SHM · Insider trading · 13F holders · Congress trades
Spdr Series Trust (SHM)
Who is buying and selling SHM: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 56
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SHM at a glance
- No open-market insider purchases or sales of SHM were filed in the last 90 days.
- 56 13F filers hold SHM among their 50 largest positions, worth $388.7M combined. The biggest bets by portfolio weight are Quent Capital, LLC (6.8%), Alaska Wealth Advisors, LLC (2.6%) and Aua Capital Management, LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 12 added to one.
- No member of Congress has disclosed a trade in SHM.
SHM insider trading
No open-market insider purchases or sales of SHM were filed in the last 90 days.
Who owns SHM? Hedge funds and superinvestors
56 13F filers hold SHM among their 50 largest positions, worth $388.7M combined. The biggest bets by portfolio weight are Quent Capital, LLC (6.8%), Alaska Wealth Advisors, LLC (2.6%) and Aua Capital Management, LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 12 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Quent Capital, LLCWealth manager | 6.8% | $110.3M | 2,299,297 | +6.4% shares | Q2 2026 |
| United Capital Financial Advisors, LLCWealth manager | 0.4% | $65.1M | 1,357,212 | -4.4% shares | Q2 2026 |
| Cliftonlarsonallen Wealth Advisors, LLCWealth manager | 0.5% | $38.5M | 826,147 | +10.3% shares | Q3 2026 |
| Wealthcare Advisory Partners LLCWealth manager | 0.4% | $25.9M | 554,718 | -6.5% shares | Q3 2026 |
| Gerber Kawasaki Wealth & Investment ManagementWealth manager | 0.6% | $25.2M | 540,742 | +6.5% shares | Q3 2026 |
| Alaska Wealth Advisors, LLCWealth manager | 2.6% | $23.6M | 492,292 | +5.4% shares | Q2 2026 |
| Symmetry Partners, LLCWealth manager | 0.5% | $9.8M | 209,903 | +5.0% shares | Q3 2026 |
| Strategies Wealth Advisors, LLCWealth manager | 0.5% | $5.7M | 117,928 | -11.7% shares | Q2 2026 |
| Ackerman Capital Advisors, LLCWealth manager | 1.0% | $4.8M | 100,449 | -2.5% shares | Q2 2026 |
| Aua Capital Management, LLCHedge fund | 2.2% | $4.7M | 100,099 | -0.4% shares | Q3 2026 |
| Chatham Capital Group, Inc.Wealth manager | 0.6% | $4.6M | 98,575 | +3.4% shares | Q3 2026 |
| Paulson Wealth Management Inc.Wealth manager | 0.9% | $4.3M | 90,179 | -11.6% shares | Q2 2026 |
| Brio Consultants, LLCWealth manager | 0.5% | $4.1M | 86,254 | +1.3% shares | Q2 2026 |
| Elequin Capital, LPHedge fund | 0.5% | $3.5M | 73,072 | — | Q2 2026 |
| Ameraudi Asset Management, Inc.Wealth manager | 1.5% | $3.3M | 69,577 | -0.7% shares | Q2 2026 |
| Royal Harbor Partners, LLCWealth manager | 1.0% | $3.3M | 70,632 | +2.9% shares | Q3 2026 |
| RW Investment Management LLCWealth manager | 0.3% | $3.1M | 63,821 | -2.2% shares | Q2 2026 |
| TruNorth Capital Management, LLCWealth manager | 0.5% | $2.9M | 62,741 | -66.9% shares | Q3 2026 |
| Columbia River Financial Group, LLCWealth manager | 1.4% | $2.7M | 56,084 | +9.3% shares | Q2 2026 |
| Tilson Financial Group, Inc.Wealth manager | 0.7% | $2.7M | 55,746 | -0.8% shares | Q2 2026 |
| Alaska Permanent Capital Management, LLCInstitutional asset manager | 0.2% | $2.3M | 48,194 | +76.8% shares | Q2 2026 |
| Leisure Capital ManagementWealth manager | 0.7% | $2.3M | 47,883 | -0.2% shares | Q2 2026 |
| LJI Wealth Management, LLCWealth manager | 0.3% | $2.2M | 47,221 | +17.1% shares | Q3 2026 |
| Precision Wealth Strategies, LLCWealth manager | 0.6% | $2.2M | 44,926 | -51.5% shares | Q2 2026 |
| Boston Standard Wealth Management, LLCWealth manager | 0.3% | $2.0M | 43,420 | +2.3% shares | Q3 2026 |
| Horizon Family Wealth, Inc.Wealth manager | 0.9% | $2.0M | 41,058 | -19.6% shares | Q2 2026 |
| Equita Financial Network, Inc.Wealth manager | 0.5% | $1.9M | 40,458 | — | Q3 2026 |
| Wealthcare Capital Management LLCWealth manager | 0.2% | $1.8M | 37,822 | +0.0% shares | Q3 2026 |
| FC Advisory LLCWealth manager | 0.4% | $1.5M | 32,645 | +0.6% shares | Q3 2026 |
| McNaughton Wealth Management, LLCWealth manager | 0.5% | $1.5M | 31,323 | -32.2% shares | Q3 2026 |
The 30 largest of 56 positions, by value. Each manager counts with its latest 13F (Q3 2026: 34, Q2 2026: 22). Screen SHM in the grand portfolio →
SHM stock trades by members of Congress
No member of Congress has disclosed a trade in SHM.
SHM questions and answers
Are insiders buying SHM stock?
No open-market insider purchases or sales of SHM were filed in the last 90 days.
Which hedge funds own SHM?
56 13F filers hold SHM among their 50 largest positions, worth $388.7M combined. The biggest bets by portfolio weight are Quent Capital, LLC (6.8%), Alaska Wealth Advisors, LLC (2.6%) and Aua Capital Management, LLC (2.2%). In their latest 13Fs, 1 manager opened a new position and 12 added to one.
Has Congress traded SHM?
No member of Congress has disclosed a trade in SHM.
Who is the largest holder of SHM?
Among 13F filers, Quent Capital, LLC reports the largest SHM position, $110.3M (2,299,297 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Quent Capital, LLC's: 6.8% of its portfolio.
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