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Disclosery

SHM SPDR SERIES TRUST

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ST NUVE TERM ETF (fund)

390 managers (396 13F filers) reported a position in SHM shares at 2025-12-31, 63,888,955 shares in all. 32 filers opened a position and 20 filers sold out during the quarter.

Managers
390
13F filers
396
New
32
Added
136
Reduced
139
Sold out
20
Shares held by filers
63,888,955

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/20,531,305$985M0.07%+551,60113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,333,366$256M0.04%+240,59913F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,093,329$196M0.04%-195,00113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2,950,388$142M0.09%+109,55213F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,135,323$102M0.01%-10,99613F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,817,846$87.2M0.53%-177,08013F-HRTimelineGroup
Quent Capital, LLC1,789,151$85.9M6.2%+144,36913F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC1,716,083$82.4M1.24%+80,86813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV1,713,483$82.2M0.13%-111,42613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,583,602$76M0.04%+18,73313F-HRTimelineGroup
CX Institutional1,058,055$50.8M1.51%+20,50413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,012,308$48.6M-1,822,971Timeline
LPL Financial LLC844,750$40.5M0.01%+51,18313F-HRTimeline
Financial Engines Advisors L.L.C.664,962$31.9M0.06%-8,39513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding627,210$30.1M-37,474Timeline
COMMONWEALTH EQUITY SERVICES, LLC611,595$29.4M0.04%+8,45213F-HRTimeline
UMB Bank, n.a.528,907$25.4M0.34%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP501,390$24.1M0.02%+89,07113F-HRTimelineGroup
Alaska Permanent Capital Management, LLCgroup of 2 filers holding433,157$20.8M+29,399Timeline
Gerber Kawasaki Wealth & Investment Man…417,161$20M0.7%+5,43413F-HRTimeline
Karpus Management, Inc.398,706$19.1M0.59%-498,20113F-HR/ATimeline
HighTower Advisors, LLC366,502$17.6M0.02%+2,79513F-HRTimeline
Cetera Investment Advisers333,740$16M0.02%+25,47813F-HRTimeline
Betterment LLC325,174$15.6M0.03%-12,97813F-HRTimeline
Cercano Management LLC314,202$15.1M0.57%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC306,135$14.7M0.01%+126,60713F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding301,080$14.4M+3,226Timeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO294,264$14.1M<0.01%-32,32313F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC251,180$12.1M<0.01%-6,92613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…247,684$11.9M0.02%+1,66513F-HRTimeline
SEI INVESTMENTS COin group SEI INVESTMENTS CO245,766$11.8M0.01%-14,94713F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC238,126$11.4M0.24%-7,94613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC235,236$11.3M<0.01%-6,36313F-HRTimelineGroup
Prime Capital Investment Advisors, LLC222,619$10.7M0.13%-27,83013F-HRTimeline
Allworth Financial LP197,736$9.49M0.04%-15,80713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC187,941$9.02M0.02%+42713F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP181,487$8.71M0.01%-26,42013F-HRTimelineGroup
Symmetry Partners, LLC176,438$8.47M0.5%+10,77513F-HRTimeline
TruNorth Capital Management, LLC170,291$8.17M1.55%+9,47313F-HRTimeline
Empirical Financial Services, LLC d.b.a…159,329$7.65M0.14%+17,03013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.158,658$7.61M<0.01%new13F-HRTimelineGroup
