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SPDR Nuveen Barclays Short Term Municipal Bond ETF (SHM) Institutional Ownership

SPDR Nuveen Barclays Short Term Municipal Bond ETF logo
$47.36 -0.10 (-0.21%)
As of 05/21/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM)

Current
Institutional Ownership
Percentage
99.65%
Number of
Institutional Buyers
(last 12 months)
44
Total
Institutional Inflows
(last 12 months)
$129.41M
Number of
Institutional Sellers
(last 12 months)
45
Total
Institutional Outflows
(last 12 months)
$49.00M
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SHM Institutional Buying and Selling by Quarter

SPDR Nuveen Barclays Short Term Municipal Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 Jones Financial Companies Lllp1,556$74K0.0%-80.9%0.002%
5/15/2025 Betterment LLC502,782$23.93M0.1%-13.0%0.706%
5/15/2025 OLD Mission Capital LLC7,668$365K0.0%N/A0.011%
5/14/2025 Dorsey & Whitney Trust CO LLC4,427$211K0.0%-27.7%0.006%
5/13/2025 Evensky & Katz LLC7,814$372K0.0%-31.2%0.011%
5/12/2025 Staley Capital Advisers Inc.26,500$1.26M0.1%-7.0%0.037%
5/8/2025 Hurlow Wealth Management Group Inc.33,410$1.59M0.5%-6.2%0.047%
5/6/2025 Richardson Financial Services Inc.3,825$182K0.1%+13.6%0.005%
5/5/2025 Crestwood Advisors Group LLC71,714$3.41M0.1%+13.2%0.100%
5/2/2025 Cullen Frost Bankers Inc.140,489$6.69M0.1%-6.7%0.196%
5/2/2025 Grey Fox Wealth Advisors LLC39,558$1.88M0.5%+9.9%0.055%
5/2/2025 Transcendent Capital Group LLC12,784$609K0.3%-1.7%0.018%
4/30/2025 Hunter Associates Investment Management LLC103,008$4.91M0.8%-6.2%0.144%
4/29/2025 TD Private Client Wealth LLC248,549$11.83M0.3%-4.1%0.347%
4/29/2025 Columbia River Financial Group LLC50,756$2.42M1.6%+6.9%0.071%
4/29/2025 Strategic Blueprint LLC9,489$452K0.0%-29.7%0.013%
4/28/2025 Meritage Portfolio Management33,177$1.58M0.1%-1.0%0.046%
4/28/2025 First Horizon Advisors Inc.6,592$314K0.0%-35.8%0.009%
4/23/2025 Pinnacle Bancorp Inc.1,334$63K0.0%-22.7%0.002%
4/22/2025 Cambridge Investment Research Advisors Inc.15,505$738K0.0%+4.9%0.022%
4/22/2025 Crews Bank & Trust14,327$682K0.1%-3.5%0.020%
4/21/2025 Janney Capital Management LLC61,505$2.93M0.2%+3.1%0.086%
4/17/2025 Janney Montgomery Scott LLC8,343$397K0.0%-23.7%0.012%
4/16/2025 Parkside Investments LLC8,625$411K0.1%-57.9%0.012%
4/15/2025 GAMMA Investing LLC30,626$1.46M0.1%+28.8%0.043%
4/14/2025 Farther Finance Advisors LLC152,988$7.28M0.2%-9.3%0.213%
4/9/2025 ST Germain D J Co. Inc.49,676$2.37M0.1%-5.0%0.069%
4/9/2025 NBC Securities Inc.713$33K0.0%N/A0.001%
4/7/2025 GAMMA Investing LLC1,457,798$69.39M0.0%+6,033.2%2.032%
4/4/2025 Quent Capital LLC1,419,334$67.56M7.1%+6.5%1.978%
4/3/2025 Versant Capital Management Inc28,253$1.35M0.2%+10.6%0.039%
4/1/2025 Confluence Investment Management LLC48,048$2.29M0.0%-1.4%0.067%
4/1/2025 MassMutual Private Wealth & Trust FSB34,058$1.62M0.0%+3.0%0.047%
2/24/2025 Ameriflex Group Inc.569$27K0.0%N/A0.001%
2/19/2025 Columbia River Financial Group LLC47,462$2.25M1.5%N/A0.064%
2/17/2025 Studio Investment Management LLC74,502$3.53M0.8%-15.4%0.101%
2/17/2025 Captrust Financial Advisors31,647$1.50M0.0%-12.3%0.043%
2/17/2025 BNP Paribas Financial Markets1,105$52K0.0%-89.2%0.002%
2/17/2025 Ameriprise Financial Inc.206,634$9.83M0.0%-0.4%0.281%
2/14/2025 Betterment LLC577,819$27.38M0.1%-36.0%0.786%
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2/13/2025 United Capital Financial Advisors LLC2,455,065$116.35M1.0%-2.8%3.338%
2/13/2025 Keystone Financial Group143,619$6.81M0.7%N/A0.195%
