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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

377 managers (382 13F filers) reported a position in SHM shares at 2025-09-30, 64,863,378 shares in all. 21 filers opened a position and 29 filers sold out during the quarter.

Managers
377
13F filers
382
New
21
Added
131
Reduced
144
Sold out
29
Shares held by filers
64,863,378

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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/19,979,704$963M0.07%+1,634,76313F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,092,767$246M0.04%+78,60013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,288,330$207M0.04%+269,00913F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,840,836$137M0.09%+144,52613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding2,835,279$137M-2,085,664Timeline
MORGAN STANLEYin group MORGAN STANLEY2,146,319$103M0.01%+7,09713F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,994,926$96.2M0.69%-69,51613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,824,909$88M0.15%-367,14213F-HRTimeline
Quent Capital, LLC1,644,782$79.3M6.64%+226,32013F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,635,215$78.9M1.24%+90,14413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,564,869$75.5M0.05%-63,73413F-HRTimelineGroup
CX Institutional1,037,551$50M1.52%-652,85213F-HRTimeline
Karpus Management, Inc.896,907$43.2M1.37%-21,59313F-HRTimeline
LPL Financial LLC793,567$38.3M0.01%+43,62513F-HRTimeline
Financial Engines Advisors L.L.C.673,357$32.5M0.06%+13,04713F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding664,684$32.1M-1,752Timeline
COMMONWEALTH EQUITY SERVICES, LLC603,143$29.1M0.04%-45,32013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP412,319$19.9M0.02%-36,80413F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…411,727$19.9M0.68%+14,68813F-HRTimeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding403,758$19.5M+110,620Timeline
HighTower Advisors, LLC363,707$17.5M0.02%+5,51313F-HRTimeline
Betterment LLC338,152$16.3M0.03%-13,74913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO326,587$15.7M<0.01%-135,35413F-HR/ATimelineGroup
Cercano Management LLC314,202$15.2M0.58%013F-HRTimeline
Cetera Investment Advisers308,262$14.9M0.02%+54,07513F-HRTimeline
UBS Group AGin group UBS Group AG297,854$14.4M<0.01%+7,29913F-HRTimelineGroup
SEI INVESTMENTS COin group SEI INVESTMENTS CO260,713$12.6M0.01%-10,69113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC258,106$12.4M<0.01%-4,79413F-HRTimelineGroup
Prime Capital Investment Advisors, LLC250,449$12.1M0.15%-3,21813F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC246,072$11.9M0.27%+54613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…246,019$11.8M0.02%-3,03913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC241,599$11.6M<0.01%-82413F-HRTimelineGroup
Allworth Financial LP213,543$10.3M0.05%-5,24913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP207,907$10M0.01%+8,51413F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC187,514$9.04M0.02%-1,12713F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC179,528$8.66M0.01%-34,32013F-HRTimelineGroup
Symmetry Partners, LLC165,663$7.99M0.87%+3,33013F-HRTimeline
TruNorth Capital Management, LLC160,818$7.75M1.53%+10,70813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC143,948$6.94M0.01%-111,74213F-HRTimelineGroup
GenTrust, LLC143,715$6.93M0.32%+17,05713F-HRTimeline
Empirical Financial Services, LLC d.b.a…142,299$6.86M0.14%+2,56113F-HRTimeline