TRUSTMARK BANK TRUST DEPARTMENT156,173$7.49M0.47%+16,75413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.146,766$7.04M0.08%+19,75413F-HRTimelineGroup
PURE PORTFOLIOS HOLDINGS LLC143,002$6.86M2.07%+11,32113F-HRTimeline
GenTrust, LLC142,946$6.86M0.3%-76913F-HRTimeline
Strategies Wealth Advisors, LLC128,103$6.15M0.62%+1,80013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC127,296$6.11M0.07%+6,53813F-HRTimelineGroup
Beacon Pointe Advisors, LLC125,112$6M0.04%+8,08013F-HRTimeline
Farther Finance Advisors, LLC123,129$5.91M0.06%-1,05213F-HRTimeline
Foster Group, Inc.121,398$5.83M0.18%-4,34913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.112,684$5.41M0.01%-2,17313F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC111,352$5.34M0.01%+4,76613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA110,513$5.3M<0.01%+7,14313F-HRTimelineGroup
Paulson Wealth Management Inc.106,176$5.1M1.18%+62,75013F-HRTimeline
McAdam, LLC106,049$5.09M0.23%+9,83413F-HRTimeline
Ackerman Capital Advisors, LLC105,142$5.05M1.01%+54,25513F-HRTimeline
Precision Wealth Strategies, LLC105,029$5.04M1.63%+2,42513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth104,623$5.02M0.01%+17,19013F-HRTimelineGroup
Orion Porfolio Solutions, LLC104,281$5M0.04%-84113F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC101,565$4.87M2.44%013F-HRTimeline
CHATHAM CAPITAL GROUP, INC.98,175$4.71M0.67%-20,11013F-HRTimeline
Apella Capital, LLC87,260$4.19M0.08%-4,30813F-HRTimeline
Brio Consultants, LLC85,485$4.1M0.53%+2,67513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/80,280$3.85M<0.01%+6,90413F-HRTimelineGroup
Crestwood Advisors Group, LLC80,192$3.85M0.06%-5,60913F-HRTimeline
CWM, LLCin group CWM, LLC79,489$3.81M0.01%-1,08313F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…74,514$3.58M0.01%+1,70213F-HR/ATimelineGroup
Ascent Group, LLCin group Ascent Group, LLC72,402$3.47M0.12%+1,11013F-HRTimelineGroup
OLD NATIONAL BANCORP /IN/72,387$3.47M0.06%-29,62613F-HRTimeline
Smithfield Trust Co70,927$3.4M0.15%-43813F-HRTimeline
Ameraudi Asset Management, Inc.70,077$3.36M1.85%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC68,901$3.31M<0.01%+30,61113F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding68,569$3.29M+22,290Timeline
GAMMA Investing LLC67,716$3.25M0.16%-1,84813F-HRTimeline
HANCOCK WHITNEY CORP66,304$3.18M0.06%-2,77213F-HRTimeline
Detalus Advisors, LLC65,109$3.12M0.76%+1,45313F-HRTimeline
Janney Capital Management LLC61,169$2.94M0.18%+11913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC58,017$2.78M0.04%-2,80713F-HRTimeline
COMERICA BANK57,370$2.75M0.01%-4,04313F-HRTimeline
Tilson Financial Group, Inc.56,108$2.69M0.83%-1,35513F-HRTimeline
Leisure Capital Management55,902$2.68M0.89%-27,17213F-HRTimeline
McNaughton Wealth Management, LLC53,725$2.58M1.06%-1,91513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC53,683$2.58M0.1%+12,05013F-HRTimeline
ALTFEST L J & CO INC53,600$2.57M0.28%+35813F-HRTimeline
Columbia River Financial Group, LLC50,563$2.43M1.49%+1,86713F-HRTimeline
Parkside Financial Bank & Trust49,171$2.36M0.18%-9,89613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.48,840$2.34M0.26%+1,53213F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co48,395$2.32M0.15%+413F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…48,341$2.32M0.31%-15,55013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\47,596$2.28M<0.01%-43513F-HRTimelineGroup
Global Retirement Partners, LLC47,213$2.27M0.04%+5,19613F-HRTimeline
Dynamic Advisor Solutions LLC47,087$2.26M0.07%-70913F-HRTimeline
