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

SPDR Nuveen ICE Short Term Municipal Bond ETF logo
$46.86 -0.01 (-0.02%)
Closing price 04:10 PM Eastern
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$46.62 -0.24 (-0.52%)
As of 04:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Nuveen ICE Short Term Municipal Bond ETF (NYSEARCA:SHM)

Current
Institutional Ownership
Percentage
99.65%
Number of
Institutional Buyers
(last 12 months)
200
Total
Institutional Inflows
(last 12 months)
$426.90M
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$390.84M
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SHM Institutional Buying and Selling by Quarter

SPDR Nuveen ICE 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
10/9/2026Capital Advisors Wealth Management LLC28,849$1.35M0.2%+38.9%0.039%
10/9/2026Cypress Financial Planning LLC25,604$1.19M0.3%+11.4%0.035%
10/9/2026Riversedge Advisors LLC8,871$414K0.1%-3.4%0.012%
10/9/2026McNaughton Wealth Management LLC31,323$1.46M0.5%-32.2%0.042%
10/9/2026GAMMA Investing LLC179,586$8.38M0.3%+127.0%0.242%
10/8/2026Farther Finance Advisors LLC127,268$5.94M0.0%+3.9%0.172%
10/8/2026Apella Capital LLC95,637$4.46M0.1%+8.5%0.129%
10/7/2026Boston Standard Wealth Management LLC43,420$2.03M0.3%N/A0.059%
10/7/2026Wealth Enhancement Trust Services Inc.26,836$1.25M0.1%-11.2%0.036%
10/7/2026Kwmg LLC12,613$588K0.0%N/A0.017%
10/7/2026SigFig Wealth Management LLC7,552$352K0.0%+40.7%0.010%
10/7/2026Legacy Solutions LLC14,991$699K0.5%-2.2%0.020%
10/6/2026Juncture Wealth Strategies LLC28,870$1.35M0.3%N/A0.039%
10/5/2026Rosenberg Matthew Hamilton20,035$935K0.2%+205.8%0.027%
10/5/2026Rockland Trust Co.9,875$461K0.0%N/A0.013%
10/5/2026MassMutual Private Wealth & Trust FSB2,851$133K0.0%N/A0.004%
10/2/2026 Versant Capital Management Inc29,855$1.39M0.1%-4.5%0.040%
10/1/2026 Confluence Investment Management LLC19,437$907K0.0%N/A0.026%
9/23/2026Envestnet Portfolio Solutions Inc.27,104$1.30M0.0%+122.7%0.037%
9/23/2026Envestnet Asset Management Inc.2,389,309$114.60M0.0%+26.1%3.222%
9/9/2026Sequoia Financial Advisors LLC5,793$278K0.0%-5.1%0.008%
9/9/2026Capital Analysts LLC12,816$614K0.0%+8.1%0.018%
9/9/2026Integrated Wealth Concepts LLC38,078$1.83M0.0%+29.7%0.052%
9/8/2026Allworth Financial LP158,979$7.63M0.0%-17.1%0.219%
9/8/2026Waverly Advisors LLC197,418$9.47M0.1%+10.3%0.271%
9/4/2026Parkside Financial Bank & Trust49,378$2.37M0.2%+4.8%0.068%
9/2/2026Citadel Advisors LLC20,113$965K0.0%-64.3%0.028%
8/27/2026Corient Private Wealth LP11,578$555K0.0%-31.5%0.016%
8/23/2026Anson Capital Inc.15,267$732K0.5%+18.8%0.021%
8/22/2026Legacy Wealth Managment LLC ID10,848$520K0.2%+2,777.5%0.015%
8/22/2026Concurrent Investment Advisors LLC124,171$5.96M0.1%+266.2%0.171%
8/21/2026Continuum Advisory LLC8,541$410K0.0%-2.5%0.012%
7/10/2026Canvas Wealth Advisors LLC15,224$730K0.1%+12.7%0.021%
7/10/2026Wealthcare Advisory Partners LLC593,505$28.47M0.5%-1.2%0.818%
7/9/2026Wealthcare Capital Management LLC37,810$1.81M0.2%-1.8%0.052%
7/9/2026Sax Wealth Advisors LLC4,233$202K0.0%N/A0.006%
7/9/2026Valeo Financial Advisors LLC11,825$567K0.0%-5.7%0.016%
7/8/2026Kwmg LLC28,974$1.39M0.1%-4.1%0.040%
7/8/2026Elmwood Wealth Management Inc.47,159$2.26M0.6%+18.6%0.065%
7/8/2026Apella Capital LLC88,138$4.22M0.1%+1.0%0.121%
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7/7/2026Foster Group Inc.119,145$5.72M0.2%-1.7%0.164%
7/7/2026Dynamic Advisor Solutions LLC48,056$2.31M0.1%+1.8%0.066%
7/7/2026McNaughton Wealth Management LLC46,166$2.21M0.8%-3.5%0.064%
7/7/2026GAMMA Investing LLC79,121$3.80M0.1%+16.7%0.109%
