SPDR SERIES TRUST (SHM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
382
Reporting holders
$3.1B
Reported value
0.0%
Held as options
-1
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | $1.0B | 21,768,088 | 0.07% | 31q | +2.1%+$21.2M |
| GOLDMAN SACHS GROUP INC | $259.2M | 5,404,372 | 0.02% | 31q | +4.8%+$12.0M |
| WELLS FARGO & COMPANY/MN | $167.8M | 3,498,236 | 0.03% | 31q | -50.7%-$172.6M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $150.8M | 3,144,684 | 0.08% | 31q | +2.7%+$4.0M |
| MERCER GLOBAL ADVISORS INC /ADV | $135.8M | 2,830,885 | 0.08% | 30q | +83.1%+$61.6M |
| ENVESTNET ASSET MANAGEMENT INC | $114.6M | 2,389,309 | 0.03% | 31q | +26.1%+$23.7M |
| Quent Capital, LLC | $110.3M | 2,299,297 | 6.77% | 19q | +6.4%+$6.6M |
| MORGAN STANLEY | $94.5M | 1,970,720 | 0.00% | 35q | -14.5%-$16.0M |
| PNC Financial Services Group, Inc. | $79.1M | 1,648,710 | 0.04% | 31q | -4.8%-$4.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $65.1M | 1,357,212 | 0.36% | 31q | -4.4%-$3.0M |
| LPL Financial LLC | $56.1M | 1,170,165 | 0.01% | 31q | +31.7%+$13.5M |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.9M | 749,168 | 0.47% | 11q | +0.7%+$234.8K |
| Financial Engines Advisors L.L.C. | $32.5M | 677,616 | 0.06% | 30q | +1.4%+$445.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $31.1M | 648,479 | 0.04% | 31q | +3.8%+$1.1M |
| Wealthcare Advisory Partners LLC | $28.5M | 593,505 | 0.54% | 31q | -1.2%-$340.8K |
| Gerber Kawasaki Wealth & Investment Management | $24.3M | 507,618 | 0.65% | 21q | +9.9%+$2.2M |
| Alaska Wealth Advisors, LLC | $23.6M | 492,292 | 2.56% | 31q | +5.4%+$1.2M |
| UBS Group AG | $23.3M | 485,685 | 0.00% | 31q | -0.8%-$193.5K |
| JPMORGAN CHASE & CO | $17.3M | 361,054 | 0.00% | 31q | +28.1%+$3.8M |
| STIFEL FINANCIAL CORP | $15.7M | 327,015 | 0.01% | 31q | -14.5%-$2.7M |
| RAYMOND JAMES FINANCIAL INC | $13.4M | 280,152 | 0.00% | 7q | +0.9%+$122.9K |
| AMERIPRISE FINANCIAL INC | $12.9M | 268,727 | 0.00% | 31q | -47.1%-$11.5M |
| SEI INVESTMENTS CO | $11.0M | 228,444 | 0.01% | 31q | -3.5%-$399.5K |
| Cetera Investment Advisers | $9.9M | 205,412 | 0.01% | 28q | +19.6%+$1.6M |
| TD PRIVATE CLIENT WEALTH LLC | $9.7M | 201,593 | 0.18% | 27q | -6.8%-$709.8K |
| Symmetry Partners, LLC | $9.6M | 199,906 | 0.49% | 31q | +6.4%+$572.7K |
| Prime Capital Investment Advisors, LLC | $9.5M | 198,099 | 0.09% | 13q | -5.0%-$496.3K |
| TRUIST FINANCIAL CORP | $9.5M | 197,588 | 0.01% | 27q | -1.7%-$163.3K |
