Skip to content
Disclosery

SHM SPDR SERIES TRUST

Follow

ST NUVE TERM ETF (fund)

389 managers (396 13F filers) reported a position in SHM shares at 2026-03-31, 63,747,392 shares in all. 26 filers opened a position and 21 filers sold out during the quarter.

Managers
389
13F filers
396
New
26
Added
135
Reduced
145
Sold out
21
Shares held by filers
63,747,392

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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/21,326,865$1.02B0.07%+795,56013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC5,154,984$247M0.03%-178,38213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,548,706$170M0.03%-544,62313F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…3,061,552$146M0.09%+111,16413F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY2,304,145$110M0.01%+168,82213F-HRTimelineGroup
Quent Capital, LLC2,160,790$103M7.33%+371,63913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding1,906,883$91.2M+894,575Timeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,732,033$82.8M0.05%+148,43113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV1,545,743$73.9M0.11%-167,74013F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,419,516$67.9M0.42%-398,33013F-HRTimelineGroup
CX Institutional1,112,845$53.2M1.62%+54,79013F-HRTimeline
LPL Financial LLC888,605$42.5M0.01%+43,85513F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC744,272$35.6M0.52%-971,81113F-HRTimeline
Financial Engines Advisors L.L.C.668,321$32M0.06%+3,35913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC624,590$29.9M0.04%+12,99513F-HRTimeline
Wealthcare Advisory Partners LLCgroup of 2 filers holding609,909$29.2M-17,301Timeline
UBS Group AGgroup of 2 filers holding536,223$25.6M+235,143Timeline
Alaska Permanent Capital Management, LLCgroup of 2 filers holding494,474$23.7M+61,317Timeline
Gerber Kawasaki Wealth & Investment Man…461,973$22.1M0.7%+44,81213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP382,635$18.3M0.02%-118,75513F-HRTimelineGroup
Betterment LLC306,333$14.7M0.03%-18,84113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO281,923$13.5M<0.01%-12,34113F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC277,590$13.3M<0.01%+42,35413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC276,213$13.2M0.01%+231,04913F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC254,139$12.2M<0.01%+2,95913F-HR/ATimelineGroup
UMB Bank, n.a.241,567$11.6M0.16%-287,34013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SEI INVESTMENTS COin group SEI INVESTMENTS CO236,772$11.3M0.01%-8,99413F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC216,392$10.4M0.21%-21,73413F-HRTimeline
Prime Capital Investment Advisors, LLC208,447$9.97M0.12%-14,17213F-HRTimeline
Cercano Management LLC206,569$9.88M0.43%-107,63313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP200,992$9.61M0.01%+19,50513F-HRTimelineGroup
Allworth Financial LP191,828$9.18M0.04%-5,90813F-HRTimeline
Symmetry Partners, LLC187,965$8.99M0.51%+11,52713F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.179,278$8.57M<0.01%+20,62013F-HRTimelineGroup
Waverly Advisors, LLC178,906$8.56M0.06%+151,61713F-HRTimeline
TruNorth Capital Management, LLC176,972$8.46M1.62%+6,68113F-HRTimeline
Cetera Investment Advisers171,737$8.21M0.01%-162,00313F-HRTimeline
Empirical Financial Services, LLC d.b.a…168,403$8.05M0.14%+9,07413F-HRTimeline
Beacon Pointe Advisors, LLC155,382$7.43M0.04%+30,27013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…154,673$7.4M0.02%-93,01113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding152,590$7.3M+47,967Timeline
