Vault-13

SPDR SER TR SHM

NUVEEN BLMBRG SH · ETP · CUSIP 78468R739

398 institutional holders +0 vs Q1 2026
63,937,88263.9m shares reported held*
$3.1bnreported value*
29 new 133 added 148 reduced 24 sold out net bought ≈ $18.2m (+380.2k 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 ($4.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $47.98.

Trends to Q2 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: 398Q2 26: 398398Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026398

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q3 25: 153 bought or addedQ3 25: 175 cut or sold outQ4 25: 166 bought or addedQ4 25: 160 cut or sold outQ4 25Q1 26: 161 bought or addedQ1 26: 168 cut or sold outQ2 26: 162 bought or addedQ2 26: 172 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024139213
Q4 2024170178
Q1 2025152207
Q2 2025139221
Q3 2025153175
Q4 2025166160
Q1 2026161168
Q2 2026162172

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +494,596+494.6k
BANK OF AMERICA CORP /DE/ Added +441,223+441.2k
LPL Financial LLC Added +281,560+281.6k
GOLDMAN SACHS GROUP INC Added +249,388+249.4k
Quent Capital, LLC Added +138,507+138.5k
Concurrent Investment Advisors, LLC Added +90,264+90.3k
MML INVESTORS SERVICES, LLC Added +84,914+84.9k
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +83,132+83.1k
JPMORGAN CHASE & CO Added +79,131+79.1k
Bleakley Financial Group, LLC New +74,764+74.8k

