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

GAMMA Investing’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 		$3.8M Buy
79,121
+11,332
+17% +$542K 0.14% 116
2026
Q1 		$3.24M Buy
67,789
+73
+0.1% +$3.52K 0.15% 108
2025
Q4 		$3.25M Sell
67,716
-1,848
-3% -$88.7K 0.16% 90
2025
Q3 		$3.35M Buy
69,564
+9,688
+16% +$466K 0.19% 79
2025
Q2 		$2.86M Buy
59,876
+29,250
+96% +$1.39M 0.18% 86
2025
Q1 		$1.46M Buy
30,626
+6,857
+29% +$327K 0.11% 168
2024
Q4 		$1.13M Buy
23,769
+4,736
+25% +$226K 0.1% 186
2024
Q3 		$916K Buy
19,033
+3,144
+20% +$150K 0.09% 202
2024
Q2 		$750K Buy
15,889
+3,870
+32% +$182K 0.1% 179
2024
Q1 		$570K Sell
12,019
-48
-0.4% -$2.29K 0.12% 156
2023
Q4 		$575K Buy
+12,067
New +$566K 0.16% 115

Other funds holding SHM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
QC
Quent Capital New York $1.63B AUM 27.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Mercer Global Advisors
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

GAMMA Investing's SHM Position: Q2 2026 in Review

GAMMA Investing increased its State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) stake by 17% in Q2 2026, buying an estimated $542K and bringing the position to 79,121 shares worth $3.8M. The position accounts for 0.14% of the portfolio, ranked #116.

GAMMA Investing first reported a position in SHM in Q4 2023 and has held it in 11 quarters since. 396 funds tracked by Wall St. Rank hold SHM as of Q2 2026.

  • GAMMA Investing held 79,121 shares of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF worth $3.8M as of Q2 2026.
  • GAMMA Investing bought 11,332 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2026, an estimated $542K.
  • State Street SPDR Nuveen ICE Short Term Municipal Bond ETF made up 0.14% of GAMMA Investing's portfolio in Q2 2026, its #116 holding.
  • GAMMA Investing first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and has held it in 11 quarters since.
  • 396 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.