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC46,926$2.25M0.09%013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC46,433$2.23M<0.01%-9,35413F-HRTimelineGroup
Chesley Taft & Associates LLC45,922$2.2M0.09%013F-HRTimeline
Clifford Group, LLC45,806$2.2M1.7%-17813F-HRTimeline
Regal Investment Advisors LLC45,284$2.17M0.13%+1,80713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC45,164$2.17M<0.01%-98,78413F-HRTimelineGroup
Horizon Family Wealth, Inc.44,073$2.12M1.13%-2,23213F-HRTimeline
SteelPeak Wealth, LLC43,048$2.07M0.07%-1,56513F-HRTimeline
FORONJY FINANCIAL LLC42,791$2.05M0.86%+2,70813F-HRTimeline
Independent Advisor Alliance42,428$2.04M0.05%+1,70713F-HRTimeline
Boston Standard Wealth Management, LLC42,216$2.03M0.33%+48513F-HRTimeline
DAVIDSON INVESTMENT ADVISORS41,339$1.98M0.08%-19,68613F-HRTimeline
LJI Wealth Management, LLC41,166$1.98M0.3%013F-HRTimeline
Bragg Financial Advisors, Inc40,131$1.93M0.06%+5,20013F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC39,977$1.92M0.16%-20813F-HRTimeline
Aquire Wealth Advisors, LLC39,423$1.89M0.49%+1,08613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC38,926$1.87M0.19%-22413F-HRTimeline
Sanctuary Advisors, LLC38,912$1.87M0.01%+3,03313F-HRTimeline
Elmwood Wealth Management, Inc.38,509$1.85M0.58%+4,19013F-HRTimeline
Traveka Wealth, LLC38,356$1.84M0.75%+513F-HRTimeline
OpenArc Corporate Advisory, LLC38,104$1.83M0.03%13F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.38,065$1.83M0.01%+4,04013F-HRTimelineGroup
Eagle Strategies LLC37,492$1.8M0.23%+13113F-HRTimeline
Merit Financial Group, LLC36,285$1.74M0.01%+37013F-HRTimeline
Capital Advisors Wealth Management, LLC35,926$1.72M0.23%+15313F-HRTimeline
Private Advisor Group, LLC35,627$1.71M0.01%+41613F-HRTimeline
Ashton Thomas Private Wealth, LLC34,768$1.67M0.04%+6,68213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,272$1.64M0.02%+2,00813F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC33,977$1.63M0.07%-90613F-HRTimeline
AE Wealth Management LLC32,736$1.57M0.01%-31213F-HRTimeline
SYKON CAPITAL LLC32,704$1.57M0.5%-14,57913F-HRTimeline
Westside Investment Management, Inc.32,536$1.56M0.25%+1,15413F-HRTimeline
FC Advisory LLC32,277$1.55M0.45%-1,65113F-HRTimeline
SageView Advisory Group, LLC31,778$1.53M0.05%+14713F-HRTimeline
Grey Fox Wealth Advisors, LLC31,617$1.52M0.31%-1,06413F-HRTimeline
KWMG, LLC31,505$1.51M0.13%-1,69113F-HRTimeline
Hurlow Wealth Management Group, Inc.30,820$1.48M0.36%-2,73213F-HRTimeline
Versant Capital Management, Inc30,168$1.45M0.18%-2,65913F-HRTimeline
Strategic Family Wealth Counselors, L.L…29,693$1.43M0.32%013F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT29,442$1.41M0.09%-2,52013F-HRTimeline
Creative Planningin group Creative Planning29,333$1.41M<0.01%+8,24313F-HRTimelineGroup
Opal Wealth Advisors, LLC29,205$1.4M0.37%013F-HRTimeline
Cambridge Investment Research Advisors,…28,734$1.38M<0.01%+3,98213F-HRTimeline
Aviance Capital Partners, LLC28,612$1.37M0.16%+4813F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.28,545$1.37M0.3%-17313F-HRTimeline
OneDigital Investment Advisors LLC28,231$1.35M0.01%+79113F-HRTimeline
BCS Wealth Management28,122$1.35M0.14%+15,66113F-HRTimeline
MML INVESTORS SERVICES, LLC27,480$1.32M<0.01%+3,52213F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC27,297$1.31M<0.01%013F-HRTimelineGroup
Waverly Advisors, LLC27,289$1.31M0.01%-1,73213F-HRTimeline
Johnson Financial Group, LLC26,483$1.27M0.08%+8,11013F-HRTimeline
Wealth Enhancement Trust Services, Inc.26,157$1.26M0.16%13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,899$1.24M0.02%-6813F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC25,791$1.24M0.41%-4,88813F-HRTimeline
