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

Renaissance Technologies’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 Q4	–	Sell	-36,683	Closed	-$1.77M	–	3704
2025 Q3	$1.77M	Sell	36,683 -95,207	-72%	-$4.58M	﹤0.01%	2153
2025 Q2	$6.31M	Buy	131,890 +101,490	+334%	+$4.81M	0.01%	1372
2025 Q1	$1.45M	Sell	30,400 -14,600	-32%	-$695K	﹤0.01%	2192
2024 Q4	$2.13M	Sell	45,000 -375,200	-89%	-$17.9M	﹤0.01%	2006
2024 Q3	$20.2M	Buy	420,200 +209,165	+99%	+$9.99M	0.03%	659
2024 Q2	$9.96M	Buy	211,035 +28,135	+15%	+$1.33M	0.02%	926
2024 Q1	$8.68M	Sell	182,900 -133,700	-42%	-$6.37M	0.01%	1072
2023 Q4	$15.1M	Buy	+316,600	New	+$14.9M	0.02%	743
2023 Q3	–	Sell	-331,900	Closed	-$15.6M	–	4062
2023 Q2	$15.6M	Sell	331,900 -213,100	-39%	-$10M	0.02%	794
2023 Q1	$25.9M	Buy	545,000 +205,250	+60%	+$9.69M	0.03%	599
2022 Q4	$16M	Buy	+339,750	New	+$15.8M	0.02%	841
2022 Q3	–	Sell	-466,900	Closed	-$22.1M	–	4365
2022 Q2	$22.1M	Buy	+466,900	New	+$21.9M	0.03%	678
2022 Q1	–	Sell	-15,100	Closed	-$743K	–	4425
2021 Q4	$743K	Buy	+15,100	New	+$744K	﹤0.01%	2870
2021 Q3	–	Sell	-80,300	Closed	-$3.98M	–	3803
2021 Q2	$3.98M	Buy	+80,300	New	+$3.98M	0.01%	1768
2021 Q1	–	Sell	-50,612	Closed	-$2.52M	–	3657
2020 Q4	$2.52M	Buy	50,612 +6,378	+14%	+$318K	﹤0.01%	1979
2020 Q3	$2.21M	Sell	44,234 -29,666	-40%	-$1.48M	﹤0.01%	2073
2020 Q2	$3.69M	Sell	73,900 -24,000	-25%	-$1.19M	﹤0.01%	1824
2020 Q1	$4.79M	Sell	97,900 -20,758	-17%	-$1.02M	﹤0.01%	1593
2019 Q4	$5.83M	Buy	118,658 +42,458	+56%	+$2.08M	﹤0.01%	1757
2019 Q3	$3.73M	Sell	76,200 -63,400	-45%	-$3.11M	﹤0.01%	1955
2019 Q2	$6.83M	Sell	139,600 -55,200	-28%	-$2.68M	0.01%	1636
2019 Q1	$9.44M	Sell	194,800 -81,500	-29%	-$3.94M	0.01%	1414
2018 Q4	$13.3M	Buy	276,300 +267,100	+2,903%	+$12.7M	0.01%	1143
2018 Q3	$439K	Sell	9,200 -124,290	-93%	-$5.96M	﹤0.01%	2890
2018 Q2	$6.41M	Buy	133,490 +97,777	+274%	+$4.67M	0.01%	1617
2018 Q1	$1.71M	Buy	+35,713	New	+$1.71M	﹤0.01%	2407

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

UCFA

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

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

QLSGSCF

Quent Long Short Global Small Cap Fund New York $1.23B AUM

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

Renaissance Technologies's SHM Position: Q4 2025 in Review

Renaissance Technologies sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q4 2025, closing a stake of 36,683 shares — an estimated $1.77M sold.

Renaissance Technologies first reported a position in SHM in Q1 2018 and held it in 26 quarters. The position peaked at $25.9M in Q1 2023. 397 funds tracked by Wall St. Rank hold SHM as of Q4 2025.

Renaissance Technologies reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q4 2025 after selling out during the quarter.
Renaissance Technologies sold 36,683 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q4 2025, an estimated $1.77M.
Renaissance Technologies first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q1 2018 and held it in 26 quarters.
Renaissance Technologies's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $25.9M in Q1 2023.
397 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q4 2025.

Based on Renaissance Technologies's 13F filing for Q4 2025, filed 12 Feb 2026.