SHM institutional holders

State Street SPDR Nuveen ICE Short Term Municipal Bond ETF · 421 reporting institutions · $3B reported value

Funds that can replace SHM · SHM return decomposition

Institutional holdings

Institutions reporting SHM, largest first
InstitutionReported positionAdvisors at firmReport period
Bank of America Corp /de$1B02026-06-30
Goldman Sachs Group Inc$259.2M02026-06-30
Wells Fargo & Company/mn$167.8M02026-06-30
Northwestern Mutual Wealth Management Co$150.8M02026-06-30
Envestnet Pmc$114.6M602026-06-30
Quent Capital, LLC$110.3M02026-06-30
Morgan Stanley$94.5M23,1852026-06-30
PNC Financial Services Group, Inc.$79.1M02026-06-30
Mercer Global Advisors Inc /adv$67.9M02026-06-30
United Capital Financial Advisors, LLC$65.1M1662026-06-30
Lpl Financial LLC$56.1M23,4582026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$35.9M992026-06-30
Edelman Financial Engines$32.5M7222026-06-30
Commonwealth Equity Services, LLC$31.1M2,8632026-06-30
Wealthcare Advisory Partners LLC$28.5M1702026-06-30
Gerber Kawasaki Wealth & Investment Management$24.3M392026-06-30
Alaska Wealth Advisors, LLC$23.6M132026-06-30
UBS Group AG$23.3M02026-06-30
Jpmorgan Chase & Co$17.3M02026-06-30
Stifel Financial Corp$15.7M02026-06-30
Raymond James Financial Inc$13.4M02026-06-30
Ameriprise Financial Inc$12.9M02026-06-30
Sei Investments Co$11M02026-06-30
Cetera Investment Advisers$9.9M10,3702026-06-30
TD Private Client Wealth LLC$9.7M5352026-06-30
Symmetry Partners, LLC$9.6M232026-06-30
Prime Capital Financial$9.5M2652026-06-30
Truist Financial Corp$9.5M02026-06-30
Waverly Advisors, LLC$9.5M2312026-06-30
Wealth Enhancement Advisory Services, LLC$9.3M1,0262026-06-30
Trunorth Capital Management, LLC$9.1M42026-06-30
Umb Bank, N.A.$8.9M02026-06-30
Blackrock, Inc.$8.7M02026-06-30
Empirical Financial Services, LLC D.b.a. Empirical Wealth Management$8M02026-06-30
Allworth Financial, LP$7.6M3172026-06-30
Trustmark Bank Trust Department$7.2M02026-06-30
Beacon Pointe Advisors, LLC$7M4662026-06-30
Pure Portfolios Holdings LLC$6.9M02025-12-31
Newedge Advisors$6.7M6012026-06-30
McAdam LLC$6.4M1352026-06-30
Concurrent Investment Advisors, LLC$6M3492026-06-30
Farther Finance Advisors, LLC$5.9M3342026-06-30
Foster Group, Inc.$5.7M582026-06-30
Royal Bank of Canada$5.7M02026-06-30
Strategies Wealth Advisors, LLC$5.7M182026-06-30
MML Investors Services, LLC$5.6M5,1202026-06-30
Osaic Holdings, Inc.$5.3M02026-06-30
Cerity Partners LLC$5.3M7772026-06-30
Cullen/frost Bankers, Inc.$5.2M02026-06-30
Orion Porfolio Solutions, LLC$5M1992026-06-30
Aua Capital Management, LLC$4.8M02026-06-30
Ackerman Capital Management$4.8M32026-06-30
Benjamin Edwards Inc$4.7M02026-06-30
Focus Partners Wealth$4.7M1,0482026-06-30
Chatham Capital Group Inc$4.6M02026-06-30
Assetmark, Inc$4.5M2202026-06-30
Bank of Montreal /can$4.5M02026-06-30
Paulson Wealth Management Inc.$4.3M32026-06-30
