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

SPDR Nuveen Barclays Short Term Municipal Bond ETF logo
$47.15 -0.02 (-0.04%)
As of 04/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR Nuveen Barclays Short Term Municipal Bond ETF (NYSEARCA:SHM)

Current
Institutional Ownership
Percentage
99.65%
Number of
Institutional Buyers
(last 12 months)
43
Total
Institutional Inflows
(last 12 months)
$136.97M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$44.70M
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SHM Institutional Buying and Selling by Quarter

SPDR Nuveen Barclays 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
4/17/2025 Janney Montgomery Scott LLC8,343$397K0.0%-23.7%0.012%
4/16/2025 Parkside Investments LLC8,625$411K0.1%-57.9%0.012%
4/15/2025 GAMMA Investing LLC30,626$1.46M0.1%+28.8%0.043%
4/14/2025 Farther Finance Advisors LLC152,988$7.28M0.2%-9.3%0.213%
4/9/2025 ST Germain D J Co. Inc.49,676$2.37M0.1%-5.0%0.069%
4/9/2025 NBC Securities Inc.713$33K0.0%N/A0.001%
4/7/2025 GAMMA Investing LLC1,457,798$69.39M0.0%+6,033.2%2.032%
4/4/2025 Quent Capital LLC1,419,334$67.56M7.1%+6.5%1.978%
4/3/2025 Versant Capital Management Inc28,253$1.35M0.2%+10.6%0.039%
4/1/2025 Confluence Investment Management LLC48,048$2.29M0.0%-1.4%0.067%
4/1/2025 MassMutual Private Wealth & Trust FSB34,058$1.62M0.0%+3.0%0.047%
2/24/2025Ameriflex Group Inc.569$27K0.0%N/A0.001%
2/19/2025Columbia River Financial Group LLC47,462$2.25M1.5%N/A0.064%
2/17/2025Studio Investment Management LLC74,502$3.53M0.8%-15.4%0.101%
2/17/2025Captrust Financial Advisors31,647$1.50M0.0%-12.3%0.043%
2/17/2025BNP Paribas Financial Markets1,105$52K0.0%-89.2%0.002%
2/17/2025Ameriprise Financial Inc.206,634$9.83M0.0%-0.4%0.281%
2/14/2025Betterment LLC577,819$27.38M0.1%-36.0%0.786%
2/13/2025United Capital Financial Advisors LLC2,455,065$116.35M1.0%-2.8%3.338%
2/13/2025Keystone Financial Group143,619$6.81M0.7%N/A0.195%
2/13/2025Hurlow Wealth Management Group Inc.35,608$1.69M0.5%+11.5%0.048%
2/12/2025Summit Financial LLC11,380$539K0.0%N/A0.015%
2/12/2025JPMorgan Chase & Co.610,086$28.91M0.0%+11.3%0.829%
2/11/2025TD Private Client Wealth LLC259,052$12.28M0.3%+13.7%0.352%
2/11/2025Grey Fox Wealth Advisors LLC35,988$1.71M0.5%-1.6%0.049%
2/10/2025 Parallel Advisors LLC19,973$947K0.0%+194.1%0.027%
2/10/2025Whitegate Investment Counselors Inc.23,592$1.12M0.4%-1.7%0.032%
2/10/2025 Farther Finance Advisors LLC168,723$8.00M0.3%-11.6%0.229%
2/7/2025Dorsey & Whitney Trust CO LLC6,121$290K0.0%-28.1%0.008%
2/6/2025One Capital Management LLC32,148$1.52M0.1%-4.3%0.044%
2/6/2025Cullen Frost Bankers Inc.150,641$7.14M0.1%-14.5%0.205%
2/6/2025Jones Financial Companies Lllp8,141$386K0.0%+52.0%0.011%
2/4/2025Transcendent Capital Group LLC13,001$616K0.3%-32.7%0.018%
2/4/2025Crestwood Advisors Group LLC63,348$3.00M0.1%+27.5%0.086%
2/4/2025Wealthspire Advisors LLC15,762$747K0.0%+7.5%0.021%
2/3/2025First Horizon Advisors Inc.10,261$486K0.0%+55.7%0.014%
1/31/2025Sierra Ocean LLC7,598$360K0.3%N/A0.010%
1/29/2025Leavell Investment Management Inc.10,305$488K0.0%-19.5%0.014%
1/29/2025 Quent Capital LLC1,332,475$63.15M6.5%+21.1%1.807%
1/28/2025 Farmers & Merchants Investments Inc.2,422$115K0.0%+7,468.8%0.003%
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1/27/2025Meritage Portfolio Management33,526$1.59M0.1%-11.3%0.045%
1/24/2025Richardson Financial Services Inc.3,366$160K0.1%-29.4%0.005%
1/23/2025Hunter Associates Investment Management LLC109,807$5.20M0.8%-9.9%0.149%
1/23/2025Crews Bank & Trust14,852$704K0.1%N/A0.020%
1/23/2025Strategic Blueprint LLC13,493$639K0.0%+5.6%0.018%
1/22/2025 Parkside Investments LLC20,475$970K0.1%-3.5%0.028%