TRUSTMARK BANK TRUST DEPARTMENT148,171$7.09M0.46%-8,00213F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC142,081$6.8M0.07%+14,78513F-HRTimelineGroup
NewEdge Advisors, LLC139,246$6.66M0.02%+119,19413F-HR/ATimeline
MY Wealth Management Inc.137,994$6.57M6.36%+128,04113F-HRTimeline
Strategies Wealth Advisors, LLC133,524$6.39M0.64%+5,42113F-HRTimeline
GenTrust, LLC130,595$6.25M0.27%-12,35113F-HRTimeline
Farther Finance Advisors, LLC126,198$6.03M0.06%+3,06913F-HRTimeline
Foster Group, Inc.121,164$5.8M0.17%-23413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA117,076$5.6M<0.01%+6,56313F-HRTimelineGroup
Independent Advisor Alliance114,992$5.5M0.06%+72,56413F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC109,612$5.24M0.01%-1,74013F-HRTimelineGroup
McAdam, LLC109,314$5.23M0.24%+3,26513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.109,140$5.22M0.01%-3,54413F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding107,639$5.15M+39,070Timeline
Karpus Management, Inc.107,350$5.13M0.16%-291,35613F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.104,977$5.02M0.06%-41,78913F-HRTimelineGroup
Orion Porfolio Solutions, LLC104,717$5.01M0.04%+43613F-HRTimeline
Ackerman Capital Advisors, LLC103,005$4.93M1.01%-2,13713F-HRTimeline
Paulson Wealth Management Inc.102,017$4.88M1.14%-4,15913F-HRTimeline
AUA CAPITAL MANAGEMENT, LLC100,521$4.81M2.46%-1,04413F-HRTimeline
CHATHAM CAPITAL GROUP, INC.95,875$4.59M0.67%-2,30013F-HRTimeline
Precision Wealth Strategies, LLC92,536$4.43M1.47%-12,49313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/88,151$4.22M<0.01%+7,87113F-HRTimelineGroup
Apella Capital, LLC87,302$4.19M0.06%+4213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC87,406$4.18M0.01%-100,53513F-HRTimelineGroup
Brio Consultants, LLC85,152$4.07M0.5%-33313F-HRTimeline
Bragg Financial Advisors, Inc80,104$3.83M0.12%+39,97313F-HRTimeline
Phillip James Consulting Co.49,502$3.79M2.87%new13F-HRTimeline
CWM, LLCin group CWM, LLC78,569$3.76M0.01%-92013F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…72,956$3.49M0.01%-1,55813F-HRTimelineGroup
Smithfield Trust Co70,927$3.4M0.15%013F-HRTimeline
Janney Montgomery Scott LLC70,349$3.37M0.01%+59,82113F-HRTimeline
Ameraudi Asset Management, Inc.70,077$3.35M1.82%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.69,944$3.35M0.38%+21,10413F-HRTimeline
Crestwood Advisors Group, LLC69,941$3.35M0.06%-10,25113F-HRTimeline
GAMMA Investing LLC67,789$3.24M0.15%+7313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…67,068$3.21M<0.01%+56,56213F-HRTimelineGroup
RW Investment Management LLC65,258$3.12M0.3%13F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC63,714$3.05M0.11%-8,68813F-HRTimelineGroup
Creative Planningin group Creative Planning61,753$2.95M<0.01%+32,42013F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC61,292$2.93M0.05%+3,27513F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC56,318$2.69M<0.01%-12,58313F-HRTimelineGroup
Tilson Financial Group, Inc.56,194$2.69M0.81%+8613F-HRTimeline
EAGLE GLOBAL ADVISORS LLC55,583$2.66M0.1%+1,90013F-HRTimeline
HighTower Advisors, LLC55,357$2.65M<0.01%-311,14513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…53,471$2.56M<0.01%+53,17113F-HRTimelineGroup
Detalus Advisors, LLC52,721$2.52M0.58%-12,38813F-HRTimeline
Columbia River Financial Group, LLC51,301$2.45M1.42%+73813F-HRTimeline
Horizon Family Wealth, Inc.51,062$2.44M1.29%+6,98913F-HRTimeline
OLD NATIONAL BANCORP /IN/50,849$2.43M0.04%-21,53813F-HRTimeline
Charles Schwab Trust Coin group Charles Schwab Trust Co48,393$2.31M0.15%-213F-HRTimelineGroup
Leisure Capital Management47,984$2.3M0.8%-7,91813F-HRTimeline