Biggest sellers

MORGAN STANLEY Reduced -333,425-333.4k
JANE STREET GROUP, LLC Sold out -276,213-276.2k
Cercano Management LLC Sold out -206,569-206.6k
MERCER GLOBAL ADVISORS INC /ADV Reduced -130,250-130.2k
MY Wealth Management Inc. Reduced -128,251-128.3k
PNC Financial Services Group, Inc. Reduced -83,323-83.3k
Karpus Management, Inc. Reduced -77,950-78.0k
Independent Advisor Alliance Reduced -68,294-68.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -67,068-67.1k
GenTrust, LLC Reduced -63,712-63.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BANK OF AMERICA CORP /DE/ 0.07% of their portfolio CHARLOTTE, NC 21,768,08821.8m $1.0bn $1.0bn 0.07% Added +441.2k +441,223
2 GOLDMAN SACHS GROUP INC 0.03% of their portfolio NEW YORK, NY 5,404,3725.4m $259.2m $259.2m 0.03% Added +249.4k +249,388
3 WELLS FARGO & COMPANY/MN 0.03% of their portfolio SAN FRANCISCO, CA 3,498,2363.5m $167.8m $167.8m 0.03% Reduced -50.5k -50,470
4 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.08% of their portfolio MILWAUKEE, WI 3,144,6843.1m $150.8m $150.8m 0.08% Added +83.1k +83,132
5 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,389,3092.4m $114.6m $114.6m 0.03% Added +494.6k +494,596
6 Quent Capital, LLC 6.78% of their portfolio NEW YORK, NY 2,299,2972.3m $110.3m $110.3m 6.78% Added +138.5k +138,507
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,970,7202.0m $94.5m $94.5m 0.00% Reduced -333.4k -333,425
8 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,648,7101.6m $79.1m $79.1m 0.04% Reduced -83.3k -83,323
9 MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio DENVER, CO 1,415,4931.4m $67.9m $67.9m 0.08% Reduced -130.2k -130,250
10 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.36% of their portfolio IRVING, TX 1,357,2121.4m $65.1m $65.1m 0.36% Reduced -62.3k -62,304
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,170,1651.2m $56.1m $56.1m 0.01% Added +281.6k +281,560
12 CX Institutional 1.55% of their portfolio AUBURN, IN 1,121,5621.1m $53.8m $53.8m 1.55% Added +8.7k +8,717
13 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.47% of their portfolio MINNEAPOLIS, MN 749,168749.2k $35.9m $35.9m 0.47% Added +4.9k +4,896
14 Financial Engines Advisors L.L.C. 0.06% of their portfolio SANTA CLARA, CA 677,616677.6k $32.5m $32.5m 0.06% Added +9.3k +9,295
15 COMMONWEALTH EQUITY SERVICES, LLC 0.04% of their portfolio WALTHAM, MA 648,479648.5k $31.1m $31.1m 0.04% Added +23.9k +23,889
16 Wealthcare Advisory Partners LLC 0.54% of their portfolio WEST CHESTER, PA 593,505593.5k $28.5m $28.5m 0.54% Reduced -7.1k -7,106
17 Gerber Kawasaki Wealth & Investment Management 0.65% of their portfolio SANTA MONICA, CA 507,618507.6k $24.3m $24.3m 0.65% Added +45.6k +45,645
18 Alaska Wealth Advisors, LLC 2.56% of their portfolio ANCHORAGE, AK 492,292492.3k $23.6m $23.6m 2.56% Added +25.1k +25,078
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 485,685485.7k $23.3m $23.3m 0.00% Reduced -4.0k -4,034
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 361,054361.1k $17.3m $17.3m 0.00% Added +79.1k +79,131
21 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 327,015327.0k $15.7m $15.7m 0.01% Reduced -55.6k -55,620
22 Betterment LLC 0.02% of their portfolio NEW YORK, NY 291,079291.1k $14.0m $14.0m 0.02% Reduced -15.3k -15,254
23 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 280,152280.2k $13.4m $13.4m 0.00% Added +2.6k +2,562
24 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 268,727268.7k $12.9m $12.9m 0.00% Added +14.6k +14,588
25 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 228,444228.4k $11.0m $11.0m 0.01% Reduced -8.3k -8,328
26 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 205,412205.4k $9.9m $9.9m 0.01% Added +33.7k +33,675
27 TD PRIVATE CLIENT WEALTH LLC 0.18% of their portfolio NEW YORK, NY 201,593201.6k $9.7m $9.7m 0.18% Reduced -14.8k -14,799
28 Symmetry Partners, LLC 0.49% of their portfolio GLASTONBURY, CT 199,906199.9k $9.6m $9.6m 0.49% Added +11.9k +11,941
29 Prime Capital Investment Advisors, LLC 0.09% of their portfolio OVERLAND PARK, KS 198,099198.1k $9.5m $9.5m 0.09% Reduced -10.3k -10,348
