Who owns SHM?
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · State Street
396 institutions reported holding SHM, worth $3.1B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of SHM
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Bank of America Corp. | Charlotte, NC | $1.0B | 21,768,088 | +441,223 shares |
| Goldman Sachs Group Inc. | New York, NY | $259.2M | 5,404,372 | +249,388 shares |
| Wells Fargo & Company | San Francisco, CA | $167.8M | 3,498,236 | −50,470 shares |
| Northwestern Mutual Wealth Management Co | Milwaukee, WI | $150.8M | 3,144,684 | +83,132 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $114.6M | 2,389,309 | +494,596 shares |
| Quent Capital, LLC | New York, NY | $110.3M | 2,299,297 | +138,507 shares |
| Morgan Stanley | New York, NY | $94.5M | 1,970,720 | −333,425 shares |
| PNC Financial Services Group, Inc. | Pittsburgh, PA | $79.1M | 1,648,710 | −83,323 shares |
| Mercer Global Advisors Inc. | Denver, CO | $67.9M | 1,415,493 | −130,250 shares |
| United Capital Financial Advisors, LLC | Irving, TX | $65.1M | 1,357,212 | −62,304 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns SHM?
396 institutional managers reported holding SHM in Form 13F filings for June 30, 2026, worth $3.1B in total. The largest reported position was held by Bank of America Corp., at $1.0B.
Did institutions buy or sell SHM last quarter?
Reported 13F value rose 1.2% from March 31, 2026, which includes price moves as well as buying and selling. 33 firms reported a new position and 25 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is SHM ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.