Who Owns SPDR (SHM)? -- Institutional Holders (2026-06-30)

423 institutions reported holding $3.07B of SPDR (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