Who Owns State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM)?Hedge Fund & Institutional Holders

$48.16+0.04 (+0.07%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$47.02$47.38$47.74$48.10$48.46Sep 24Jun 25Mar 26

SHM — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+552K+$983.0B
Quent Capital, LLCNew Position+1.8M+$85.9B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+612K+$29.0B
UMB Bank, n.a.New Position+529K+$25.0B
TruNorth Capital Management, LLCNew Position+170K+$8.2B
CULLEN/FROST BANKERS, INC.New Position+147K+$7.0B
M&T BANK CORPIncreased+48K+$6.0B
CITIGROUP INCIncreased+127K+$5.3B
Precision Wealth Strategies, LLCNew Position+105K+$5.0B
AUA CAPITAL MANAGEMENT, LLCNew Position+102K+$4.9B
Ascent Group, LLCNew Position+72K+$3.5B
Detalus Advisors, LLCNew Position+65K+$3.1B
EAGLE GLOBAL ADVISORS LLCNew Position+54K+$2.6B
Parkside Financial Bank & TrustNew Position+49K+$2.4B
STIFEL FINANCIAL CORPIncreased+89K+$2.1B

SHM — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-2.8M-$137.0B
Karpus Management, Inc.Closed Position-897K-$43.2B
GOLDMAN SACHS GROUP INCDecreased-721K-$37.6B
Financial Engines Advisors L.L.C.Decreased-8K-$32.4B
WELLS FARGO & COMPANY/MNDecreased-195K-$12.8B
Allworth Financial LPDecreased-16K-$10.3B
UNITED CAPITAL FINANCIAL ADVISORS, LLCDecreased-177K-$9.2B
JANE STREET GROUP, LLCDecreased-99K-$6.9B
MERCER GLOBAL ADVISORS INC /ADVDecreased-111K-$6.0B
Crestwood Advisors Group, LLCDecreased-6K-$4.1B
RW Investment Management LLCClosed Position-69K-$3.3B
JPMORGAN CHASE & CODecreased-32K-$2.7B
Mariner, LLCDecreased-9K-$2.7B
Dakota Wealth ManagementDecreased-35K-$2.6B
SUSQUEHANNA INTERNATIONAL GROUP, LLPDecreased-40K-$2.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1BANK OF AMERICA CORP /DE/16,840,561$808.0B0.06%Share
2GOLDMAN SACHS GROUP INC4,206,457$201.0B0.02%Share
3WELLS FARGO & COMPANY/MN2,223,741$106.0B0.02%Share
4BANK OF AMERICA CORP /DE/2,174,889$104.0B0.01%Share
5UNITED CAPITAL FINANCIAL ADVISORS, LLC1,817,846$87.0B0.52%Share
6Quent Capital, LLC1,789,151$85.9B6.19%Share
7MERCER GLOBAL ADVISORS INC /ADV1,713,483$82.0B0.12%Share
8BANK OF AMERICA CORP /DE/1,446,013$69.0B0.01%Share
9PNC FINANCIAL SERVICES GROUP, INC.1,172,793$56.0B0.03%Share
10WELLS FARGO & COMPANY/MN1,066,124$51.0B0.01%Share
11Wealthcare Advisory Partners LLC617,481$29.6B0.58%Share
12COMMONWEALTH EQUITY SERVICES, LLC611,595$29.0B0.04%Share
13UMB Bank, n.a.528,907$25.0B0.33%Share
14WELLS FARGO & COMPANY/MN519,856$24.0B0.00%Share
15STIFEL FINANCIAL CORP315,945$15.0B0.01%Share
16CITIGROUP INC302,486$14.0B0.01%Share
17UBS Group AG285,931$13.7B0.00%Share
18WELLS FARGO & COMPANY/MN274,880$13.0B0.00%Share
19JPMORGAN CHASE & CO279,834$13.0B0.00%Share
20AMERIPRISE FINANCIAL INC247,701$11.0B0.00%Share
21SEI INVESTMENTS CO245,766$11.0B0.01%Share
22ASSETMARK, INC187,941$9.0B0.02%Share
23RAYMOND JAMES FINANCIAL INC196,609$9.0B0.00%Share
24TruNorth Capital Management, LLC170,291$8.2B1.55%Share
25PNC FINANCIAL SERVICES GROUP, INC.185,556$8.0B0.00%Share
26PNC FINANCIAL SERVICES GROUP, INC.185,556$8.0B0.00%Share
27TRUSTMARK BANK TRUST DEPARTMENT154,976$7.0B0.44%Share
28CULLEN/FROST BANKERS, INC.146,766$7.0B0.08%Share
29GOLDMAN SACHS GROUP INC165,577$7.0B0.00%Share
30PURE PORTFOLIOS HOLDINGS LLC143,002$6.9B2.07%Share
31GenTrust, LLC142,946$6.9B0.30%Share
32M&T BANK CORP56,796$6.4B0.02%Share
33Strategies Wealth Advisors, LLC128,103$6.1B0.62%Share
34Farther Finance Advisors, LLC123,129$5.9B0.06%Share
35Foster Group, Inc.121,398$5.8B0.18%Share
36Precision Wealth Strategies, LLC105,029$5.0B1.63%Share
37STIFEL FINANCIAL CORP113,977$5.0B0.00%Share
38Focus Partners Wealth104,623$5.0B0.01%Share
39Orion Porfolio Solutions, LLC104,281$5.0B0.04%Share
40AUA CAPITAL MANAGEMENT, LLC101,565$4.9B2.44%Share
41Symmetry Partners, LLC90,833$4.4B0.26%Share
42Symmetry Partners, LLC85,605$4.1B0.24%Share
43ROYAL BANK OF CANADA98,211$4.0B0.00%Share
44OLD NATIONAL BANCORP /IN/72,387$3.5B0.06%Share
45Ameraudi Asset Management, Inc.69,577$3.3B1.83%Share
46Ascent Group, LLC68,778$3.3B0.11%Share
47GAMMA Investing LLC67,716$3.2B0.16%Share
48Detalus Advisors, LLC65,109$3.1B0.76%Share
49Rockefeller Capital Management L.P.74,146$3.0B0.01%Share
50OSAIC HOLDINGS, INC.70,244$3.0B0.00%Share

SHM Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025392$2.1T+178
Q3 2025214$1.5T-149
Q2 2025363$2.4T-43
Q1 2025406$3.0T+77
Q4 2024329$106.3T+54
Q3 2024275$405.8T-12
Q2 2024287$539.7T+3
Q1 2024284$966.6T—

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As of Q4 2025, 50 institutional investors hold SHM (State Street SPDR Nuveen ICE Short Term Municipal Bond ETF). The largest holder is BANK OF AMERICA CORP /DE/ with $808.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own SHM?

As of Q4 2025, 50 institutional investors report holding SHM (State Street SPDR Nuveen ICE Short Term Municipal Bond ETF) in their 13F filings.

Who is the largest institutional holder of SHM?

The largest institutional holder of SHM is BANK OF AMERICA CORP /DE/ with $808.0B in shares.

Is institutional ownership of SHM increasing or decreasing?

This quarter, 11 institutions opened new positions in SHM and 2 closed their positions.