# SPDR SERIES TRUST (SHM) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 78468R739
Page URL: https://superinvestorclub.com/stock/SHM
Last updated: 2026-07-08T12:54:37.371Z

## Summary

As of the most recent 13F filing period, SPDR SERIES TRUST (SHM) is held by 1 tracked superinvestors with an aggregate position value of $3.8M representing 080104 shares.

## Top institutional holders (1)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [FPA Queens Road](https://superinvestorclub.com/manager/97) | Bragg Financial Advisors | 80104 | $3.8M | 0.12% | 2026-03-31 |

## Ownership history (quarter-over-quarter)

- 2024-12-31: 1 holders, $2.4M aggregate, 050336 shares
- 2025-03-31: 1 holders, $1.5M aggregate, 031636 shares
- 2025-06-30: 1 holders, $2.1M aggregate, 044331 shares
- 2025-09-30: 1 holders, $1.7M aggregate, 034931 shares
- 2025-12-31: 1 holders, $1.9M aggregate, 040131 shares
- 2026-03-31: 1 holders, $3.8M aggregate, 080104 shares

## Recent congressional trades (0)


## Recent insider transactions (0)


## Citation

When citing, use: "SPDR SERIES TRUST (SHM) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/SHM), aggregating SEC 13F, Form 4, and congressional disclosures."