SHM institutional holders

SPDR SERIES TRUST · 13F, 2026Q2

Managers holding396
Shares held64,024,665
Reported value$3.1bn
Quarter flows31 new, 133 added, 147 trimmed, 31 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
BANK OF AMERICA CORP /DE/21,768,088$1.0bn0.1%
GOLDMAN SACHS GROUP INC5,404,372$259.2m0.0%
WELLS FARGO & COMPANY/MN3,498,236$167.8m0.0%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO3,144,684$150.8m0.1%
ENVESTNET ASSET MANAGEMENT INC2,389,309$114.6m0.0%
Quent Capital, LLC2,299,297$110.3m6.8%
MORGAN STANLEY1,970,720$94.5m0.0%
PNC Financial Services Group, Inc.1,648,710$79.1m0.0%
MERCER GLOBAL ADVISORS INC /ADV1,415,493$67.9m0.1%
UNITED CAPITAL FINANCIAL ADVISORS, LLC1,357,212$65.1m0.4%
LPL Financial LLC1,170,165$56.1m0.0%
CX Institutional1,121,562$53.8m1.6%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC749,168$35.9m0.5%
Financial Engines Advisors L.L.C.677,616$32.5m0.1%
COMMONWEALTH EQUITY SERVICES, LLC648,479$31.1m0.0%
Wealthcare Advisory Partners LLC593,505$28.5m0.5%
Gerber Kawasaki Wealth & Investment Management507,618$24.3m0.7%
Alaska Wealth Advisors, LLC492,292$23.6m2.6%
UBS Group AG485,685$23.3m0.0%
JPMORGAN CHASE & CO361,054$17.3m0.0%
STIFEL FINANCIAL CORP327,015$15.7m0.0%
Betterment LLC291,079$14.0m0.0%
RAYMOND JAMES FINANCIAL INC280,152$13.4m0.0%
AMERIPRISE FINANCIAL INC268,727$12.9m0.0%
SEI INVESTMENTS CO228,444$11.0m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("SHM"). SHM price history · All 13F data

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