30 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 197,588197.6k $9.5m $9.5m 0.01% Reduced -3.4k -3,404
31 Waverly Advisors, LLC 0.05% of their portfolio BIRMINGHAM, AL 197,418197.4k $9.5m $9.5m 0.05% Added +18.5k +18,512
32 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 193,450193.4k $9.3m $9.3m 0.02% Added +38.8k +38,777
33 TruNorth Capital Management, LLC 1.46% of their portfolio KALAMAZOO, MI 189,285189.3k $9.1m $9.1m 1.46% Added +12.3k +12,313
34 UMB Bank, n.a. 0.11% of their portfolio Kansas City, MO 186,016186.0k $8.9m $8.9m 0.11% Reduced -55.6k -55,551
35 BlackRock, Inc. 0.00% of their portfolio New York, NY 181,109181.1k $8.7m $8.7m 0.00% Added +1.8k +1,831
36 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.12% of their portfolio Seattle, WA 166,860166.9k $8.0m $8.0m 0.12% Reduced -1.5k -1,543
37 Allworth Financial LP 0.03% of their portfolio FOLSOM, CA 158,979159.0k $7.6m $7.6m 0.03% Reduced -32.8k -32,849
38 TRUSTMARK BANK TRUST DEPARTMENT 0.43% of their portfolio JACKSON, MS 149,790149.8k $7.2m $7.2m 0.43% Added +1.6k +1,619
39 Beacon Pointe Advisors, LLC 0.03% of their portfolio NEWPORT BEACH, CA 146,608146.6k $7.0m $7.0m 0.03% Reduced -8.8k -8,774
40 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 139,157139.2k $6.7m $6.7m 0.02% Reduced -89 -89
41 McAdam, LLC 0.25% of their portfolio Philadelphia, PA 134,384134.4k $6.4m $6.4m 0.25% Added +25.1k +25,070
42 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 124,171124.2k $6.0m $6.0m 0.05% Added +90.3k +90,264
43 Farther Finance Advisors, LLC 0.05% of their portfolio SAN FRANCISCO, CA 122,519122.5k $5.9m $5.9m 0.05% Reduced -3.7k -3,679
44 Foster Group, Inc. 0.15% of their portfolio WEST DES MOINES, IA 119,145119.1k $5.7m $5.7m 0.15% Reduced -2.0k -2,019
45 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 118,097118.1k $5.7m $5.7m 0.00% Added +1.0k +1,021
46 Strategies Wealth Advisors, LLC 0.51% of their portfolio GRAND RAPIDS, MI 117,928117.9k $5.7m $5.7m 0.51% Reduced -15.6k -15,596
47 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 117,339117.3k $5.6m $5.6m 0.01% Added +84.9k +84,914
48 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 111,171111.2k $5.3m $5.3m 0.01% Added +2.0k +2,031
49 Cerity Partners LLC 0.01% of their portfolio NEW YORK, NY 110,515110.5k $5.3m $5.3m 0.01% Added +903 +903
50 Cullen/Frost Bankers, Inc. 0.05% of their portfolio San Antonio, TX 109,399109.4k $5.2m $5.2m 0.05% Added +4.4k +4,422
51 Orion Porfolio Solutions, LLC 0.04% of their portfolio OMAHA, NE 104,645104.6k $5.0m $5.0m 0.04% Reduced -72 -72
52 AUA CAPITAL MANAGEMENT, LLC 2.23% of their portfolio MECHANICSBURG, PA 100,483100.5k $4.8m $4.8m 2.23% Reduced -38 -38
53 Ackerman Capital Advisors, LLC 0.97% of their portfolio DALLAS, TX 100,449100.4k $4.8m $4.8m 0.97% Reduced -2.6k -2,556
54 BENJAMIN EDWARDS INC 0.04% of their portfolio Clayton, MO 98,91998.9k $4.7m $4.7m 0.04% Reduced -43.2k -43,162
55 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 98,85198.9k $4.7m $4.7m 0.00% Reduced -2.0k -1,976
56 CHATHAM CAPITAL GROUP, INC. 0.58% of their portfolio SAVANNAH, GA 95,37595.4k $4.6m $4.6m 0.58% Reduced -500 -500
57 ASSETMARK, INC 0.01% of their portfolio CONCORD, CA 93,90193.9k $4.5m $4.5m 0.01% Added +6.5k +6,495
58 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 93,84793.8k $4.5m $4.5m 0.00% Added +5.7k +5,696
59 Paulson Wealth Management Inc. 0.92% of their portfolio West Palm Beach, FL 90,17990.2k $4.3m $4.3m 0.92% Reduced -11.8k -11,838
60 Apella Capital, LLC 0.06% of their portfolio WEST HARTFORD, CT 88,13888.1k $4.2m $4.2m 0.06% Added +836 +836
61 Brio Consultants, LLC 0.48% of their portfolio SAN FRANCISCO, CA 86,25486.3k $4.1m $4.1m 0.48% Added +1.1k +1,102
62 Bragg Financial Advisors, Inc 0.10% of their portfolio CHARLOTTE, NC 80,11380.1k $3.8m $3.8m 0.10% Added +9 +9
63 Smithfield Trust Co 0.15% of their portfolio PITTSBURGH, PA 79,65879.7k $3.8m $3.8m 0.15% Added +8.7k +8,731
64 GAMMA Investing LLC 0.14% of their portfolio FOSTER CITY, CA 79,12179.1k $3.8m $3.8m 0.14% Added +11.3k +11,332
