Skip to content
Disclosery

SHM SPDR SERIES TRUST

Follow

ST NUVE TERM ETF (fund)

404 managers (409 13F filers) reported a position in SHM shares at 2025-03-31, 66,773,419 shares in all. 32 filers opened a position and 29 filers sold out during the quarter.

Managers
404
13F filers
409
New
32
Added
119
Reduced
178
Sold out
29
Shares held by filers
66,773,419

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,510,659$881M0.08%-675,64113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding5,210,583$248M-676,685Timeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,077,967$242M0.05%+317,23013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,197,494$200M0.05%-621,67413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,613,006$124M0.1%+100,11613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,461,237$117M0.27%-136,06813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,431,266$116M0.99%-23,79913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,188,968$104M0.01%-122,66913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,620,082$77.1M0.04%-162,97413F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,508,867$71.8M1.34%-207,25913F-HRTimeline
Quent Capital, LLC1,419,334$67.6M7.09%+86,85913F-HRTimeline
LPL Financial LLC728,656$34.7M0.01%-9,10613F-HRTimeline
Karpus Management, Inc.721,219$34.3M1.11%+168,45613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC712,010$33.9M0.05%-871,72213F-HRTimeline
Financial Engines Advisors L.L.C.662,134$31.5M0.07%-20,39013F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding596,374$28.4M+27,576Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO591,995$28.2M<0.01%-18,09113F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP525,402$25M0.03%-37,18213F-HRTimelineGroup
Betterment LLC502,782$23.9M0.06%-75,03713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…479,150$22.8M0.04%-95,22413F-HRTimeline
UBS Group AGin group UBS Group AG430,420$20.5M<0.01%-83,52813F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…387,490$18.4M0.83%+35,77713F-HRTimeline
Prime Capital Investment Advisors, LLC351,476$16.7M0.2%+46,37413F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding335,545$16M-14,109Timeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC325,705$15.5M0.03%-451,77413F-HR/ATimelineGroup
Cercano Management LLC314,202$15M0.44%new13F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO289,896$13.8M0.02%-62,63513F-HR/ATimelineGroup
Cetera Investment Advisers251,327$12M0.02%+33,36813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC248,549$11.8M0.33%-10,50313F-HRTimeline
OLD NATIONAL BANCORP /IN/238,420$11.3M0.3%-21,04613F-HRTimeline
CX Institutional231,742$11M0.42%+2,48113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC224,269$10.7M<0.01%+17,63513F-HRTimelineGroup
Allworth Financial LP224,102$10.6M0.06%-15,55313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP221,724$10.6M0.02%-34,24413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC217,799$10.4M<0.01%-17,64213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC214,887$10.2M0.01%-27,45513F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC181,266$8.63M0.02%+27,14213F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT162,608$7.74M0.57%-27,30013F-HRTimeline
Farther Finance Advisors, LLC152,988$7.28M0.19%-15,73513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding150,606$7.17M-1,799Timeline
Symmetry Partners, LLC145,395$6.92M0.96%+7,26613F-HRTimeline