7/7/2026Legacy Solutions LLC15,334$736K0.6%+1.9%0.021%
7/2/2026 Versant Capital Management Inc31,265$1.50M0.1%+3.8%0.043%
7/1/2026 Confluence Investment Management LLC19,435$932K0.0%-68.3%0.027%
6/3/2026NewEdge Advisors LLC139,246$6.66M0.0%+594.4%0.195%
5/29/2026Krane Financial Solutions LLC5,218$250K0.2%N/A0.007%
5/19/2026Western Wealth Management LLC2,250$108K0.0%N/A0.003%
5/19/2026NewEdge Advisors LLC138,578$6.63M0.1%+591.1%0.194%
5/19/2026Bank of America Corp DE21,326,865$1.02B0.1%+3.9%29.849%
5/19/2026Arkadios Wealth Advisors10,536$504K0.0%N/A0.015%
5/18/2026EverSource Wealth Advisors LLC1,227$59K0.0%-17.9%0.002%
5/18/2026Royal Bank of Canada117,076$5.60M0.0%+5.9%0.164%
5/18/2026Evelyn Partners Asset Management Ltd10,086$482K0.1%N/A0.014%
5/15/2026Gateway Wealth Partners LLC18,216$871K0.0%+121.0%0.025%
5/15/2026Waverly Advisors LLC178,906$8.56M0.1%+555.6%0.250%
5/14/2026Sei Investments Co.236,772$11.33M0.0%-3.7%0.331%
5/13/2026Cetera Investment Advisers171,737$8.21M0.0%-48.5%0.240%
5/13/2026NewEdge Wealth LLC11,894$569K0.0%+23.8%0.017%
5/12/2026Fortis Capital Management LLC9,870$472K0.0%N/A0.014%
5/8/2026PNC Financial Services Group Inc.1,732,033$82.84M0.0%+9.4%2.424%
5/7/2026Precision Wealth Strategies LLC92,536$4.43M1.5%-11.9%0.130%
5/6/2026Aviance Capital Partners LLC29,068$1.39M0.2%+1.6%0.041%
5/6/2026Simon Quick Advisors LLC30,307$1.45M0.1%-10.8%0.042%
5/6/2026Modera Wealth Management LLC24,017$1.15M0.0%-4.9%0.034%
5/6/2026Assetmark Inc.87,406$4.18M0.0%-53.5%0.122%
5/6/2026SteelPeak Wealth LLC42,498$2.03M0.1%-1.3%0.059%
5/6/2026Independent Financial Group LLC7,227$346K0.0%N/A0.010%
5/6/2026Frazier Financial Advisors LLC2,450$117K0.1%N/A0.003%
5/5/2026Sanctuary Advisors LLC36,109$1.73M0.0%-7.2%0.051%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management168,403$8.06M0.1%+5.7%0.236%
5/2/2026Keener Financial Planning LLC5,528$264K0.1%+15.9%0.008%
5/1/2026Fifth Third Bancorp53,471$2.56M0.0%+17,723.7%0.075%
5/1/2026Sequoia Financial Advisors LLC6,106$292K0.0%-36.4%0.009%
4/30/2026Kestra Advisory Services LLC57,581$2.75M0.0%+40.2%0.081%
4/30/2026Staley Capital Advisers Inc.21,400$1.02M0.0%-4.5%0.030%
4/29/2026ORBA Wealth Advisors L.L.C.10,392$497K0.6%+99.8%0.015%
4/29/2026Canvas Wealth Advisors LLC13,507$646K0.1%-8.8%0.019%
4/28/2026Howe & Rusling Inc.24,562$1.18M0.1%+14.8%0.034%
4/28/2026Hunter Associates Investment Management LLC45,341$2.17M0.3%-6.2%0.063%
4/27/2026PAX Financial Group LLC14,268$682K0.1%-11.2%0.020%
4/27/2026Private Advisor Group LLC34,736$1.66M0.0%-2.5%0.049%
4/24/2026Alaska Wealth Advisors LLC467,214$22.35M2.7%+15.1%0.654%
4/24/2026Fulton Bank N.A.7,386$353K0.0%N/A0.010%
4/24/2026James Investment Research Inc.69,944$3.35M0.4%+43.2%0.098%
4/23/2026Continuum Advisory LLC8,757$419K0.0%-5.1%0.012%
4/23/2026Detalus Advisors LLC52,721$2.52M0.6%-19.0%0.074%
4/22/2026Hurlow Wealth Management Group Inc.31,119$1.49M0.4%+1.0%0.044%
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4/22/2026Janney Montgomery Scott LLC70,349$3.37M0.0%+568.2%0.098%
4/22/2026Aua Capital Management LLC100,521$4.81M2.5%-1.0%0.141%
4/21/2026OLD National Bancorp IN50,849$2.43M0.0%-29.8%0.071%
4/21/2026Boston Standard Wealth Management LLC42,445$2.03M0.3%+0.5%0.059%
4/20/2026Kestra Private Wealth Services LLC50,058$2.39M0.0%+82.1%0.070%
4/20/2026Friedenthal Financial19,154$916K0.5%+7.7%0.027%
4/20/2026Blue Trust Inc.2,146$103K0.0%+117.4%0.003%
4/20/2026Brandywine Oak Private Wealth LLC39,261$1.88M0.2%-1.8%0.055%
4/18/2026BCS Wealth Management16,047$768K0.2%-42.9%0.022%
4/16/2026Prairiewood Capital LLC18,457$883K0.3%+1.3%0.026%


