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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

402 managers (407 13F filers) reported a position in SHM shares at 2024-12-31, 71,328,072 shares in all. 30 filers opened a position and 39 filers sold out during the quarter.

Managers
402
13F filers
407
New
30
Added
139
Reduced
138
Sold out
39
Shares held by filers
71,328,072

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/19,186,300$909M0.08%+3,004,28113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,887,268$279M-13,598Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,819,168$228M0.05%+77,43613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC4,760,737$226M0.04%-84,68713F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,597,305$123M0.3%-161,97413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,512,890$119M0.1%+131,91213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,455,065$116M0.98%-70,40213F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,311,637$110M0.01%-3,311,80713F-HR/ATimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,783,056$84.5M0.06%+171,02013F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,716,126$81.3M1.58%+117,77513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC1,583,732$75.1M0.11%+32,70913F-HRTimeline
Quent Capital, LLC1,332,475$63.1M6.54%+232,58213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC777,479$36.8M0.06%+689,19813F-HRTimelineGroup
LPL Financial LLC737,762$35M0.01%+44,29413F-HRTimeline
Financial Engines Advisors L.L.C.682,524$32.3M0.07%-40,36313F-HRTimeline
HTLF Bank642,073$30.4M3.44%+2,16013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO610,086$28.9M<0.01%+61,91513F-HRTimelineGroup
Betterment LLC577,819$27.4M0.07%-325,52013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…574,374$27.2M0.05%+115,60213F-HR/ATimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding568,798$27M+71,830Timeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP562,584$26.7M0.03%+30,02313F-HRTimelineGroup
Karpus Management, Inc.552,763$26.2M0.77%+205,84513F-HRTimeline
UBS Group AGin group UBS Group AG513,948$24.4M0.01%+3,52913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO352,531$16.7M0.02%-14,72413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…351,713$16.7M0.72%+27,75013F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding349,654$16.6M+85,029Timeline
Prime Capital Investment Advisors, LLC305,102$14.5M0.21%+9,31013F-HRTimeline
OLD NATIONAL BANCORP /IN/259,466$12.3M0.29%-36,04813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC259,052$12.3M0.34%+31,11513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP255,968$12.1M0.02%+17,69613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC242,342$11.5M0.01%-35,53913F-HRTimelineGroup
Allworth Financial LP239,655$11.4M0.06%-24,82413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC235,441$11.2M<0.01%13F-HR/ATimelineGroup
CX Institutional229,261$10.9M0.43%+29,94513F-HRTimeline
Cetera Investment Advisers217,959$10.3M0.02%-8,08113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC206,634$9.82M<0.01%-91713F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT189,908$9M0.67%+5013F-HRTimeline
Farther Finance Advisors, LLC168,723$8M0.29%-22,16013F-HRTimeline
Empirical Financial Services, LLC d.b.a…155,697$7.38M0.2%+1,36213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC154,124$7.3M0.02%-3,93213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding152,405$7.22M-8,076Timeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.150,641$7.14M0.1%-25,52313F-HRTimelineGroup