Integrated Wealth Concepts LLC143,372$6.82M0.08%+39,70813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.140,489$6.69M0.09%-10,15213F-HRTimelineGroup
MY Wealth Management Inc.137,994$6.57M6.36%-34813F-HRTimeline
Empirical Financial Services, LLC d.b.a…136,266$6.49M0.17%-19,43113F-HRTimeline
Smithfield Trust Co132,669$6.32M0.32%-2,06913F-HRTimeline
GenTrust, LLC128,047$6.1M0.29%+4,05913F-HRTimeline
Apella Capital, LLC127,642$6M0.21%-20,38813F-HRTimeline
Foster Group, Inc.125,859$5.99M0.22%-40513F-HRTimeline
Strategies Wealth Advisors, LLC125,817$5.99M0.73%-1,19013F-HRTimeline
Beacon Pointe Advisors, LLC121,664$5.79M0.07%-6,23013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC116,378$5.54M0.01%-7,51413F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.116,300$5.54M0.92%-1,70013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…112,217$5.34M0.01%+104,65513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC111,047$5.29M0.07%+3,11913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA107,725$5.13M<0.01%+87013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.103,618$4.93M0.01%+22,49813F-HRTimelineGroup
Orion Porfolio Solutions, LLC103,461$4.92M0.05%-1,83013F-HRTimeline
Orion Portfolio Solutions, LLC103,461$4.92M0.05%-1,83013F-HR/ATimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…103,008$4.91M0.76%-6,79913F-HRTimeline
Leisure Capital Management101,839$4.85M1.99%+4,96513F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC101,601$4.84M3.15%013F-HRTimeline
TruNorth Capital Management, LLC98,814$4.7M1.17%-2,15813F-HRTimeline
Brio Consultants, LLC88,754$4.22M0.66%-11,27313F-HR/ATimeline
PURE PORTFOLIOS HOLDINGS LLC88,270$4.2M1.54%+4,29013F-HRTimeline
CWM, LLCin group CWM, LLC81,613$3.88M0.02%-2,61913F-HRTimelineGroup
Horizon Family Wealth, Inc.77,203$3.67M2.45%+27,88513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding76,436$3.64M-30,480Timeline
RW Investment Management LLC74,523$3.55M0.44%+39413F-HRTimeline
MAI Capital Management73,451$3.5M0.03%+1,68413F-HRTimeline
Sequoia Financial Advisors, LLC73,421$3.49M0.03%-24,01013F-HRTimeline
HANCOCK WHITNEY CORP72,969$3.47M0.11%-1,00013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/72,865$3.47M<0.01%+16,88713F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS71,942$3.42M0.17%-4,98613F-HRTimeline
Crestwood Advisors Group, LLC71,714$3.41M0.06%+8,36613F-HRTimeline
Dakota Wealth Management71,600$3.41M0.08%+4,10013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…71,192$3.39M0.01%-4,18313F-HRTimelineGroup
ALTFEST L J & CO INC70,252$3.34M0.42%+97613F-HRTimeline
Ameraudi Asset Management, Inc.70,077$3.34M1.91%+4,36513F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC69,273$3.3M0.14%+42,07613F-HRTimelineGroup
Detalus Advisors, LLC68,103$3.24M1.02%-4,92313F-HRTimeline
Aquire Wealth Advisors, LLC65,495$3.12M0.96%-19,09713F-HRTimeline
Janney Capital Management LLC61,505$2.93M0.2%+1,87813F-HRTimeline
Elequin Capital, LP60,071$2.86M0.54%+14,77913F-HRTimeline
HighTower Advisors, LLC59,151$2.82M<0.01%-17,78013F-HRTimeline
First International Bank & Trust59,076$2.81M0.89%+4,46413F-HRTimeline
Parkside Financial Bank & Trust58,402$2.78M0.35%+56713F-HRTimeline
McNaughton Wealth Management, LLC56,780$2.7M1.31%-4,16413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.55,864$2.66M0.02%-3,12413F-HRTimeline
Tilson Financial Group, Inc.54,930$2.62M1.03%+813F-HRTimeline
SteelPeak Wealth, LLC54,694$2.6M0.11%-1,83513F-HRTimeline
McAdam, LLC54,014$2.57M0.16%-28,08713F-HRTimeline
Mariner, LLCin group Mariner, LLC51,570$2.45M<0.01%+5,25913F-HRTimelineGroup
