10,957$524K0.07%013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.10,668$510K0.18%013F-HRTimeline
NORTHWEST WEALTH MANAGEMENT, LLC10,604$507K0.08%013F-HRTimeline
Rehmann Capital Advisory Group10,549$505K0.03%+4813F-HRTimeline
Arkadios Wealth Advisors10,536$504K0.01%new13F-HRTimeline
CIBC Bancorp USA Inc.in group CIBC Bancorp USA Inc.10,400$497K<0.01%13F-HRTimelineGroup
ORBA Wealth Advisors, L.L.C.10,392$497K0.59%+5,19213F-HRTimeline
Altus Wealth Management, LLC10,379$496K0.22%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,145$485K<0.01%new13F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd10,086$482K0.12%new13F-HRTimelineGroup
Wealthspire Advisors, LLC10,069$482K<0.01%-1,41513F-HRTimeline
Whitegate Investment Counselors, Inc.10,030$480K0.15%013F-HRTimeline
Boston Trust Walden Corpin group Boston Trust Walden Corp9,934$475K<0.01%+16813F-HRTimelineGroup
Fortis Capital Management LLC9,870$472K0.06%new13F-HRTimeline
APS Management Group, Inc.9,728$465K0.4%+28813F-HRTimeline
RIVERSEDGE ADVISORS, LLC9,707$464K0.08%-2413F-HRTimeline
Forefront Wealth Partners, LLC9,471$453K0.19%-41613F-HRTimeline
HUB Investment Partners, LLC9,456$452K0.01%new13F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC9,403$450K0.03%+1,15413F-HRTimelineGroup
Lifeworks Advisors, LLC9,384$449K0.06%013F-HRTimeline
MAI Capital Management9,141$437K<0.01%-1,82513F-HRTimeline
Capital Advisors, Ltd. LLC9,097$435K0.05%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp9,074$434K<0.01%-1,08313F-HR/ATimelineGroup
Avant Financial Advisors LLC9,056$433K0.3%+20313F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC9,037$432K0.05%new13F-HRTimelineGroup
Legacy Edge Advisors, LLC8,984$430K0.05%+32813F-HRTimeline
Strategic Blueprint, LLC8,842$423K0.02%-39113F-HRTimeline
SEEDS INVESTOR LLC8,816$423K0.06%013F-HRTimeline
Continuum Advisory, LLC8,757$419K0.04%-46913F-HRTimeline
IFG Advisors, LLC8,485$406K0.07%-54513F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.8,465$405K0.02%013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …8,350$399K<0.01%-77113F-HRTimelineGroup
Evensky & Katz LLC8,006$383K0.02%+15013F-HRTimeline
MOSELEY INVESTMENT MANAGEMENT INC7,980$382K0.12%-113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,971$381K0.01%+7,96613F-HRTimelineGroup
XML Financial, LLC7,840$375K0.03%013F-HRTimeline
Atlas Legacy Advisors, LLC7,723$369K0.07%-62513F-HRTimeline
KFA Private Wealth Group, LLC7,426$355K0.09%013F-HRTimeline
Fulton Bank, N.A.7,386$353K0.01%new13F-HRTimeline
Cascade Financial Partners, LLC7,362$352K0.04%-42213F-HRTimeline
CAP Partners, LLC7,305$349K0.2%+1913F-HRTimeline
Icon Wealth Advisors, LLC7,271$348K0.02%013F-HRTimeline
Rock Point Advisors, LLC7,250$347K0.09%-6513F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,227$346K0.01%+44313F-HR/ATimeline
N.E.W. Advisory Services LLC7,147$342K0.03%-11313F-HRTimeline
Rare Wolf Capital LLC7,095$339K0.22%-62513F-HRTimeline
L. Roy Papp & Associates, LLP7,080$339K0.04%013F-HRTimeline
WASHINGTON TRUST Co7,009$335K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC6,896$330K0.02%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,800$325K<0.01%013F-HRTimeline
Strategic Wealth Partners, Ltd.6,782$324K0.02%-2,80413F-HRTimeline
Parallel Advisors, LLC6,673$319K0.01%013F-HR/ATimeline
FIRST HORIZON CORP6,592$315K0.01%013F-HRTimeline
Rosenberg Matthew Hamilton6,552$313K0.06%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…6,553$313K<0.01%+2813F-HRTimelineGroup
Next Level Private LLC6,532$312K0.07%+2913F-HRTimeline