Apella Capital, LLC$4.2M1042026-06-30
Brio Consultants, LLC$4.1M162026-06-30
Bragg Financial Advisors Inc$3.8M152026-06-30
Gamma Investing LLC$3.8M72026-06-30
Cwm, LLC$3.8M6672026-03-31
Bleakley Financial Group, LLC$3.6M1242026-06-30
Elequin Capital, LP$3.5M02026-06-30
Kestra Advisory Services, LLC$3.4M1,4792026-06-30
James Investment Research Inc$3.4M82026-06-30
Ameraudi Asset Management, Inc.$3.3M122026-06-30
Rhp Wealth Management$3.3M52026-06-30
Gentrust, LLC$3.2M222026-06-30
Crestwood Advisors Group, LLC$3.2M402026-06-30
Rw Investment Management LLC$3.1M132026-06-30
Creative Planning$3M1,1712026-06-30
Eagle Global Advisors LLC$2.8M82026-06-30
Comerica Bank$2.8M02025-12-31
Tilson Financial Group Inc$2.7M72026-06-30
Rockefeller Capital Management LP$2.6M3462026-06-30
Hightower Advisors, LLC$2.6M1,0462026-06-30
The Ascent Group, LLC$2.5M202026-06-30
Focus Partners Advisor Solutions, LLC$2.5M422026-06-30
Fifth Third Bancorp$2.4M02026-06-30
Old National Bancorp /in$2.4M02026-06-30
Integrated Wealth Concepts LLC$2.3M4802026-06-30
Charles Schwab Trust Co$2.3M02026-06-30
Alaska Permanent Capital Management, LLC$2.3M12026-06-30
Dynamic$2.3M752026-06-30
Leisure Capital Management$2.3M52026-06-30
Elmwood Wealth Management, Inc.$2.3M42026-06-30
Regal Investment Advisors LLC$2.3M1172026-06-30
Parkside Financial Bank & Trust$2.3M02026-03-31
Independent Advisor Alliance, LLC$2.2M3022026-06-30
First International Bank & Trust$2.2M02025-09-30
McNaughton Wealth Management, LLC$2.2M42026-06-30
Detalus Advisors, LLC$2.2M132026-06-30
Altfest L J & Co Inc$2.2M192026-06-30
Sage Mountain Advisors LLC$2.2M212026-06-30
Mariner, LLC$2.2M02026-06-30
Precision Wealth Strategies, LLC$2.2M82026-06-30
Davidson Investment Advisors, Inc.$2.1M172026-06-30
US Bancorp$2.1M02026-06-30
Boston Standard Wealth Management, LLC$2M42026-06-30
Global Retirement Partners LLC$2M4912026-06-30
Chesley Taft & Associates LLC$2M62026-06-30
St Germain D J Co Inc$2M02026-06-30
Horizon Family Wealth, Inc.$2M02026-06-30
Captrust Financial Advisors$2M9622026-06-30
Equitable Holdings, Inc.$1.9M02026-06-30
Lji Wealth Management, LLC$1.9M132026-06-30
Brandywine Oak Private Wealth LLC$1.9M102026-06-30
Wealthcare Capital Management LLC$1.8M322026-06-30
Steelpeak Wealth, LLC$1.8M422026-06-30
Sanctuary Advisors, LLC$1.7M4012026-06-30
Main Street Financial Solutions, LLC$1.7M412026-06-30
Merit Financial Group, LLC$1.7M2952026-06-30
Blueprint Investment Partners LLC$1.7M52026-06-30
Blueprint Financial Advisors$1.7M392026-06-30
Private Advisor Group, LLC$1.7M9272026-06-30
Ashton Thomas Private Wealth, LLC$1.7M962026-06-30
Hancock Whitney Corp$1.6M02026-06-30
Kestra Private Wealth Services, LLC$1.6M2062026-06-30
Fc Advisory LLC$1.6M52026-06-30
Westside Investment Management, LLC$1.6M72026-06-30
Citigroup Inc$1.5M02026-06-30
Sageview Advisory Group, LLC$1.5M942026-06-30