1/17/2025Avior Wealth Management LLC1,626$77K0.0%+43.6%0.002%
1/17/2025 Janney Montgomery Scott LLC10,932$518K0.0%+24.5%0.015%
1/17/2025Janney Capital Management LLC59,627$2.83M0.2%-5.7%0.080%
1/16/2025 MassMutual Private Wealth & Trust FSB33,081$1.57M0.0%+22.9%0.044%
1/14/2025Pinnacle Bancorp Inc.1,726$82K0.0%+25.3%0.002%
1/10/2025 ST Germain D J Co. Inc.52,313$2.48M0.1%-5.4%0.069%
1/10/2025First International Bank & Trust54,612$2.59M0.8%-2.5%0.072%
1/3/2025 GAMMA Investing LLC23,769$1.13M0.1%+24.9%0.031%
1/3/2025 Versant Capital Management Inc25,543$1.21M0.3%+21.6%0.034%
1/2/2025 Confluence Investment Management LLC48,745$2.31M0.0%-41.5%0.064%
12/26/2024JPMorgan Chase & Co.548,171$26.39M0.0%-5.8%0.720%
11/14/2024Captrust Financial Advisors36,106$1.74M0.0%-33.5%0.047%
11/13/2024BNP Paribas Financial Markets10,228$492K0.0%N/A0.013%
11/13/2024Rock Point Advisors LLC7,000$337K0.1%-17.6%0.009%
11/12/2024Icon Wealth Advisors LLC10,085$485K0.0%+38.7%0.013%
11/12/2024Studio Investment Management LLC88,112$4.24M0.9%-1.6%0.114%
11/8/2024Avior Wealth Management LLC1,132$54K0.0%N/A0.001%
11/5/2024Prime Capital Investment Advisors LLC295,792$14.24M0.2%-5.0%0.382%
11/4/2024Meritage Portfolio Management37,788$1.82M0.1%-8.2%0.049%
11/2/2024Transcendent Capital Group LLC19,304$929K0.5%-22.3%0.025%
11/1/2024Leavell Investment Management Inc.12,805$616K0.0%-3.8%0.017%
10/31/2024 Confluence Investment Management LLC83,338$4.01M0.1%+4.4%0.107%
10/30/2024Crestwood Advisors Group LLC49,675$2.39M0.0%-8.5%0.064%
10/29/2024 Farther Finance Advisors LLC190,883$9.19M0.3%-7.1%0.246%
10/25/2024Strategic Blueprint LLC12,775$615K0.0%+5.1%0.016%
10/24/2024Hunter Associates Investment Management LLC121,807$5.86M0.9%-1.5%0.156%
10/24/2024Richardson Financial Services Inc.4,765$226K0.1%+42.3%0.006%
10/23/2024Grey Fox Wealth Advisors LLC36,591$1.76M0.5%-4.5%0.047%
10/18/2024 ST Germain D J Co. Inc.55,297$2.66M0.1%-3.1%0.071%
10/11/2024 Sunflower Bank N.A.15,679$755K0.2%-14.0%0.021%
10/8/2024Evensky & Katz LLC11,305$544K0.0%-4.9%0.015%
10/8/2024 Versant Capital Management Inc21,004$1.01M0.2%-2.3%0.028%
10/7/2024 GAMMA Investing LLC19,033$916K0.1%+19.8%0.025%
10/5/2024First International Bank & Trust56,004$2.70M0.9%-6.7%0.074%
10/5/2024 Quent Capital LLC1,099,893$52.95M5.4%+9.3%1.448%
10/2/2024 Massmutual Trust Co. FSB ADV26,926$1.30M0.0%+13,637.8%0.035%
8/14/2024EverSource Wealth Advisors LLC3,935$187K0.0%+26.3%0.005%
8/12/2024Richardson Financial Services Inc.3,349$158K0.1%-11.8%0.004%
8/9/2024One Capital Management LLC37,076$1.75M0.1%-39.5%0.047%
8/9/2024Brown Brothers Harriman & Co.4,943$233K0.0%N/A0.006%
8/9/2024Prime Capital Investment Advisors LLC311,201$14.69M0.2%-24.8%0.397%
8/8/2024Valley Wealth Managers Inc.1,583$75K0.0%-23.1%0.002%
8/7/2024Dorsey & Whitney Trust CO LLC8,509$402K0.0%-17.5%0.011%
8/7/2024Ashton Thomas Private Wealth LLC12,554$592K0.0%+46.8%0.016%
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8/7/2024HCR Wealth Advisors5,500$260K0.0%-45.0%0.007%
8/6/2024Cullen Frost Bankers Inc.178,876$8.44M0.1%+3.0%0.228%
8/1/2024Crestwood Advisors Group LLC54,295$2.56M0.1%-11.8%0.069%
8/1/2024Summit Financial LLC10,553$498K0.0%-62.1%0.013%
7/31/2024 Farther Finance Advisors LLC205,551$9.66M0.5%-5.2%0.261%
7/30/2024Grey Fox Wealth Advisors LLC38,296$1.81M0.6%+15.4%0.049%
7/29/2024ARK & TLK Investments LLC5,291$250K0.1%+4.5%0.007%
7/27/2024Strategic Blueprint LLC12,150$573K0.0%-15.6%0.015%
7/26/2024Evensky & Katz LLC11,885$561K0.0%+2.7%0.015%
7/24/2024Transcendent Capital Group LLC24,850$1.17M0.7%-1.0%0.031%
(Data available from 1/1/2016 forward)

