Vault-13

SPDR SER TR SHM

NUVEEN BLMBRG SH · ETP · CUSIP 78468R739

398 institutional holders +0 vs Q4 2025
63,532,24563.5m shares reported held*
$3.0bnreported value*
26 new 135 added 147 reduced 21 sold out net bought ≈ $4.3m (+104.7k 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 ($10.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.86.

Trends to Q1 2026

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: 384Q4 25: 398Q1 26: 398398Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q4 2025398
Q1 2026398

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 166 bought or addedQ4 25: 160 cut or sold outQ1 26: 161 bought or addedQ1 26: 168 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024153214
Q3 2024139213
Q4 2024170178
Q1 2025152207
Q2 2025139221
Q3 2025153175
Q4 2025166160
Q1 2026161168

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +894,895+894.9k
BANK OF AMERICA CORP /DE/ Added +795,560+795.6k
Quent Capital, LLC Added +371,639+371.6k
JANE STREET GROUP, LLC Added +231,049+231.0k
UBS Group AG Added +203,672+203.7k
MORGAN STANLEY Added +168,822+168.8k
Waverly Advisors, LLC Added +151,617+151.6k
PNC Financial Services Group, Inc. Added +148,431+148.4k
MY Wealth Management Inc. Added +128,041+128.0k
NewEdge Advisors, LLC Added +119,194+119.2k