65 Bleakley Financial Group, LLC 0.05% of their portfolio PARSIPPANY, NJ 74,76474.8k $3.6m $3.6m 0.05% New
66 Elequin Capital, LP 0.12% of their portfolio NEW YORK, NY 73,07273.1k $3.5m $3.5m 0.12% Added +41.9k +41,858
67 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 71,32971.3k $3.4m $3.4m 0.01% Added +13.7k +13,748
68 JAMES INVESTMENT RESEARCH, INC. 0.34% of their portfolio ALPHA, OH 69,94469.9k $3.4m $3.4m 0.34% Unchanged
69 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 69,92269.9k $3.4m $3.4m 0.01% Reduced -427 -427
70 Ameraudi Asset Management, Inc. 1.51% of their portfolio New York, NY 69,57769.6k $3.3m $3.3m 1.51% Reduced -500 -500
71 Royal Harbor Partners, LLC 1.02% of their portfolio HOUSTON, TX 68,64468.6k $3.3m $3.3m 1.02% New
72 GenTrust, LLC 0.12% of their portfolio MIAMI, FL 66,88366.9k $3.2m $3.2m 0.12% Reduced -63.7k -63,712
73 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 66,77866.8k $3.2m $3.2m 0.00% Added +33.4k +33,434
74 Crestwood Advisors Group, LLC 0.05% of their portfolio BOSTON, MA 66,57766.6k $3.2m $3.2m 0.05% Reduced -3.4k -3,364
75 RW Investment Management LLC 0.27% of their portfolio Eagle, ID 63,82163.8k $3.1m $3.1m 0.27% Reduced -1.4k -1,437
76 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 62,26362.3k $3.0m $3.0m 0.00% Added +510 +510
77 PARK AVENUE SECURITIES LLC 0.02% of their portfolio NEW YORK, NY 61,84861.8k $3.0m $3.0m 0.02% New
78 EAGLE GLOBAL ADVISORS LLC 0.09% of their portfolio Houston, TX 59,33359.3k $2.8m $2.8m 0.09% Added +3.8k +3,750
79 Columbia River Financial Group, LLC 1.44% of their portfolio VANCOUVER, WA 56,08456.1k $2.7m $2.7m 1.44% Added +4.8k +4,783
80 Tilson Financial Group, Inc. 0.74% of their portfolio NEW PROVIDENCE, NJ 55,74655.7k $2.7m $2.7m 0.74% Reduced -448 -448
81 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 53,87053.9k $2.6m $2.6m 0.00% Reduced -19.1k -19,086
82 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 53,23253.2k $2.6m $2.6m 0.00% Reduced -2.1k -2,125
83 Ascent Group, LLC 0.08% of their portfolio VIRGINIA BEACH, VA 52,52952.5k $2.5m $2.5m 0.08% Reduced -11.2k -11,185
84 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 52,01252.0k $2.5m $2.5m 0.02% Added +249 +249
85 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 49,79349.8k $2.4m $2.4m 0.00% Reduced -3.7k -3,678
86 OLD NATIONAL BANCORP /IN/ 0.05% of their portfolio EVANSVILLE, IN 49,55649.6k $2.4m $2.4m 0.05% Reduced -1.3k -1,293
87 Integrated Wealth Concepts LLC 0.01% of their portfolio WALTHAM, MA 48,63248.6k $2.3m $2.3m 0.01% Added +19.3k +19,272
88 Charles Schwab Trust Co 0.13% of their portfolio HENDERSON, NV 48,39448.4k $2.3m $2.3m 0.13% Added +1 +1
89 Alaska Permanent Capital Management, LLC 0.15% of their portfolio ANCHORAGE, AK 48,19448.2k $2.3m $2.3m 0.15% Added +20.9k +20,934
90 Dynamic Advisor Solutions LLC 0.07% of their portfolio PHOENIX, AZ 48,05648.1k $2.3m $2.3m 0.07% Added +850 +850
91 Leisure Capital Management 0.72% of their portfolio COSTA MESA, CA 47,88347.9k $2.3m $2.3m 0.72% Reduced -101 -101
92 Elmwood Wealth Management, Inc. 0.57% of their portfolio BERKELEY, CA 47,15947.2k $2.3m $2.3m 0.57% Added +7.4k +7,393
93 Regal Investment Advisors LLC 0.12% of their portfolio KENTWOOD, MI 47,02347.0k $2.3m $2.3m 0.12% Added +716 +716
94 Independent Advisor Alliance 0.05% of their portfolio CHARLOTTE, NC 46,69846.7k $2.2m $2.2m 0.05% Reduced -68.3k -68,294
95 McNaughton Wealth Management, LLC 0.79% of their portfolio SAN DIEGO, CA 46,16646.2k $2.2m $2.2m 0.79% Reduced -1.7k -1,664
96 Detalus Advisors, LLC 0.43% of their portfolio ST. LOUIS, MO 45,73745.7k $2.2m $2.2m 0.43% Reduced -7.0k -6,984
97 ALTFEST L J & CO INC 0.21% of their portfolio NEW YORK, NY 45,48445.5k $2.2m $2.2m 0.21% Reduced -1.4k -1,446
98 Sage Mountain Advisors LLC 0.13% of their portfolio ATLANTA, GA 45,10445.1k $2.2m $2.2m 0.13% Added +10.3k +10,288
99 Mariner, LLC 0.00% of their portfolio Overland Park, KS 44,97245.0k $2.2m $2.2m 0.00% Reduced -2.5k -2,457
100 Precision Wealth Strategies, LLC 0.65% of their portfolio SAINT LOUIS, MO 44,92644.9k $2.2m $2.2m 0.65% Reduced -47.6k -47,610