Who Owns SPDR SERIES TRUST (SHM)? -- Institutional Holders (2026-03-31)
418 institutions reported holding $3.04B of SPDR SERIES TRUST (SHM) in SEC 13F filings for 2026-03-31. Largest institutional holders: BANK OF AMERICA CORP /DE/ ($1.02B), GOLDMAN SACHS GROUP INC ($246.6M), WELLS FARGO & COMPANY/MN ($169.7M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($146.4M), MORGAN STANLEY ($110.2M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | BANK OF AMERICA CORP /DE/ | $1.02B | 21.3M | Added |
| 2 | GOLDMAN SACHS GROUP INC | $246.6M | 5.2M | Trimmed |
| 3 | WELLS FARGO & COMPANY/MN | $169.7M | 3.5M | Trimmed |
| 4 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $146.4M | 3.1M | Added |
| 5 | MORGAN STANLEY | $110.2M | 2.3M | Added |
| 6 | Quent Capital, LLC | $103.4M | 2.2M | Added |
| 7 | ENVESTNET ASSET MANAGEMENT INC | $90.6M | 1.9M | Added |
| 8 | PNC Financial Services Group, Inc. | $82.8M | 1.7M | Added |
| 9 | MERCER GLOBAL ADVISORS INC /ADV | $73.9M | 1.5M | Trimmed |
| 10 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | $67.9M | 1.4M | Trimmed |
| 11 | CX Institutional | $53.2M | 1.1M | Added |
| 12 | LPL Financial LLC | $42.5M | 888,605 | Added |
| 13 | CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | $35.6M | 744,272 | Trimmed |
| 14 | Financial Engines Advisors L.L.C. | $32.0M | 668,321 | Added |
| 15 | COMMONWEALTH EQUITY SERVICES, LLC | $29.9M | 624,590 | Added |
| 16 | Wealthcare Advisory Partners LLC | $28.7M | 600,611 | Trimmed |
| 17 | UBS Group AG | $23.4M | 489,719 | Added |
| 18 | Alaska Wealth Advisors | $22.3M | 467,214 | Added |
| 19 | Gerber Kawasaki Wealth & Investment Management | $22.1M | 461,973 | Added |
| 20 | STIFEL FINANCIAL CORP | $18.3M | 382,635 | Trimmed |
| 21 | Betterment LLC | $14.7M | 306,333 | Trimmed |
| 22 | JPMORGAN CHASE & CO | $13.5M | 281,923 | Trimmed |
| 23 | RAYMOND JAMES FINANCIAL INC | $13.3M | 277,590 | Added |
| 24 | JANE STREET GROUP, LLC | $13.2M | 276,213 | Added |
| 25 | AMERIPRISE FINANCIAL INC | $12.2M | 254,139 | Added |
Source: SEC Form 13F filings · as of 2026-03-31