Biggest sellers

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -971,811-971.8k
WELLS FARGO & COMPANY/MN Reduced -544,623-544.6k
UNITED CAPITAL FINANCIAL ADVISORS, LLC Reduced -398,330-398.3k
HighTower Advisors, LLC Reduced -311,145-311.1k
Karpus Management, Inc. Reduced -291,356-291.4k
UMB Bank, n.a. Reduced -287,340-287.3k
CITIGROUP INC Reduced -275,941-275.9k
GOLDMAN SACHS GROUP INC Reduced -178,382-178.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -167,740-167.7k
Cetera Investment Advisers Reduced -162,003-162.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 21,326,86521.3m $1.0bn $1.0bn 0.07% Added +795.6k +795,560
2 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 5,154,9845.2m $246.6m $246.6m 0.03% Reduced -178.4k -178,382
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 3,548,7063.5m $169.7m $169.7m 0.03% Reduced -544.6k -544,623
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.09% of their portfolio MILWAUKEE, WI 3,061,5523.1m $146.4m $146.4m 0.09% Added +111.2k +111,164
5 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 2,304,1452.3m $110.2m $110.2m 0.01% Added +168.8k +168,822
6 Quent Capital, LLC 7.33% of their portfolio NEW YORK, NY 2,160,7902.2m $103.4m $103.4m 7.33% Added +371.6k +371,639
7 ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio Berwyn, PA 1,894,7131.9m $90.6m $90.6m 0.02% Added +894.9k +894,895
8 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 1,732,0331.7m $82.8m $82.8m 0.05% Added +148.4k +148,431
9 MERCER GLOBAL ADVISORS INC /ADV 0.11% of their portfolio DENVER, CO 1,545,7431.5m $73.9m $73.9m 0.11% Reduced -167.7k -167,740
10 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.42% of their portfolio IRVING, TX 1,419,5161.4m $67.9m $67.9m 0.42% Reduced -398.3k -398,330
11 CX Institutional 1.62% of their portfolio AUBURN, IN 1,112,8451.1m $53.2m $53.2m 1.62% Added +54.8k +54,790
12 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 888,605888.6k $42.5m $42.5m 0.01% Added +43.9k +43,855
13 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.52% of their portfolio MINNEAPOLIS, MN 744,272744.3k $35.6m $35.6m 0.52% Reduced -971.8k -971,811
14 Financial Engines Advisors L.L.C. 0.06% of their portfolio SANTA CLARA, CA 668,321668.3k $32.0m $32.0m 0.06% Added +3.4k +3,359
15 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 624,590624.6k $29.9m $29.9m 0.04% Added +13.0k +12,995
16 Wealthcare Advisory Partners LLC 0.56% of their portfolio WEST CHESTER, PA 600,611600.6k $28.7m $28.7m 0.56% Reduced -16.9k -16,870
17 UBS Group AG 0.00% of their portfolio ZURICH, V8 489,719489.7k $23.4m $23.4m 0.00% Added +203.7k +203,672
18 Alaska Wealth Advisors, LLC 2.68% of their portfolio ANCHORAGE, AK 467,214467.2k $22.3m $22.3m 2.68% Added +61.3k +61,317
19 Gerber Kawasaki Wealth & Investment Management 0.70% of their portfolio SANTA MONICA, CA 461,973462.0k $22.1m $22.1m 0.70% Added +44.8k +44,812
20 STIFEL FINANCIAL CORP 0.02% of their portfolio ST. LOUIS, MO 382,635382.6k $18.3m $18.3m 0.02% Reduced -118.8k -118,755
21 Betterment LLC 0.03% of their portfolio NEW YORK, NY 306,333306.3k $14.7m $14.7m 0.03% Reduced -18.8k -18,841
22 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 281,923281.9k $13.5m $13.5m 0.00% Reduced -12.3k -12,341
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 277,590277.6k $13.3m $13.3m 0.00% Added +42.4k +42,354
24 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 276,213276.2k $13.2m $13.2m 0.01% Added +231.0k +231,049
25 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 254,139254.1k $12.2m $12.2m 0.00% Added +3.0k +2,959
26 UMB Bank, n.a. 0.16% of their portfolio Kansas City, MO 241,567241.6k $11.6m $11.6m 0.16% Reduced -287.3k -287,340
27 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 236,772236.8k $11.3m $11.3m 0.01% Reduced -9.0k -8,994
28 TD PRIVATE CLIENT WEALTH LLC 0.21% of their portfolio NEW YORK, NY 216,392216.4k $10.4m $10.4m 0.21% Reduced -21.7k -21,734
29 Prime Capital Investment Advisors, LLC 0.12% of their portfolio OVERLAND PARK, KS 208,447208.4k $10.0m $10.0m 0.12% Reduced -14.2k -14,172