Traveka Wealth, LLC$1.5M32026-06-30
Arax Advisory Partners$1.5M2322026-06-30
Versant Capital Management, Inc.$1.5M112026-06-30
Hurlow Wealth Management Group, Inc.$1.5M112026-06-30
Grey Fox Wealth Advisors, LLC$1.5M112026-06-30
Fmr LLC$1.5M02026-06-30
Snowden Capital Advisors LLC$1.5M1222026-06-30
Eagle Strategies LLC$1.5M2,4962026-06-30
Wealth Enhancement Trust Services, Inc.$1.4M02026-06-30
Strategic Family Wealth Counselors, LLC$1.4M42026-06-30
Meritage Portfolio Management$1.4M02025-12-31
Karpus Investment Management$1.4M62026-06-30
Opal Wealth Advisors, LLC$1.4M102026-06-30
Simon Quick Advisors, LLC$1.4M402026-06-30
Keen Wealth Advisors$1.4M222026-06-30
Premier Path Wealth Partners, LLC$1.4M72026-06-30
Voisard Asset Management Group$1.4M62026-06-30
Envestnet Portfolio Solutions, Inc.$1.3M32026-06-30
Aquire Wealth Advisors, LLC$1.3M82026-06-30
Onedigital Investment Advisors LLC$1.3M3862026-06-30
Foronjy Financial$1.3M42026-06-30
Savant Wealth Management$1.3M4052026-06-30
Perigon Wealth Management, LLC$1.2M922026-06-30
Country Club Bank$1.2M02025-09-30
Rare Wolf Capital LLC$1.2M12026-06-30
Howe & Rusling Inc$1.2M102026-06-30
Johnson Financial Group, LLC$1.2M352026-06-30
Jones Financial Companies LLLP$1.2M02026-06-30
Ae Wealth Management LLC$1.2M4712026-06-30
Aviance Capital Partners, LLC$1.2M62026-06-30
Juncture Wealth Strategies, LLC$1.2M102026-06-30
Modera Wealth Management, LLC$1.2M1352026-06-30
Savvy Advisors, Inc.$1.1M2142026-06-30
&partners$1.1M5552026-06-30
First National Bank of Omaha$1.1M02026-06-30
Cypress Financial Planning LLC$1.1M72026-06-30
Veratis Advisors, Inc.$1.1M42026-06-30
Apollon Wealth Management, LLC$1.1M1512026-06-30
Riverglades Family Offices, LLC$1M22026-06-30
Forefront Wealth Partners, LLC$1M302026-06-30
Freestone Capital Holdings, LLC$1M662026-06-30
Capital Advisors Wealth Management, LLC$996.5K62026-06-30
Omega Financial Group, LLC$985.8K52026-06-30
Citadel Advisors LLC$964.7K02026-06-30
Choreo, LLC$954.7K1482026-06-30
Openarc Corporate Advisory, LLC$948.5K1232026-06-30
Financial Strategies Group, Inc.$947.9K72026-06-30
Prairiewood Wealth Management$941.6K72026-06-30
Prosperity Planning, Inc.$933.2K112026-06-30
Confluence Investment Management LLC$932.2K82026-06-30
Clearstead; Clearstead Advisory Solutions$904.7K642026-06-30
Crews Bank & Trust$903K02026-06-30
Mutual Advisors, LLC$898.9K1532026-06-30
Cnb Bank$898K02026-06-30
Vista Investment Management$897.7K42026-06-30
Wbh Advisory Inc$883.6K112026-06-30
Ritholtz Wealth Management$872.9K582026-06-30
Brown Wealth Management, LLC$870K62026-06-30
Heritage Wealth Management, Inc. /ca$867.4K62026-06-30
Transcendent Capital Group$864.5K92026-06-30
Avantax Planning Partners, Inc.$837.2K102026-06-30
Quantinno Capital Management LP$815.1K02026-06-30
Nicolet Bankshares Inc$812.3K02026-06-30
Friedenthal Financial, LLC$801.3K42026-06-30
