# SPDR SERIES TRUST (SHM)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/SHM/

- Reporting holders: 26
- Reported value: $36.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $8.4M | 179,586 | 0.3% | 12 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.9M | 127,268 | 0.0% | 16 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $4.5M | 95,637 | 0.1% | 26 |
| [Boston Standard Wealth Management, LLC](https://holderbook.com/funds/1630939-boston-standard-wealth-management-llc/) | $2.0M | 43,420 | 0.3% | 28 |
| [FC Advisory LLC](https://holderbook.com/funds/1683754-fc-advisory-llc/) | $1.5M | 32,645 | 0.4% | 17 |
| [McNaughton Wealth Management, LLC](https://holderbook.com/funds/1802691-mcnaughton-wealth-management-llc/) | $1.5M | 31,323 | 0.5% | 28 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $1.4M | 29,855 | 0.1% | 16 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $1.3M | 28,870 | 0.3% | 26 |
| [Capital Advisors Wealth Management, LLC](https://holderbook.com/funds/1824700-capital-advisors-wealth-management-llc/) | $1.3M | 28,849 | 0.2% | 6 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.3M | 26,836 | 0.1% | 4 |
| [CYPRESS FINANCIAL PLANNING LLC](https://holderbook.com/funds/1937021-cypress-financial-planning-llc/) | $1.2M | 25,604 | 0.3% | 11 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $934.6K | 20,035 | 0.2% | 27 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $915.0K | 19,615 | 0.2% | 18 |
| [CONFLUENCE INVESTMENT MANAGEMENT LLC](https://holderbook.com/funds/1442056-confluence-investment-management-llc/) | $906.7K | 19,437 | 0.0% | 11 |
| [LEGACY SOLUTIONS, LLC](https://holderbook.com/funds/2053314-legacy-solutions-llc/) | $699.3K | 14,991 | 0.5% | 8 |
| [KWMG, LLC](https://holderbook.com/funds/1633024-kwmg-llc/) | $588.4K | 12,613 | 0.0% | 32 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $551.6K | 11,825 | 0.0% | 3 |
| [ROCKLAND TRUST CO](https://holderbook.com/funds/84616-rockland-trust-co/) | $460.7K | 9,875 | 0.0% | 1 |
| [RIVERSEDGE ADVISORS, LLC](https://holderbook.com/funds/1787663-riversedge-advisors-llc/) | $413.9K | 8,871 | 0.1% | 27 |
| [SigFig Wealth Management, LLC](https://holderbook.com/funds/1696957-sigfig-wealth-management-llc/) | $352.3K | 7,552 | 0.0% | 3 |
| [KFA Private Wealth Group, LLC](https://holderbook.com/funds/1800556-kfa-private-wealth-group-llc/) | $346.4K | 7,426 | 0.1% | 6 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $133.0K | 2,851 | 0.0% | 20 |
| [VALLEY WEALTH MANAGERS, INC.](https://holderbook.com/funds/924166-valley-wealth-managers-inc/) | $17.4K | 373 | 0.0% | 1 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $14.7K | 315 | 0.0% | 11 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $6.3K | 134 | 0.0% | 18 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 26 | $36.7M |
| Q2 2026 | 399 | $3.3B |
| Q1 2026 | 398 | $3.2B |
| Q4 2025 | 399 | $3.2B |
| Q3 2025 | 384 | $3.1B |
| Q2 2025 | 395 | $3.2B |
| Q1 2025 | 410 | $3.2B |
| Q4 2024 | 410 | $3.4B |
| Q3 2024 | 405 | $3.4B |
| Q2 2024 | 422 | $3.7B |
| Q1 2024 | 426 | $4.2B |
| Q4 2023 | 432 | $4.2B |