30 Cercano Management LLC 0.43% of their portfolio BELLEVUE, WA 206,569206.6k $9.9m $9.9m 0.43% Reduced -107.6k -107,633
31 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 200,992201.0k $9.6m $9.6m 0.01% Added +19.5k +19,505
32 Allworth Financial LP 0.04% of their portfolio FOLSOM, CA 191,828191.8k $9.2m $9.2m 0.04% Reduced -5.9k -5,908
33 Symmetry Partners, LLC 0.51% of their portfolio GLASTONBURY, CT 187,965188.0k $9.0m $9.0m 0.51% Added +11.5k +11,527
34 BlackRock, Inc. 0.00% of their portfolio New York, NY 179,278179.3k $8.6m $8.6m 0.00% Added +20.6k +20,620
35 Waverly Advisors, LLC 0.06% of their portfolio BIRMINGHAM, AL 178,906178.9k $8.6m $8.6m 0.06% Added +151.6k +151,617
36 TruNorth Capital Management, LLC 1.62% of their portfolio KALAMAZOO, MI 176,972177.0k $8.5m $8.5m 1.62% Added +6.7k +6,681
37 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 171,737171.7k $8.2m $8.2m 0.01% Reduced -162.0k -162,003
38 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.14% of their portfolio Seattle, WA 168,403168.4k $8.1m $8.1m 0.14% Added +9.1k +9,074
39 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 155,382155.4k $7.4m $7.4m 0.04% Added +30.3k +30,270
40 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 154,673154.7k $7.4m $7.4m 0.02% Reduced -93.0k -93,011
41 TRUSTMARK BANK TRUST DEPARTMENT 0.46% of their portfolio JACKSON, MS 148,171148.2k $7.1m $7.1m 0.46% Reduced -8.0k -8,002
42 BENJAMIN EDWARDS INC 0.07% of their portfolio Clayton, MO 142,081142.1k $6.8m $6.8m 0.07% Added +14.8k +14,785
43 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 139,246139.2k $6.7m $6.7m 0.02% Added +119.2k +119,194
44 MY Wealth Management Inc. 6.36% of their portfolio GERMANTOWN, MD 137,994138.0k $6.6m $6.6m 6.36% Added +128.0k +128,041
45 Strategies Wealth Advisors, LLC 0.64% of their portfolio GRAND RAPIDS, MI 133,524133.5k $6.4m $6.4m 0.64% Added +5.4k +5,421
46 GenTrust, LLC 0.27% of their portfolio MIAMI, FL 130,595130.6k $6.2m $6.2m 0.27% Reduced -12.4k -12,351
47 Farther Finance Advisors, LLC 0.06% of their portfolio SAN FRANCISCO, CA 126,198126.2k $6.0m $6.0m 0.06% Added +3.1k +3,069
48 Foster Group, Inc. 0.17% of their portfolio WEST DES MOINES, IA 121,164121.2k $5.8m $5.8m 0.17% Reduced -234 -234
49 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 117,076117.1k $5.6m $5.6m 0.00% Added +6.6k +6,563
50 Independent Advisor Alliance 0.06% of their portfolio CHARLOTTE, NC 114,992115.0k $5.5m $5.5m 0.06% Added +72.6k +72,564
51 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 109,612109.6k $5.2m $5.2m 0.01% Reduced -1.7k -1,740
52 McAdam, LLC 0.24% of their portfolio Philadelphia, PA 109,314109.3k $5.2m $5.2m 0.24% Added +3.3k +3,265
53 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 109,140109.1k $5.2m $5.2m 0.01% Reduced -3.5k -3,544
54 Karpus Management, Inc. 0.16% of their portfolio Pittsford, NY 107,350107.3k $5.1m $5.1m 0.16% Reduced -291.4k -291,356
55 Cullen/Frost Bankers, Inc. 0.06% of their portfolio San Antonio, TX 104,977105.0k $5.0m $5.0m 0.06% Reduced -41.8k -41,789
56 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 104,717104.7k $5.0m $5.0m 0.04% Added +436 +436
57 Ackerman Capital Advisors, LLC 1.01% of their portfolio DALLAS, TX 103,005103.0k $4.9m $4.9m 1.01% Reduced -2.1k -2,137
58 Paulson Wealth Management Inc. 1.14% of their portfolio West Palm Beach, FL 102,017102.0k $4.9m $4.9m 1.14% Reduced -4.2k -4,159
59 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 100,827100.8k $4.8m $4.8m 0.01% Reduced -3.8k -3,796
60 AUA CAPITAL MANAGEMENT, LLC 2.46% of their portfolio MECHANICSBURG, PA 100,521100.5k $4.8m $4.8m 2.46% Reduced -1.0k -1,044
61 CHATHAM CAPITAL GROUP, INC. 0.67% of their portfolio SAVANNAH, GA 95,87595.9k $4.6m $4.6m 0.67% Reduced -2.3k -2,300
62 Precision Wealth Strategies, LLC 1.47% of their portfolio SAINT LOUIS, MO 92,53692.5k $4.4m $4.4m 1.47% Reduced -12.5k -12,493
63 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 88,15188.2k $4.2m $4.2m 0.00% Added +7.9k +7,871
64 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 87,40687.4k $4.2m $4.2m 0.01% Reduced -100.5k -100,535
