Vault-13

SPDR SER TR SHM

NUVEEN BLMBRG SH · ETP · CUSIP 78468R739

397 institutional holders -15 vs Q1 2025
66,133,72766.1m shares reported held*
$3.2bnreported value*
25 new 114 added 180 reduced 41 sold out net sold ≈ $21.9m (-458.3k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.87.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400600Q3 22: 448Q4 22: 467Q1 23: 433Q2 23: 428Q3 23: 406Q4 23: 434Q1 24: 428Q2 24: 424Q3 24: 406Q4 24: 411Q1 25: 412Q2 25: 397397Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022448
Q4 2022467
Q1 2023433
Q2 2023428
Q3 2023406
Q4 2023434
Q1 2024428
Q2 2024424
Q3 2024406
Q4 2024411
Q1 2025412
Q2 2025397

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 141 bought or addedQ3 23: 235 cut or sold outQ4 23: 164 bought or addedQ4 23: 229 cut or sold outQ4 23Q1 24: 152 bought or addedQ1 24: 224 cut or sold outQ2 24: 153 bought or addedQ2 24: 214 cut or sold outQ2 24Q3 24: 139 bought or addedQ3 24: 213 cut or sold outQ4 24: 170 bought or addedQ4 24: 178 cut or sold outQ4 24Q1 25: 152 bought or addedQ1 25: 207 cut or sold outQ2 25: 139 bought or addedQ2 25: 221 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023141235
Q4 2023164229
Q1 2024152224
Q2 2024153214
Q3 2024139213
Q4 2024170178
Q1 2025152207
Q2 2025139221

Biggest buyers

CX Institutional Added +1,458,661+1.5m
HighTower Advisors, LLC Added +299,043+299.0k
Karpus Management, Inc. Added +197,281+197.3k
ROYAL BANK OF CANADA Added +124,891+124.9k
Precision Wealth Strategies, LLC New +108,920+108.9k
RENAISSANCE TECHNOLOGIES LLC Added +101,490+101.5k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +83,304+83.3k
Rockefeller Capital Management L.P. Added +74,380+74.4k
Wealthcare Advisory Partners LLC Added +68,293+68.3k
TruNorth Capital Management, LLC Added +51,296+51.3k