TRUSTMARK BANK TRUST DEPARTMENT139,419$6.72M0.44%+5,26013F-HRTimeline
PURE PORTFOLIOS HOLDINGS LLC131,681$6.35M1.99%+15,09513F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.127,012$6.12M0.07%-6,43213F-HRTimelineGroup
Strategies Wealth Advisors, LLC126,303$6.09M0.63%+7,77813F-HRTimeline
Foster Group, Inc.125,747$6.06M0.19%-21713F-HRTimeline
Farther Finance Advisors, LLC124,181$5.99M0.09%-21,52813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC120,758$5.82M0.07%+6,90213F-HRTimelineGroup
CHATHAM CAPITAL GROUP, INC.118,285$5.7M0.82%-50013F-HRTimeline
Beacon Pointe Advisors, LLC117,032$5.64M0.05%-4,10413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.114,857$5.54M0.01%-12,02413F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC106,586$5.14M0.01%-4,52013F-HRTimelineGroup
Orion Porfolio Solutions, LLC105,122$5.07M0.04%+9,02313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA103,370$4.98M<0.01%-12,93813F-HRTimelineGroup
Precision Wealth Strategies, LLC102,604$4.95M1.6%-6,31613F-HRTimeline
OLD NATIONAL BANCORP /IN/102,013$4.92M0.08%-78,57213F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC101,565$4.9M2.75%-3613F-HRTimeline
McAdam, LLC96,215$4.64M0.23%+5,67513F-HRTimeline
FLOW TRADERS U.S. LLC93,499$4.51M0.18%+58,02613F-HRTimeline
Apella Capital, LLC91,568$4.4M0.1%-29,35713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding87,433$4.22M-50,448Timeline
Crestwood Advisors Group, LLC85,801$4.14M0.07%+5,88013F-HRTimeline
Leisure Capital Management83,074$4.01M1.37%-12,63213F-HRTimeline
Brio Consultants, LLC82,810$3.99M0.55%-1,52813F-HRTimeline
CWM, LLCin group CWM, LLC80,572$3.88M0.01%-15913F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/73,376$3.54M<0.01%+2,54113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,812$3.51M0.01%+2613F-HRTimelineGroup
Smithfield Trust Co71,365$3.44M0.15%-9,76613F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC71,292$3.44M0.12%+10,98213F-HRTimelineGroup
Ameraudi Asset Management, Inc.70,077$3.38M2.04%013F-HR/ATimeline
GAMMA Investing LLC69,564$3.35M0.18%+9,68813F-HRTimeline
HANCOCK WHITNEY CORP69,076$3.33M0.06%+3,83913F-HRTimeline
RW Investment Management LLC68,553$3.31M0.34%-66213F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…63,891$3.08M0.43%-6,00013F-HRTimeline
Detalus Advisors, LLC63,656$3.07M0.79%-4,47613F-HRTimeline
COMERICA BANK61,413$2.96M0.01%+6,47813F-HRTimeline
Janney Capital Management LLC61,050$2.94M0.18%+16913F-HRTimeline
DAVIDSON INVESTMENT ADVISORS61,025$2.94M0.12%-2,76413F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC60,824$2.93M0.04%-3,82813F-HRTimeline
Parkside Financial Bank & Trust59,067$2.85M0.22%+4,26113F-HRTimeline
Tilson Financial Group, Inc.57,463$2.77M0.91%+1,63413F-HRTimeline
Mariner, LLCin group Mariner, LLC55,787$2.69M<0.01%+5,02913F-HRTimelineGroup
McNaughton Wealth Management, LLC55,640$2.68M1.13%+1,12413F-HRTimeline
ALTFEST L J & CO INC53,242$2.57M0.29%-9,49513F-HRTimeline
Dakota Wealth Management53,200$2.57M0.05%+6,00013F-HR/ATimeline
Ackerman Capital Advisors, LLC50,887$2.45M0.51%+16,91413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…50,788$2.45M<0.01%new13F-HRTimelineGroup
Columbia River Financial Group, LLC48,696$2.33M1.44%+12313F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co48,391$2.33M0.16%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\48,031$2.32M<0.01%+43513F-HRTimelineGroup
Dynamic Advisor Solutions LLC47,796$2.3M0.07%+1,31813F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.47,308$2.28M0.25%-41013F-HRTimeline
