Skip to content
Disclosery

SHM SPDR SERIES TRUST

Follow

ST NUVE TERM ETF (fund)

Filings received so far for Q3 2026: 26 13F filers report a position in SHM shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
GAMMA Investing LLC179,586$8.38M0.28%+100,46513F-HRTimeline
Farther Finance Advisors, LLC127,268$5.94M0.04%+4,74913F-HRTimeline
CX Institutional105,666$4.93M0.13%-1,015,89613F-HRTimeline
Apella Capital, LLC95,637$4.46M0.06%+7,49913F-HRTimeline
Boston Standard Wealth Management, LLC43,420$2.03M0.29%+99113F-HRTimeline
FC Advisory LLC32,645$1.52M0.4%+17913F-HRTimeline
McNaughton Wealth Management, LLC31,323$1.46M0.51%-14,84313F-HRTimeline
Versant Capital Management, Inc29,855$1.39M0.12%-1,41013F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC28,870$1.35M0.35%+4,26513F-HRTimeline
Capital Advisors Wealth Management, LLC28,849$1.35M0.15%+8,07413F-HRTimeline
Wealth Enhancement Trust Services, Inc.26,836$1.25M0.13%-3,37613F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC25,604$1.19M0.32%+2,62013F-HRTimeline
Rosenberg Matthew Hamilton20,035$935K0.17%+13,48313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC19,437$907K0.02%+213F-HRTimeline
LEGACY SOLUTIONS, LLC14,991$699K0.53%-34313F-HRTimeline
KWMG, LLC12,613$588K0.04%-16,36113F-HRTimeline
Valeo Financial Advisors, LLC11,825$552K0.01%013F-HRTimeline
ROCKLAND TRUST CO9,875$461K0.02%new13F-HRTimeline
RIVERSEDGE ADVISORS, LLC8,871$414K0.05%-31413F-HRTimeline
SigFig Wealth Management, LLC7,552$352K0.01%+2,18313F-HRTimeline
KFA Private Wealth Group, LLC7,426$346K0.08%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB2,851$133K<0.01%-29513F-HRTimeline
VALLEY WEALTH MANAGERS, INC.in group VALLEY WEALTH MANAGERS, INC.373$17.4K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC315$14.7K<0.01%-15913F-HRTimeline
Bangor Savings Bank134$6.25K<0.01%013F-HRTimeline
EASTERN BANK77$3.59K<0.01%013F-HRTimeline