LJI Wealth Management, LLC51,458$2.45M0.49%+213F-HRTimeline
Columbia River Financial Group, LLC50,756$2.42M1.61%+3,29413F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC49,676$2.36M0.11%-2,63713F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\48,564$2.31M<0.01%+44113F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC48,247$2.3M0.23%-61113F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC48,048$2.29M0.03%-69713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC47,883$2.28M0.09%-6,80013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC47,664$2.27M0.05%-3,82913F-HRTimelineGroup
Paulson Wealth Management Inc.47,501$2.26M0.64%-2,53513F-HRTimeline
Freedom Investment Management, Inc.47,325$2.25M0.19%-24,76613F-HRTimeline
Chesley Taft & Associates LLC46,844$2.23M0.11%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.46,670$2.22M0.28%+37013F-HRTimeline
Clifford Group, LLC46,086$2.19M2.05%+2,89513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC45,262$2.15M0.03%new13F-HRTimelineGroup
Dynamic Advisor Solutions LLC43,842$2.09M0.07%new13F-HRTimeline
Premier Path Wealth Partners, LLC43,320$2.06M0.32%-1,64913F-HRTimeline
Ashton Thomas Private Wealth, LLC42,226$2.01M0.08%-2,37213F-HRTimeline
Eagle Strategies LLC41,393$1.97M0.34%-3,21113F-HRTimeline
Regal Investment Advisors LLC40,330$1.92M0.16%+1,13413F-HRTimeline
Grey Fox Wealth Advisors, LLC39,558$1.88M0.5%+3,57013F-HRTimeline
Sanctuary Advisors, LLC38,153$1.82M0.01%-2,84313F-HRTimeline
Boston Standard Wealth Management, LLC37,923$1.79M0.39%-3,53513F-HRTimeline
Traveka Wealth, LLC37,163$1.77M0.99%-2,23413F-HRTimeline
COMERICA BANK36,597$1.74M0.01%+73313F-HRTimeline
Sebold Capital Management, Inc.35,104$1.67M1.1%-9013F-HRTimeline
Proquility Private Wealth Partners, LLC35,038$1.67M0.51%+26,09713F-HRTimeline
Waverly Advisors, LLC34,363$1.64M0.02%-1,15413F-HRTimeline
SageView Advisory Group, LLC34,227$1.63M0.07%+7813F-HRTimeline
MassMutual Private Wealth & Trust, FSB34,058$1.62M0.05%+97713F-HRTimeline
FC Advisory LLC33,798$1.61M0.54%+12613F-HRTimeline
Hurlow Wealth Management Group, Inc.33,410$1.59M0.5%-2,19813F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT33,177$1.58M0.1%-34913F-HRTimeline
KWMG, LLC32,885$1.57M0.16%-45,60713F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC32,605$1.55M0.16%-7,47113F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…32,386$1.54M0.06%013F-HRTimelineGroup
Bragg Financial Advisors, Inc31,636$1.51M0.06%-18,70013F-HRTimeline
RiverGlades Family Offices LLC31,011$1.48M1.06%-18,34613F-HRTimeline
Westside Investment Management, Inc.30,725$1.46M0.31%-813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS30,698$1.46M<0.01%-94913F-HRTimeline
GAMMA Investing LLC30,626$1.46M0.11%+6,85713F-HR/ATimeline
CHOREO, LLC30,481$1.45M0.02%+33013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC30,400$1.45M<0.01%-14,60013F-HRTimeline
OneDigital Investment Advisors LLC29,865$1.42M0.02%-1,95213F-HRTimeline
Strategic Family Wealth Counselors, L.L…29,693$1.41M0.46%new13F-HRTimeline
Opal Wealth Advisors, LLC28,953$1.38M0.42%013F-HRTimeline
Versant Capital Management, Inc28,253$1.34M0.23%+2,71013F-HRTimeline
STALEY CAPITAL ADVISERS INC26,500$1.26M0.06%-2,00013F-HRTimeline
Aviance Capital Partners, LLC26,447$1.26M0.18%+1,80013F-HRTimeline
Elmwood Wealth Management, Inc.26,213$1.25M0.51%+6,02013F-HRTimeline
Private Advisor Group, LLC25,751$1.23M0.01%-1,77713F-HRTimeline
MATHER GROUP, LLC.25,594$1.22M0.01%+53013F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC25,555$1.22M0.25%-48,94713F-HRTimeline
