Latest Period
Q1 2026
Security Snapshot
SPDR SERIES TRUST - STATE STREET SPD (SHM) Institutional Ownership
CUSIP: 78468R739
13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026
Institutions Reporting
396
Shares (Excl. Options)
63,685,972
Price
$47.83
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- Security type / class
- Equity / STATE STREET SPD
- Symbol
- SHM
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 63,685,972
- Total 13F value
- $3,045,404,248
- Portfolio coverage rank
- 0.01%
- Share change
- +74,974
- Value change
- +$2,939,620
- Number of holders
- 396
- SEC-reported price per share
- $47.86
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
1 identity field
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- SHM - SPDR SERIES TRUST - STATE STREET SPD is tracked under CUSIP 78468R739.
- 396 institutions reported positions in Q1 2026.
- Schedule 13D/13G significant owner rows are not currently available.
Change
- Holder count moved from 396 to 253 between Q1 2026 and Q2 2026.
- SEC-reported value moved from $3,045,404,248 to $874,216,219.
Research use
- You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
- 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.
Evidence
Source: SEC Form 13F
Open SEC evidence
Latest holder context comes from 396 institutions filings for Q1 2026.
Security key
78468R739
Latest holder period
Q1 2026
13F holders
396
13D/G owners
0
CIK / CUSIP context first
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 78468R739:
As of 31 Mar 2026, 396 institutional investors reported holding 63,685,972 shares of SPDR SERIES TRUST - STATE STREET SPD (SHM).
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
50
Latest
Q1 2026
Rows shown
1-25 of 50
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q2 | 18,226,843 | $874,216,219 | +$49,647,757 | $47.96 | 253 |
| 2026 Q1 | 63,685,972 | $3,045,404,248 | +$2,939,620 | $47.83 | 396 |
| 2025 Q4 | 63,909,899 | $3,067,074,552 | -$42,432,685 | $47.99 | 398 |
| 2025 Q3 | 64,881,008 | $3,128,406,658 | -$55,564,519 | $48.22 | 383 |
| 2025 Q2 | 66,088,090 | $3,160,993,237 | -$29,828,799 | $47.83 | 394 |
| 2025 Q1 | 66,768,195 | $3,177,985,374 | -$177,369,668 | $47.60 | 409 |
| 2024 Q4 | 71,260,138 | $3,377,136,298 | +$12,506,946 | $47.39 | 407 |
| 2024 Q3 | 70,927,106 | $3,414,395,175 | -$286,707,628 | $48.14 | 404 |
| 2024 Q2 | 76,933,684 | $3,630,590,512 | +$5,569,915 | $47.19 | 422 |
| 2024 Q1 | 76,731,032 | $3,640,050,090 | -$236,618,914 | $47.44 | 423 |
| 2023 Q4 | 82,044,331 | $3,920,771,496 | +$123,761,232 | $47.79 | 431 |
| 2023 Q3 | 79,084,675 | $3,656,135,317 | -$218,402,843 | $46.23 | 405 |
| 2023 Q2 | 83,942,496 | $3,949,480,927 | -$41,342,051 | $47.05 | 428 |
| 2023 Q1 | 84,263,021 | $4,006,458,533 | -$104,844,063 | $47.55 | 431 |
| 2022 Q4 | 87,169,587 | $4,095,405,920 | +$45,572,449 | $46.98 | 465 |
| 2022 Q3 | 85,776,146 | $3,953,901,154 | -$163,675,931 | $46.09 | 443 |
| 2022 Q2 | 89,477,887 | $4,228,671,994 | -$126,706,157 | $47.26 | 470 |
| 2022 Q1 | 92,146,774 | $4,361,382,511 | -$129,721,291 | $47.33 | 453 |
| 2021 Q4 | 94,795,990 | $4,661,835,095 | +$252,651,536 | $49.18 | 470 |
| 2021 Q3 | 89,682,485 | $4,430,365,162 | +$263,858,161 | $49.40 | 434 |
| 2021 Q2 | 84,607,221 | $4,197,207,449 | +$193,497,371 | $49.56 | 424 |
| 2021 Q1 | 80,574,896 | $3,993,340,497 | +$268,125,723 | $49.56 | 423 |
| 2020 Q4 | 75,307,943 | $3,749,470,167 | +$187,835,951 | $49.79 | 414 |
| 2020 Q3 | 71,544,518 | $3,567,904,442 | +$238,381,030 | $49.87 | 392 |
| 2020 Q2 | 67,267,913 | $3,353,379,448 | +$273,432,479 | $49.87 | 382 |