Bcs Wealth Management, LLC$800.3K82026-06-30
Pax Financial Group, LLC$789.4K152026-06-30
Clearwater Capital Advisors, LLC$779.4K152026-06-30
Qp Wealth Management, LLC$773.1K32026-06-30
Iht Wealth Management LLC$765.4K1592026-06-30
Mesirow Financial Investment Management, Inc.$760.6K922026-06-30
L.K. Benson & Company, P.C.$757.2K22026-06-30
Mather Group, Llc.$737.8K1102026-06-30
Legacy Solutions, LLC$735.5K32026-06-30
Anson Capital, Inc.$732.3K32026-06-30
Canvas Wealth Advisors, LLC$730.2K92026-06-30
First Affirmative Financial Network$724.9K132026-03-31
Sunflower Bank, N.A.$712.3K02026-06-30
Parcion Private Wealth LLC$672.4K142026-06-30
New Edge Wealth$649.5K1512026-06-30
CIBC Private Wealth Group LLC$643.1K02025-12-31
Dakota Wealth Management$633.4K02026-06-30
Rmr Wealth Builders, Inc.$630.4K542026-06-30
Burt Wealth Advisors$626.9K02025-09-30
Lazard Asset Management LLC$623.5K322026-06-30
Advisor Os, LLC$615.2K22026-06-30
Steward Partners Investment Advisory, LLC$610.1K4812026-06-30
Equita Financial Network, Inc.$604.7K162026-06-30
Mayflower Advisors$598.9K272026-06-30
Moneywise, Inc.$597.3K02026-06-30
Atlantic Edge Private Wealth Management, LLC$597K42026-06-30
Nicolet Wealth Management$581.3K462025-12-31
Private Family Wealth Advisors$578.6K22026-06-30
Valeo Financial Advisors, LLC$567.2K1082026-06-30
Wakefield Asset Management, LLLP$559.3K42026-06-30
Corient Private Wealth LP$555.3K6742026-06-30
Strategic Blueprint, LLC$548.5K552026-06-30
Ifg Advisory, LLC$547.8K1102026-06-30
One Capital Management, LLC$536K642026-06-30
Blair William & Co/il$524.3K3292026-06-30
Legacy Wealth Managment, Llc/id$520.3K492026-06-30
Gateway Wealth Partners, LLC$514.6K1012026-06-30
Wealth Management Resources, Inc.$511.7K62026-06-30
Wealthspire Advisors, LLC$511K2372026-06-30
Arkadios Wealth Advisors$510.1K2262026-06-30
Advanced Portfolio Strategies$509.4K92026-06-30
Rehmann Capital Advisory Group$509.3K422026-06-30
Curi Capital, LLC$498.8K942026-06-30
Orba Wealth Advisors, LLC$498.5K02026-06-30
Altus Wealth Management, LLC$497.8K52026-06-30
Northern Trust Corp$488.5K02026-06-30
Evelyn Partners Asset Management Limited$482.4K02026-03-31
Boston Trust Walden Inc.$468.4K02026-06-30
My Wealth Management Inc.$467.3K22026-06-30
CIBC Bancorp USA Inc.$467.2K02026-06-30
Invst, LLC$464.4K332026-06-30
Apexium Financial, LP$463.5K02025-09-30
Lifeworks Advisors, LLC$450.1K422026-06-30
Advisory Services Network$446.4K2532026-06-30
Wealthcare Capital Partners, LLC$444.2K82026-06-30
Tritonpoint Partners, LLC$443K102026-06-30
Riversedge Advisors, LLC$440.5K112026-06-30
Synovus Financial Corp$439.2K02025-09-30
Mai Capital Management$438.9K3082026-06-30
Avant Financial Advisors$434.4K22026-06-30
Seeds Investor LLC$422.8K32026-06-30
M&T Bank Corp$421.5K02026-06-30

The 250 largest of 421 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30