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

SPDR Nuveen ICE Short Term Municipal Bond ETF logo
$47.76 +0.01 (+0.02%)
As of 04:10 PM Eastern

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)
222
Total
Institutional Inflows
(last 12 months)
$374.81M
Number of
Institutional Sellers
(last 12 months)
184
Total
Institutional Outflows
(last 12 months)
$468.34M
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SHM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary Advisors LLC36,109$1.73M0.0%-7.2%0.051%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management168,403$8.06M0.1%+5.7%0.236%
5/2/2026 Keener Financial Planning LLC5,528$264K0.1%+15.9%0.008%
5/1/2026 Fifth Third Bancorp53,471$2.56M0.0%+17,723.7%0.075%
5/1/2026 Sequoia Financial Advisors LLC6,106$292K0.0%-36.4%0.009%
4/30/2026 Kestra Advisory Services LLC57,581$2.75M0.0%+40.2%0.081%
4/30/2026 Staley Capital Advisers Inc.21,400$1.02M0.0%-4.5%0.030%
4/29/2026 ORBA Wealth Advisors L.L.C.10,392$497K0.6%+99.8%0.015%
4/29/2026 Canvas Wealth Advisors LLC13,507$646K0.1%-8.8%0.019%
4/28/2026 Howe & Rusling Inc.24,562$1.18M0.1%+14.8%0.034%
4/28/2026 Hunter Associates Investment Management LLC45,341$2.17M0.3%-6.2%0.063%
4/27/2026 PAX Financial Group LLC14,268$682K0.1%-11.2%0.020%
4/27/2026 Private Advisor Group LLC34,736$1.66M0.0%-2.5%0.049%
4/24/2026 Alaska Wealth Advisors LLC467,214$22.35M2.7%+15.1%0.654%
4/24/2026 Fulton Bank N.A.7,386$353K0.0%N/A0.010%
4/24/2026 James Investment Research Inc.69,944$3.35M0.4%+43.2%0.098%
4/23/2026 Continuum Advisory LLC8,757$419K0.0%-5.1%0.012%
4/23/2026 Detalus Advisors LLC52,721$2.52M0.6%-19.0%0.074%
4/22/2026 Hurlow Wealth Management Group Inc.31,119$1.49M0.4%+1.0%0.044%
4/22/2026 Janney Montgomery Scott LLC70,349$3.37M0.0%+568.2%0.098%
4/22/2026 Aua Capital Management LLC100,521$4.81M2.5%-1.0%0.141%
4/21/2026 OLD National Bancorp IN50,849$2.43M0.0%-29.8%0.071%
4/21/2026 Boston Standard Wealth Management LLC42,445$2.03M0.3%+0.5%0.059%
4/20/2026 Kestra Private Wealth Services LLC50,058$2.39M0.0%+82.1%0.070%
4/20/2026 Friedenthal Financial19,154$916K0.5%+7.7%0.027%
4/20/2026 Blue Trust Inc.2,146$103K0.0%+117.4%0.003%
4/20/2026 Brandywine Oak Private Wealth LLC39,261$1.88M0.2%-1.8%0.055%
4/18/2026 BCS Wealth Management16,047$768K0.2%-42.9%0.022%
4/16/2026 Prairiewood Capital LLC18,457$883K0.3%+1.3%0.026%
3/17/2026Rockefeller Capital Management L.P.74,514$3.58M0.0%+2.3%0.103%
3/9/2026Corient Private Wealth LLC15,356$737K0.0%+131.1%0.021%
3/4/2026SHP Wealth Management1,773$85K0.0%N/A0.002%
2/19/2026Rare Wolf Capital LLC7,720$370K0.2%N/A0.011%
2/19/2026 Axxcess Wealth Management LLC8,140$391K0.0%N/A0.011%
2/19/2026Corient Private Wealth LLC15,356$737K0.0%+131.1%0.021%
2/18/2026Mercer Global Advisors Inc. ADV1,713,483$82.23M0.1%-6.1%2.359%
2/18/2026Beacon Pointe Advisors LLC125,112$6.00M0.0%+6.9%0.172%
2/18/2026First Citizens Bank & Trust Co.18,350$881K0.0%N/A0.025%
2/18/2026NewEdge Advisors LLC20,052$962K0.0%+1.8%0.028%
2/18/2026Veratis Advisors Inc.22,045$1.07M0.9%N/A0.030%
2/18/2026Main Street Financial Solutions LLC18,990$911K0.1%-9.5%0.026%
2/17/2026Cetera Investment Advisers333,740$16.02M0.0%+8.3%0.459%
2/17/2026Equitable Holdings Inc.38,065$1.83M0.0%+11.9%0.052%
2/17/2026Regal Investment Advisors LLC45,284$2.17M0.1%+4.2%0.062%
2/17/2026Osaic Holdings Inc.112,684$5.41M0.0%-1.9%0.155%