SYKON CAPITAL LLC47,283$2.28M0.76%new13F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC46,926$2.26M0.09%013F-HRTimelineGroup
Horizon Family Wealth, Inc.46,305$2.23M1.28%+85413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding46,279$2.23M+11,030Timeline
First International Bank & Trust45,999$2.22M0.77%+27413F-HRTimeline
Clifford Group, LLC45,984$2.22M1.73%+3,22513F-HRTimeline
Chesley Taft & Associates LLC45,922$2.21M0.09%-92213F-HRTimeline
SteelPeak Wealth, LLC44,613$2.15M0.07%-10,92813F-HRTimeline
Regal Investment Advisors LLC43,477$2.1M0.14%+1,77413F-HRTimeline
Paulson Wealth Management Inc.43,426$2.09M0.5%-2,38413F-HRTimeline
Global Retirement Partners, LLC42,017$2.03M0.05%+8,10713F-HRTimeline
Boston Standard Wealth Management, LLC41,731$2.01M0.34%+1,13413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC41,633$2.01M0.08%-5,45013F-HRTimeline
LJI Wealth Management, LLC41,166$1.99M0.35%-8,60013F-HRTimeline
Independent Advisor Alliance40,721$1.96M0.05%+7,53613F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC40,185$1.94M0.17%-6,31013F-HRTimeline
FORONJY FINANCIAL LLC40,083$1.93M0.85%-1,22413F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC39,150$1.89M0.19%+6,29313F-HRTimeline
Traveka Wealth, LLC38,351$1.85M0.83%-19113F-HRTimeline
Aquire Wealth Advisors, LLC38,337$1.85M0.46%-1,11913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,290$1.85M<0.01%+25,77713F-HRTimelineGroup
Eagle Strategies LLC37,361$1.8M0.24%-1,93813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC36,683$1.77M<0.01%-95,20713F-HRTimeline
Merit Financial Group, LLC35,915$1.73M0.02%-34313F-HR/ATimeline
Sanctuary Advisors, LLC35,879$1.73M0.01%-66813F-HR/ATimeline
Capital Advisors Wealth Management, LLC35,773$1.72M0.25%+7,23413F-HRTimeline
Private Advisor Group, LLC35,211$1.7M0.01%-3,51713F-HRTimeline
Bragg Financial Advisors, Inc34,931$1.68M0.06%-9,40013F-HRTimeline
SIMON QUICK ADVISORS, LLC34,883$1.68M0.08%+88413F-HRTimeline
Elmwood Wealth Management, Inc.34,319$1.65M0.59%+1,15713F-HRTimeline
Integrated Wealth Concepts LLC34,087$1.64M0.01%-89,11713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.34,025$1.64M0.01%+96913F-HRTimelineGroup
FC Advisory LLC33,928$1.64M0.48%-5013F-HRTimeline
Hurlow Wealth Management Group, Inc.33,552$1.62M0.42%+38413F-HRTimeline
KWMG, LLC33,196$1.6M0.14%+6,11613F-HRTimeline
AE Wealth Management LLC33,048$1.59M0.01%+2,71213F-HRTimeline
Versant Capital Management, Inc32,827$1.58M0.22%+1,84813F-HRTimeline
Grey Fox Wealth Advisors, LLC32,681$1.58M0.32%-11613F-HRTimeline
RiverGlades Family Offices LLC32,553$1.57M0.96%-26313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…32,264$1.56M0.03%+14,15613F-HRTimelineGroup
MERITAGE PORTFOLIO MANAGEMENT31,962$1.54M0.1%-1,04013F-HRTimeline
SageView Advisory Group, LLC31,631$1.53M0.05%+8013F-HRTimeline
Westside Investment Management, Inc.31,382$1.51M0.24%+1,12113F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC30,679$1.48M0.5%+5,68713F-HRTimeline
Engineers Gate Manager LP30,120$1.45M0.02%+4,33113F-HRTimeline
Strategic Family Wealth Counselors, L.L…29,693$1.43M0.37%013F-HRTimeline
Opal Wealth Advisors, LLC29,205$1.41M0.39%+25213F-HRTimeline
Waverly Advisors, LLC29,021$1.4M0.01%-1,09713F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.28,718$1.38M0.32%+413F-HRTimeline
Aviance Capital Partners, LLC28,564$1.38M0.16%-1,57013F-HRTimeline
FMR LLCin group FMR LLC28,152$1.36M<0.01%+5,08113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC28,086$1.35M0.04%-2,65813F-HRTimeline
CHOREO, LLC27,717$1.34M0.02%-2,97313F-HRTimeline
