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

SPDR Nuveen ICE Short Term Municipal Bond ETF logo
$47.72 0.00 (0.00%)
As of 05/22/2026 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)
227
Total
Institutional Inflows
(last 12 months)
$435.44M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$477.86M
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Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026 Western Wealth Management LLC2,250$108K0.0%N/A0.003%
5/19/2026 NewEdge Advisors LLC138,578$6.63M0.1%+591.1%0.194%
5/19/2026 Bank of America Corp DE21,326,865$1.02B0.1%+3.9%29.849%
5/19/2026 Arkadios Wealth Advisors10,536$504K0.0%N/A0.015%
5/18/2026 EverSource Wealth Advisors LLC1,227$59K0.0%-17.9%0.002%
5/18/2026 Royal Bank of Canada117,076$5.60M0.0%+5.9%0.164%
5/18/2026 Evelyn Partners Asset Management Ltd10,086$482K0.1%N/A0.014%
5/15/2026 Gateway Wealth Partners LLC18,216$871K0.0%+121.0%0.025%
5/15/2026 Waverly Advisors LLC178,906$8.56M0.1%+555.6%0.250%
5/14/2026 Sei Investments Co.236,772$11.33M0.0%-3.7%0.331%
5/13/2026 Cetera Investment Advisers171,737$8.21M0.0%-48.5%0.240%
5/13/2026 NewEdge Wealth LLC11,894$569K0.0%+23.8%0.017%
5/12/2026 Fortis Capital Management LLC9,870$472K0.0%N/A0.014%
5/8/2026 PNC Financial Services Group Inc.1,732,033$82.84M0.0%+9.4%2.424%
5/7/2026 Precision Wealth Strategies LLC92,536$4.43M1.5%-11.9%0.130%
5/6/2026 Aviance Capital Partners LLC29,068$1.39M0.2%+1.6%0.041%
5/6/2026 Simon Quick Advisors LLC30,307$1.45M0.1%-10.8%0.042%
5/6/2026 Modera Wealth Management LLC24,017$1.15M0.0%-4.9%0.034%
5/6/2026 Assetmark Inc.87,406$4.18M0.0%-53.5%0.122%
5/6/2026 SteelPeak Wealth LLC42,498$2.03M0.1%-1.3%0.059%
5/6/2026 Independent Financial Group LLC7,227$346K0.0%N/A0.010%
5/6/2026 Frazier Financial Advisors LLC2,450$117K0.1%N/A0.003%
5/5/2026 Sanctuary 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%
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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%
3/17/2026 Rockefeller Capital Management L.P.74,514$3.58M0.0%+2.3%0.103%
3/9/2026 Corient Private Wealth LLC15,356$737K0.0%+131.1%0.021%
3/4/2026 SHP Wealth Management1,773$85K0.0%N/A0.002%
2/19/2026 Rare Wolf Capital LLC7,720$370K0.2%N/A0.011%
2/19/2026 Axxcess Wealth Management LLC8,140$391K0.0%N/A0.011%
2/19/2026 Corient Private Wealth LLC15,356$737K0.0%+131.1%0.021%
2/18/2026 Mercer Global Advisors Inc. ADV1,713,483$82.23M0.1%-6.1%2.359%
2/18/2026 Beacon Pointe Advisors LLC125,112$6.00M0.0%+6.9%0.172%
2/18/2026 First Citizens Bank & Trust Co.18,350$881K0.0%N/A0.025%
2/18/2026 NewEdge 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%
2/17/2026 Cetera Investment Advisers333,740$16.02M0.0%+8.3%0.459%
2/17/2026 Equitable Holdings Inc.38,065$1.83M0.0%+11.9%0.052%
2/17/2026 Regal Investment Advisors LLC45,284$2.17M0.1%+4.2%0.062%
2/17/2026 Osaic Holdings Inc.112,684$5.41M0.0%-1.9%0.155%
2/17/2026 Captrust Financial Advisors23,843$1.14M0.0%-4.4%0.033%
2/17/2026 &PARTNERS10,246$492K0.0%+14.5%0.014%
2/17/2026 Royal 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%
2/16/2026 Mariner LLC46,433$2.23M0.0%-16.8%0.064%
2/16/2026Nicolet Advisory Services LLC12,074$581K0.0%-18.8%0.017%
2/16/2026 Focus Partners Wealth104,623$5.02M0.0%+19.7%0.144%
2/16/2026 Integrity Financial Corp WA1,547$74K0.0%N/A0.002%
2/16/2026 Arax Advisory Partners22,527$1.08M0.0%N/A0.031%
2/16/2026 Aptus 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%
2/13/2026 Parkside Financial Bank & Trust49,171$2.36M0.2%-16.8%0.068%
2/13/2026 UMB Bank n.a.528,907$25.38M0.3%N/A0.728%
2/13/2026 Stifel Financial Corp501,390$24.06M0.0%+21.6%0.690%
2/13/2026 Morgan Stanley2,135,323$102.47M0.0%-0.5%2.939%
2/13/2026 Bragg Financial Advisors Inc40,131$1.93M0.1%+14.9%0.055%
2/13/2026 Integrated Wealth Concepts LLC12,618$606K0.0%-63.0%0.017%
2/13/2026 OpenArc Corporate Advisory LLC38,104$1.83M0.0%N/A0.052%
2/13/2026 First National Bank of Omaha24,871$1.19M0.0%N/A0.034%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC15,033$721K0.0%N/A0.021%
2/13/2026 Wells 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%
2/13/2026 Gerber Kawasaki Wealth & Investment Management417,161$20.02M0.7%+1.3%0.574%
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2/12/2026 Jane Street Group LLC45,164$2.17M0.0%-68.6%0.062%
2/12/2026 Orion Porfolio Solutions LLC104,281$5.00M0.0%-0.8%0.144%
2/12/2026 Financial 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%
2/12/2026 Columbia 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%
2/12/2026 Burk Holdings LLC6,111$293K0.1%N/A0.008%
2/12/2026 Betterment LLC325,174$15.61M0.0%-3.8%0.448%
2/12/2026 Bank of Montreal Can80,280$3.85M0.0%+9.4%0.111%
2/12/2026 Brown Brothers Harriman & Co.591$28K0.0%+136.4%0.001%


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. ($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.

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 250 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 ($1.49M), Quent Capital LLC ($898.48K), UMB Bank n.a. ($528.91K), Northwestern Mutual Wealth Management Co. ($337.38K), and Cliftonlarsonallen Wealth Advisors LLC ($207.22K).

Institutional investors have bought a total of 9,069,109 shares in the last 24 months. This purchase volume represents approximately $435.44M in transactions.

Of the 185 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), Wealth Enhancement Advisory Services LLC ($233.13K), and Wells Fargo & Company MN ($195.00K).

Institutional investors have sold a total of 9,949,597 shares in the last 24 months. This volume of shares sold represents approximately $477.86M in transactions.



This page (NYSEARCA:SHM) was last updated on 5/25/2026 by MarketBeat.com Staff.
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