2/17/2026Captrust Financial Advisors23,843$1.14M0.0%-4.4%0.033%
2/17/2026&PARTNERS10,246$492K0.0%+14.5%0.014%
2/17/2026Royal Bank of Canada110,513$5.30M0.0%+6.9%0.152%
2/16/2026 MML Investors Services LLC27,480$1.32M0.0%+14.7%0.038%
2/16/2026Mariner LLC46,433$2.23M0.0%-16.8%0.064%
2/16/2026Nicolet Advisory Services LLC12,074$581K0.0%-18.8%0.017%
2/16/2026Focus Partners Wealth104,623$5.02M0.0%+19.7%0.144%
2/16/2026Integrity Financial Corp WA1,547$74K0.0%N/A0.002%
2/16/2026Arax Advisory Partners22,527$1.08M0.0%N/A0.031%
2/16/2026Aptus Capital Advisors LLC5,980$287K0.0%+9.2%0.008%
2/13/2026 Kestra Advisory Services LLC41,075$1.97M0.0%+13.7%0.057%
2/13/2026Parkside Financial Bank & Trust49,171$2.36M0.2%-16.8%0.068%
2/13/2026UMB Bank n.a.528,907$25.38M0.3%N/A0.728%
2/13/2026Stifel Financial Corp501,390$24.06M0.0%+21.6%0.690%
2/13/2026Morgan Stanley2,135,323$102.47M0.0%-0.5%2.939%
2/13/2026Bragg Financial Advisors Inc40,131$1.93M0.1%+14.9%0.055%
2/13/2026Integrated Wealth Concepts LLC12,618$606K0.0%-63.0%0.017%
2/13/2026OpenArc Corporate Advisory LLC38,104$1.83M0.0%N/A0.052%
2/13/2026First National Bank of Omaha24,871$1.19M0.0%N/A0.034%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,033$721K0.0%N/A0.021%
2/13/2026Wells Fargo & Company MN4,093,329$196.44M0.0%-4.5%5.634%
2/13/2026 Wealthspire Advisors LLC11,484$551K0.0%+17.0%0.016%
2/13/2026Gerber Kawasaki Wealth & Investment Management417,161$20.02M0.7%+1.3%0.574%
2/12/2026Jane Street Group LLC45,164$2.17M0.0%-68.6%0.062%
2/12/2026Orion Porfolio Solutions LLC104,281$5.00M0.0%-0.8%0.144%
2/12/2026Financial Engines Advisors L.L.C.664,962$31.91M0.1%-1.2%0.915%
2/12/2026 Commonwealth Equity Services LLC611,595$29.35M0.0%+1.4%0.842%
2/12/2026Columbia River Financial Group LLC50,563$2.43M1.5%+3.8%0.070%
2/12/2026 Sykon Capital LLC32,704$1.57M0.5%-30.8%0.045%
2/12/2026Burk Holdings LLC6,111$293K0.1%N/A0.008%
2/12/2026Betterment LLC325,174$15.61M0.0%-3.8%0.448%
2/12/2026Bank of Montreal Can80,280$3.85M0.0%+9.4%0.111%
2/12/2026Brown Brothers Harriman & Co.591$28K0.0%+136.4%0.001%
2/12/2026 Grey Fox Wealth Advisors LLC31,617$1.52M0.3%-3.3%0.044%
2/12/2026Principal Securities Inc.7,430$357K0.0%-26.8%0.010%
2/11/2026Gateway Wealth Partners LLC8,243$396K0.0%+44.5%0.011%
2/11/2026 Janney Montgomery Scott LLC10,528$505K0.0%+18.6%0.014%
2/11/2026Capital Analysts LLC10,586$508K0.0%+107.2%0.015%
2/11/2026Cerity Partners LLC111,352$5.34M0.0%+4.5%0.153%
2/11/2026LPL Financial LLC844,750$40.54M0.0%+6.4%1.163%
2/11/2026CNB Bank20,250$972K0.4%+4.6%0.028%
2/11/2026Ackerman Capital Advisors LLC105,142$5.05M1.0%+106.6%0.145%
2/11/2026 XML Financial LLC7,840$376K0.0%-7.4%0.011%
2/11/2026Parallel Advisors LLC6,673$320K0.0%-3.6%0.009%
2/11/2026 TruNorth Capital Management LLC170,291$8.17M1.6%+5.9%0.234%
2/11/2026 Continuum Advisory LLC9,226$443K0.0%-2.7%0.013%
2/10/2026Johnson Financial Group LLC26,483$1.27M0.1%+44.1%0.036%
2/10/2026Goldman Sachs Group Inc.4,372,034$209.81M0.0%-14.2%6.018%
2/10/2026Kesler Norman & Wride LLC4,650$223K0.0%N/A0.006%
2/10/2026SCS Capital Management LLC11,903$571K0.0%-8.6%0.016%
2/10/2026Northwestern Mutual Wealth Management Co.2,950,388$141.59M0.1%+3.9%4.061%
2/10/2026 Savant Capital LLC14,658$703K0.0%+16.3%0.020%
2/10/2026IFG Advisory LLC12,048$578K0.0%+56.9%0.017%
2/9/2026Horizon Family Wealth Inc.44,073$2.12M1.1%-4.8%0.061%
2/9/2026Clearstead Advisors LLC18,661$896K0.0%+4.1%0.026%


SHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHM shares?

During the previous two years, 335 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 ($963.42M), Goldman Sachs Group Inc. ($209.81M), Wells Fargo & Company MN ($196.44M), Northwestern Mutual Wealth Management Co. ($141.59M), Envestnet Asset Management Inc. ($136.11M), 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.

What percentage of SPDR Nuveen ICE Short Term Municipal Bond ETF's stock is owned by 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.

Which institutional investors have been buying SPDR Nuveen ICE Short Term Municipal Bond ETF's stock?

Of the 243 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: Quent Long Short Global Small Cap Fund LP ($1.79M), Bank of America Corp DE ($1.63M), GAMMA Investing LLC ($1.49M), Quent Capital LLC ($898.48K), UMB Bank n.a. ($528.91K), Northwestern Mutual Wealth Management Co. ($337.38K), and Karpus Management Inc. ($252.70K).

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

Institutional investors have bought a total of 7,801,402 shares in the last 24 months. This purchase volume represents approximately $374.81M in transactions.

Which of SPDR Nuveen ICE Short Term Municipal Bond ETF's major shareholders have been selling company stock?

Of the 184 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. ($2.37M), Goldman Sachs Group Inc. ($720.73K), Mercer Global Advisors Inc. ADV ($478.57K), JPMorgan Chase & Co. ($400.76K), Betterment LLC ($252.65K), and Wealth Enhancement Advisory Services LLC ($233.13K).

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

Institutional investors have sold a total of 9,750,903 shares in the last 24 months. This volume of shares sold represents approximately $468.34M in transactions.



This page (NYSEARCA:SHM) was last updated on 5/5/2026 by MarketBeat.com Staff.
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