McNaughton Wealth Management, LLC47,830$2.29M0.95%-5,89513F-HRTimeline
Mariner, LLCin group Mariner, LLC47,429$2.27M<0.01%+99613F-HRTimelineGroup
DAVIDSON INVESTMENT ADVISORS47,358$2.27M0.1%+6,01913F-HR/ATimeline
Dynamic Advisor Solutions LLC47,206$2.26M0.07%+11913F-HRTimeline
Parkside Financial Bank & Trust47,116$2.25M0.17%-2,05513F-HRTimeline
ALTFEST L J & CO INC46,930$2.24M0.24%-6,67013F-HRTimeline
Clifford Group, LLC46,590$2.23M1.72%+78413F-HRTimeline
Regal Investment Advisors LLC46,307$2.21M0.13%+1,02313F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…45,341$2.17M0.29%-3,00013F-HRTimeline
SYKON CAPITAL LLC45,141$2.16M0.72%+12,43713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\42,962$2.05M<0.01%-4,63413F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC42,908$2.05M0.08%-4,01813F-HRTimelineGroup
SteelPeak Wealth, LLC42,498$2.03M0.06%-55013F-HRTimeline
Boston Standard Wealth Management, LLC42,445$2.03M0.33%+22913F-HRTimeline
Chesley Taft & Associates LLC41,922$2.01M0.08%-4,00013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS40,587$1.94M<0.01%+16,74413F-HRTimeline
FORONJY FINANCIAL LLC40,317$1.93M0.8%-2,47413F-HRTimeline
LJI Wealth Management, LLC40,236$1.92M0.31%-93013F-HRTimeline
Elmwood Wealth Management, Inc.39,766$1.9M0.53%+1,25713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.39,249$1.88M0.01%+1,18413F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC39,261$1.88M0.16%-71613F-HRTimeline
WEALTHCARE CAPITAL MANAGEMENT LLC38,518$1.84M0.18%-40813F-HRTimeline
Traveka Wealth, LLC36,975$1.77M0.68%-1,38113F-HRTimeline
Eagle Strategies LLC36,889$1.76M0.21%-60313F-HRTimeline
Blueprint Investment Partners LLCgroup of 2 filers holding36,205$1.73M+12,490Timeline
Sanctuary Advisors, LLC36,109$1.73M0.01%-2,80313F-HRTimeline
HANCOCK WHITNEY CORP35,434$1.7M0.03%-30,87013F-HRTimeline
Merit Financial Group, LLC35,383$1.69M0.01%-90213F-HRTimeline
OpenArc Corporate Advisory, LLC34,883$1.67M0.02%-3,22113F-HRTimeline
Sage Mountain Advisors LLC34,816$1.67M0.12%+29,56613F-HRTimeline
Ashton Thomas Private Wealth, LLC34,762$1.66M0.04%-613F-HRTimeline
Private Advisor Group, LLC34,736$1.66M0.01%-89113F-HRTimeline
Capital Advisors Wealth Management, LLC34,409$1.65M0.22%-1,51713F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,907$1.62M0.02%-36513F-HRTimelineGroup
Cambridge Investment Research Advisors,…33,344$1.59M<0.01%+4,61013F-HRTimeline
Westside Investment Management, Inc.32,922$1.57M0.24%+38613F-HRTimeline
MML INVESTORS SERVICES, LLC32,425$1.55M<0.01%+4,94513F-HRTimeline
FC Advisory LLC32,395$1.55M0.45%+11813F-HRTimeline
OLD MISSION CAPITAL LLC32,291$1.54M0.04%new13F-HRTimeline
SageView Advisory Group, LLC31,854$1.52M0.06%+7613F-HRTimeline
Grey Fox Wealth Advisors, LLC31,542$1.51M0.29%-7513F-HRTimeline
FLOW TRADERS U.S. LLC31,366$1.5M0.05%new13F-HRTimeline
Hurlow Wealth Management Group, Inc.31,119$1.49M0.35%+29913F-HRTimeline
SIMON QUICK ADVISORS, LLC30,307$1.45M0.07%-3,67013F-HRTimeline
KWMG, LLC30,209$1.44M0.12%-1,29613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC30,194$1.44M<0.01%-275,94113F-HRTimelineGroup
Versant Capital Management, Inc30,106$1.44M0.14%-6213F-HRTimeline
RiverGlades Family Offices LLC29,718$1.42M0.84%13F-HRTimeline
Strategic Family Wealth Counselors, L.L…29,693$1.42M0.37%013F-HRTimeline
Integrated Wealth Concepts LLC29,360$1.4M0.01%+16,74213F-HRTimeline
Opal Wealth Advisors, LLC29,133$1.39M0.31%-7213F-HRTimeline
Aviance Capital Partners, LLC29,068$1.39M0.16%+45613F-HRTimeline
Wealth Enhancement Trust Services, Inc.28,810$1.38M0.17%+2,65313F-HRTimeline
