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Security record · archived quarter

SHM

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

47.03 0.0% mkt cap $3.49B quote delayed (FMP) · as of Oct 20 21:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
53Tracked holders
+2Δ holders
47.12MShares held
$2.25BReported value
+2New positions
−0Exits
Rising Conviction score 57/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.9% · share flow +2.0% · net new positions +3.8% · formula
Broad accumulation: rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 1 0 225.74K $10.52M n/a n/a
Q2 2026 52 +1 47.71M $2.29B +4 −4
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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Bank Of America Corp /De/ 21.33M +3.9% $1.02B 0.1% ▲ Add 2 SEC ↗ ×4
2 Goldman Sachs Group ✦ 5.15M -3.3% $246.56M 0.0% ▼ Trim 3 SEC ↗ ×2
3 Wells Fargo & Company/Mn 3.55M -13.3% $169.73M 0.0% ▼ Trim 2 SEC ↗ ×5
4 Northwestern Mutual Wealth… 3.06M +3.8% $146.43M 0.1% ▲ Add 2 SEC ↗
5 Morgan Stanley ✦ 2.30M +7.9% $110.21M 0.0% ▲ Add 3 SEC ↗ ×3
6 Envestnet Asset Management Inc 1.89M +89.5% $90.62M 0.0% ▲ Add 2 SEC ↗
7 Pnc Financial Services Group, Inc. 1.73M +9.4% $82.84M 0.0% ▲ Add 2 SEC ↗ ×6
8 Mercer Global Advisors Inc /Adv 1.55M -9.8% $73.93M 0.1% ▼ Trim 2 SEC ↗
9 LPL Financial LLC 888.61K +5.2% $42.50M 0.0% ▲ Add 2 SEC ↗
10 Financial Engines Advisors L.L.C. 668.32K +0.5% $31.97M 0.1% ▲ Add 2 SEC ↗
11 Commonwealth Equity Services, Llc 624.59K +2.1% $29.87M 0.0% ▲ Add 2 SEC ↗
12 UBS Group AG 489.72K +71.2% $23.42M 0.0% ▲ Add 2 SEC ↗ ×2
13 Stifel Financial Corp 382.63K -23.7% $18.30M 0.0% ▼ Trim 2 SEC ↗ ×6
14 JPMorgan Chase ✦ 281.92K -4.2% $13.47M 0.0% ▼ Trim 3 SEC ↗ ×3
15 Raymond James Financial Inc 277.59K +18.0% $13.28M 0.0% ▲ Add 2 SEC ↗ ×3
16 Jane Street Group, Llc 276.21K +511.6% $13.21M 0.0% ▲ Add 2 SEC ↗
17 Ameriprise Financial Inc 254.14K +1.2% $12.16M 0.0% ▲ Add 2 SEC ↗ ×2
18 Sei Investments Co 236.77K -3.7% $11.32M 0.0% ▼ Trim 2 SEC ↗
19 Truist Financial Corp 200.99K +10.8% $9.61M 0.0% ▲ Add 2 SEC ↗ ×3
20 BlackRock ✦ (passive) 179.28K +13.0% $8.57M 0.0% ▲ Add 2 SEC ↗
21 Cetera Investment Advisers 171.74K -48.5% $8.21M 0.0% ▼ Trim 2 SEC ↗
22 Wealth Enhancement Advisory… 154.67K -37.5% $7.40M 0.0% ▼ Trim 2 SEC ↗
23 Royal Bank Of Canada 117.08K +5.9% $5.60M 0.0% ▲ Add 2 SEC ↗ ×4
24 Cerity Partners LLC 109.61K -1.6% $5.24M 0.0% ▼ Trim 2 SEC ↗ ×3
25 Osaic Holdings, Inc. 109.14K -3.1% $5.22M 0.0% ▼ Trim 2 SEC ↗ ×2
26 Focus Partners Wealth 100.83K -3.6% $4.82M 0.0% ▼ Trim 2 SEC ↗
27 Bank Of Montreal /Can/ 88.15K +9.8% $4.22M 0.0% ▲ Add 2 SEC ↗ ×2
28 Assetmark, Inc 87.41K -53.5% $4.18M 0.0% ▼ Trim 2 SEC ↗
29 Cwm, Llc 78.57K -1.2% $3.76M 0.0% ▼ Trim 2 SEC ↗
30 Rockefeller Capital Management L.P. 72.96K -2.1% $3.49M 0.0% ▼ Trim 2 SEC ↗ ×3
31 Susquehanna International Group, Llp 67.07K +538.4% $3.21M 0.0% ▲ Add 2 SEC ↗ ×2
32 Creative Planning 61.75K +110.5% $2.95M 0.0% ▲ Add 2 SEC ↗
33 Citadel Advisors ✦ 56.32K -18.3% $2.69M 0.0% ▼ Trim 4 SEC ↗
34 HighTower Advisors, LLC 55.36K -84.9% $2.65M 0.0% ▼ Trim 2 SEC ↗
35 Fifth Third Bancorp 53.47K +17723.7% $2.56M 0.0% ▲ Add 2 SEC ↗
36 Mariner, LLC 47.43K +2.1% $2.27M 0.0% ▲ Add 2 SEC ↗ ×2
37 UBS AM, a distinct business unit of… 46.50K +209.3% $2.22M 0.0% ▲ Add 2 SEC ↗
38 Us Bancorp \De\ 42.96K -9.7% $2.05M 0.0% ▼ Trim 2 SEC ↗
39 Captrust Financial Advisors 40.59K +70.2% $1.94M 0.0% ▲ Add 2 SEC ↗
40 Mml Investors Services, Llc 32.42K +18.0% $1.55M 0.0% ▲ Add 2 SEC ↗
41 Citigroup Inc 30.19K -90.1% $1.44M 0.0% ▼ Trim 2 SEC ↗
42 Lazard Asset Management Llc 27.30K 0.0% $1.31M 0.0% Held 2 SEC ↗
43 Fidelity (FMR) ✦ 26.76K +10.2% $1.28M 0.0% ▲ Add 4 SEC ↗
44 Fisher Asset Management ✦ 25.08K New $1.20M 0.0% New 1 SEC ↗
45 Quantinno Capital Management LP 20.71K 0.0% $990,688 0.0% Held 2 SEC ↗
46 Jones Financial Companies Lllp 19.29K +69.5% $921,946 0.0% ▲ Add 2 SEC ↗
47 Corient Private Wealth LP 16.91K -45.0% $674,109 0.0% ▼ Trim 2 SEC ↗
48 Blair William & Co/Il 11.54K -0.2% $552,108 0.0% ▼ Trim 2 SEC ↗
49 CIBC Bancorp USA Inc. 10.40K n/a $497,432 0.0% n/c 1 SEC ↗
50 Northern Trust Corp 10.14K New $485,235 0.0% New 1 SEC ↗
51 Deutsche Bank Ag\ 2.56K 0.0% $122,205 0.0% Held 2 SEC ↗ ×2
52 Bnp Paribas Financial Markets 28 -39.1% $1,339 0.0% ▼ Trim 2 SEC ↗
53 Russell Investments Group, Ltd. 6 +20.0% $304 0.0% ▲ Add 2 SEC ↗

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

New buyers

Fisher Asset Management $1.20M 0.0%
Northern Trust Corp $485,235 0.0%

Exited

No tracked exits this quarter.

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: Q1 2026 · Methodology · Get this via the API