Apella Capital, LLC148,030$7.02M0.27%-6,15513F-HRTimeline
MY Wealth Management Inc.138,342$6.56M6.55%-50513F-HRTimeline
Symmetry Partners, LLC138,129$6.55M0.93%+45,20713F-HRTimeline
Smithfield Trust Co134,738$6.39M0.32%+51,09213F-HRTimeline
Beacon Pointe Advisors, LLC127,894$6.06M0.07%-33,44613F-HRTimeline
Strategies Wealth Advisors, LLC127,007$6.06M0.75%-13,34813F-HRTimeline
Foster Group, Inc.126,264$5.98M0.23%-53713F-HRTimeline
GenTrust, LLC123,988$5.88M0.26%-10913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC123,892$5.87M0.01%+6,50013F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.118,000$5.59M0.92%-3,60013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…109,807$5.2M0.79%-12,00013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC107,928$5.11M0.07%-16,22013F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding106,916$5.07M-12,300Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA106,855$5.06M<0.01%-4,09613F-HRTimelineGroup
Orion Porfolio Solutions, LLC105,291$4.99M0.05%+80013F-HRTimeline
Orion Portfolio Solutions, LLC105,291$4.99M0.05%+80013F-HRTimeline
Integrated Wealth Concepts LLC103,664$4.91M0.06%-87,37413F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC101,601$4.81M3.09%-7,64613F-HRTimeline
TruNorth Capital Management, LLC100,972$4.79M1.31%-2,39713F-HRTimeline
Brio Consultants, LLC100,027$4.74M0.74%-17,33113F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC99,015$4.69M0.19%+3,72713F-HRTimelineGroup
Sequoia Financial Advisors, LLC97,431$4.62M0.04%new13F-HR/ATimeline
Leisure Capital Management96,874$4.59M1.8%-1,23113F-HRTimeline
FLOW TRADERS U.S. LLC87,814$4.16M0.17%new13F-HRTimeline
Aquire Wealth Advisors, LLC84,592$4.01M1.24%-4,99313F-HRTimeline
CWM, LLCin group CWM, LLC84,232$3.99M0.02%-4,87313F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC83,980$3.98M1.48%+4,58913F-HRTimeline
McAdam, LLC82,101$3.89M0.21%+1,64313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.81,120$3.84M0.01%-14,87813F-HR/ATimelineGroup
Keystone Financial Group143,619$3.8M0.37%+137,47813F-HRTimeline
KWMG, LLC78,492$3.72M0.38%-4,74013F-HRTimeline
Independent Advisor Alliance77,777$3.69M0.05%new13F-HRTimeline
HighTower Advisors, LLC76,931$3.65M<0.01%+4,40713F-HRTimeline
DAVIDSON INVESTMENT ADVISORS76,928$3.65M0.18%+4913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…75,375$3.57M0.01%+10,14313F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC74,502$3.53M0.75%-13,61013F-HRTimeline
RW Investment Management LLC74,129$3.51M0.43%-6,38113F-HRTimeline
HANCOCK WHITNEY CORP73,969$3.51M0.11%+1,39013F-HRTimeline
Detalus Advisors, LLC73,026$3.46M1.14%+3,43913F-HRTimeline
Freedom Investment Management, Inc.72,091$3.42M0.28%+59313F-HRTimeline
MAI Capital Management71,767$3.4M0.03%new13F-HRTimeline
ALTFEST L J & CO INC69,276$3.28M0.42%-20,05113F-HRTimeline
Dakota Wealth Management67,500$3.2M0.07%+12,40013F-HRTimeline
Ameraudi Asset Management, Inc.65,712$3.11M1.72%013F-HRTimeline
Crestwood Advisors Group, LLC63,348$3M0.06%+13,67313F-HRTimeline
McNaughton Wealth Management, LLC60,944$2.89M1.39%+3,37113F-HRTimeline
Janney Capital Management LLC59,627$2.83M0.19%-3,62613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.58,988$2.8M0.02%+3,40613F-HRTimeline
Parkside Financial Bank & Trust57,835$2.74M0.36%+11,03913F-HRTimeline
SteelPeak Wealth, LLC56,529$2.68M0.11%-29813F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/55,978$2.65M<0.01%+19,48313F-HRTimelineGroup