CHOREO, LLC25,620$1.23M0.02%-2,09713F-HRTimeline
Modera Wealth Management, LLC25,248$1.21M0.01%+78113F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA24,871$1.19M0.04%new13F-HRTimelineGroup
FMR LLCin group FMR LLC24,291$1.17M<0.01%-3,86113F-HRTimelineGroup
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…24,196$1.16M0.03%-3,01713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,843$1.14M<0.01%-1,10713F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding23,715$1.14M+3,030Timeline
Premier Path Wealth Partners, LLC23,670$1.14M0.15%-2,96613F-HRTimeline
Arax Advisory Partners22,527$1.08M0.03%new13F-HRTimeline
STALEY CAPITAL ADVISERS INC22,400$1.07M0.04%-2,50013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC22,369$1.07M0.01%+3213F-HRTimelineGroup
Veratis Advisors, Inc.22,045$1.07M0.84%13F-HRTimeline
HOWE & RUSLING INC21,399$1.03M0.07%-113F-HRTimeline
Savvy Advisors, Inc.21,309$1.02M0.03%+6,38113F-HRTimeline
Quantinno Capital Management LP20,712$994K<0.01%+15,68613F-HRTimeline
Omega Financial Group, LLC20,476$983K0.33%+10813F-HRTimeline
Perigon Wealth Management, LLC20,385$978K0.02%+8513F-HRTimeline
CNB Bank20,250$972K0.4%+89113F-HRTimeline
NewEdge Advisors, LLC20,052$962K<0.01%+35513F-HRTimeline
Financial Strategies Group, Inc.19,797$952K0.17%+1,63213F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC19,595$940K0.26%+20113F-HRTimeline
Main Street Financial Solutions, LLC18,990$911K0.07%-2,00213F-HRTimeline
Crews Bank & Trust18,852$905K0.13%+19013F-HRTimeline
VISTA INVESTMENT MANAGEMENT18,715$898K0.3%013F-HRTimeline
Clearstead Advisors, LLC18,661$896K0.01%+72813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO18,350$881K0.02%new13F-HRTimeline
Prairiewood Capital, LLC18,227$875K0.27%+68913F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,123$870K0.02%+6113F-HRTimeline
Transcendent Capital Group LLC18,017$865K0.39%-76213F-HRTimeline
Dakota Wealth Management17,971$862K0.02%-35,22913F-HR/ATimeline
Mutual Advisors, LLC17,940$861K0.02%+28313F-HRTimeline
Friedenthal Financial17,788$854K0.44%-17413F-HRTimeline
Avantax Planning Partners, Inc.17,599$845K0.02%013F-HRTimeline
QP WEALTH MANAGEMENT, LLC17,306$831K0.73%13F-HRTimeline
Steward Partners Investment Advisory, L…17,300$830K<0.01%-1413F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC16,953$814K0.21%+1,63613F-HRTimeline
Clearwater Capital Advisors, LLC16,250$780K0.07%-2,74013F-HRTimeline
PAX Financial Group, LLC16,064$771K0.13%-2,33313F-HRTimeline
IHT Wealth Management, LLC15,893$763K0.02%+10313F-HRTimeline
Mesirow Financial Investment Management…15,818$759K0.02%+7113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,356$737K<0.01%+8,71213F-HR/ATimelineGroup
MATHER GROUP, LLC.15,192$729K0.01%-23913F-HRTimeline
Sunflower Bank, N.A.14,851$713K0.18%013F-HRTimeline
Canvas Wealth Advisors, LLC14,803$710K0.12%-91413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,658$703K<0.01%+2,05213F-HRTimelineGroup
RMR Wealth Builders14,589$700K0.06%-3,51113F-HRTimeline
Parcion Private Wealth LLC14,019$673K0.04%new13F-HRTimeline
LEGACY SOLUTIONS, LLC13,917$668K0.59%+25413F-HRTimeline
Atlantic Edge Private Wealth Management…13,646$655K0.16%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.13,401$643K<0.01%013F-HRTimelineGroup
Heritage Wealth Management, Inc. /CA/13,327$640K0.41%+84813F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…12,970$622K0.17%new13F-HRTimelineGroup
Curi Capital, LLC12,823$615K0.01%+7,80313F-HRTimeline
MONEYWISE, INC.12,696$609K0.25%-1,11413F-HRTimeline