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

Equitable Holdings’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	$1.88M	Buy	39,249 +1,184	+3%	+$57.1K	0.01%	752
2025 Q4	$1.83M	Buy	38,065 +4,040	+12%	+$194K	0.01%	669
2025 Q3	$1.64M	Buy	34,025 +969	+3%	+$46.6K	0.01%	678
2025 Q2	$1.58M	Buy	33,056 +11,301	+52%	+$536K	0.01%	654
2025 Q1	$1.04M	Sell	21,755 -3,342	-13%	-$159K	0.01%	699
2024 Q4	$1.19M	Buy	25,097 +1,018	+4%	+$48.6K	0.01%	631
2024 Q3	$1.16M	Buy	24,079 +620	+3%	+$29.6K	0.01%	640
2024 Q2	$1.11M	Sell	23,459 -1,609	-6%	-$75.9K	0.01%	627
2024 Q1	$1.19M	Sell	25,068 -6,893	-22%	-$328K	0.01%	575
2023 Q4	$1.53M	Buy	31,961 +3,498	+12%	+$164K	0.02%	479
2023 Q3	$1.32M	Sell	28,463 -8,852	-24%	-$415K	0.02%	466
2023 Q2	$1.76M	Buy	37,315 +5,624	+18%	+$265K	0.03%	379
2023 Q1	$1.51M	Buy	31,691 +4,001	+14%	+$189K	0.02%	390
2022 Q4	$1.3M	Buy	27,690 +1,825	+7%	+$85K	0.02%	383
2022 Q3	$1.19M	Buy	25,865 +828	+3%	+$39.1K	0.02%	368
2022 Q2	$1.18M	Buy	25,037 +15,944	+175%	+$749K	0.02%	371
2022 Q1	$430K	Buy	+9,093	New	+$438K	0.01%	613
2021 Q4	–	Sell	-143,061	Closed	-$7.07M	–	885
2021 Q3	$7.07M	Buy	143,061 +1,624	+1%	+$80.5K	0.12%	120
2021 Q2	$7.01M	Sell	141,437 -26,220	-16%	-$1.3M	0.12%	115
2021 Q1	$8.31M	Buy	167,657 +59,458	+55%	+$2.95M	0.18%	95
2020 Q4	$5.39M	Buy	108,199 +80,825	+295%	+$4.02M	0.12%	119
2020 Q3	$1.36M	Hold	27,374	–	–	0.04%	262
2020 Q2	$1.36M	Buy	+27,374	New	+$1.35M	0.04%	257
2020 Q1	–	Sell	-26,962	Closed	-$1.32M	–	628
2019 Q4	$1.32M	Buy	+26,962	New	+$1.32M	0.04%	255

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

Equitable Holdings's SHM Position: Q1 2026 in Review

Equitable Holdings increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 3.1% in Q1 2026, buying an estimated $57.1K and bringing the position to 39,249 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #752.

Equitable Holdings first reported a position in SHM in Q4 2019 and has held it in 24 quarters since. The position peaked at $8.31M in Q1 2021. 394 funds tracked by Wall St. Rank hold SHM as of Q1 2026.

Equitable Holdings held 39,249 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $1.88M as of Q1 2026.
Equitable Holdings bought 1,184 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q1 2026, an estimated $57.1K.
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.01% of Equitable Holdings's portfolio in Q1 2026, its #752 holding.
Equitable Holdings first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2019 and has held it in 24 quarters since.
Equitable Holdings's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $8.31M in Q1 2021.
394 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.