Who Owns SPDR SERIES TRUST (SHM)? -- Institutional Holders (2026-06-30)
422 institutions reported holding $3.07B of SPDR SERIES TRUST (SHM) in SEC 13F filings for 2026-06-30. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.04B), GOLDMAN SACHS GROUP INC ($259.2M), WELLS FARGO & COMPANY/MN ($167.8M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($150.8M), ENVESTNET ASSET MANAGEMENT INC ($114.6M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.04B | 21.8M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $259.2M | 5.4M | Added |
| 3 | WELLS FARGO & COMPANY/MN | $167.8M | 3.5M | Trimmed |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $150.8M | 3.1M | Added |
| 5 | ENVESTNET ASSET MANAGEMENT INC | $114.6M | 2.4M | Added |
| 6 | Quent Capital, LLC | $110.3M | 2.3M | Added |
| 7 | MORGAN STANLEY | $94.5M | 2.0M | Trimmed |
| 8 | PNC Financial Services Group, Inc. | $79.1M | 1.6M | Trimmed |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $67.9M | 1.4M | Trimmed |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $65.1M | 1.4M | Trimmed |
| 11 | LPL Financial LLC | $56.1M | 1.2M | Added |
| 12 | CX Institutional | $53.8M | 1.1M | Added |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.9M | 749,168 | Added |
| 14 | Financial Engines Advisors L.L.C. | $32.5M | 677,616 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $31.1M | 648,479 | Added |
| 16 | Wealthcare Advisory Partners LLC | $28.5M | 593,505 | Trimmed |
| 17 | Gerber Kawasaki Wealth & Investment Management | $24.3M | 507,618 | Added |
| 18 | Alaska Wealth Advisors | $23.6M | 492,292 | Added |
| 19 | UBS Group AG | $23.3M | 485,685 | Trimmed |
| 20 | JPMORGAN CHASE & CO | $17.3M | 361,054 | Added |
| 21 | STIFEL FINANCIAL CORP | $15.7M | 327,015 | Trimmed |
| 22 | Betterment LLC | $14.0M | 291,079 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $13.4M | 280,152 | Added |
| 24 | AMERIPRISE FINANCIAL INC | $12.9M | 268,727 | Added |
| 25 | SEI INVESTMENTS CO | $11.0M | 228,444 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30