VOISARD ASSET MANAGEMENT GROUP, INC.28,545$1.37M0.29%013F-HRTimeline
Aquire Wealth Advisors, LLC28,435$1.36M0.36%-10,98813F-HRTimeline
Perigon Wealth Management, LLC28,233$1.35M0.02%+7,84813F-HRTimeline
OneDigital Investment Advisors LLC28,175$1.35M0.01%-5613F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC27,297$1.31M<0.01%013F-HRTimelineGroup
FMR LLCin group FMR LLC26,756$1.28M<0.01%+2,46513F-HRTimelineGroup
Johnson Financial Group, LLC26,316$1.26M0.08%-16713F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA26,338$1.26M0.04%+1,46713F-HRTimelineGroup
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC25,915$1.24M0.02%+1613F-HRTimelineGroup
JUNCTURE WEALTH STRATEGIES, LLC25,208$1.21M0.4%-58313F-HRTimeline
Fisher Asset Management, LLC25,082$1.2M<0.01%new13F-HRTimeline
Premier Path Wealth Partners, LLC24,840$1.19M0.15%+1,17013F-HRTimeline
HOWE & RUSLING INC24,562$1.17M0.08%+3,16313F-HRTimeline
Modera Wealth Management, LLC24,017$1.15M0.01%-1,23113F-HRTimeline
AE Wealth Management LLC23,619$1.13M0.01%-9,11713F-HRTimeline
Main Street Financial Solutions, LLC21,664$1.04M0.08%+2,67413F-HRTimeline
Snowden Capital Advisors LLC21,601$1.03M0.03%+9,64013F-HRTimeline
STALEY CAPITAL ADVISERS INC21,400$1.02M0.04%-1,00013F-HRTimeline
Savvy Advisors, Inc.21,384$1.02M0.03%+7513F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…21,019$1.01M0.03%-3,17713F-HRTimelineGroup
Quantinno Capital Management LP20,712$991K<0.01%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC20,487$980K0.27%+89213F-HRTimeline
Omega Financial Group, LLC20,231$968K0.32%-24513F-HRTimeline
Financial Strategies Group, Inc.19,601$939K0.16%-19613F-HRTimeline
CHOREO, LLC19,475$931K0.01%-6,14513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP19,292$922K<0.01%+7,90913F-HRTimelineGroup
Elequin Capital, LP31,214$921K0.08%new13F-HRTimeline
CNB Bank19,204$919K0.39%-1,04613F-HRTimeline
Friedenthal Financial19,154$916K0.46%+1,36613F-HRTimeline
Clearstead Advisors, LLC18,845$901K0.01%+18413F-HRTimeline
Crews Bank & Trust18,827$900K0.13%-2513F-HRTimeline
VISTA INVESTMENT MANAGEMENT18,715$895K0.3%013F-HRTimeline
Prairiewood Capital, LLC18,457$883K0.26%+23013F-HRTimeline
Mutual Advisors, LLC18,242$873K0.02%+30213F-HRTimeline
Gateway Wealth Partners, LLC18,216$871K0.03%+9,97313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT18,153$868K0.02%+3013F-HRTimeline
Transcendent Capital Group LLC18,115$866K0.39%+9813F-HRTimeline
Dakota Wealth Management17,830$853K0.02%-14113F-HR/ATimeline
Avantax Planning Partners, Inc.17,599$842K0.02%013F-HRTimeline
Arax Advisory Partners17,360$830K0.02%-5,16713F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC17,199$823K0.21%+24613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC16,949$810K0.03%new13F-HRTimelineGroup
L.K. Benson & Company, P.C.16,673$797K0.26%+6,40113F-HRTimeline
Wakefield Asset Management LLLPin group Wakefield Asset Management LL…16,295$779K0.21%+3,32513F-HRTimelineGroup
Steward Partners Investment Advisory, L…16,265$778K<0.01%-1,03513F-HRTimeline
Clearwater Capital Advisors, LLC16,250$777K0.06%013F-HRTimeline
BCS Wealth Management16,047$768K0.16%-12,07513F-HRTimeline
Mesirow Financial Investment Management…15,854$758K0.01%+3613F-HRTimeline
IHT Wealth Management, LLC15,698$751K0.02%-19513F-HRTimeline
MATHER GROUP, LLC.15,404$737K0.01%+21213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC15,279$731K<0.01%+62113F-HRTimelineGroup
First Affirmative Financial Network15,156$725K0.28%13F-HR/ATimeline
QP WEALTH MANAGEMENT, LLC15,127$724K1.24%-2,17913F-HRTimeline
LEGACY SOLUTIONS, LLC15,054$720K0.67%+1,13713F-HRTimeline