| Waverly Advisors, LLC | $9.5M | 197,418 | 0.05% | 10q | +10.3%+$887.9K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $9.3M | 193,450 | 0.02% | 12q | +25.1%+$1.9M |
| TruNorth Capital Management, LLC | $9.1M | 189,285 | 1.46% | 10q | +7.0%+$590.6K |
| UMB Bank, n.a. | $8.9M | 186,016 | 0.11% | 3q | -23.0%-$2.7M |
| BlackRock, Inc. | $8.7M | 181,109 | 0.00% | 3q | +1.0%+$87.8K |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | $8.0M | 166,860 | 0.12% | 31q | -0.9%-$74.0K |
| Allworth Financial LP | $7.6M | 158,979 | 0.03% | 31q | -17.1%-$1.6M |
| TRUSTMARK BANK TRUST DEPARTMENT | $7.2M | 149,790 | 0.43% | 32q | +1.1%+$77.7K |
| Beacon Pointe Advisors, LLC | $7.0M | 146,608 | 0.03% | 26q | -5.6%-$420.8K |
| NewEdge Advisors, LLC | $6.7M | 139,157 | 0.02% | 28q | HELD |
| McAdam, LLC | $6.4M | 134,384 | 0.25% | 31q | +22.9%+$1.2M |
| Concurrent Investment Advisors, LLC | $6.0M | 124,171 | 0.05% | 11q | +266.2%+$4.3M |
| Farther Finance Advisors, LLC | $5.9M | 122,519 | 0.05% | 15q | -2.9%-$176.5K |
| Foster Group, Inc. | $5.7M | 119,145 | 0.15% | 10q | -1.7%-$96.8K |
| ROYAL BANK OF CANADA | $5.7M | 118,097 | 0.00% | 31q | +0.9%+$49.0K |
| Strategies Wealth Advisors, LLC | $5.7M | 117,928 | 0.51% | 18q | -11.7%-$748.1K |
| MML INVESTORS SERVICES, LLC | $5.6M | 117,339 | 0.01% | 31q | +261.9%+$4.1M |
| OSAIC HOLDINGS, INC. | $5.3M | 111,171 | 0.01% | 26q | +1.9%+$97.4K |
| Cerity Partners LLC | $5.3M | 110,515 | 0.01% | 15q | +0.8%+$43.3K |
| Cullen/Frost Bankers, Inc. | $5.2M | 109,399 | 0.05% | 31q | +4.2%+$212.1K |
| Orion Porfolio Solutions, LLC | $5.0M | 104,645 | 0.04% | 31q | HELD |
| AUA CAPITAL MANAGEMENT, LLC | $4.8M | 100,483 | 2.23% | 17q | HELD |
| Ackerman Capital Advisors, LLC | $4.8M | 100,449 | 0.97% | 17q | -2.5%-$122.6K |
| BENJAMIN EDWARDS INC | $4.7M | 98,919 | 0.04% | 10q | -30.4%-$2.1M |
| Focus Partners Wealth | $4.7M | 98,851 | 0.00% | 11q | -2.0%-$94.8K |
| CHATHAM CAPITAL GROUP, INC. | $4.6M | 95,375 | 0.58% | 31q | -0.5%-$24.0K |
| ASSETMARK, INC | $4.5M | 93,901 | 0.01% | 31q | +7.4%+$311.5K |
| BANK OF MONTREAL /CAN/ | $4.5M | 93,847 | 0.00% | 31q | +6.5%+$273.2K |
| Paulson Wealth Management Inc. | $4.3M | 90,179 | 0.92% | 16q | -11.6%-$567.8K |
| Apella Capital, LLC | $4.2M | 88,138 | 0.06% | 25q | +1.0%+$40.0K |
| Brio Consultants, LLC | $4.1M | 86,254 | 0.48% | 13q | +1.3%+$52.9K |
| Bragg Financial Advisors, Inc | $3.8M | 80,113 | 0.10% | 31q | HELD |
| GAMMA Investing LLC | $3.8M | 79,121 | 0.14% | 11q | +16.7%+$543.5K |
