Vault-13

SPDR SER TR SHM

NUVEEN BLMBRG SH · ETP · CUSIP 78468R739

384 institutional holders -13 vs Q2 2025
65,066,56465.1m shares reported held*
$3.1bnreported value*
21 new 132 added 145 reduced 30 sold out net sold ≈ $47.1m (-946.7k 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 ($7.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $48.23.

Trends to Q3 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: 397Q3 25: 384384Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025384

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 164 bought or addedQ4 23: 229 cut or sold outQ1 24: 152 bought or addedQ1 24: 224 cut or sold outQ1 24Q2 24: 153 bought or addedQ2 24: 214 cut or sold outQ3 24: 139 bought or addedQ3 24: 213 cut or sold outQ3 24Q4 24: 170 bought or addedQ4 24: 178 cut or sold outQ1 25: 152 bought or addedQ1 25: 207 cut or sold outQ1 25Q2 25: 139 bought or addedQ2 25: 221 cut or sold outQ3 25: 153 bought or addedQ3 25: 175 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023164229
Q1 2024152224
Q2 2024153214
Q3 2024139213
Q4 2024170178
Q1 2025152207
Q2 2025139221
Q3 2025153175

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +1,634,763+1.6m
WELLS FARGO & COMPANY/MN Added +269,009+269.0k
Quent Capital, LLC Added +226,320+226.3k
JPMORGAN CHASE & CO Added +191,233+191.2k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +144,526+144.5k
Alaska Wealth Advisors, LLC Added +110,620+110.6k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Added +90,144+90.1k
GOLDMAN SACHS GROUP INC Added +78,600+78.6k
FLOW TRADERS U.S. LLC Added +58,026+58.0k
Cetera Investment Advisers Added +54,075+54.1k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -2,083,683-2.1m
CX Institutional Reduced -652,852-652.9k
MERCER GLOBAL ADVISORS INC /ADV Reduced -367,142-367.1k
ROYAL BANK OF CANADA Reduced -129,246-129.2k
JANE STREET GROUP, LLC Reduced -111,742-111.7k
RENAISSANCE TECHNOLOGIES LLC Reduced -95,207-95.2k
Integrated Wealth Concepts LLC Reduced -89,117-89.1k
OLD NATIONAL BANCORP /IN/ Reduced -78,572-78.6k
Rockefeller Capital Management L.P. Reduced -72,760-72.8k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -69,516-69.5k