Biggest sellers

UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -366,824-366.8k
ENVESTNET ASSET MANAGEMENT INC Reduced -285,236-285.2k
MERCER GLOBAL ADVISORS INC /ADV Reduced -269,186-269.2k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -230,092-230.1k
WELLS FARGO & COMPANY/MN Reduced -178,173-178.2k
BANK OF AMERICA CORP /DE/ Reduced -165,718-165.7k
Betterment LLC Reduced -150,881-150.9k
UBS Group AG Reduced -139,865-139.9k
JPMORGAN CHASE & CO Reduced -130,054-130.1k
MY Wealth Management Inc. Reduced -128,041-128.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 18,344,94118.3m $877.4m $877.4m 0.07% Reduced -165.7k -165,718
2 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 5,014,1675.0m $239.8m $239.8m 0.04% Reduced -63.8k -63,800
3 ENVESTNET ASSET MANAGEMENT INC 0.07% of their portfolio Berwyn, PA 4,906,4634.9m $234.7m $234.7m 0.07% Reduced -285.2k -285,236
4 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 4,019,3214.0m $192.2m $192.2m 0.04% Reduced -178.2k -178,173
5 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 2,696,3102.7m $129.0m $129.0m 0.09% Added +83.3k +83,304
6 MERCER GLOBAL ADVISORS INC /ADV 0.24% of their portfolio DENVER, CO 2,192,0512.2m $104.8m $104.8m 0.24% Reduced -269.2k -269,186
7 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,139,2222.1m $102.3m $102.3m 0.01% Reduced -49.7k -49,746
8 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.80% of their portfolio IRVING, TX 2,064,4422.1m $98.7m $98.7m 0.80% Reduced -366.8k -366,824
9 CX Institutional 2.82% of their portfolio AUBURN, IN 1,690,4031.7m $80.9m $80.9m 2.82% Added +1.5m +1,458,661
10 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 1,628,6031.6m $77.9m $77.9m 0.05% Added +8.5k +8,521
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.24% of their portfolio MINNEAPOLIS, MN 1,545,0711.5m $73.9m $73.9m 1.24% Added +36.2k +36,204
12 Quent Capital, LLC 6.55% of their portfolio NEW YORK, NY 1,418,4621.4m $67.8m $67.8m 6.55% Reduced -872 -872
13 Karpus Management, Inc. 1.42% of their portfolio Pittsford, NY 918,500918.5k $43.9m $43.9m 1.42% Added +197.3k +197,281
14 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 749,942749.9k $35.9m $35.9m 0.01% Added +21.3k +21,286
15 Financial Engines Advisors L.L.C. 0.06% of their portfolio SANTA CLARA, CA 660,310660.3k $31.6m $31.6m 0.06% Reduced -1.8k -1,824
16 Wealthcare Advisory Partners LLC 0.72% of their portfolio WEST CHESTER, PA 657,896657.9k $31.5m $31.5m 0.72% Added +68.3k +68,293
17 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 648,463648.5k $31.0m $31.0m 0.04% Reduced -63.5k -63,547
18 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 461,941461.9k $22.1m $22.1m 0.00% Reduced -130.1k -130,054
19 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 449,123449.1k $21.5m $21.5m 0.02% Reduced -76.3k -76,279
20 Gerber Kawasaki Wealth & Investment Management 0.73% of their portfolio SANTA MONICA, CA 397,039397.0k $19.0m $19.0m 0.73% Added +9.5k +9,549
21 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 358,194358.2k $17.1m $17.1m 0.02% Added +299.0k +299,043
22 Betterment LLC 0.04% of their portfolio NEW YORK, NY 351,901351.9k $16.8m $16.8m 0.04% Reduced -150.9k -150,881
23 Cercano Management LLC 0.43% of their portfolio BELLEVUE, WA 314,202314.2k $15.0m $15.0m 0.43% Unchanged
24 UBS Group AG 0.00% of their portfolio ZURICH, V8 290,555290.6k $13.9m $13.9m 0.00% Reduced -139.9k -139,865
25 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 271,404271.4k $13.0m $13.0m 0.02% Reduced -18.5k -18,492
26 Alaska Wealth Advisors, LLC 1.82% of their portfolio ANCHORAGE, AK 265,878265.9k $12.7m $12.7m 1.82% Reduced -22.8k -22,796
27 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 262,900262.9k $12.6m $12.6m 0.00% Added +38.6k +38,631
28 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 255,690255.7k $12.2m $12.2m 0.02% Reduced -70.0k -70,015
29 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 254,187254.2k $12.2m $12.2m 0.02% Added +2.9k +2,860
30 Prime Capital Investment Advisors, LLC 0.16% of their portfolio OVERLAND PARK, KS 253,667253.7k $12.1m $12.1m 0.16% Reduced -97.8k -97,809