Johnson Financial Group, LLC24,708$1.18M0.12%-2,99213F-HRTimeline
Modera Wealth Management, LLC24,422$1.16M0.02%-18913F-HRTimeline
Whitegate Investment Counselors, Inc.23,427$1.12M0.4%-16513F-HRTimeline
AE Wealth Management LLC22,367$1.06M0.01%+2,81613F-HRTimeline
TOWNSQUARE CAPITAL LLC22,338$1.06M0.01%+7,08513F-HRTimeline
HOWE & RUSLING INC22,290$1.06M0.09%+1,31413F-HRTimeline
MML INVESTORS SERVICES, LLC22,085$1.05M<0.01%+20813F-HRTimeline
Avantax Planning Partners, Inc.21,921$1.04M0.04%013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC21,827$1.04M0.4%-17013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.21,755$1.04M0.01%-3,34213F-HRTimelineGroup
Ackerman Capital Advisors, LLC21,567$1.03M0.27%+39813F-HRTimeline
Clearwater Capital Advisors, LLC21,526$1.02M0.1%013F-HRTimeline
PFW Advisors LLC21,296$1.01M0.32%013F-HRTimeline
Creative Planningin group Creative Planning21,125$1.01M<0.01%+67413F-HRTimelineGroup
FMR LLCin group FMR LLC20,913$995K<0.01%+2,93613F-HRTimelineGroup
PAX Financial Group, LLC20,707$986K0.17%+67813F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC20,236$963K0.33%+3,85113F-HRTimeline
CNB Bank20,080$956K0.48%-5,10013F-HRTimeline
MMA ASSET MANAGEMENT LLC20,000$952K0.4%-11613F-HRTimeline
Parallel Advisors, LLC19,973$951K0.02%013F-HRTimeline
WASHINGTON TRUST Co19,497$928K0.04%013F-HRTimeline
Perigon Wealth Management, LLC19,309$919K0.02%+96913F-HRTimeline
Omega Financial Group, LLC19,184$913K0.35%+3913F-HRTimeline
Financial Strategies Group, Inc.19,239$907K0.21%-15413F-HRTimeline
COUNTRY CLUB BANK18,914$899K0.06%+3,17013F-HRTimeline
Dynasty Wealth Management, LLC18,803$895K0.01%+75413F-HRTimeline
1834 INVESTMENT ADVISORS CO18,796$895K0.12%-2,96713F-HRTimeline
M&T Bank Corpin group M&T Bank Corp18,730$892K<0.01%-5,82913F-HRTimelineGroup
Friedenthal Financial18,676$889K0.53%-89913F-HRTimeline
INVESTMENT PARTNERS, LTD.18,269$870K0.36%-1,08113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,030$858K0.03%-92713F-HRTimeline
HRT FINANCIAL LP18,020$857K0.01%-19,95513F-HRTimeline
Atlantic Edge Private Wealth Management…17,921$853K0.26%-12513F-HRTimeline
Merit Financial Group, LLC17,800$847K0.01%+2,37813F-HRTimeline
Mutual Advisors, LLC17,924$847K0.02%+71713F-HRTimeline
Idaho Trust Co17,278$822K0.34%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…17,099$814K0.02%-8013F-HRTimelineGroup
Bristlecone Advisors, LLC17,046$811K0.07%+5,98913F-HRTimeline
MONEYWISE, INC.16,946$807K0.43%-2,40213F-HRTimeline
SCS Capital Management LLC16,777$799K0.01%new13F-HR/ATimeline
Prairiewood Capital, LLC16,587$790K0.32%+44013F-HRTimeline
NorthCoast Asset Management LLC16,378$780K<0.01%-5,01813F-HR/ATimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC16,530$779K0.08%-57713F-HRTimelineGroup
IHT Wealth Management, LLC16,289$775K0.02%+29313F-HRTimeline
Clearstead Advisors, LLC16,248$773K0.01%+44613F-HRTimeline
Geneos Wealth Management Inc.16,238$773K0.01%+15,70713F-HRTimeline
Belpointe Asset Management LLC16,217$772K0.04%new13F-HRTimeline
Fortis Capital Advisors, LLC16,217$772K0.16%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources16,080$765K<0.01%+10,07513F-HRTimelineGroup
CYPRESS FINANCIAL PLANNING LLC15,941$759K0.27%+70713F-HRTimeline
Sunflower Bank, N.A.15,679$746K0.21%013F-HRTimeline
Mesirow Financial Investment Management…15,644$745K0.01%+3313F-HRTimeline
NewEdge Advisors, LLC15,519$739K<0.01%+813F-HRTimeline
Cambridge Investment Research Advisors,…15,505$738K<0.01%+71813F-HRTimeline
Steward Partners Investment Advisory, L…15,386$732K0.01%-3,54013F-HRTimeline