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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

389 managers (394 13F filers) reported a position in SHM shares at 2025-06-30, 66,072,920 shares in all. 25 filers opened a position and 41 filers sold out during the quarter.

Managers
389
13F filers
394
New
25
Added
113
Reduced
179
Sold out
41
Shares held by filers
66,072,920

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/18,344,941$877M0.07%-165,71813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,014,167$240M0.04%-63,80013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding4,920,943$235M-289,640Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,019,321$192M0.04%-178,17313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,696,310$129M0.09%+83,30413F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV2,192,051$105M0.24%-269,18613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY2,139,222$102M0.01%-49,74613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,064,442$98.7M0.8%-366,82413F-HRTimelineGroup
CX Institutional1,690,403$80.9M2.82%+1,458,66113F-HR/ATimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,628,603$77.9M0.05%+8,52113F-HRTimelineGroup
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,545,071$73.9M1.24%+36,20413F-HRTimeline
Quent Capital, LLC1,418,462$67.8M6.55%-87213F-HRTimeline
Karpus Management, Inc.918,500$43.9M1.42%+197,28113F-HRTimeline
LPL Financial LLC749,942$35.9M0.01%+21,28613F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding666,436$31.9M+70,062Timeline
Financial Engines Advisors L.L.C.660,310$31.6M0.06%-1,82413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC648,463$31M0.04%-63,54713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO461,941$22.1M<0.01%-130,05413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP449,123$21.5M0.02%-76,27913F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…397,039$19M0.73%+9,54913F-HRTimeline
HighTower Advisors, LLC358,194$17.1M0.02%+299,04313F-HRTimeline
Betterment LLC351,901$16.8M0.04%-150,88113F-HRTimeline
Cercano Management LLC314,202$15M0.43%013F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding293,138$14M-42,407Timeline
UBS Group AGin group UBS Group AG290,555$13.9M<0.01%-139,86513F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO271,404$13M0.02%-18,49213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC262,900$12.6M<0.01%+38,63113F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC255,690$12.2M0.02%-70,01513F-HRTimelineGroup
Cetera Investment Advisers254,187$12.2M0.02%+2,86013F-HRTimeline
Prime Capital Investment Advisors, LLC253,667$12.1M0.16%-97,80913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…249,058$11.9M0.02%-230,09213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC245,526$11.7M0.29%-3,02313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC242,423$11.6M<0.01%+24,62413F-HRTimelineGroup
Allworth Financial LP218,792$10.5M0.05%-5,31013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC213,848$10.2M0.01%-1,03913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP199,393$9.54M0.01%-22,33113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC188,641$9.02M0.02%+7,37513F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/180,585$8.64M0.15%-57,83513F-HRTimeline
Symmetry Partners, LLC162,333$7.76M0.96%+16,93813F-HRTimeline
TruNorth Capital Management, LLC150,110$7.18M1.6%+51,29613F-HRTimeline
Farther Finance Advisors, LLC145,709$6.97M0.14%-7,27913F-HRTimeline
