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 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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Elequin Capital's SHM Position: Q1 2026 in Review

Elequin Capital opened a new position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q1 2026: 31,214 shares worth $921K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings. This is a return to the name: Elequin Capital previously reported a position in SHM as recently as Q2 2025.

Elequin Capital first reported a position in SHM in Q2 2022 and has held it in 7 quarters since. The position peaked at $2.86M in Q1 2025. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Elequin Capital held 31,214 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $921K as of Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF was a new Elequin Capital position in Q1 2026.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.08% of Elequin Capital's portfolio in Q1 2026, its #65 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 7 quarters since.
Elequin Capital's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $2.86M in Q1 2025.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Elequin Capital's 13F filing for Q1 2026, filed 11 May 2026.