SPDR SERIES TRUST (SHM): Ownership & Insider Activity

Hedge funds and institutional managers reporting a position in SHM. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
2
13F filers
Aggregate Value
$3.5M
Across holders
Last Price
$47.76
2026-08-24
Sector
GICS
Quarterly fund activity0 increased2 reduced1 exited
Full exits: Fisher Asset Management, LLC
Institutional Holders of SHM
2 holders
ManagerTypeSharesMarket Value% of Total% of PortfolioActionQoQ ChangeQuarter
Rockefeller Capital Management L.P.
CIK 0001739439
Hedge Fund54K$2.6M72.8%0.0%Reduced$-6.6MQ2 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund20K$965K27.2%0.0%Reduced$-1.7MQ2 2026
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