Empirical Financial Services, LLC d.b.a…139,738$6.68M0.15%+3,47213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding137,881$6.59M-12,725Timeline
TRUSTMARK BANK TRUST DEPARTMENT134,159$6.42M0.44%-28,44913F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.133,444$6.38M0.08%-7,04513F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC131,890$6.31M0.01%+101,49013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.126,881$6.06M0.01%+23,26313F-HR/ATimelineGroup
GenTrust, LLC126,658$6.06M0.29%-1,38913F-HRTimeline
Foster Group, Inc.125,964$6.02M0.21%+10513F-HRTimeline
Integrated Wealth Concepts LLC123,204$5.89M0.06%-20,16813F-HRTimeline
Beacon Pointe Advisors, LLC121,136$5.79M0.06%-52813F-HRTimeline
Apella Capital, LLC120,925$5.78M0.16%-6,71713F-HRTimeline
CHATHAM CAPITAL GROUP, INC.118,785$5.68M0.87%+2,48513F-HRTimeline
Strategies Wealth Advisors, LLC118,525$5.67M0.62%-7,29213F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC116,586$5.58M1.89%+28,31613F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA116,308$5.56M<0.01%+8,58313F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC113,856$5.45M0.07%+2,80913F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC111,106$5.31M0.01%-5,27213F-HRTimelineGroup
Precision Wealth Strategies, LLC108,920$5.21M1.69%new13F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC101,601$4.86M2.9%013F-HRTimeline
Orion Porfolio Solutions, LLC96,099$4.6M0.04%-7,36213F-HR/ATimeline
Leisure Capital Management95,706$4.58M1.73%-6,13313F-HRTimeline
McAdam, LLC90,540$4.33M0.24%+36,52613F-HRTimeline
Brio Consultants, LLC84,338$4.03M0.59%-4,41613F-HRTimeline
Smithfield Trust Co81,131$3.88M0.18%-51,53813F-HRTimeline
CWM, LLCin group CWM, LLC80,731$3.86M0.01%-88213F-HRTimelineGroup
Crestwood Advisors Group, LLC79,921$3.82M0.07%+8,20713F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,786$3.48M0.01%+1,59413F-HR/ATimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/70,835$3.39M<0.01%-2,03013F-HRTimelineGroup
Ameraudi Asset Management, Inc.70,077$3.35M1.76%013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…69,891$3.34M0.5%-33,11713F-HRTimeline
RW Investment Management LLC69,215$3.31M0.37%-5,30813F-HRTimeline
Detalus Advisors, LLC68,132$3.26M0.94%+2913F-HRTimeline
HANCOCK WHITNEY CORP65,237$3.12M0.06%-7,73213F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC64,652$3.09M0.04%+16,60413F-HRTimeline
DAVIDSON INVESTMENT ADVISORS63,789$3.05M0.14%-8,15313F-HRTimeline
ALTFEST L J & CO INC62,737$3M0.35%-7,51513F-HRTimeline
Janney Capital Management LLC60,881$2.91M0.19%-62413F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC60,310$2.88M0.11%-8,96313F-HRTimelineGroup
GAMMA Investing LLC59,876$2.86M0.18%+29,25013F-HRTimeline
Tilson Financial Group, Inc.55,829$2.67M1.01%+89913F-HRTimeline
SteelPeak Wealth, LLC55,541$2.66M0.1%+84713F-HRTimeline
COMERICA BANK54,935$2.63M0.01%+18,33813F-HRTimeline
Parkside Financial Bank & Trust54,806$2.62M0.28%-3,59613F-HRTimeline
McNaughton Wealth Management, LLC54,516$2.61M1.16%-2,26413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.52,386$2.51M0.01%-3,47813F-HRTimeline
Mariner, LLCin group Mariner, LLC50,758$2.43M<0.01%-81213F-HRTimelineGroup
LJI Wealth Management, LLC49,766$2.38M0.41%-1,69213F-HRTimeline
Columbia River Financial Group, LLC48,573$2.33M1.51%-2,18313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co48,391$2.31M0.17%new13F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.47,718$2.28M0.27%+1,04813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\47,596$2.28M<0.01%-96813F-HRTimelineGroup
Dakota Wealth Management47,200$2.26M0.05%-24,40013F-HRTimeline
