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
| Manager⇅ | Type⇅ | Shares⇅ | Market Value▼ | % of Total⇅ | % of Portfolio⇅ | Action⇅ | QoQ Change⇅ | Quarter⇅ |
|---|---|---|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. CIK 0001739439 | Hedge Fund | 54K | $2.6M | 72.8% | 0.0% | Reduced | $-6.6M | Q2 2026 |
| CITADEL ADVISORS LLC CIK 0001423053 | Hedge Fund | 20K | $965K | 27.2% | 0.0% | Reduced | $-1.7M | Q2 2026 |
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