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Security record · archived quarter

SHM

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · Financial Services · Asset Management - Bonds

47.02 0.0% mkt cap $3.49B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
50Tracked holders
-1Δ holders
46.17MShares held
$2.22BReported value
+1New positions
−2Exits
Stable Conviction score 46/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.0% · share flow 0.0% · net new positions -2.0% · formula
Concentrated accumulation: rising shares among fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 225.74K $10.52M n/a n/a
Q2 2026 53 +1 47.77M $2.29B +4 −3
Q1 2026 53 +2 47.12M $2.25B +2 n/a
Q4 2025 50 -1 46.17M $2.22B +1 −2
Q3 2025 7 -1 8.01M $386.43M n/a −1
Q2 2025 5 0 183.31K $8.77M +1 −1
Q1 2025 3 +1 42.28K $2.01M +2 −1
Q4 2024 2 +1 99.00K $4.69M +1 n/a
Q3 2024 1 -1 420.20K $20.23M n/a −1
Q2 2024 2 n/a 225.81K $10.66M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 20.53M n/a $985.30M 0.1% n/c 1 SEC ↗ ×5
2 Goldman Sachs Group ✦ 5.33M +4.7% $255.95M 0.0% ▲ Add 2 SEC ↗ ×2
3 Wells Fargo & Company/Mn 4.09M n/a $196.44M 0.0% n/c 1 SEC ↗ ×5
4 Northwestern Mutual Wealth… 2.95M n/a $141.59M 0.1% n/c 1 SEC ↗
5 Morgan Stanley ✦ 2.14M -0.5% $102.47M 0.0% ▼ Trim 2 SEC ↗ ×3
6 Mercer Global Advisors Inc /Adv 1.71M n/a $82.23M 0.1% n/c 1 SEC ↗
7 Pnc Financial Services Group, Inc. 1.58M n/a $76.00M 0.0% n/c 1 SEC ↗ ×6
8 Envestnet Asset Management Inc 999.82K n/a $47.98M 0.0% n/c 1 SEC ↗
9 LPL Financial LLC 844.75K n/a $40.54M 0.0% n/c 1 SEC ↗
10 Financial Engines Advisors L.L.C. 664.96K n/a $31.91M 0.1% n/c 1 SEC ↗
11 Commonwealth Equity Services, Llc 611.60K n/a $29.35M 0.0% n/c 1 SEC ↗
12 Stifel Financial Corp 501.39K n/a $24.06M 0.0% n/c 1 SEC ↗ ×6
13 HighTower Advisors, LLC 366.50K n/a $17.59M 0.0% n/c 1 SEC ↗
14 Cetera Investment Advisers 333.74K n/a $16.02M 0.0% n/c 1 SEC ↗
15 Citigroup Inc 306.13K n/a $14.69M 0.0% n/c 1 SEC ↗ ×2
16 JPMorgan Chase ✦ 294.26K -55.0% $14.12M 0.0% ▼ Trim 2 SEC ↗ ×4
17 UBS Group AG 286.05K n/a $13.73M 0.0% n/c 1 SEC ↗ ×2
18 Ameriprise Financial Inc 251.18K n/a $12.05M 0.0% n/c 1 SEC ↗ ×2
19 Wealth Enhancement Advisory… 247.68K n/a $11.90M 0.0% n/c 1 SEC ↗
20 Sei Investments Co 245.77K n/a $11.79M 0.0% n/c 1 SEC ↗
21 Raymond James Financial Inc 235.24K n/a $11.29M 0.0% n/c 1 SEC ↗ ×3
22 Assetmark, Inc 187.94K n/a $9.02M 0.0% n/c 1 SEC ↗
23 Truist Financial Corp 181.49K n/a $8.71M 0.0% n/c 1 SEC ↗ ×2
24 BlackRock ✦ (passive) 158.66K New $7.61M 0.0% New 1 SEC ↗
25 Osaic Holdings, Inc. 112.68K n/a $5.41M 0.0% n/c 1 SEC ↗ ×3
26 Cerity Partners LLC 111.35K n/a $5.34M 0.0% n/c 1 SEC ↗ ×2
27 Royal Bank Of Canada 110.51K n/a $5.30M 0.0% n/c 1 SEC ↗ ×4
28 Focus Partners Wealth 104.62K n/a $5.02M 0.0% n/c 1 SEC ↗
29 Bank Of Montreal /Can/ 80.28K n/a $3.85M 0.0% n/c 1 SEC ↗ ×2
30 Cwm, Llc 79.49K n/a $3.81M 0.0% n/c 1 SEC ↗
31 Rockefeller Capital Management L.P. 74.51K n/a $3.58M 0.0% n/c 1 SEC ↗ ×2
32 Citadel Advisors ✦ 68.90K +80.0% $3.31M 0.0% ▲ Add 3 SEC ↗
33 Us Bancorp \De\ 47.60K n/a $2.28M 0.0% n/c 1 SEC ↗ ×2
34 Mariner, LLC 46.43K n/a $2.23M 0.0% n/c 1 SEC ↗ ×2
35 Jane Street Group, Llc 45.16K n/a $2.17M 0.0% n/c 1 SEC ↗
36 Corient Private Wealth LP 30.71K n/a $1.47M 0.0% n/c 1 SEC ↗ ×2
37 Creative Planning 29.33K n/a $1.41M 0.0% n/c 1 SEC ↗
38 Mml Investors Services, Llc 27.48K n/a $1.32M 0.0% n/c 1 SEC ↗
39 Lazard Asset Management Llc 27.30K n/a $1.31M 0.0% n/c 1 SEC ↗
40 Fidelity (FMR) ✦ 24.29K -13.7% $1.17M 0.0% ▼ Trim 3 SEC ↗
41 Captrust Financial Advisors 23.84K n/a $1.14M 0.0% n/c 1 SEC ↗
42 Quantinno Capital Management LP 20.71K n/a $993,998 0.0% n/c 1 SEC ↗
43 UBS AM, a distinct business unit of… 15.03K n/a $721,434 0.0% n/c 1 SEC ↗
44 Blair William & Co/Il 11.56K n/a $554,905 0.0% n/c 1 SEC ↗
45 Jones Financial Companies Lllp 11.38K n/a $546,269 0.0% n/c 1 SEC ↗
46 Susquehanna International Group, Llp 10.51K n/a $504,183 0.0% n/c 1 SEC ↗
47 Deutsche Bank Ag\ 2.56K n/a $122,614 0.0% n/c 1 SEC ↗ ×2
48 Fifth Third Bancorp 300 n/a $14,397 0.0% n/c 1 SEC ↗
49 Bnp Paribas Financial Markets 46 n/a $2,208 0.0% n/c 1 SEC ↗
50 Russell Investments Group, Ltd. 5 n/a $256 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

BlackRock $7.61M 0.0%

Exited

Renaissance Technologies $1.77M was 0.0%
Millennium Management $890,189 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 394 holders, 63.44M shares, $2.94B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API