SHM — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns SHM? 30 Institutions Hold $41.6M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (SHM)? 30 institutions reported holding $41.59M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: GAMMA Investing LLC ($8.4M), Farther Finance Advisors, LLC ($5.9M), CX Institutional ($4.9M).

Rank	Institution	Value	Shares	Change
1	GAMMA Investing LLC	$8.4M	179,586	Added
2	Farther Finance Advisors, LLC	$5.9M	127,268	Added
3	CX Institutional	$4.9M	105,666	Trimmed
4	Apella Capital, LLC	$4.5M	95,637	Added
5	Boston Standard Wealth Management, LLC	$2.0M	43,420	Added
6	FC Advisory LLC	$1.5M	32,645	Added
7	McNaughton Wealth Management, LLC	$1.5M	31,323	Trimmed
8	Versant Capital Management, Inc	$1.4M	29,855	Trimmed
9	JUNCTURE WEALTH STRATEGIES, LLC	$1.3M	28,870	Added
10	Capital Advisors Wealth Management, LLC	$1.3M	28,849	Added
11	Wealth Enhancement Trust Services, Inc.	$1.3M	26,836	Trimmed
12	CYPRESS FINANCIAL PLANNING LLC	$1.2M	25,604	Added
13	Rosenberg Matthew Hamilton	$934,633	20,035	Added
14	Prosperity Planning, Inc.	$915,018	0	Added
15	CONFLUENCE INVESTMENT MANAGEMENT LLC	$906,736	19,437	Added
16	LEGACY SOLUTIONS, LLC	$699,348	14,991	Trimmed
17	KWMG, LLC	$588,396	12,613	Trimmed
18	Valeo Financial Advisors, LLC	$551,636	11,825	Hold
19	ROCKLAND TRUST CO	$460,669	9,875	New
20	RIVERSEDGE ADVISORS, LLC	$413,855	8,871	Trimmed
21	SigFig Wealth Management, LLC	$352,302	7,552	Added
22	KFA Private Wealth Group, LLC	$346,423	7,426	Hold
23	MassMutual Private Wealth & Trust, FSB	$132,999	2,851	Trimmed
24	VALLEY WEALTH MANAGERS, INC.	$17,400	373	New
25	CoreCap Advisors, LLC	$14,707	315	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30