SHM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of SHM shares?

During the previous two years, 102 institutional investors and hedge funds held shares of SPDR Nuveen Barclays Short Term Municipal Bond ETF. The most heavily invested institutionals were United Capital Financial Advisers LLC ($217.42M), United Capital Financial Advisors LLC ($116.35M), Quent Capital LLC ($67.56M), Financial Engines Advisors L.L.C. ($35.34M), JPMorgan Chase & Co. ($28.91M), Betterment LLC ($27.38M), and Dubuque Bank & Trust Co ($18.04M).Learn more on SHM's institutional investors.

What percentage of SPDR Nuveen Barclays Short Term Municipal Bond ETF stock is owned by institutional investors?

99.65% of SPDR Nuveen Barclays Short Term Municipal Bond ETF stock is owned by institutional investors. Learn more on SHM's institutional investor holdings.

Which institutional investors have been buying SPDR Nuveen Barclays Short Term Municipal Bond ETF stock?

Of the 69 institutional investors that purchased SPDR Nuveen Barclays Short Term Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GAMMA Investing LLC ($1.46M), Quent Capital LLC ($994.95K), Prime Capital Investment Advisors LLC ($335.02K), Cullen Frost Bankers Inc. ($175.93K), United Capital Financial Advisers LLC ($155.64K), Keystone Financial Group ($143.62K), and Symmetry Partners LLC ($140.30K).

How much institutional buying is happening at SPDR Nuveen Barclays Short Term Municipal Bond ETF?

Institutional investors have bought a total of 4,497,668 shares in the last 24 months. This purchase volume represents approximately $213.40M in transactions.

Which SPDR Nuveen Barclays Short Term Municipal Bond ETF major shareholders have been selling company stock?

Of the 72 institutional investors that sold SPDR Nuveen Barclays Short Term Municipal Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sunflower Bank N.A. ($566.63K), Betterment LLC ($325.52K), One Capital Management LLC ($235.03K), Trustmark National Bank Trust Department ($140.18K), CX Institutional ($139.30K), Prime Capital Investment Advisors LLC ($123.95K), and Parkside Investments LLC ($118.60K).

How much institutional selling is happening at SPDR Nuveen Barclays Short Term Municipal Bond ETF?

Institutional investors have sold a total of 2,861,627 shares in the last 24 months. This volume of shares sold represents approximately $135.31M in transactions.


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This page (NYSEARCA:SHM) was last updated on 4/18/2025 by MarketBeat.com Staff
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