WEDBUSH SECURITIES INC6,515$312K0.01%+1,72713F-HRTimeline
Fullerton Advisors, LLC6,523$312K0.32%-12013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…6,519$312K<0.01%013F-HRTimelineGroup
New Perspectives, Inc6,491$310K0.11%013F-HRTimeline
Strategic Financial Concepts, LLC6,193$296K0.07%+62013F-HRTimeline
IFP Advisors, Inc6,183$296K0.01%013F-HRTimeline
CWA Asset Management Group, LLC6,171$295K0.01%-46513F-HRTimeline
Sequoia Financial Advisors, LLC6,106$292K<0.01%-3,50013F-HRTimeline
Quotient Wealth Partners, LLC6,075$291K0.01%-34813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,013$288K<0.01%-1,41713F-HRTimelineGroup
Wellington Shields Capital Management, …in group Wellington Shields Capital Ma…5,929$284K0.04%013F-HRTimelineGroup
MANNING & NAPIER ADVISORS LLC5,862$280K<0.01%013F-HRTimeline
Advisory Services Network, LLC5,812$278K<0.01%-74613F-HRTimeline
Burk Holdings LLC5,790$277K0.12%-32113F-HRTimeline
Keener Financial Planning LLC5,528$264K0.11%+76013F-HRTimeline
STOCK YARDS BANK & TRUST CO5,366$257K0.01%-1,72413F-HRTimeline
Marshall Financial Group, LLC5,293$253K0.04%013F-HRTimeline
Topsail Wealth Management, LLC5,239$251K0.04%013F-HRTimeline
VestGen Advisors, LLC5,241$250K0.01%+4613F-HRTimeline
Krane Financial Solutions LLC5,218$250K0.17%13F-HRTimeline
Tennessee Valley Asset Management Partn…5,164$247K0.03%-2,50913F-HRTimeline
CAPITAL ADVISORS INC/OK5,105$244K<0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,952$237K<0.01%-43813F-HRTimelineGroup
Aptus Capital Advisors, LLC4,937$236K<0.01%-1,04313F-HRTimeline
Linscomb Wealth, Inc.4,909$235K0.01%013F-HRTimeline
Global Wealth Management Investment Adv…4,878$233K0.04%+56013F-HRTimeline
Keebeck Wealth Management4,823$231K0.03%013F-HRTimeline
Net Worth Advisory Group4,799$230K0.05%+33413F-HRTimeline
GLOBALT Investments LLC / GA4,685$224K0.01%013F-HRTimeline
Boyce & Associates Wealth Consulting, I…4,678$224K0.17%+3313F-HRTimeline
Kesler, Norman & Wride, LLC4,650$222K0.04%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,624$221K0.01%new13F-HRTimelineGroup
SigFig Wealth Management, LLC4,611$221K0.01%new13F-HRTimeline
Clarity Financial LLC4,525$216K0.02%-14013F-HRTimeline
Peak Wealth Management LLC4,501$215K0.18%+13313F-HRTimeline
Mullooly Asset Management, Inc.4,498$215K0.08%+2013F-HRTimeline
Octavia Wealth Advisors, LLC4,452$213K0.02%-2,64213F-HRTimeline
True Vision MN LLC4,378$209K0.11%-12113F-HRTimeline
Hardin Capital Partners, LLC4,257$204K0.09%-3313F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC4,243$203K0.01%013F-HRTimeline
WealthShield Partners, LLC4,235$202K0.02%013F-HRTimeline
Smartleaf Asset Management LLC3,393$162K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management3,261$156K0.01%013F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB3,213$154K<0.01%+3,06813F-HRTimeline
PRIVATE TRUST CO NA3,098$148K0.01%-4713F-HRTimeline
SIGNATUREFD, LLC2,999$143K<0.01%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\2,555$122K<0.01%013F-HRTimelineGroup
Frazier Financial Advisors, LLC2,450$117K0.06%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,209$106K<0.01%+2,12113F-HRTimeline
Rossmore Private Capital2,195$105K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.2,164$104K0.03%+9813F-HRTimeline
Blue Trust, Inc.2,146$103K<0.01%+1,15913F-HRTimeline
HARBOUR INVESTMENTS, INC.2,121$101K<0.01%+5313F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …2,100$100K<0.01%013F-HRTimelineGroup
OAKWORTH CAPITAL, INC.2,000$95.7K0.01%new13F-HRTimeline