2/13/2025 Hurlow Wealth Management Group Inc.35,608$1.69M0.5%+11.5%0.048%
2/12/2025 Summit Financial LLC11,380$539K0.0%N/A0.015%
2/12/2025 JPMorgan Chase & Co.610,086$28.91M0.0%+11.3%0.829%
2/11/2025 TD Private Client Wealth LLC259,052$12.28M0.3%+13.7%0.352%
2/11/2025 Grey Fox Wealth Advisors LLC35,988$1.71M0.5%-1.6%0.049%
2/10/2025 Parallel Advisors LLC19,973$947K0.0%+194.1%0.027%
2/10/2025 Whitegate Investment Counselors Inc.23,592$1.12M0.4%-1.7%0.032%
2/10/2025 Farther Finance Advisors LLC168,723$8.00M0.3%-11.6%0.229%
2/7/2025 Dorsey & Whitney Trust CO LLC6,121$290K0.0%-28.1%0.008%
2/6/2025 One Capital Management LLC32,148$1.52M0.1%-4.3%0.044%
2/6/2025 Cullen Frost Bankers Inc.150,641$7.14M0.1%-14.5%0.205%
2/6/2025 Jones Financial Companies Lllp8,141$386K0.0%+52.0%0.011%
2/4/2025 Transcendent Capital Group LLC13,001$616K0.3%-32.7%0.018%
2/4/2025 Crestwood Advisors Group LLC63,348$3.00M0.1%+27.5%0.086%
2/4/2025 Wealthspire Advisors LLC15,762$747K0.0%+7.5%0.021%
2/3/2025 First Horizon Advisors Inc.10,261$486K0.0%+55.7%0.014%
1/31/2025 Sierra Ocean LLC7,598$360K0.3%N/A0.010%
1/29/2025 Leavell Investment Management Inc.10,305$488K0.0%-19.5%0.014%
1/29/2025 Quent Capital LLC1,332,475$63.15M6.5%+21.1%1.807%
1/28/2025 Farmers & Merchants Investments Inc.2,422$115K0.0%+7,468.8%0.003%
1/27/2025 Meritage Portfolio Management33,526$1.59M0.1%-11.3%0.045%
1/24/2025 Richardson Financial Services Inc.3,366$160K0.1%-29.4%0.005%
1/23/2025 Hunter Associates Investment Management LLC109,807$5.20M0.8%-9.9%0.149%
1/23/2025 Crews Bank & Trust14,852$704K0.1%N/A0.020%
1/23/2025 Strategic Blueprint LLC13,493$639K0.0%+5.6%0.018%
1/22/2025 Parkside Investments LLC20,475$970K0.1%-3.5%0.028%
1/17/2025 Avior Wealth Management LLC1,626$77K0.0%+43.6%0.002%
1/17/2025 Janney Montgomery Scott LLC10,932$518K0.0%+24.5%0.015%
1/17/2025 Janney Capital Management LLC59,627$2.83M0.2%-5.7%0.080%
1/16/2025 MassMutual Private Wealth & Trust FSB33,081$1.57M0.0%+22.9%0.044%
1/14/2025 Pinnacle Bancorp Inc.1,726$82K0.0%+25.3%0.002%
1/10/2025 ST Germain D J Co. Inc.52,313$2.48M0.1%-5.4%0.069%
1/10/2025 First International Bank & Trust54,612$2.59M0.8%-2.5%0.072%
1/3/2025 GAMMA Investing LLC23,769$1.13M0.1%+24.9%0.031%
1/3/2025 Versant Capital Management Inc25,543$1.21M0.3%+21.6%0.034%
1/2/2025 Confluence Investment Management LLC48,745$2.31M0.0%-41.5%0.064%
12/26/2024 JPMorgan Chase & Co.548,171$26.39M0.0%-5.8%0.720%
11/14/2024 Captrust Financial Advisors36,106$1.74M0.0%-33.5%0.047%
11/13/2024 BNP Paribas Financial Markets10,228$492K0.0%N/A0.013%
11/13/2024 Rock Point Advisors LLC7,000$337K0.1%-17.6%0.009%
11/12/2024 Icon Wealth Advisors LLC10,085$485K0.0%+38.7%0.013%
11/12/2024 Studio Investment Management LLC88,112$4.24M0.9%-1.6%0.114%
11/8/2024 Avior Wealth Management LLC1,132$54K0.0%N/A0.001%
11/5/2024 Prime Capital Investment Advisors LLC295,792$14.24M0.2%-5.0%0.382%
11/4/2024 Meritage Portfolio Management37,788$1.82M0.1%-8.2%0.049%
11/2/2024 Transcendent Capital Group LLC19,304$929K0.5%-22.3%0.025%
11/1/2024 Leavell Investment Management Inc.12,805$616K0.0%-3.8%0.017%
10/31/2024 Confluence Investment Management LLC83,338$4.01M0.1%+4.4%0.107%
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What If Washington Declared That: YOUR Money ISN'T Actually Yours? Sounds insane, but that's exactly what the Department of Justice just admitted in court—claiming cash isn't legally your property. What does that mean? It means Washington thinks they can seize, freeze, or drain your accounts—whenever they want.

