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

Elequin Capital’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	$3.5M	Buy	73,072 +41,858	+134%	+$2M	0.1%	57
2026 Q1	$921K	Buy	+31,214	New	+$1.5M	0.08%	65
2025 Q3	–	Sell	-1,094	Closed	-$52.3K	–	361
2025 Q2	$52.3K	Sell	1,094 -58,977	-98%	-$2.8M	0.01%	258
2025 Q1	$2.86M	Buy	60,071 +14,779	+33%	+$704K	0.36%	32
2024 Q4	$2.15M	Buy	45,292 +37,827	+507%	+$1.81M	0.17%	50
2024 Q3	$359K	Buy	7,465 +4,468	+149%	+$213K	0.04%	26
2024 Q2	$141K	Buy	+2,997	New	+$141K	0.04%	31
2022 Q3	–	Sell	-32,734	Closed	-$1.55M	–	660
2022 Q2	$1.55M	Buy	+32,734	New	+$1.54M	0.35%	16

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

Elequin Capital's SHM Position: Q2 2026 in Review

Elequin Capital increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 134% in Q2 2026, buying an estimated $2M and bringing the position to 73,072 shares worth $3.5M. The position accounts for 0.1% of the portfolio, ranked #57.

Elequin Capital first reported a position in SHM in Q2 2022 and has held it in 8 quarters since. 397 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

Elequin Capital held 73,072 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.5M as of Q2 2026.
Elequin Capital bought 41,858 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $2M.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.1% of Elequin Capital's portfolio in Q2 2026, its #57 holding.
Elequin Capital first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q2 2022 and has held it in 8 quarters since.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on Elequin Capital's 13F filing for Q2 2026, filed 13 Aug 2026.