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

SPDR Nuveen ICE Short Term Municipal Bond ETF logo
$47.90 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

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)
$440.66M
Number of
Institutional Sellers
(last 12 months)
185
Total
Institutional Outflows
(last 12 months)
$479.87M
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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
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%
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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%
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%
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%
2/19/2026Axxcess 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%
2/16/2026MML 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%
2/13/2026Kestra 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%
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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%
2/13/2026Wealthspire 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%
2/12/2026Commonwealth 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%
2/12/2026Sykon Capital LLC32,704$1.57M0.5%-30.8%0.045%


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 251 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 ($773.07K), UMB Bank n.a. ($528.91K), Northwestern Mutual Wealth Management Co. ($337.38K), and NewEdge Advisors LLC ($238.08K).

Institutional investors have bought a total of 9,178,076 shares in the last 24 months. This purchase volume represents approximately $440.66M 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 9,991,454 shares in the last 24 months. This volume of shares sold represents approximately $479.87M in transactions.


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This page (NYSEARCA:SHM) was last updated on 7/5/2026 by MarketBeat.com Staff.
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