EAGLE GLOBAL ADVISORS LLC47,083$2.25M0.09%-80013F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC46,926$2.24M0.1%-2,75013F-HRTimelineGroup
Chesley Taft & Associates LLC46,844$2.24M0.1%013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC46,495$2.22M0.21%-1,75213F-HRTimeline
Dynamic Advisor Solutions LLC46,478$2.22M0.07%+2,63613F-HRTimeline
Paulson Wealth Management Inc.45,810$2.19M0.57%-1,69113F-HRTimeline
First International Bank & Trust45,725$2.19M0.76%-13,35113F-HRTimeline
Horizon Family Wealth, Inc.45,451$2.17M1.33%-31,75213F-HRTimeline
Freedom Investment Management, Inc.45,273$2.17M0.17%-2,05213F-HRTimeline
Bragg Financial Advisors, Inc44,331$2.12M0.08%+12,69513F-HRTimeline
Clifford Group, LLC42,759$2.05M1.68%-3,32713F-HRTimeline
Regal Investment Advisors LLC41,703$1.99M0.15%+1,37313F-HRTimeline
FORONJY FINANCIAL LLC41,307$1.98M0.92%13F-HRTimeline
Boston Standard Wealth Management, LLC40,597$1.94M0.35%+2,67413F-HRTimeline
Premier Path Wealth Partners, LLC40,080$1.92M0.27%-3,24013F-HRTimeline
Aquire Wealth Advisors, LLC39,456$1.89M0.51%-26,03913F-HRTimeline
Eagle Strategies LLC39,299$1.88M0.29%-2,09413F-HRTimeline
Private Advisor Group, LLC38,728$1.85M0.01%+12,97713F-HRTimeline
Traveka Wealth, LLC38,542$1.84M0.98%+1,37913F-HRTimeline
Sanctuary Advisors, LLC36,547$1.75M0.01%-1,60613F-HRTimeline
Merit Financial Group, LLC36,258$1.73M0.02%+18,45813F-HRTimeline
FLOW TRADERS U.S. LLC35,473$1.7M0.06%new13F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding35,249$1.69M-41,187Timeline
SIMON QUICK ADVISORS, LLC33,999$1.63M0.08%new13F-HR/ATimeline
FC Advisory LLC33,978$1.63M0.5%+18013F-HRTimeline
Ackerman Capital Advisors, LLC33,973$1.62M0.38%+12,40613F-HRTimeline
Sebold Capital Management, Inc.33,969$1.62M1%-1,13513F-HRTimeline
Global Retirement Partners, LLC33,910$1.62M0.04%13F-HRTimeline
Independent Advisor Alliance33,185$1.59M0.05%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.33,168$1.59M0.45%-24213F-HRTimeline
Elmwood Wealth Management, Inc.33,162$1.59M0.63%+6,94913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.33,056$1.58M0.01%+11,30113F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT33,002$1.58M0.1%-17513F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC32,857$1.57M0.17%+25213F-HRTimeline
RiverGlades Family Offices LLC32,816$1.57M1.03%+1,80513F-HRTimeline
Grey Fox Wealth Advisors, LLC32,797$1.57M0.37%-6,76113F-HRTimeline
SageView Advisory Group, LLC31,551$1.51M0.06%-2,67613F-HRTimeline
Versant Capital Management, Inc30,979$1.48M0.22%+2,72613F-HRTimeline
Ashton Thomas Private Wealth, LLC30,744$1.47M0.05%-11,48213F-HRTimeline
CHOREO, LLC30,690$1.47M0.02%+20913F-HRTimeline
AE Wealth Management LLC30,336$1.45M0.01%+7,96913F-HRTimeline
Westside Investment Management, Inc.30,261$1.45M0.27%-46413F-HRTimeline
Aviance Capital Partners, LLC30,134$1.44M0.19%+3,68713F-HRTimeline
Waverly Advisors, LLC30,118$1.44M0.02%-4,24513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS29,929$1.43M<0.01%-76913F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…29,807$1.43M0.05%-2,57913F-HRTimelineGroup
Strategic Family Wealth Counselors, L.L…29,693$1.42M0.4%013F-HRTimeline
Opal Wealth Advisors, LLC28,953$1.38M0.38%013F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.28,714$1.37M0.35%new13F-HRTimeline
Capital Advisors Wealth Management, LLC28,539$1.36M0.21%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC28,302$1.35M0.03%-19,36213F-HRTimelineGroup
KWMG, LLC27,080$1.3M0.12%-5,80513F-HRTimeline
Engineers Gate Manager LP25,789$1.23M0.02%+17,92513F-HRTimeline