Holders, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 19,979,70420.0m $963.4m $963.4m 0.07% Added +1.6m +1,634,763
2 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 5,092,7675.1m $245.6m $245.6m 0.04% Added +78.6k +78,600
3 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 4,288,3304.3m $206.8m $206.8m 0.04% Added +269.0k +269,009
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 2,840,8362.8m $137.0m $137.0m 0.09% Added +144.5k +144,526
5 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 2,822,7802.8m $136.1m $136.1m 0.04% Reduced -2.1m -2,083,683
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,146,3192.1m $103.5m $103.5m 0.01% Added +7.1k +7,097
7 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.69% of their portfolio IRVING, TX 1,994,9262.0m $96.2m $96.2m 0.69% Reduced -69.5k -69,516
8 MERCER GLOBAL ADVISORS INC /ADV 0.15% of their portfolio DENVER, CO 1,824,9091.8m $88.0m $88.0m 0.15% Reduced -367.1k -367,142
9 Quent Capital, LLC 6.64% of their portfolio NEW YORK, NY 1,644,7821.6m $79.3m $79.3m 6.64% Added +226.3k +226,320
10 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1.24% of their portfolio MINNEAPOLIS, MN 1,635,2151.6m $78.9m $78.9m 1.24% Added +90.1k +90,144
11 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 1,564,8691.6m $75.5m $75.5m 0.05% Reduced -63.7k -63,734
12 CX Institutional 1.52% of their portfolio AUBURN, IN 1,037,5511.0m $50.0m $50.0m 1.52% Reduced -652.9k -652,852
13 Karpus Management, Inc. 1.37% of their portfolio Pittsford, NY 896,907896.9k $43.2m $43.2m 1.37% Reduced -21.6k -21,593
14 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 793,567793.6k $38.3m $38.3m 0.01% Added +43.6k +43,625
15 Financial Engines Advisors L.L.C. 0.06% of their portfolio SANTA CLARA, CA 673,357673.4k $32.5m $32.5m 0.06% Added +13.0k +13,047
16 Wealthcare Advisory Partners LLC 0.66% of their portfolio WEST CHESTER, PA 654,631654.6k $31.6m $31.6m 0.66% Reduced -3.3k -3,265
17 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 653,174653.2k $31.5m $31.5m 0.00% Added +191.2k +191,233
18 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 603,143603.1k $29.1m $29.1m 0.04% Reduced -45.3k -45,320
19 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 412,319412.3k $19.9m $19.9m 0.02% Reduced -36.8k -36,804
20 Gerber Kawasaki Wealth & Investment Management 0.68% of their portfolio SANTA MONICA, CA 411,727411.7k $19.9m $19.9m 0.68% Added +14.7k +14,688
21 Alaska Wealth Advisors, LLC 2.37% of their portfolio ANCHORAGE, AK 376,498376.5k $18.2m $18.2m 2.37% Added +110.6k +110,620
22 HighTower Advisors, LLC 0.02% of their portfolio CHICAGO, IL 363,707363.7k $17.5m $17.5m 0.02% Added +5.5k +5,513
23 Betterment LLC 0.03% of their portfolio NEW YORK, NY 338,152338.2k $16.3m $16.3m 0.03% Reduced -13.7k -13,749
24 Cercano Management LLC 0.58% of their portfolio BELLEVUE, WA 314,202314.2k $15.2m $15.2m 0.58% Unchanged
25 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 308,262308.3k $14.9m $14.9m 0.02% Added +54.1k +54,075
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 297,854297.9k $14.4m $14.4m 0.00% Added +7.3k +7,299
27 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 260,713260.7k $12.6m $12.6m 0.01% Reduced -10.7k -10,691
28 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 258,106258.1k $12.4m $12.4m 0.00% Reduced -4.8k -4,794
29 Prime Capital Investment Advisors, LLC 0.15% of their portfolio OVERLAND PARK, KS 250,449250.4k $12.1m $12.1m 0.15% Reduced -3.2k -3,218
30 TD PRIVATE CLIENT WEALTH LLC 0.27% of their portfolio NEW YORK, NY 246,072246.1k $11.9m $11.9m 0.27% Added +546 +546
31 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 246,019246.0k $11.8m $11.8m 0.02% Reduced -3.0k -3,039
32 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 241,599241.6k $11.6m $11.6m 0.00% Reduced -824 -824
33 Allworth Financial LP 0.05% of their portfolio FOLSOM, CA 213,543213.5k $10.3m $10.3m 0.05% Reduced -5.2k -5,249