OneDigital Investment Advisors LLC27,440$1.32M0.01%+1,79613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC27,297$1.32M<0.01%new13F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…27,213$1.31M0.04%-2,59413F-HRTimelineGroup
Premier Path Wealth Partners, LLC26,636$1.28M0.17%-13,44413F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,967$1.25M0.02%-2,33513F-HRTimelineGroup
COUNTRY CLUB BANK25,612$1.23M0.07%+4,53513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS24,950$1.2M<0.01%-4,97913F-HRTimeline
STALEY CAPITAL ADVISERS INC24,900$1.2M0.05%-10013F-HRTimeline
Cambridge Investment Research Advisors,…24,752$1.19M<0.01%+8,58013F-HRTimeline
Modera Wealth Management, LLC24,467$1.18M0.01%+4513F-HRTimeline
MML INVESTORS SERVICES, LLC23,958$1.16M<0.01%+3,03513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,337$1.08M0.01%-34713F-HRTimelineGroup
HOWE & RUSLING INC21,400$1.03M0.07%-3113F-HRTimeline
Creative Planningin group Creative Planning21,090$1.02M<0.01%-2,40113F-HRTimelineGroup
Main Street Financial Solutions, LLC20,992$1.01M0.06%+5,48213F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding20,685$997K0Timeline
Omega Financial Group, LLC20,368$982K0.33%+6113F-HRTimeline
Perigon Wealth Management, LLC20,300$979K0.02%+73913F-HRTimeline
NewEdge Advisors, LLC19,697$950K<0.01%+1,89813F-HRTimeline
WASHINGTON TRUST Co19,497$940K0.03%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC19,394$935K0.29%+2,40113F-HRTimeline
CNB Bank19,359$933K0.39%-72113F-HRTimeline
Clearwater Capital Advisors, LLC18,990$916K0.08%013F-HRTimeline
Transcendent Capital Group LLC18,779$906K0.41%+5,71013F-HRTimeline
VISTA INVESTMENT MANAGEMENT18,715$902K0.32%+8,39413F-HRTimeline
Crews Bank & Trust18,662$900K0.13%+4,85013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC18,461$890K<0.01%+2,65513F-HRTimelineGroup
PAX Financial Group, LLC18,397$887K0.16%-63213F-HRTimeline
Johnson Financial Group, LLC18,373$886K0.08%013F-HRTimeline
RMR Wealth Builders18,100$873K0.07%+3,74113F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,062$871K0.02%+4413F-HRTimeline
Financial Strategies Group, Inc.18,165$870K0.17%-1,01813F-HRTimeline
Friedenthal Financial17,962$866K0.45%-42413F-HRTimeline
Clearstead Advisors, LLC17,933$865K0.01%+1,04213F-HRTimeline
Mutual Advisors, LLC17,657$849K0.02%-25513F-HRTimeline
Avantax Planning Partners, Inc.17,599$849K0.02%013F-HRTimeline
Prairiewood Capital, LLC17,538$846K0.28%+90113F-HRTimeline
Steward Partners Investment Advisory, L…17,314$835K<0.01%-44913F-HRTimeline
MMA ASSET MANAGEMENT LLC16,311$787K0.26%-3,14613F-HRTimeline
IHT Wealth Management, LLC15,790$761K0.02%-95213F-HRTimeline
Mesirow Financial Investment Management…15,747$759K0.01%+5213F-HRTimeline
Canvas Wealth Advisors, LLC15,717$756K0.14%+5513F-HRTimeline
CARDIFF PARK ADVISORS, LLC15,659$755K0.06%new13F-HRTimeline
MATHER GROUP, LLC.15,431$744K0.01%-2,29913F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC15,317$739K0.21%013F-HRTimeline
Savvy Advisors, Inc.14,928$720K0.03%+44813F-HRTimeline
Idaho Trust Co14,863$717K0.24%-1,22413F-HRTimeline
Sunflower Bank, N.A.14,851$716K0.17%013F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC14,869$715K0.06%-6313F-HRTimelineGroup
PFW Advisors LLC14,578$703K0.21%-17913F-HRTimeline
First Affirmative Financial Network13,917$671K0.32%+513F-HRTimeline
MONEYWISE, INC.13,810$666K0.3%-86613F-HRTimeline
LEGACY SOLUTIONS, LLC13,663$659K0.59%+1,95013F-HRTimeline
Atlantic Edge Private Wealth Management…13,646$658K0.17%-1,62513F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,401$646K<0.01%+8,27713F-HRTimelineGroup