| Bleakley Financial Group, LLC | $3.6M | 74,764 | 0.05% | new | NEW |
| Elequin Capital, LP | $3.5M | 73,072 | 0.10% | 2q | +134.1%+$2.0M |
| Kestra Advisory Services, LLC | $3.4M | 71,329 | 0.01% | 24q | +23.9%+$659.4K |
| Merit Financial Group, LLC | $3.4M | 70,240 | 0.01% | 15q | +98.5%+$1.7M |
| JAMES INVESTMENT RESEARCH, INC. | $3.4M | 69,944 | 0.34% | 31q | HELD |
| Ameraudi Asset Management, Inc. | $3.3M | 69,577 | 1.51% | 27q | -0.7%-$24.0K |
| Royal Harbor Partners, LLC | $3.3M | 68,644 | 1.02% | new | NEW |
| GenTrust, LLC | $3.2M | 66,883 | 0.12% | 32q | -48.8%-$3.1M |
| Crestwood Advisors Group, LLC | $3.2M | 66,577 | 0.05% | 31q | -4.8%-$161.4K |
| RW Investment Management LLC | $3.1M | 63,821 | 0.27% | 14q | -2.2%-$68.9K |
| Creative Planning | $3.0M | 62,263 | 0.00% | 31q | +0.8%+$24.5K |
| EAGLE GLOBAL ADVISORS LLC | $2.8M | 59,333 | 0.09% | 31q | +6.7%+$179.9K |
| Wealth Enhancement Trust Services, Inc. | $2.7M | 56,369 | 0.16% | 3q | +95.7%+$1.3M |
| Tilson Financial Group, Inc. | $2.7M | 55,746 | 0.74% | 15q | -0.8%-$21.5K |
| Rockefeller Capital Management L.P. | $2.6M | 53,870 | 0.00% | 30q | -26.2%-$915.5K |
| HighTower Advisors, LLC | $2.6M | 53,232 | 0.00% | 31q | -3.8%-$101.9K |
| Ascent Group, LLC | $2.5M | 52,529 | 0.08% | 11q | -17.6%-$536.5K |
| Focus Partners Advisor Solutions, LLC | $2.5M | 52,012 | 0.02% | 2q | HELD |
| FIFTH THIRD BANCORP | $2.4M | 49,793 | 0.00% | 4q | -6.9%-$176.4K |
| OLD NATIONAL BANCORP /IN/ | $2.4M | 49,556 | 0.05% | 31q | -2.5%-$62.0K |
| Integrated Wealth Concepts LLC | $2.3M | 48,632 | 0.01% | 17q | +65.6%+$924.4K |
| Charles Schwab Trust Co | $2.3M | 48,394 | 0.13% | 5q | HELD |
| Alaska Permanent Capital Management, LLC | $2.3M | 48,194 | 0.15% | 31q | +76.8%+$1.0M |
| Dynamic Advisor Solutions LLC | $2.3M | 48,056 | 0.07% | 6q | +1.8%+$40.8K |
| Leisure Capital Management | $2.3M | 47,883 | 0.72% | 31q | HELD |
| Elmwood Wealth Management, Inc. | $2.3M | 47,159 | 0.57% | 8q | +18.6%+$354.6K |
| Regal Investment Advisors LLC | $2.3M | 47,023 | 0.12% | 31q | +1.5%+$34.3K |
| Independent Advisor Alliance | $2.2M | 46,698 | 0.05% | 5q | -59.4%-$3.3M |
| McNaughton Wealth Management, LLC | $2.2M | 46,166 | 0.79% | 27q | -3.5%-$79.8K |
| Detalus Advisors, LLC | $2.2M | 45,737 | 0.43% | 26q | -13.2%-$335.0K |
| ALTFEST L J & CO INC | $2.2M | 45,484 | 0.21% | 18q | -3.1%-$69.4K |
| Sage Mountain Advisors LLC | $2.2M | 45,104 | 0.13% | 4q | +29.5%+$493.5K |
| Mariner, LLC | $2.2M | 44,972 | 0.00% | 24q | -5.2%-$117.9K |