65 Apella Capital, LLC 0.06% of their portfolio WEST HARTFORD, CT 87,30287.3k $4.2m $4.2m 0.06% Added +42 +42
66 Brio Consultants, LLC 0.50% of their portfolio SAN FRANCISCO, CA 85,15285.2k $4.1m $4.1m 0.50% Reduced -333 -333
67 Bragg Financial Advisors, Inc 0.12% of their portfolio CHARLOTTE, NC 80,10480.1k $3.8m $3.8m 0.12% Added +40.0k +39,973
68 CWM, LLC 0.01% of their portfolio OMAHA, NE 78,56978.6k $3.8m $3.8m 0.01% Reduced -920 -920
69 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 72,95673.0k $3.5m $3.5m 0.01% Reduced -1.6k -1,558
70 Smithfield Trust Co 0.15% of their portfolio PITTSBURGH, PA 70,92770.9k $3.4m $3.4m 0.15% Unchanged
71 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 70,34970.3k $3.4m $3.4m 0.01% Added +59.8k +59,821
72 Ameraudi Asset Management, Inc. 1.82% of their portfolio New York, NY 70,07770.1k $3.4m $3.4m 1.82% Unchanged
73 JAMES INVESTMENT RESEARCH, INC. 0.38% of their portfolio ALPHA, OH 69,94469.9k $3.3m $3.3m 0.38% Added +21.1k +21,104
74 Crestwood Advisors Group, LLC 0.06% of their portfolio BOSTON, MA 69,94169.9k $3.3m $3.3m 0.06% Reduced -10.3k -10,251
75 GAMMA Investing LLC 0.15% of their portfolio FOSTER CITY, CA 67,78967.8k $3.2m $3.2m 0.15% Added +73 +73
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 67,06867.1k $3.2m $3.2m 0.00% Added +56.6k +56,562
77 RW Investment Management LLC 0.30% of their portfolio Eagle, ID 65,25865.3k $3.1m $3.1m 0.30% First filing
78 Ascent Group, LLC 0.11% of their portfolio VIRGINIA BEACH, VA 63,71463.7k $3.0m $3.0m 0.11% Reduced -8.7k -8,688
79 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 61,75361.8k $3.0m $3.0m 0.00% Added +32.4k +32,420
80 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.05% of their portfolio ST. LOUIS, MO 61,29261.3k $2.9m $2.9m 0.05% Added +3.3k +3,275
81 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 57,58157.6k $2.8m $2.8m 0.01% Added +16.5k +16,506
82 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 56,31856.3k $2.7m $2.7m 0.00% Reduced -12.6k -12,583
83 Tilson Financial Group, Inc. 0.81% of their portfolio NEW PROVIDENCE, NJ 56,19456.2k $2.7m $2.7m 0.81% Added +86 +86
84 EAGLE GLOBAL ADVISORS LLC 0.10% of their portfolio Houston, TX 55,58355.6k $2.7m $2.7m 0.10% Added +1.9k +1,900
85 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 55,35755.4k $2.6m $2.6m 0.00% Reduced -311.1k -311,145
86 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 53,47153.5k $2.6m $2.6m 0.00% Added +53.2k +53,171
87 Detalus Advisors, LLC 0.58% of their portfolio ST. LOUIS, MO 52,72152.7k $2.5m $2.5m 0.58% Reduced -12.4k -12,388
88 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 51,76351.8k $2.5m $2.5m 0.02% New
89 Columbia River Financial Group, LLC 1.42% of their portfolio VANCOUVER, WA 51,30151.3k $2.5m $2.5m 1.42% Added +738 +738
90 Horizon Family Wealth, Inc. 1.29% of their portfolio CHICAGO, IL 51,06251.1k $2.4m $2.4m 1.29% Added +7.0k +6,989
91 OLD NATIONAL BANCORP /IN/ 0.04% of their portfolio EVANSVILLE, IN 50,84950.8k $2.4m $2.4m 0.04% Reduced -21.5k -21,538
92 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 50,05850.1k $2.4m $2.4m 0.03% Added +22.6k +22,564
93 Phillip James Consulting Co. 2.87% of their portfolio PLYMOUTH, MN 49,50249.5k $3.8m $3.8m 2.87% New
94 Charles Schwab Trust Co 0.15% of their portfolio HENDERSON, NV 48,39348.4k $2.3m $2.3m 0.15% Reduced -2 -2
95 Leisure Capital Management 0.80% of their portfolio COSTA MESA, CA 47,98448.0k $2.3m $2.3m 0.80% Reduced -7.9k -7,918
96 McNaughton Wealth Management, LLC 0.95% of their portfolio SAN DIEGO, CA 47,83047.8k $2.3m $2.3m 0.95% Reduced -5.9k -5,895
97 Mariner, LLC 0.00% of their portfolio Overland Park, KS 47,42947.4k $2.3m $2.3m 0.00% Added +996 +996
98 DAVIDSON INVESTMENT ADVISORS 0.10% of their portfolio GREAT FALLS, MT 47,35847.4k $2.3m $2.3m 0.10% Added +6.0k +6,019
99 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 47,20647.2k $2.3m $2.3m 0.07% Added +119 +119
100 Parkside Financial Bank & Trust 0.17% of their portfolio SAINT LOUIS, MO 47,11647.1k $2.3m $2.3m 0.17% Reduced -2.1k -2,055