34 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 207,907207.9k $10.0m $10.0m 0.01% Added +8.5k +8,514
35 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 187,514187.5k $9.0m $9.0m 0.02% Reduced -1.1k -1,127
36 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 179,528179.5k $8.7m $8.7m 0.01% Reduced -34.3k -34,320
37 Symmetry Partners, LLC 0.87% of their portfolio GLASTONBURY, CT 165,663165.7k $8.0m $8.0m 0.87% Added +3.3k +3,330
38 TruNorth Capital Management, LLC 1.53% of their portfolio KALAMAZOO, MI 160,818160.8k $7.8m $7.8m 1.53% Added +10.7k +10,708
39 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 143,948143.9k $6.9m $6.9m 0.01% Reduced -111.7k -111,742
40 GenTrust, LLC 0.32% of their portfolio MIAMI, FL 143,715143.7k $6.9m $6.9m 0.32% Added +17.1k +17,057
41 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% of their portfolio Seattle, WA 142,299142.3k $6.9m $6.9m 0.14% Added +2.6k +2,561
42 TRUSTMARK BANK TRUST DEPARTMENT 0.44% of their portfolio JACKSON, MS 139,419139.4k $6.7m $6.7m 0.44% Added +5.3k +5,260
43 PURE PORTFOLIOS HOLDINGS LLC 1.99% of their portfolio LAKE OSWEGO, OR 131,681131.7k $6.3m $6.3m 1.99% Added +15.1k +15,095
44 Cullen/Frost Bankers, Inc. 0.07% of their portfolio San Antonio, TX 127,012127.0k $6.1m $6.1m 0.07% Reduced -6.4k -6,432
45 Strategies Wealth Advisors, LLC 0.63% of their portfolio GRAND RAPIDS, MI 126,303126.3k $6.1m $6.1m 0.63% Added +7.8k +7,778
46 Foster Group, Inc. 0.19% of their portfolio WEST DES MOINES, IA 125,747125.7k $6.1m $6.1m 0.19% Reduced -217 -217
47 Farther Finance Advisors, LLC 0.09% of their portfolio SAN FRANCISCO, CA 124,181124.2k $6.0m $6.0m 0.09% Reduced -21.5k -21,528
48 BENJAMIN EDWARDS INC 0.07% of their portfolio Clayton, MO 120,758120.8k $5.8m $5.8m 0.07% Added +6.9k +6,902
49 CHATHAM CAPITAL GROUP, INC. 0.82% of their portfolio SAVANNAH, GA 118,285118.3k $5.7m $5.7m 0.82% Reduced -500 -500
50 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 117,032117.0k $5.6m $5.6m 0.05% Reduced -4.1k -4,104
51 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 114,857114.9k $5.5m $5.5m 0.01% Reduced -12.0k -12,024
52 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 106,586106.6k $5.1m $5.1m 0.01% Reduced -4.5k -4,520
53 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 105,122105.1k $5.1m $5.1m 0.04% Added +9.0k +9,023
54 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 103,370103.4k $5.0m $5.0m 0.00% Reduced -129.2k -129,246
55 Precision Wealth Strategies, LLC 1.60% of their portfolio SAINT LOUIS, MO 102,604102.6k $4.9m $4.9m 1.60% Reduced -6.3k -6,316
56 OLD NATIONAL BANCORP /IN/ 0.08% of their portfolio EVANSVILLE, IN 102,013102.0k $4.9m $4.9m 0.08% Reduced -78.6k -78,572
57 AUA CAPITAL MANAGEMENT, LLC 2.75% of their portfolio MECHANICSBURG, PA 101,565101.6k $4.9m $4.9m 2.75% Reduced -36 -36
58 McAdam, LLC 0.23% of their portfolio Philadelphia, PA 96,21596.2k $4.6m $4.6m 0.23% Added +5.7k +5,675
59 FLOW TRADERS U.S. LLC 0.18% of their portfolio NEW YORK, NY 93,49993.5k $4.5m $4.5m 0.18% Added +58.0k +58,026
60 Apella Capital, LLC 0.10% of their portfolio WEST HARTFORD, CT 91,56891.6k $4.4m $4.4m 0.10% Reduced -29.4k -29,357
61 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 87,43387.4k $4.2m $4.2m 0.01% Added +2.4k +2,372
62 Crestwood Advisors Group, LLC 0.07% of their portfolio BOSTON, MA 85,80185.8k $4.1m $4.1m 0.07% Added +5.9k +5,880
63 Leisure Capital Management 1.37% of their portfolio COSTA MESA, CA 83,07483.1k $4.0m $4.0m 1.37% Reduced -12.6k -12,632
64 Brio Consultants, LLC 0.55% of their portfolio SAN FRANCISCO, CA 82,81082.8k $4.0m $4.0m 0.55% Reduced -1.5k -1,528
65 CWM, LLC 0.01% of their portfolio OMAHA, NE 80,57280.6k $3.9m $3.9m 0.01% Reduced -159 -159
66 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 74,03274.0k $3.5m $3.5m 0.01% Added +37.5k +37,485