| Precision Wealth Strategies, LLC | $2.2M | 44,926 | 0.65% | 5q | -51.5%-$2.3M |
| DAVIDSON INVESTMENT ADVISORS | $2.1M | 43,357 | 0.09% | 14q | -8.4%-$191.9K |
| US BANCORP \DE\ | $2.1M | 42,962 | 0.00% | 31q | HELD |
| Boston Standard Wealth Management, LLC | $2.0M | 42,429 | 0.29% | 27q | HELD |
| Global Retirement Partners, LLC | $2.0M | 42,090 | 0.03% | 16q | -10.9%-$245.7K |
| Chesley Taft & Associates LLC | $2.0M | 41,922 | 0.08% | 31q | HELD |
Showing the largest 100 of 398 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 382 | $3.1B | 63,724,146 | 27 | 114 | 131 | 0.0% |
| Q1 2026 | 383 | $3.1B | 65,663,486 | 27 | 110 | 134 | 0.0% |
| Q4 2025 | 380 | $3.1B | 63,914,297 | 30 | 112 | 126 | 0.0% |
| Q3 2025 | 365 | $3.0B | 62,759,052 | 21 | 110 | 119 | 0.0% |
| Q2 2025 | 369 | $3.0B | 63,021,324 | 22 | 96 | 158 | 0.0% |
| Q1 2025 | 383 | $3.1B | 64,781,850 | 29 | 94 | 156 | 0.0% |
| Q4 2024 | 383 | $3.2B | 68,430,661 | 30 | 117 | 123 | 0.0% |
| Q3 2024 | 376 | $3.3B | 68,192,042 | 23 | 89 | 146 | 0.0% |
| Q2 2024 | 387 | $3.5B | 73,152,035 | 26 | 100 | 157 | 0.0% |
| Q1 2024 | 389 | $3.9B | 82,666,390 | 30 | 95 | 162 | 0.0% |
| Q4 2023 | 387 | $3.9B | 81,822,343 | 41 | 94 | 168 | 0.0% |
| Q3 2023 | 367 | $3.3B | 71,906,074 | 25 | 85 | 157 | 0.0% |
| Q2 2023 | 389 | $3.6B | 76,254,526 | 27 | 105 | 154 | 0.0% |
| Q1 2023 | 379 | $3.6B | 76,061,500 | 23 | 91 | 162 | 0.0% |
| Q4 2022 | 379 | $3.6B | 76,670,105 | 47 | 101 | 134 | 0.0% |
| Q3 2022 | 445 | $4.0B | 86,310,704 | 48 | 115 | 176 | 0.0% |
| Q2 2022 | 471 | $4.2B | 89,475,593 | 69 | 114 | 183 | 0.0% |
| Q1 2022 | 455 | $4.5B | 96,468,681 | 38 | 142 | 150 | 0.0% |
| Q4 2021 | 472 | $4.7B | 94,808,685 | 40 | 126 | 144 | 0.0% |
| Q3 2021 | 435 | $4.4B | 89,760,864 | 35 | 149 | 126 | 0.0% |
| Q2 2021 | 427 | $4.2B | 84,698,157 | 36 | 152 | 114 | 0.0% |
| Q1 2021 | 426 | $4.0B | 80,599,326 | 45 | 161 | 111 | 0.0% |
| Q4 2020 | 417 | $3.8B | 75,308,051 | 29 | 141 | 106 | 0.2% |
| Q3 2020 | 394 | $3.6B | 71,544,577 | 39 | 144 | 105 | 0.0% |
| Q2 2020 | 384 | $3.3B | 66,921,110 | 32 | 129 | 125 | 0.0% |
| Q1 2020 | 389 | $3.0B | 61,233,430 | 49 | 119 | 138 | 0.0% |
| Q4 2019 | 374 | $2.7B | 54,549,138 | 29 | 128 | 82 | 0.0% |
| Q3 2019 | 349 | $2.5B | 51,187,268 | 29 | 104 | 109 | 0.0% |
| Q2 2019 | 351 | $2.5B | 51,381,859 | 25 | 108 | 112 | 0.0% |
| Q1 2019 | 357 | $2.4B | 50,207,113 | 47 | 86 | 125 | 0.0% |
| Q4 2018 | 338 | $2.6B | 53,403,812 | 2 | 4 | 11 | 0.0% |