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10/30/2024 Crestwood Advisors Group LLC49,675$2.39M0.0%-8.5%0.064%
10/29/2024 Farther Finance Advisors LLC190,883$9.19M0.3%-7.1%0.246%
10/25/2024 Strategic Blueprint LLC12,775$615K0.0%+5.1%0.016%
10/24/2024 Hunter Associates Investment Management LLC121,807$5.86M0.9%-1.5%0.156%
10/24/2024 Richardson Financial Services Inc.4,765$226K0.1%+42.3%0.006%
10/23/2024 Grey Fox Wealth Advisors LLC36,591$1.76M0.5%-4.5%0.047%
10/18/2024 ST Germain D J Co. Inc.55,297$2.66M0.1%-3.1%0.071%
10/11/2024 Sunflower Bank N.A.15,679$755K0.2%-14.0%0.021%
10/8/2024 Evensky & Katz LLC11,305$544K0.0%-4.9%0.015%
10/8/2024 Versant Capital Management Inc21,004$1.01M0.2%-2.3%0.028%
(Data available from 1/1/2016 forward)

SHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHM shares?

During the previous two years, 93 institutional investors and hedge funds held shares of SPDR Nuveen Barclays Short Term Municipal Bond ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($217.42M), United Capital Financial Advisors LLC ($116.35M), Quent Capital LLC ($67.56M), Financial Engines Advisors L.L.C. ($35.34M), JPMorgan Chase & Co. ($28.91M), Betterment LLC ($23.93M), and Dubuque Bank & Trust Co ($18.04M).Learn more on SHM's institutional investors.

What percentage of SPDR Nuveen Barclays Short Term Municipal Bond ETF stock is owned by institutional investors?

99.65% of SPDR Nuveen Barclays Short Term Municipal Bond ETF stock is owned by institutional investors. Learn more on SHM's institutional investor holdings.

Which institutional investors have been buying SPDR Nuveen Barclays Short Term Municipal Bond ETF stock?

Of the 67 institutional investors that purchased SPDR Nuveen Barclays Short Term Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($1.46M), Quent Capital LLC ($994.95K), Prime Capital Investment Advisors LLC ($335.02K), Cullen Frost Bankers Inc. ($175.93K), United Capital Financial Advisers LLC ($155.64K), Keystone Financial Group ($143.62K), and Symmetry Partners LLC ($140.30K).

How much institutional buying is happening at SPDR Nuveen Barclays Short Term Municipal Bond ETF?

Institutional investors have bought a total of 4,410,208 shares in the last 24 months. This purchase volume represents approximately $209.24M in transactions.

Which SPDR Nuveen Barclays Short Term Municipal Bond ETF major shareholders have been selling company stock?

Of the 69 institutional investors that sold SPDR Nuveen Barclays Short Term Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Betterment LLC ($400.56K), One Capital Management LLC ($142.46K), Trustmark National Bank Trust Department ($140.18K), CX Institutional ($139.30K), Prime Capital Investment Advisors LLC ($123.95K), Parkside Investments LLC ($89.75K), and Symmetry Partners LLC ($85.15K).

How much institutional selling is happening at SPDR Nuveen Barclays Short Term Municipal Bond ETF?

Institutional investors have sold a total of 2,109,153 shares in the last 24 months. This volume of shares sold represents approximately $99.53M in transactions.


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This page (NYSEARCA:SHM) was last updated on 5/22/2025 by MarketBeat.com Staff
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