Citadel Advisors’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Citadel Advisors’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$965K	Sell	20,113 -36,205	-64%	-$1.73M	﹤0.01%	8284
2026 Q1	$2.69M	Sell	56,318 -12,583	-18%	-$606K	﹤0.01%	5479
2025 Q4	$3.31M	Buy	68,901 +30,611	+80%	+$1.47M	﹤0.01%	4982
2025 Q3	$1.85M	Buy	38,290 +25,777	+206%	+$1.24M	﹤0.01%	6241
2025 Q2	$598K	Buy	+12,513	New	+$594K	﹤0.01%	8214
2025 Q1	–	Sell	-54,004	Closed	-$2.56M	–	15462
2024 Q4	$2.56M	Buy	+54,004	New	+$2.58M	﹤0.01%	5137
2024 Q3	–	Sell	-14,774	Closed	-$697K	–	15145
2024 Q2	$697K	Buy	+14,774	New	+$697K	﹤0.01%	7363
2022 Q4	–	Sell	-7,453	Closed	-$344K	–	15398
2022 Q3	$344K	Buy	+7,453	New	+$352K	﹤0.01%	9272
2022 Q1	–	Sell	-28,511	Closed	-$1.4M	–	14474
2021 Q4	$1.4M	Buy	+28,511	New	+$1.4M	﹤0.01%	7048
2021 Q2	–	Sell	-37,030	Closed	-$1.83M	–	14347
2021 Q1	$1.83M	Buy	+37,030	New	+$1.84M	﹤0.01%	6604
2020 Q4	–	Sell	-63,219	Closed	-$3.15M	–	11466
2020 Q3	$3.15M	Buy	+63,219	New	+$3.16M	﹤0.01%	3900
2020 Q2	–	Sell	-47,011	Closed	-$2.3M	–	10432
2020 Q1	$2.3M	Buy	+47,011	New	+$2.3M	﹤0.01%	3916
2019 Q3	–	Sell	-26,999	Closed	-$1.32M	–	9699
2019 Q2	$1.32M	Buy	26,999 +18,990	+237%	+$923K	﹤0.01%	5245
2019 Q1	$388K	Buy	+8,009	New	+$387K	﹤0.01%	7209
2018 Q2	–	Sell	-53,789	Closed	-$2.57M	–	9247
2018 Q1	$2.57M	Buy	53,789 +36,889	+218%	+$1.77M	﹤0.01%	3358
2017 Q4	$810K	Buy	+16,900	New	+$816K	﹤0.01%	4956
2015 Q3	–	Sell	-21,697	Closed	-$1.05M	–	9193
2015 Q2	$1.05M	Buy	21,697 +12,810	+144%	+$621K	﹤0.01%	3905
2015 Q1	$432K	Buy	+8,887	New	+$433K	﹤0.01%	5135

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Citadel Advisors's SHM Position: Q2 2026 in Review

Citadel Advisors reduced its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 64% in Q2 2026, selling an estimated $1.73M and leaving 20,113 shares worth $965K. The position accounts for ﹤0.01% of the portfolio, ranked #8284.

Citadel Advisors first reported a position in SHM in Q1 2015 and has held it in 18 quarters since. The position peaked at $3.31M in Q4 2025. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Citadel Advisors held 20,113 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $965K as of Q2 2026.
Citadel Advisors sold 36,205 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $1.73M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q2 2026, its #8284 holding.
Citadel Advisors first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2015 and has held it in 18 quarters since.
Citadel Advisors's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $3.31M in Q4 2025.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Citadel Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.