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 249,058249.1k $11.9m $11.9m 0.02% Reduced -230.1k -230,092
32 TD PRIVATE CLIENT WEALTH LLC 0.29% of their portfolio NEW YORK, NY 245,526245.5k $11.7m $11.7m 0.29% Reduced -3.0k -3,023
33 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 242,423242.4k $11.6m $11.6m 0.00% Added +24.6k +24,624
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 232,616232.6k $11.1m $11.1m 0.00% Added +124.9k +124,891
35 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 218,792218.8k $10.5m $10.5m 0.05% Reduced -5.3k -5,310
36 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 213,848213.8k $10.2m $10.2m 0.01% Reduced -1.0k -1,039
37 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 199,393199.4k $9.5m $9.5m 0.01% Reduced -22.3k -22,331
38 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 188,641188.6k $9.0m $9.0m 0.02% Added +7.4k +7,375
39 OLD NATIONAL BANCORP /IN/ 0.15% of their portfolio EVANSVILLE, IN 180,585180.6k $8.6m $8.6m 0.15% Reduced -57.8k -57,835
40 Symmetry Partners, LLC 0.96% of their portfolio GLASTONBURY, CT 162,333162.3k $7.8m $7.8m 0.96% Added +16.9k +16,938
41 TruNorth Capital Management, LLC 1.60% of their portfolio KALAMAZOO, MI 150,110150.1k $7.2m $7.2m 1.60% Added +51.3k +51,296
42 Farther Finance Advisors, LLC 0.14% of their portfolio SAN FRANCISCO, CA 145,709145.7k $7.0m $7.0m 0.14% Reduced -7.3k -7,279
43 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 145,572145.6k $7.0m $7.0m 0.01% Added +74.4k +74,380
44 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.15% of their portfolio Seattle, WA 139,738139.7k $6.7m $6.7m 0.15% Added +3.5k +3,472
45 TRUSTMARK BANK TRUST DEPARTMENT 0.44% of their portfolio JACKSON, MS 134,159134.2k $6.4m $6.4m 0.44% Reduced -28.4k -28,449
46 Cullen/Frost Bankers, Inc. 0.08% of their portfolio San Antonio, TX 133,444133.4k $6.4m $6.4m 0.08% Reduced -7.0k -7,045
47 RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio NEW YORK, NY 131,890131.9k $6.3m $6.3m 0.01% Added +101.5k +101,490
48 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 126,881126.9k $6.1m $6.1m 0.01% Added +23.3k +23,263
49 GenTrust, LLC 0.29% of their portfolio MIAMI, FL 126,658126.7k $6.1m $6.1m 0.29% Reduced -1.4k -1,389
50 Foster Group, Inc. 0.21% of their portfolio WEST DES MOINES, IA 125,964126.0k $6.0m $6.0m 0.21% Added +105 +105
51 Integrated Wealth Concepts LLC 0.06% of their portfolio WALTHAM, MA 123,204123.2k $5.9m $5.9m 0.06% Reduced -20.2k -20,168
52 Beacon Pointe Advisors, LLC 0.06% of their portfolio NEWPORT BEACH, CA 121,136121.1k $5.8m $5.8m 0.06% Reduced -528 -528
53 Apella Capital, LLC 0.16% of their portfolio WEST HARTFORD, CT 120,925120.9k $5.8m $5.8m 0.16% Reduced -6.7k -6,717
54 CHATHAM CAPITAL GROUP, INC. 0.87% of their portfolio SAVANNAH, GA 118,785118.8k $5.7m $5.7m 0.87% Added +2.5k +2,485
55 Strategies Wealth Advisors, LLC 0.62% of their portfolio GRAND RAPIDS, MI 118,525118.5k $5.7m $5.7m 0.62% Reduced -7.3k -7,292
56 PURE PORTFOLIOS HOLDINGS LLC 1.89% of their portfolio LAKE OSWEGO, OR 116,586116.6k $5.6m $5.6m 1.89% Added +28.3k +28,316
57 BENJAMIN EDWARDS INC 0.07% of their portfolio Clayton, MO 113,856113.9k $5.4m $5.4m 0.07% Added +2.8k +2,809
58 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 111,106111.1k $5.3m $5.3m 0.01% Reduced -5.3k -5,272
59 Precision Wealth Strategies, LLC 1.69% of their portfolio SAINT LOUIS, MO 108,920108.9k $5.2m $5.2m 1.69% New
60 AUA CAPITAL MANAGEMENT, LLC 2.90% of their portfolio MECHANICSBURG, PA 101,601101.6k $4.9m $4.9m 2.90% Unchanged
61 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 96,09996.1k $4.6m $4.6m 0.04% Reduced -7.4k -7,362
62 Leisure Capital Management 1.73% of their portfolio COSTA MESA, CA 95,70695.7k $4.6m $4.6m 1.73% Reduced -6.1k -6,133
63 McAdam, LLC 0.24% of their portfolio Philadelphia, PA 90,54090.5k $4.3m $4.3m 0.24% Added +36.5k +36,526
64 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 85,06185.1k $4.1m $4.1m 0.01% Reduced -8.3k -8,290
65 Brio Consultants, LLC 0.59% of their portfolio SAN FRANCISCO, CA 84,33884.3k $4.0m $4.0m 0.59% Reduced -4.4k -4,416