OneDigital Investment Advisors LLC25,644$1.23M0.01%-4,22113F-HRTimeline
STALEY CAPITAL ADVISERS INC25,000$1.2M0.05%-1,50013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC24,992$1.2M0.42%+3,16513F-HRTimeline
Modera Wealth Management, LLC24,422$1.17M0.01%013F-HRTimeline
Creative Planningin group Creative Planning23,491$1.12M<0.01%+2,36613F-HRTimelineGroup
FMR LLCin group FMR LLC23,071$1.1M<0.01%+2,15813F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,684$1.08M0.01%-22,57813F-HRTimelineGroup
Sequoia Financial Advisors, LLC21,801$1.04M0.01%-51,62013F-HRTimeline
HOWE & RUSLING INC21,431$1.03M0.08%-85913F-HRTimeline
COUNTRY CLUB BANK21,077$1.01M0.06%+2,16313F-HRTimeline
MML INVESTORS SERVICES, LLC20,923$1M<0.01%-1,16213F-HRTimeline
Blueprint Financial Advisors LLCin group Blueprint Investment Partners…20,685$989K0.32%new13F-HRTimelineGroup
Omega Financial Group, LLC20,307$971K0.35%+1,12313F-HRTimeline
CNB Bank20,080$960K0.46%013F-HRTimeline
Perigon Wealth Management, LLC19,561$936K0.02%+25213F-HRTimeline
WASHINGTON TRUST Co19,497$933K0.03%013F-HRTimeline
MMA ASSET MANAGEMENT LLC19,457$931K0.36%-54313F-HRTimeline
Financial Strategies Group, Inc.19,183$919K0.19%-5613F-HRTimeline
PAX Financial Group, LLC19,029$910K0.17%-1,67813F-HRTimeline
Clearwater Capital Advisors, LLC18,990$908K0.08%-2,53613F-HRTimeline
Friedenthal Financial18,386$879K0.48%-29013F-HRTimeline
Johnson Financial Group, LLC18,373$879K0.08%-6,33513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…18,108$866K0.02%+1,00913F-HRTimelineGroup
RITHOLTZ WEALTH MANAGEMENT18,018$862K0.02%-1213F-HRTimeline
Mutual Advisors, LLC17,912$859K0.02%-1213F-HRTimeline
NewEdge Advisors, LLC17,799$851K<0.01%+2,28013F-HRTimeline
Steward Partners Investment Advisory, L…17,763$850K0.01%+2,37713F-HRTimeline
MATHER GROUP, LLC.17,730$848K0.01%-7,86413F-HRTimeline
Avantax Planning Partners, Inc.17,599$842K0.03%-4,32213F-HRTimeline
Arax Advisory Partners17,253$825K0.04%+8,21113F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC16,993$813K0.27%+1,05213F-HRTimeline
Whitegate Investment Counselors, Inc.16,982$812K0.28%-6,44513F-HRTimeline
Clearstead Advisors, LLC16,891$808K0.01%+64313F-HRTimeline
IHT Wealth Management, LLC16,742$801K0.02%+45313F-HRTimeline
Prairiewood Capital, LLC16,637$796K0.3%+5013F-HRTimeline
Cambridge Investment Research Advisors,…16,172$774K<0.01%+66713F-HRTimeline
Idaho Trust Co16,087$769K0.27%-1,19113F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC15,806$756K<0.01%+10,98613F-HRTimelineGroup
Canvas Wealth Advisors, LLC15,662$751K0.15%+30613F-HRTimeline
Mesirow Financial Investment Management…15,695$751K0.01%+5113F-HRTimeline
Main Street Financial Solutions, LLC15,510$742K0.05%+1,00113F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,317$733K0.23%-4,91913F-HRTimeline
Atlantic Edge Private Wealth Management…15,271$730K0.2%-2,65013F-HRTimeline
1834 INVESTMENT ADVISORS CO15,001$717K0.09%-3,79513F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC14,932$717K0.06%-1,59813F-HRTimelineGroup
Anson Capital, Inc.14,939$715K0.58%-8013F-HRTimeline
Sunflower Bank, N.A.14,851$710K0.18%-82813F-HRTimeline
PFW Advisors LLC14,757$706K0.22%-6,53913F-HRTimeline
MONEYWISE, INC.14,676$702K0.33%-2,27013F-HRTimeline
BCS Wealth Management14,664$701K0.15%-34413F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC14,635$700K0.14%-10,92013F-HRTimeline
Savvy Advisors, Inc.14,480$693K0.05%+7,75113F-HRTimeline
SCS Capital Management LLC14,465$692K0.01%-2,31213F-HRTimeline
RMR Wealth Builders14,359$687K0.06%013F-HRTimeline