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

HRT Financial’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
2025 Q2	–	Sell	-18,020	Closed	-$857K	–	3431
2025 Q1	$857K	Sell	18,020 -19,955	-53%	-$951K	0.01%	1180
2024 Q4	$1.8M	Buy	+37,975	New	+$1.81M	0.01%	784
2024 Q1	–	Sell	-4,398	Closed	-$210K	–	3010
2023 Q4	$210K	Buy	+4,398	New	+$206K	﹤0.01%	1774

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

UCFA

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

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

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

HRT Financial's SHM Position: Q2 2025 in Review

HRT Financial sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2025, closing a stake of 18,020 shares — an estimated $857K sold.

HRT Financial first reported a position in SHM in Q4 2023 and held it in 3 quarters. The position peaked at $1.8M in Q4 2024. 392 funds tracked by Wall St. Rank hold SHM as of Q2 2025.

HRT Financial reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2025 after selling out during the quarter.
HRT Financial sold 18,020 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2025, an estimated $857K.
HRT Financial first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2023 and held it in 3 quarters.
HRT Financial's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $1.8M in Q4 2024.
392 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2025.

Based on HRT Financial's 13F filing for Q2 2025, filed 14 Aug 2025.