Tilson Financial Group, Inc.54,922$2.6M1.06%-67913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC54,683$2.59M0.11%+1,00013F-HRTimeline
First International Bank & Trust54,612$2.59M0.84%-1,39213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC54,004$2.56M<0.01%new13F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC52,313$2.48M0.11%-2,98413F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC51,493$2.44M0.06%-11,59313F-HRTimelineGroup
LJI Wealth Management, LLC51,456$2.44M0.48%+313F-HRTimeline
Bragg Financial Advisors, Inc50,336$2.39M0.1%-2,69513F-HRTimeline
Paulson Wealth Management Inc.50,036$2.37M0.65%-6,96913F-HRTimeline
RiverGlades Family Offices LLC49,357$2.34M1.67%+2,76613F-HRTimeline
Horizon Family Wealth, Inc.49,318$2.34M1.55%+2,82213F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC48,858$2.32M0.23%-29413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC48,745$2.31M0.03%-34,59313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\48,123$2.28M<0.01%-2,33113F-HRTimelineGroup
Columbia River Financial Group, LLC47,462$2.25M1.55%13F-HRTimeline
Chesley Taft & Associates LLC46,844$2.22M0.1%013F-HRTimeline
Mariner, LLCin group Mariner, LLC46,311$2.19M<0.01%-4,82713F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.46,300$2.19M0.26%-1,59213F-HRTimeline
Elequin Capital, LP45,292$2.15M0.25%+37,82713F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC45,000$2.13M<0.01%-375,20013F-HRTimeline
Premier Path Wealth Partners, LLC44,969$2.13M0.32%-1,38813F-HRTimeline
Eagle Strategies LLC44,604$2.11M0.37%-3,29613F-HRTimeline
Ashton Thomas Private Wealth, LLC44,598$2.11M0.08%+36,60913F-HRTimeline
Kades & Cheifetz LLC44,248$2.1M1.07%+79813F-HRTimeline
Clifford Group, LLC43,191$2.05M1.56%+47713F-HRTimeline
Boston Standard Wealth Management, LLC41,458$1.97M0.38%+3,41913F-HRTimeline
Sanctuary Advisors, LLC40,996$1.95M0.01%-14,72013F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC40,076$1.9M0.19%+95313F-HRTimeline
Regal Investment Advisors LLC39,196$1.86M0.14%-47113F-HRTimeline
Traveka Wealth, LLC39,397$1.85M1.02%-2,55513F-HRTimeline
HRT FINANCIAL LP37,975$1.8M0.01%new13F-HRTimeline
D.A. DAVIDSON & CO.37,330$1.77M0.01%new13F-HRTimeline
Grey Fox Wealth Advisors, LLC35,988$1.71M0.47%-60313F-HRTimeline
COMERICA BANK35,864$1.7M0.01%-52,06313F-HR/ATimeline
Hurlow Wealth Management Group, Inc.35,608$1.69M0.53%+3,66613F-HRTimeline
Waverly Advisors, LLC35,517$1.68M0.03%-48913F-HRTimeline
Sebold Capital Management, Inc.35,194$1.67M1.12%+57313F-HRTimeline
SageView Advisory Group, LLC34,149$1.62M0.07%+80713F-HRTimeline
FC Advisory LLC33,672$1.6M0.53%+23313F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT33,526$1.59M0.1%-4,26213F-HRTimeline
MassMutual Private Wealth & Trust, FSB33,081$1.57M0.04%+6,15513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…32,386$1.53M0.05%+12,19613F-HRTimelineGroup
One Capital Management, LLC32,148$1.52M0.05%-1,44213F-HRTimeline
OneDigital Investment Advisors LLC31,817$1.51M0.02%-8,10313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,647$1.5M<0.01%-4,45913F-HRTimeline
Westside Investment Management, Inc.30,733$1.46M0.31%-3,41313F-HRTimeline
CHOREO, LLC30,151$1.43M0.02%-7,21313F-HRTimeline
PrairieView Partners, LLC29,726$1.41M0.15%-8,72113F-HRTimeline
Opal Wealth Advisors, LLC28,953$1.37M0.41%013F-HRTimeline
STALEY CAPITAL ADVISERS INC28,500$1.35M0.06%013F-HRTimeline
Johnson Financial Group, LLC27,700$1.31M0.15%+19,72013F-HRTimeline
Private Advisor Group, LLC27,528$1.3M0.01%-15,59713F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC27,197$1.29M0.1%+11,66913F-HRTimelineGroup