SHM Institutional Ownership - Frequently Asked Questions

During the previous two years, 342 institutional investors and hedge funds held shares of SPDR Nuveen ICE Short Term Municipal Bond ETF. The most heavily invested institutionals were Bank of America Corp DE ($1.02B), Goldman Sachs Group Inc. ($209.81M), Wells Fargo & Company MN ($196.44M), Northwestern Mutual Wealth Management Co. ($141.59M), Envestnet Asset Management Inc. ($114.60M), Morgan Stanley ($102.47M), and United Capital Financial Advisors LLC ($96.20M).Learn more on SPDR Nuveen ICE Short Term Municipal Bond ETF's institutional investors.

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

Of the 256 institutional investors that purchased SPDR Nuveen ICE Short Term Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank of America Corp DE ($2.43M), Quent Long Short Global Small Cap Fund LP ($1.79M), GAMMA Investing LLC ($1.60M), Quent Capital LLC ($545.76K), UMB Bank n.a. ($528.91K), Envestnet Asset Management Inc. ($494.60K), and Northwestern Mutual Wealth Management Co. ($337.38K).

Institutional investors have bought a total of 8,894,990 shares in the last 24 months. This purchase volume represents approximately $426.90M in transactions.

Of the 148 institutional investors that sold SPDR Nuveen ICE Short Term Municipal Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Northwestern Mutual Wealth Management Co. ($2.79M), Envestnet Asset Management Inc. ($2.08M), Goldman Sachs Group Inc. ($720.73K), Mercer Global Advisors Inc. ADV ($478.57K), JPMorgan Chase & Co. ($270.71K), Wells Fargo & Company MN ($195.00K), and Cetera Investment Advisers ($162.00K).

Institutional investors have sold a total of 8,130,292 shares in the last 24 months. This volume of shares sold represents approximately $390.84M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:SHM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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