BFSG, LLC1,563$74.8K0.01%013F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.1,491$71.3K<0.01%013F-HRTimelineGroup
LORING WOLCOTT & COOLIDGE FIDUCIARY ADV…1,350$64.7K<0.01%013F-HRTimeline
Blume Capital Management, Inc.1,348$64.5K0.01%013F-HRTimeline
Geneos Wealth Management Inc.1,235$59.1K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,227$58.7K<0.01%-26813F-HR/ATimelineGroup
Golden State Wealth Management, LLC1,060$50.7K0.01%+513F-HRTimeline
Hilltop National Bank992$47.4K0.01%-1,91913F-HRTimeline
FIRST UNITED BANK & TRUST775$37.1K0.01%013F-HRTimeline
RICHARDSON FINANCIAL SERVICES INC.761$36.4K0.02%-2,48913F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…737$35.3K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC702$33.5K0.01%+48413F-HRTimeline
CoreCap Advisors, LLC592$28.3K<0.01%-14613F-HRTimeline
Independence Bank of Kentucky545$26.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.537$25.7K0.01%+9513F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT533$25.5K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.528$25.3K<0.01%-6913F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.500$23.9K<0.01%013F-HRTimelineGroup
Private Wealth Management Group, LLC485$23.2K0.01%013F-HRTimeline
Silver Grove Financial Group, Inc.481$23K0.02%new13F-HRTimeline
BARRETT & COMPANY, INC.476$22.8K0.01%013F-HRTimeline
Davis Capital Management450$21.5K0.01%-10013F-HRTimeline
Capital Investment Advisory Services, L…395$18.9K<0.01%-76513F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…377$18K0.01%new13F-HRTimelineGroup
Winthrop Capital Management, LLC336$16K<0.01%013F-HRTimeline
Main Street Group, LTD323$15.5K<0.01%new13F-HRTimeline
Vision Retirement, LLC279$13.3K<0.01%013F-HRTimeline
WPG Advisers, LLC262$12.5K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC213$10.2K<0.01%-11213F-HRTimeline
Greykasell Wealth Strategies, Inc.199$9.52K<0.01%013F-HRTimeline
CENTRAL TRUST Co173$8.28K<0.01%013F-HRTimeline
Pillar Financial Advisors, LLC166$7.94K<0.01%013F-HRTimeline
Morton Brown Family Wealth, LLC163$7.8K<0.01%013F-HRTimeline
Bangor Savings Bank134$6.41K<0.01%013F-HRTimeline
Crewe Advisors LLC133$6.36K<0.01%new13F-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
RED REEF ADVISORS LLC116$5.55K0.01%013F-HRTimeline
Elevated Capital Advisors, LLC90$4.31K<0.01%-8713F-HRTimeline
Nvest Wealth Strategies, Inc.80$3.83K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC77$3.68K<0.01%013F-HRTimeline
EASTERN BANK77$3.68K<0.01%013F-HRTimeline
High Note Wealth, LLC72$3.44K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC69$3.3K<0.01%013F-HRTimeline
HighMark Wealth Management LLC68$3.27K<0.01%013F-HRTimeline
Larson Financial Group LLC46$2.22K<0.01%013F-HRTimeline
Integrity Financial Corp /WA41$1.96K<0.01%-1,50613F-HRTimeline
Global Wealth Strategies & Associates36$1.72K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC31$1.44K<0.01%-2213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS28$1.34K<0.01%-1813F-HRTimelineGroup
Sound Income Strategies, LLC21$1K<0.01%013F-HRTimeline
Daytona Street Capital LLC16$764<0.01%new13F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA11$526<0.01%new13F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…6$304<0.01%+113F-HRTimelineGroup
GABLES CAPITAL MANAGEMENT INC.6$287<0.01%013F-HRTimeline
DHJJ Financial Advisors, Ltd.5$240<0.01%013F-HRTimeline
Lloyd Advisory Services, LLC.2$96<0.01%new13F-HRTimeline
Kingdom Financial Group LLC.2$96<0.01%-1,16313F-HRTimeline