67 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 73,37673.4k $3.5m $3.5m 0.00% Added +2.5k +2,541
68 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 72,81272.8k $3.5m $3.5m 0.01% Reduced -72.8k -72,760
69 Smithfield Trust Co 0.15% of their portfolio PITTSBURGH, PA 71,36571.4k $3.4m $3.4m 0.15% Reduced -9.8k -9,766
70 Ascent Group, LLC 0.12% of their portfolio VIRGINIA BEACH, VA 71,29271.3k $3.4m $3.4m 0.12% Added +11.0k +10,982
71 Ameraudi Asset Management, Inc. 2.04% of their portfolio New York, NY 70,07770.1k $3.4m $3.4m 2.04% Unchanged
72 GAMMA Investing LLC 0.18% of their portfolio FOSTER CITY, CA 69,56469.6k $3.4m $3.4m 0.18% Added +9.7k +9,688
73 HANCOCK WHITNEY CORP 0.06% of their portfolio GULFPORT, MS 69,07669.1k $3.3m $3.3m 0.06% Added +3.8k +3,839
74 RW Investment Management LLC 0.34% of their portfolio Eagle, ID 68,55368.6k $3.3m $3.3m 0.34% Reduced -662 -662
75 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 0.43% of their portfolio PITTSBURGH, PA 63,89163.9k $3.1m $3.1m 0.43% Reduced -6.0k -6,000
76 Detalus Advisors, LLC 0.79% of their portfolio ST. LOUIS, MO 63,65663.7k $3.1m $3.1m 0.79% Reduced -4.5k -4,476
77 COMERICA BANK 0.01% of their portfolio DALLAS, TX 61,41361.4k $3.0m $3.0m 0.01% Added +6.5k +6,478
78 Janney Capital Management LLC 0.18% of their portfolio PITTSBURGH, PA 61,05061.0k $2.9m $2.9m 0.18% Added +169 +169
79 DAVIDSON INVESTMENT ADVISORS 0.12% of their portfolio GREAT FALLS, MT 61,02561.0k $2.9m $2.9m 0.12% Reduced -2.8k -2,764
80 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.04% of their portfolio ST. LOUIS, MO 60,82460.8k $2.9m $2.9m 0.04% Reduced -3.8k -3,828
81 Parkside Financial Bank & Trust 0.22% of their portfolio SAINT LOUIS, MO 59,06759.1k $2.8m $2.8m 0.22% Added +4.3k +4,261
82 Tilson Financial Group, Inc. 0.91% of their portfolio NEW PROVIDENCE, NJ 57,46357.5k $2.8m $2.8m 0.91% Added +1.6k +1,634
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 55,78755.8k $2.7m $2.7m 0.00% Added +5.0k +5,029
84 McNaughton Wealth Management, LLC 1.13% of their portfolio SAN DIEGO, CA 55,64055.6k $2.7m $2.7m 1.13% Added +1.1k +1,124
85 ALTFEST L J & CO INC 0.29% of their portfolio NEW YORK, NY 53,24253.2k $2.6m $2.6m 0.29% Reduced -9.5k -9,495
86 Dakota Wealth Management 0.05% of their portfolio PALM BEACH GARDENS, FL 53,20053.2k $2.6m $2.6m 0.05% Added +6.0k +6,000
87 Ackerman Capital Advisors, LLC 0.51% of their portfolio DALLAS, TX 50,88750.9k $2.5m $2.5m 0.51% Added +16.9k +16,914
88 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 50,78850.8k $2.4m $2.4m 0.00% New
89 Columbia River Financial Group, LLC 1.44% of their portfolio VANCOUVER, WA 48,69648.7k $2.3m $2.3m 1.44% Added +123 +123
90 Charles Schwab Trust Co 0.16% of their portfolio HENDERSON, NV 48,39148.4k $2.3m $2.3m 0.16% Unchanged
91 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 48,03148.0k $2.3m $2.3m 0.00% Added +435 +435
92 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 47,79647.8k $2.3m $2.3m 0.07% Added +1.3k +1,318
93 JAMES INVESTMENT RESEARCH, INC. 0.25% of their portfolio ALPHA, OH 47,30847.3k $2.3m $2.3m 0.25% Reduced -410 -410
94 SYKON CAPITAL LLC 0.76% of their portfolio HARRISON, NY 47,28347.3k $2.3m $2.3m 0.76% New
95 ST GERMAIN D J CO INC 0.09% of their portfolio SPRINGFIELD, MA 46,92646.9k $2.3m $2.3m 0.09% Unchanged
96 Horizon Family Wealth, Inc. 1.28% of their portfolio CHICAGO, IL 46,30546.3k $2.2m $2.2m 1.28% Added +854 +854
97 First International Bank & Trust 0.77% of their portfolio WATFORD CITY, ND 45,99946.0k $2.2m $2.2m 0.77% Added +274 +274
98 Clifford Group, LLC 1.73% of their portfolio WAYLAND, MA 45,98446.0k $2.2m $2.2m 1.73% Added +3.2k +3,225
99 Chesley Taft & Associates LLC 0.09% of their portfolio CHICAGO, IL 45,92245.9k $2.2m $2.2m 0.09% Reduced -922 -922
100 SteelPeak Wealth, LLC 0.07% of their portfolio WOODLAND HILLS, CA 44,61344.6k $2.2m $2.2m 0.07% Reduced -10.9k -10,928