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Security record · archived quarter

SHM

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

47.79 0.0% mkt cap $3.48B quote delayed (FMP) · as of Aug 26 18:08 UTC — separate from filing data below

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