Versant Capital Management, Inc25,543$1.21M0.26%+4,53913F-HRTimeline
CNB Bank25,180$1.19M0.55%-57013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.25,097$1.19M0.01%+1,01813F-HRTimelineGroup
MATHER GROUP, LLC.25,064$1.19M0.02%-99013F-HRTimeline
Aviance Capital Partners, LLC24,647$1.17M0.16%-2,18513F-HRTimeline
Modera Wealth Management, LLC24,611$1.17M0.01%-4,29413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp24,559$1.16M<0.01%-11,52013F-HRTimelineGroup
GAMMA Investing LLC23,769$1.13M0.1%+4,73613F-HRTimeline
Whitegate Investment Counselors, Inc.23,592$1.12M0.38%-40013F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC23,203$1.1M0.1%-2,43013F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC21,997$1.04M0.39%+1,18513F-HRTimeline
Avantax Planning Partners, Inc.21,921$1.04M0.04%013F-HRTimeline
MML INVESTORS SERVICES, LLC21,877$1.04M<0.01%+3,77113F-HRTimeline
1834 INVESTMENT ADVISORS CO21,763$1.03M0.13%-7,63013F-HRTimeline
Clearwater Capital Advisors, LLC21,526$1.02M0.1%013F-HRTimeline
NorthCoast Asset Management LLC21,396$1.01M<0.01%+1,05113F-HR/ATimeline
PFW Advisors LLC21,296$1.01M0.31%13F-HRTimeline
Ackerman Capital Advisors, LLC21,169$1M0.26%+2,49813F-HRTimeline
HOWE & RUSLING INC20,976$994K0.09%+2313F-HRTimeline
Altus Wealth Management, LLC20,618$977K0.44%+8,82913F-HRTimeline
Parkside Investments, LLC20,475$970K0.15%-75013F-HRTimeline
Creative Planningin group Creative Planning20,451$969K<0.01%+4,67513F-HRTimelineGroup
Elmwood Wealth Management, Inc.20,193$957K0.39%+6,67013F-HRTimeline
MMA ASSET MANAGEMENT LLC20,116$953K0.42%-16,25413F-HRTimeline
PAX Financial Group, LLC20,029$949K0.17%+51013F-HRTimeline
Parallel Advisors, LLC19,973$947K0.02%+13,18213F-HRTimeline
Friedenthal Financial19,575$928K0.54%+10913F-HRTimeline
AE Wealth Management LLC19,551$927K0.01%+60113F-HRTimeline
WASHINGTON TRUST Co19,497$924K0.03%-79613F-HRTimeline
Financial Strategies Group, Inc.19,393$919K0.22%+55613F-HRTimeline
INVESTMENT PARTNERS, LTD.19,350$917K0.38%-1,68813F-HRTimeline
MONEYWISE, INC.19,348$917K0.46%-12,66013F-HRTimeline
Omega Financial Group, LLC19,145$907K0.34%-17013F-HRTimeline
Global Retirement Partners, LLC19,103$905K0.03%+2,73813F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,957$898K0.03%+93313F-HRTimeline
Steward Partners Investment Advisory, L…18,926$897K0.01%-2,04313F-HRTimeline
Perigon Wealth Management, LLC18,340$870K0.02%-58913F-HRTimeline
Dynasty Wealth Management, LLC18,049$855K0.01%+1,42313F-HRTimeline
Atlantic Edge Private Wealth Management…18,046$855K0.26%-1,40013F-HRTimeline
FMR LLCin group FMR LLC17,977$852K<0.01%+12,33513F-HRTimelineGroup
Ironwood Wealth Management, LLC.17,616$835K0.26%013F-HRTimeline
Idaho Trust Co17,278$819K0.41%-9,14713F-HRTimeline
Mutual Advisors, LLC17,207$817K0.02%-1,10313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,179$814K0.02%+44813F-HRTimelineGroup
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC17,107$811K0.07%-3,85313F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC16,385$776K0.28%+1,32913F-HRTimeline
Prairiewood Capital, LLC16,147$765K0.33%+21813F-HRTimeline
IHT Wealth Management, LLC15,996$758K0.02%-13,97513F-HRTimeline
Clearstead Advisors, LLC15,802$749K0.01%-5,83013F-HRTimeline
Wealthspire Advisors, LLC15,762$747K0.01%+1,10513F-HRTimeline
COUNTRY CLUB BANK15,744$746K0.05%+21213F-HRTimeline
Sunflower Bank, N.A.15,679$743K0.21%013F-HRTimeline
Mesirow Financial Investment Management…15,611$740K0.01%+6213F-HRTimeline
BCS Wealth Management15,603$739K0.18%+94213F-HRTimeline