66 Smithfield Trust Co 0.18% of their portfolio PITTSBURGH, PA 81,13181.1k $3.9m $3.9m 0.18% Reduced -51.5k -51,538
67 CWM, LLC 0.01% of their portfolio OMAHA, NE 80,73180.7k $3.9m $3.9m 0.01% Reduced -882 -882
68 Crestwood Advisors Group, LLC 0.07% of their portfolio BOSTON, MA 79,92179.9k $3.8m $3.8m 0.07% Added +8.2k +8,207
69 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 70,83570.8k $3.4m $3.4m 0.00% Reduced -2.0k -2,030
70 Ameraudi Asset Management, Inc. 1.76% of their portfolio New York, NY 70,07770.1k $3.4m $3.4m 1.76% Unchanged
71 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.50% of their portfolio PITTSBURGH, PA 69,89169.9k $3.3m $3.3m 0.50% Reduced -33.1k -33,117
72 RW Investment Management LLC 0.37% of their portfolio Eagle, ID 69,21569.2k $3.3m $3.3m 0.37% Reduced -5.3k -5,308
73 Detalus Advisors, LLC 0.94% of their portfolio ST. LOUIS, MO 68,13268.1k $3.3m $3.3m 0.94% Added +29 +29
74 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 65,23765.2k $3.1m $3.1m 0.06% Reduced -7.7k -7,732
75 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% of their portfolio ST. LOUIS, MO 64,65264.7k $3.1m $3.1m 0.04% Added +16.6k +16,604
76 DAVIDSON INVESTMENT ADVISORS 0.14% of their portfolio GREAT FALLS, MT 63,78963.8k $3.1m $3.1m 0.14% Reduced -8.2k -8,153
77 ALTFEST L J & CO INC 0.35% of their portfolio NEW YORK, NY 62,73762.7k $3.0m $3.0m 0.35% Reduced -7.5k -7,515
78 Janney Capital Management LLC 0.19% of their portfolio PITTSBURGH, PA 60,88160.9k $2.9m $2.9m 0.19% Reduced -624 -624
79 Ascent Group, LLC 0.11% of their portfolio VIRGINIA BEACH, VA 60,31060.3k $2.9m $2.9m 0.11% Reduced -9.0k -8,963
80 GAMMA Investing LLC 0.18% of their portfolio FOSTER CITY, CA 59,87659.9k $2.9m $2.9m 0.18% Added +29.2k +29,250
81 Tilson Financial Group, Inc. 1.01% of their portfolio NEW PROVIDENCE, NJ 55,82955.8k $2.7m $2.7m 1.01% Added +899 +899
82 SteelPeak Wealth, LLC 0.10% of their portfolio WOODLAND HILLS, CA 55,54155.5k $2.7m $2.7m 0.10% Added +847 +847
83 COMERICA BANK 0.01% of their portfolio DALLAS, TX 54,93554.9k $2.6m $2.6m 0.01% Added +18.3k +18,338
84 Parkside Financial Bank & Trust 0.28% of their portfolio SAINT LOUIS, MO 54,80654.8k $2.6m $2.6m 0.28% Reduced -3.6k -3,596
85 McNaughton Wealth Management, LLC 1.16% of their portfolio SAN DIEGO, CA 54,51654.5k $2.6m $2.6m 1.16% Reduced -2.3k -2,264
86 Focus Partners Advisor Solutions, LLC 0.03% of their portfolio SAINT LOUIS, MO 52,82052.8k $2.5m $2.5m 0.03% Reduced -4.4k -4,435
87 AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio DALLAS, TX 52,38652.4k $2.5m $2.5m 0.01% Reduced -3.5k -3,478
88 Mariner, LLC 0.00% of their portfolio Overland Park, KS 50,75850.8k $2.4m $2.4m 0.00% Reduced -812 -812
89 LJI Wealth Management, LLC 0.41% of their portfolio INDIANAPOLIS, IN 49,76649.8k $2.4m $2.4m 0.41% Reduced -1.7k -1,692
90 Columbia River Financial Group, LLC 1.51% of their portfolio VANCOUVER, WA 48,57348.6k $2.3m $2.3m 1.51% Reduced -2.2k -2,183
91 Charles Schwab Trust Co 0.17% of their portfolio HENDERSON, NV 48,39148.4k $2.3m $2.3m 0.17% New
92 JAMES INVESTMENT RESEARCH, INC. 0.27% of their portfolio ALPHA, OH 47,71847.7k $2.3m $2.3m 0.27% Added +1.0k +1,048
93 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 47,59647.6k $2.3m $2.3m 0.00% Reduced -968 -968
94 Dakota Wealth Management 0.05% of their portfolio PALM BEACH GARDENS, FL 47,20047.2k $2.3m $2.3m 0.05% Reduced -24.4k -24,400
95 EAGLE GLOBAL ADVISORS LLC 0.09% of their portfolio Houston, TX 47,08347.1k $2.3m $2.3m 0.09% Reduced -800 -800
96 ST GERMAIN D J CO INC 0.10% of their portfolio SPRINGFIELD, MA 46,92646.9k $2.2m $2.2m 0.10% Reduced -2.8k -2,750
97 Chesley Taft & Associates LLC 0.10% of their portfolio CHICAGO, IL 46,84446.8k $2.2m $2.2m 0.10% Unchanged
98 BRANDYWINE OAK PRIVATE WEALTH LLC 0.21% of their portfolio Kennett Square, PA 46,49546.5k $2.2m $2.2m 0.21% Reduced -1.8k -1,752
99 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 46,47846.5k $2.2m $2.2m 0.07% Added +2.6k +2,636
100 Paulson Wealth Management Inc. 0.57% of their portfolio West Palm Beach, FL 45,81045.8k $2.2m $2.2m 0.57% Reduced -1.7k -1,691